Quote Manager
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptions
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AcctFusion
Our automated features will change your work load. Accounting software with all the time-saving tools that allow you to focus on your business. Create professional recurring invoices and write checks to anyone. Ask us about our new eChecks! Import and categorize your latest banking commissions and transactions. AcctFusion is a new, easy-to-use online time Accounting solution. With a single button, push all property commission data, line itemed into AcctFussion's double-entry accounting system to cut checks and reconcile accounts. AcctFusion is a new, easy-to-use online time Accounting solution. With a single button, push all of your property commission data, line item into AcctFussions double entry accounting system to cut checks and reconcile.
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PlanSplit
PlanSplit works by bringing and keeping service providers and their consumers together. PlanSplit, a new monthly recurring billing management software, allows healthcare professionals and other service providers to create and offer value-added and discounted service plans, packages, memberships, and subscriptions. From the consumer perspective, there are many facilities, such as monthly payment options, plan change options, plan cancellation at any time, and auto-renew annually. From the service provider perspective, after Plans set-up, everything from new consumer sign-up, payment collections, schedule changes, and renewals to cancellations are managed by PlanSplit so that provider staff can focus on the quality of services.
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Calendar
With Calendar Contacts, you can easily manage and track connections as well as send meeting invites, introduces associates, and find a time on your calendar to spend with friends. Whether it's lunch meeting with a colleague, a catch-up over coffee with a friend, or an upcoming conference call with a client, you can use Calendar Contacts to spend event creation. Inviting guests only takes seconds now that your contacts are integrated with your calendar. Calendar will continue to evolve as your needs and behaviors change to provide a suite of tools. As your organization grows, it becomes harder to manage processes. When it comes to your scheduling, we'd wager it hasn't been updated in years. Calendar intelligently categorizes project meetings to figure out the relationships between your plans and the people in your meetings.
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