(CRM)
Capture, manage, and keep your sales opportunities and customer details highly-organized and accessible at all times using cloud-based CRM software. Boosts productivity with a customer management system that offers data fields relevant for you service-based business.
E-Signature tools are great however they are often expensive and hard to integrate throughout your business.
Easily create your own templates with our visual editor Specify what to populate the field with (if applicable) Add up to 8 signature per form Export form to PDF file for convenience All forms are associated with record (ie: customer/job)
Our E-Signature feature is integrated with our client portal as well. Push digital forms to a client through our portal for them to digitally sign. As soon as the signature is saved the sales rep will be notified so they can continue processing the paperwork.
ALSO, WE HAVE A VERSION FOR MOBILE
Sunbase understands that business is on the go these days and sitting at a desk all the time isn't the norm anymore. It's for this reason we've built mobile-friendly applications for both Android and Apple IOS. Our mobile versions include the majority of our desktop program's functionality. Certain features were built specifically to be used in the field such as our door knocking app, simple forms, LiveMap, and receipt capture.
Users can find and download our apps on either respective stores.
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