OPERATIONAL TOOLS

QbizA Template Applications fulfill a major need of many small to medium size businesses that need their systems and software to be more directed, simple, flexible and MANAGED. For a small monthly fee your information can be available the way you want it,
customized to your specifications.
 Business
General Office
  • Business Locations and related information maintained
  • Supplier with Supplier Contacts and contracts managed
  • Document Storage
  • Asset Tracker, Fleet Maintenance, and an Information Exchange Platform
  • Personal/Company ‘TICKLER’ Calendar
CRM (Customer Relations Management)
  • Complete Client Tracking including Contracts and related Documents and payments
  • Customer Service / Help Desk
  • Client Contracts and Customer Document Library
  • Rep Tracking with option to connect to Expense Reports
Personnel
  • Complete personnel tracking (Timecard Module available also)
  • HR (Payroll information, PTO, Accidents, Company Items, Reviews, etc.)
  • Store related Documents and forms (I-9 and others)
  • Expense Reports and Check Requests
  • New Hire Employee Requisitions and Candidate Tracking
Project Management
  • Central location for managing projects and tasks with resource tracking
  • Allows Team Members to focus on completing their tasks and getting projects done on time and under budget.
  • Improves productivity, increases collaboration, shares documents, tracks time, and more.
Sales/Prospect Management
  • Complete Prospect Tracking including multiple contacts and locations
  • Resolution Forecasting with Weighted Forecasted dollars
  • Track multiple Activities with each Prospect Contact
  • Upload related documents
  • Lead Source Breakdown
Customer Requests & Surveys
  • Available to “Everyone on the Internet” option
  • Stores data and all responses
  • Link from a button on a web page or within an email
  • Surveys and their responses historically maintained: Multiple Choice, Ratings (1-5), and text response capabilities
Notification System
  • Create letter free form and template letters/Notifications
  • Emailed to concerned parties (in or outside your user base)
  • Store all historical communications between users
  • Maintains records