Manage from project to profit

Combines CRM, alerts. advanced analytics, and reporting. Anticipate and respond to customer needs and trends. Clearly see customer trends and sales team performance to uncover new opportunities for ROI.

TeamDesign’s furniture inventory management features allow you to compare proposals and automatically report on in-stock, out-of-stock, and aging products.

Delivery and pick-up charges included on first invoice and automatically excluded on future invoices. Invoice rentals in a timely manner with user-defined billing periods. Track product rentals, mockups, and warehouse space by salesperson or customer.

Maintain open-ended work orders. Simplify handling of warranty repairs and reconfigurations. Reduce the loss of revenue for service work: track time and materials by job.

Import various third-party catalogs into the TeamDesign inventory system. Access items from third-party catalogs for proposals, purchase orders, and other documents.

Online tracking of collection call information, such as name of person contacted, date, invoice in question, general comments, and call back date. Print collection notes by invoice on your "Accounts Receivable Aging Report".

Eliminate overstocked inventory by identifying slow moving and fastmoving inventory. Re-order stocked material on an as needed basis.

Assign customized marketing profiles within each customer master file. (e.g., territory, SIC code, business type, etc.). Sort and print marketing or customer reports based on your customized fields.

Quickly and easily generate quotes from your showroom to handle "off the-street" traffic. Import quick quotes into TeamDesign project management and accounting.