Customer Management
With customer profiles integration option, you can keep track of everything related to your clients. The profiles keep a history of all their and your activities and orders.
01Features and Functions
of Managemart.com
No Credit Card Required
Features and Functions
of Managemart.com
No Credit Card Required
Features and Functions
of Managemart.com
No Credit Card Required
Customer Management
ManageMart CRM is a system that aims to improve the relationship with existing customers, find new prospective customers, and win back former customers. This system can be brought into effect with software that facilitates collecting, organizing, and managing customer information.
- Multiple assets for each customer
- Import customers from CVS, Google, Outlook, Yahoo
- Detailed customers reports
- Customer login profile widget
- Share documents with customers
- Informative Customer's Profile
- Fast Search
- Customer's Category and Types
- Assign Tasks & Events to Customers
Billing / Invoicing
ManageMart Billing Module is an easy-to-use solution for handling your invoicing needs on an intuitive interface. It touts a high degree of customizability as well for its invoices, allowing you to create and send personalized invoice templates with ease. Upload your logo and more:
- Invoicing & Estimating
- Level Billing ( Recurring Invoicing )
- Contracts
- Online Payments ( Stripe, Square, PayPal)
- Notification of customer's actions with invoice
- Billing by Customer / Asset
- Invoice / Estimate Customization
- Convert Estimates to Invoices
- Export to PDF
- Past Due Penalties
Calendar and Scheduling
Say goodbye to time wasted and frustrated customers, and say hello to effortless online scheduling. Create work orders on-the-go, get notifications when tasks are updated, and receive alerts straight from your app when assets go down making your business run more efficiently than ever before. Check out scheduling functions:
- Recurring Tasks
- Quick Billing Function
- Daily, Weekly , Monthly, List view
- Drag'n'Drop tasks between dates
- Assign Tasks to Employees and Crews
- Assign Tasks to Customers / Assets
- Create Invoices from Tasks
- Automatic Tasks Billing
- Event Reminders
- Colorful Tasks on Calendar
GPS Tracking & Maps
GPS tracking system is easy to use, mobile friendly, has intuitive user interface and is designed to communicate with a wide variety of GPS devices (trackers), including smartphones and tablets.
- Manage GPS Tracking History
- Remote GPS Device Control
- Mobile Phone Tracking Apps
- 500+ Supported GPS Trackers
- Show Customer and Assets on Map
- Build Optimize Visit Routes for employees and teams
- GPS Tracking Reports
Employees Management
With ManageMart Cloud Software, tracking employee records and information has never been easier. From standard categories like personal and pay info to as much custom data as you want, you can manage all of your key data in one secure MangeMart database. Here is the key functions:
- Employees Management
- Crew Management
- Employee Time Tracking
- Multiuser Login
- Many Level of Employee Access
- Manage Roles and Permission for Each User
- View Employees on Map
- Upload Employee's Pic
- Employee Reports
Accounting
We have created and integrated all the necessary tools for effective accounting. With ManageMart Cloud Accounting Software you will not have to use other complex and difficult to learn software. We have made all complex functions simple and clear. Here is the list of accounting modules we have built:
- Expense Tracking
- Transaction Tracking
- Online Payments
- Intuit QuickBooks Sync
- Bank Transaction Sync
- Detailed Profit & Loss Report
- Tax & Expenses Report
Full Feature List
Scheduling & Calendar
Create one-time events or a reoccurring series of events. Make events inevitable. Track your time and assign duties to specific employees or crews.
02
Invoicing / Billing
Create invoices with ease. Set up recurring invoices that you can generate at any time. Bill per hour, per job, or flat rates! Save time in your workflow.
03
Accounting
With ManageMart you can keep all accounting records in order. Spend less time on paperwork and focus on the improvements of your business.
04
Employees Management
One of our significant features is an option to have numerous users with the unique login information. You can grant different access levels for each specific worker.
05
GPS Tracking, Maps & Routes
ManageMart has the most innovative GPS tracking system. It works with more than 530 different devices and guarantees smart geolocation in real time.
06
Equipment Tracking
Manage all your equipment easily, and in full detail. Track repairs, and the cost that goes with them. Setup maintenance time for all your equipment.
07
Reports
Know your profit/loss and send your tax information to your accountant with the click of a button. See who is past due, and how much is owed.
08
SMS / Texts Service
Quickly send messages to any customer or to certain groups of customers. By one click, you can send invoices directly to your customer’s phone.
10
Documents & Notes
Do you want to send contracts or newsletters? With the integrated option in the section for the documents, you can easily do this like a Pro!
11
Instant Messenger
ManageMart built-in internal instant messenger improves the communication process in your team and with the customers.
12
Custom Fields
Custom fields allow you to add additional information and items to any area of the program.
13