Editable tables drive configurable product combinations that can include sophisticated calculations made on the fly.
Unless you're a franchise, your business is unique. Intelligent Business™ is purposefully designed to work with your business, no matter the industry or size.
The USER MODULE manages roles, users, and user access across all aspects of the Intelligent Business™ platform.
Easily add, activate, and manage users.
View user activity history.
Define roles for group management.
Configure granular role settings for viewing, editing, or process actions.
Currently support over 50 unique actions that can be defined through roles.
The CUSTOMER MANAGEMENT Module provides feature-rich functionality to manage your customers. Through a simple interface, you can define and manage customers across different user groups. Conversation notes are available and easily accessible by date, follow-up action, or assigned user groups. Customer Management provides the perfect solution to individually manage customer access at the sales level without sharing an entire customer database.
The SCHEDULE MODULE turns active jobs into schedulable events with selectable resources that can be people, equipment, locations, or product.
