Features

Audit Trail

Audit every action of a user. Log Customer data modifications, record deletions and creation. Filter audit by user, date and action type. Audit colou…

BusinessMan API

Call Handling

Manage individual calls or complete marketing campaigns. Set reminders against calls so that they are never forgotten. View other staff calls in case…

Communications

All calls, reminders, tasks, appointments, letters, faxes, emails, QA items, quotes, orders, marketing campaigns and documents are all communications…

Customer Management

BusinessMan has full Customer Relationship Management software giving complete administration of all customer records. Letters faxes, emails are kept…

DigitalPen

Process forms digitally and get them into your system within 15 seconds of a customer signing. Digital Pen and paper removes the requirement for expe…

Document Management

Full Document Management using drag and drop to store documents in BusinessMan. Manage user access to each document and store an unlimited number of …

Email

Emails are sent and received using the full internal email client. Add unlimited attachments to email. All incoming and outgoing email is logged agai…

Financials

Apply credit limits. View financial dashboard for a business overview. Manage Customer and Supplier accounts, full multi-currency capability. Create …

Invoicing

Integrate with your accounts system (Sage, QuickBooks,etc). Full and part invoicing, view invoice history and outstanding invoices. Full reporting of…

My Desk

Stores all your user preferences for the system. Dashboard displaying a snapshot of all your activity, tasks, internal messages, appointments and job…

Notifications

Notifications can be created for any user action within the BusinessMan system (Notification Trigger). Any system resource can be added to any of the…

Opportunities

BusinessMan has full opportunities managment.

Products, Stock & Inventory Management

View product data, purchase history and track stock levels. Create categories and store images and a textual description for use with quotations. Ful…

Projects

FileMaker Pro database with intergrated Project Management. Drag and drop Gantt chart with task management. Dependant tasks and jobs, resource manage…

Prospects

Manage potential new customers. Create communications (letters, emails,etc). Manage next stage and prospect source details. Rate Prospect on strength…

Quality Assurance

Quality Assurance and Complaints Software Module. Keep a full log of all emails, tasks, documents and costs associated with NCR.

Reports

Resource Scheduling

Full drag and drop resource scheduling. Multiple resources can be assigned on one job/appointment. When a job is dragged and dropped, all resources t…

Scheduler

Developed for scheduling resources using drag and drop technology with a full simple to use graphical interface. Great for helpdesk environments. Vie…

Settings

Configure and setup BusinessMan including your company details, document locations, module setup, email configuration, job settings and web access.

SMS

Send SMS messages to staff, customers, suppliers and prospects. SMS messages are audited within the system and can be viewed by user, date sent and r…

Suppliers / Vendors

Manage your supplier and supplier contacts, view order history and previous product costing, track communications and make payments.

Tasks

Create reminders for yourself and assign tasks to other staff members or departments. View tasks in Scheduler and drag and drop to move them. Add doc…

Templates

Create an unlimited number of templates to be used throughout the system. Create quote builder templates for quick and easy detailed quotations. Use …

User Management and Security

Manage user privileges and system access. Assign security groups and reset passwords. View user activity and user location within the system live.

Assemblies

Assemblies and Bill Of Materials Software Module. Create 1 stock item from many other stock items. Drag and drop stock allocation. Pre-built and read…

Contracts / Sales And Service Management

Complete Service Management module to monitor Contracts, Assets, Inventory and Devices. Test and Inspect, sales and service*. Digital data collection…

Go Mobile

BusinessMan Mobile Module - Available for FileMaker Go on your iPhone. Access data while away from the office offline or connect live. View stock, jo…

Human Resources

Full Human Resources and Personnel management, including vacations, reviews, attendance, disciplinary, NOK details, qualification tracking and timesh…

Jobs

Complete time tracking, document and picture handing, multiple related jobs, drag and drop graphical scheduling, job costing, communications and task…

Marketing

Produce Email, letter, SMS and telephone campaigns. Monitor recipient response and overall campaign effectiveness. Export, Import and link to existin…

MoneyWorks

Seamless MoneyWorks integration.

Printing

Printing to different network printers seamlessly.

Purchase Order Processing

Purchase Order Processing - Manage your supplier/vendor orders. Monitor progress of orders, match purchase price against supplier invoice. Adjust inv…

QuickBooks

Seamless QuickBooks integration.

Quotations

Manage customer & prospect quotes & estimates. Email, print & PDF a quote/estimate. Unlimited line items with multi-currency. Templates to create tex…

Sage

Seamless Sage integration.

Sales Order Processing

View graphs and reports on sales and financial snapshots. Keep up to date on telephone calls, quotations and customer activity.

Web Access

If you wish to expose any data from the BusinessMan system to the web, we can build a web interface to model your own, or bring a fresh perspective t…