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Products
  Below is a basic summary of our features. For a more detailed feature list, go to the features or product comparison section.
 

Product Edition Comparison Matrix

BizAutomation.com On-Demand
a hosted all-in-one super suite

BizAutomation.com
Managed server or On-Premise
 

Technology & Pricing Considerations

Availability

 Available

 Available
Platform On-Demand Service (SaaS) On-Premise Product (Installs on your Windows or SBS Server)

Database Technology

SQL Server

SQL Server

Front-end platform

Web (.NET) uses your browser

Web (.NET) uses your browser
Needed servers / software to get started None needed (this is a hosted service) Windows or SBS Server 2003-2008 with SQL Server 2005-2008

Integration with all the popular hosted email services e.g. Gmail (Google Apps), Yahoo, MS Exchange, etc...

Minimum number of users required 3 25 (managed server) 50 (on-premise)
Typical full user monthly subscription $49* Dedicated On-Demand Server (On-Site available - contact us for details)
Typical partial user monthly subscription $25*  
Typical Time & Expense user monthly subscription $9*  
Customer Portal User Free  
Web-store / site subscription per domain (multiple domain capable) $49*  
* These are approximate estimates and can vary depending on number of subscribers, duration of commitment, and other deal specific terms.

Overview of Features

CRM - Sales, Service & Support, Contact Management, Marketing (including e-campaign broadcasts, drip campaigns, and auto-responders), and Sales Process based Opportunity Pipeline Mgt. (ideal for deep sales cycles).

Accounting - Full suite of accounting modules

ERP Purchasing / Selling Fulfillment (Back-order and Re-Order mgt, Procurement Planning, and Multiple Inventory warehouses / locations) RMA Mgt. Order Automation with workflow
Company Dashboard - See everything from a configurable set of portlets which are user configurable.
H.R.  - Billable / Non-Billable Time Sheet, Leave, Expense Entry, Gross Payroll, Commission calculations.

E-Commerce web site & store- Shopping cart powered by inventory / integrated to accounting. Multi-domain capable, SEO supported via URL direct DNS, etc..

Contract Management - Manage Contracts based on Time, Amounts, & Incidents

Shipping - Support for FedEx, USPS, and UPS, including shipping option presentation (standard, over night, etc...) amount calculations from items selected, issuance of the tracking number, and creation of shipping labels, all neatly integrated into order management and invoicing.

Asset Tracking - Track items you sell, rent, or lease to your customers

Business Portal - Expose customer records. Share 3rd party records with partners (including shared projects and documents).

Project Management  - Report all items associated within a project including including Bill of materials (BOM), billable / NB time, sales orders / invoices, purchase orders', and contract criteria such as time and amounts budgeted.
Project Costing / Expense / Income Reporting with list of accounting ledgers impacted that reveal exact income and expense transactions, including billable time, and employee cost impact.

Web Email Client - 360 degree view of interaction between all your employees and the contacts they interact with. Compatible with all the major email service providers
E-Surveys - Create dynamic surveys which can even qualify potential clients and trigger new lead records based on business rules.
Order Management - Set workflow rules to automatically create Purchase Orders based on JIT, Inventory, or Non-Inventory Sales Events. Integrate with 3rd party outlet data feed to automate multi-outlet sales orders (e.g. Ebay, Amazon, Buy.com, etc..) into BizAutomation for total front to back integration.
OmniBiz - Multi-Entity Management - If your company has branches or subsidiaries locally or across the globe, or if you're a franchisor, you stand to benefit greatly from multi-entity mgt. which enables you to manage things like multi-company accounting, inventory roll-ups, off-set accounts for inter-company transactions, etc.. This is a no-cost extra for entities that have 21 or more users across all the entities. *
Multi-Currency - Create transactions in any number of currencies, with full support for offset gains and expenses due to currency fluxuations. Automatically update your currencies daily if you like. Combine with Multi-Company and seamlessly run your Multi-National from a single consolidated super-suite. ^
Web Service API - Integrate 3rd party applications with BizAutomation.com. ^
*Minimum of 21 users (3 user per entity min) / ^Minimum of 5 users
 

 

 

 

 

 

BizAutomation.com CRM + Business Management e-business suite - Entire Module List

CRM - Customer Relationship Management .. ERP – Inventory, Purchasing .. Fulfillment / Project- Management .. H.R. –Time Sheets, Expense, Leave..
E-commerce & Order Entry .. Survey Management … PRM - Partner Relationship Management .. Contract & Document Management ..
Financials – Invoicing, P.O.s .. Enterprise Portal – Extranet .. Customer Web Traffic Analytics .. BRM Business Relationship Management ..
Contact Management Software Outlook CRM Integration Customization Customer Tracking / Web Analytics

Aug 21st 2006 BizAutomation business management software and online survey software / survey management software. It also includes many other features such as the customer CRM portal, and Enterprise Portal. Whether you're using Outlook or Outlook Web Access to manage your web based CRM

 

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