CounterBalance is more than a software application CounterBalance is a platform.
This platform provides complete control over the way your operation is managed.
The system provides Customer Relations Management (CRM), Process Control, Scheduling, Cost Item Tracking (Inventory & Time), Account Financial, and more.
CounterBalance allows management personnel to develop a custom system tailored to the specific needs of an operation.
- CRM Management
- Sales and Follow-Up Process
- Customer Information
- Order/Deal Information
- Vendors
- Cost Item Tracking (Inventory Allocation)
- Product Items
- Product Services
- Associates (Employees and External)
- Commissions
- Expense and Payment Registry
- Service Tracking and Managment
- Quick Search (Names, Phone Numbers, Addresses)
- Process Control
- Form Generation
- Email Generation
- Advertising Source Management
- Postal Code Territory Management
- Distance Scheduling
- Custom Reporting
- Data Import/Export for all CounterBalance Objects
- Scheduling (Month, Week, Day, Resources)
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