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SME Complete

Name: SME Complete
Rating: 4.5 (2 reviews)

By High 5 Software

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Highlights : About SME Complete

Sales and proposal generation

Customer relationship management (CRM)

Customer tracking and records

Automated task notifications

Sales and prospects tracking

About SME Complete

SME Complete (Service Management Enterprise) is a software program for small to medium-sized service companies that provides various modules and tools for managing customers, staff schedules, maintenance, inventory and more. The sales prospecting module provides users with comprehensive tools for staying on top of prospects and proposals, and helps with tedious tasks such as compiling daily and weekly reports. Contact information is organized and easily accessible for tracking opportunities, sales leads, bids and proposals. SME Complete has a built-in CRM (customer relationship management) module that stores customer records and history, and allows users to set follow ups, reminders and notifications. The QuickBooks integration module synchronizes detailed information about each customer, enabling users to efficiently track contracts, billing information, and invoice history.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Sales and proposal generation

Customer relationship management (CRM)

Work order management

Service call management

Sales and prospects tracking

Automated task notifications

Billing information tracking

Detailed tracking of inventory

Photo options to help inventory item differentiation

Accounts receivable

QuickBooks integration

Benefits

SME Complete enables users to keep field and office operations synchronized at all times, as field data is automatically saved and stored on the cloud.

The dispatch control feature makes choosing and scheduling technicians more efficient, and helps to eliminate double-booking staff time.

Users can create, edit, and send contract proposals as well as track histories for future reference, whether the contract is approved, expired, open or closed.

SME Complete users can automate workflow by enabling recurring tasks for account maintenance or services for more efficient task management.

With SME Complete, an organization's database is securely stored and monitored in a temperature controlled off-site location at all times.

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