An invoice and a bill are documents that convey the same information about the amount owing for the sale of goods or services. Still, a company uses an invoice to collect money from its cu...read more
Keeping track of your expenses is a crucial component of building a budget for your small business. The financial health of your budget is improved by keeping a daily record of your expens...read more
A self-service portal is a website or app that enables workers (or external clients for externally visible support providers) to help themselves when they require assistance, information, ...read more
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google s...read more
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet channels while automating tiresome operations. ...read more
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product. From product planning to installation, training,...read more
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals with the list owner, and coordinating fulfillment ...read more
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's response to a prospective customer's request - one l...read more
The process of procuring, maintaining, utilizing, and distributing a company's inventory is referred to as inventory management. This comprises the storage and processing of raw materials,...read more
Invoice is time-stamped commercial document that itemizes and records a transaction between a buyer and a seller. If products or services were acquired on credit, the invoice would general...read more
Connected Business's Multi-Location Accounting function helps businesses with many locations or branches to keep track of their financials per location. Some multi-location companies have ...read more
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call recording and phone tapping. Data from a telecom...read more
Marketing management is a crucial aspect of any successful business strategy. It involves the planning, implementation, and control of various marketing activities aimed at promoting a pro...read more
Live chat is a tool that allows employees to communicate with website users or with one another in real-time. It might be text, voice, or video-based chat that team members utilize to comm...read more
Using escalation alerts, users can create notification rules for primary and custom entities. A few requirements may be included in escalation rules, which will result in email or on-scree...read more