CONCERT Business Management Suite

Product Brochure


Overview

CONCERT Service Management System Internet Available Centralized Management of Business Functions . CONCERT provides much of what is termed CRM (Customer Relation Management) by allowing companies to create customer accounts and contacts within each account.

All contact and account history is maintained utilizing the activity log. Documents may be stored as electronic files within the customer profile. This helps to keep your service agents, sales representatives, and management in sync regarding customer activity.

Since the initial version in 1999 the Concert Suite has been continuously developing and improving, so today it has become a mature product with an excellent quality/price ratio.

About CONCERT Service Management System


Product Overview

CONCERT Service Management Software™ is designed to organize, track, and report on the processing of orders within your organization. An order can be representative of a sale, process or lifecycle in the delivery of a service within a business.

Many organizations use an accounting system to try and record information about the lifecycle of a product or service, but these systems were not designed for process management and don't provide the level of detail required in a service business.

Some examples of use for CONCERT may include:

Landscapers Electricians
Plumbers Property Managers
Utility companies Customer Service
Help Desk Many more...

 

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Key Features

Customer Management:

Contacts
Classifications
Rates
Terms
Tax Status
Contracts
File Attachments
Activity Logs

Vendor Management:

Contacts
Items
Outlet IDs/Classifications

Employee Management:

Vacation/Holiday scheduling w/ requests/approvals
Sick days
Sceduled Activities
Authorizations and certifications
Sales Commissions
Territories
Probation/Bonding status
Photos

Service Orders:

Personnel assignment & Activity scheduling
Warranty repair classification
Service type classification
Status & Tracking
Data Log
File Attachments
Activity Logs
Modification audit via timestamps
Work description with corrective action (Knowledgebase)
Internal ONLY notes
Inventory Pick List
Auto notification of New assignments

Invoicing:

Custom logos and text
Custom credit card acceptance logos and text
Recurring Invoice generation

Purchase Orders:

Shipping
Receiving

Inventory Management:

Restock reporting

Accounting:
Accounts Receivable
Accounts Payable
General Ledger
Account Management
Site specific defaults
Checks
Cash Receipts & Deposits
Withdrawls
Reconciliation
Journal Entries (incl. Recurring Billing)
Period Management
Reporting [Balance Sheet/Income Statement/Ledger/Journals, etc

Site Management:

Create multiple sites within an organization
Establish site specific preferences

Data Archival:


System Alerts
Messaging

User Management