PowerBooks offers a comprehensive Cloud-based ERP and CRM solution, empowering small and midmarket organizations with a 360-degree business view by unifying all operational data. While customization could be refined, its scalable capabilities and dedicated support streamline operations effectively, making it a compelling choice for holistic business management.
PowerBooks Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is PowerBooks?
PowerBooks is a cloud-based ERP and customer relationship management (CRM) solution specifically designed for small and midmarket organizations. It integrates customer relationship management directly with core business functions like accounting and inventory. This unified approach provides a comprehensive view of customer interactions and overall business operations, enabling companies to streamline processes and make informed decisions. By consolidating vital information, the software helps prevent data silos, fostering greater efficiency across departments.
PowerBooks Pricing
The software offers tiered pricing accommodating various business sizes and needs, along with a free trial and a free plan for a single user. The available paid pricing plans are:
- Plus: $9/month (for five users)
- Pro: $29/month (for unlimited users)
Disclaimer: The pricing is subject to change.
PowerBooks Integrations
Although the software supports third-party integrations, the vendor has not specified them on the website.
Who Is PowerBooks For?
PowerBooks software is ideal for SMBs within diverse sectors and industries, such as:
- Distribution
- Manufacturing
- Retail
- E-commerce
- Construction
- Service industries
Is PowerBooks Right For You?
If a business struggles with fragmented data and a disconnected view of operations, PowerBooks offers a streamlined solution through its unified ERP and CRM platform. It delivers real-time insights, helping teams make faster, more informed decisions. The intuitive interface ensures quick adoption and smooth day-to-day use.
With its ‘Growth-Friendly Licensing,’ PowerBooks scales easily as a business grows. Security is also a top priority, with systems claiming to match banking standards and automatic data backups to keep customer information safe.
Still doubtful if PowerBooks software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
PowerBooks Features
PowerBooks CRM offers a simple, straightforward user interface, enabling rapid setup and immediate sales operations. Its design minimizes the learning curve, facilitating seamless migration from existing spreadsheets or CRM systems. This ensures quick user adoption and accelerates team productivity.
See How It WorksThe software seamlessly unifies ERP and CRM functionalities, ensuring customer information remains consistently accurate across all stages. From marketing and quoting to sales, delivery, and post-sales support, every team member accesses up-to-date sales data, eliminating data silos.
See How It WorksAmong the core PowerBooks features, this provides a unified view of all customer records within a single database. Every team member gains a comprehensive 360-degree view of all customer activities and records, including quotes, invoices, and support cases. This centralizes vital information for informed decision-making.
See How It WorksPowerBooks offers comprehensive dashboards and reports delivering real-time sales data, empowering teams to manage forecasts and quotas with immediate insights. The ‘PowerBooks Customer Portal’ enhances communication, giving customers online access to their interaction history and enabling self-service activities.
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