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What is ForwardSales?

ForwardSales revolutionizes quote management by enabling users to effortlessly enter customer data along with associated items and prices. Each generated quote includes an expiration date and can easily be converted into a Sales Order. The system adeptly monitors expiration dates and issues reminders as they near. With ForwardSales, the creation of Sales Orders and Credits is made simple, incorporating vital information such as the customer's shipping address. Moreover, it captures details about the sales representative, delivery options, and important dates. ForwardSales also features real-time inventory checks and possesses the capability to produce summarized production orders when needed. As orders are processed, they become accessible to the inventory team, streamlining the picking and filling process. Following shipping, inventory levels are updated, and invoices are produced, with this financial data being seamlessly integrated into your accounting software for efficient oversight. Additionally, ForwardSales allows users to coordinate pickups or deliveries while charging customers as required. Dispatchers enter relevant customer information, including location, delivery or pickup methods, dates, and item details, to provide a thorough logistics overview. Ultimately, this platform not only boosts operational efficiency but also significantly enhances customer service, ensuring a smoother experience for all parties involved. The comprehensive nature of ForwardSales contributes to a more organized workflow overall.

What is Compliance Solutions Plus?

Managing employee files includes crucial information about each worker, such as their contact details, position, and supervisor's name. There are no limits on the number of employee records that can be entered, which facilitates thorough management of all staff data. The system also tracks Employee Training and Certifications, keeping tabs on expiration dates to ensure both compliance and ongoing skill development. Notifications are sent through CSP Plus in advance, alerting staff to retraining needs before any certification expires. Users can upload pertinent Supporting Files to create a complete record. In the event of incidents or violations, which usually suggest responsibility, generating an incident report in CSP Plus automatically produces a disciplinary record for the individuals involved. Employees with a subscription and login privileges can create a Work Order, with the flexibility to establish a custom PRE-Fix for their requests. They can specify the necessary parts and materials required for task execution, and the system will alert the relevant Employee via email about the new Work Order. Moreover, if any issues emerge during an Inspection, the Manager can directly generate a new Work Order based on the inspection results, thus enhancing the efficiency of the resolution process. Overall, this system promotes effective communication and organized management for all employee-related activities and incidents, ultimately contributing to a more streamlined workflow.

Media

Media

Integrations Supported

NetSuite
QuickBooks Online
Sage 50
WooCommerce
WordPress

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FwdMbl Solutions

Date Founded

2013

Company Location

United States

Company Website

www.fwdmbl.com

Company Facts

Organization Name

CSP Web-Based Management

Date Founded

2008

Company Location

Canada

Company Website

www.compliancesolutionsplus.com

Categories and Features

Inventory Management

Not specified

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Order Management

Not specified

Categories and Features

Fleet Management

Employee Management
GPS Tracking
Incident Reporting
Inspection Management
Inventory Management
Maintenance Management
Mileage Tracking
Tire Management
VIN Lookup
Work Order Management

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