Standard Server License
This includes the loading of all data and setup for the following modules.
Hardware is provided by the Dealer or hosted at JDO.
- D.B.S. Data Modules: (Account, Equipment, Financial, Invoice, Inventory, Notes)
- JDQuote Integration (Accounts, Inventory)
- Standard CRM Entities (Alerts, Sales Calls, Cases, Notes, Opportunities, and Tasks)
- Keyword Search – Google like account search against DBS and prospect records
- Advanced Search – Construct complex custom searches and save them
- Activity List – Define & save reports on Alerts, Calls, Cases, Notes, Opportunities, and Tasks
- Mapping – Google Map and Excel integration with advanced searches
- Target – Use your DBS and prospect lists to create Targets and assign responsibility
- Calendar – Displays pending and completed calls and tasks (management access available)
- Notifications – Notify anyone internally about standard or custom entities
- Automation – Alerts and notifications. (Rules based Automated Alerts, Notifications, Calls, etc.)
- Reports – Report library (custom reports available upon request)
- Mobility Apps – Android and iOS for Full licenses (Inventory and CRM)
- Handle Agent – Read only access (VoIP and updates require Platinum Care)
Platinum Server License
The following modules are provided in addition to Enterprise modules listed above.
- Handle Agent VoIP phone system integration
- Handle Agent two way updates
- Customer Portal
- Custom CRM Entities (forms). Available upon request (billable)
- Handle Framework Customizations (forms) – Available upon request (may be billable)
- This includes any and all customizations to existing or custom forms.