Announcing New Product Enhancements
Drive Increased Collaboration and Efficiency New capabilities to the platform assist service teams to streamline workflows and improve outcomes
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Integrate your CRM with other tools
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How to connect your integrations to your CRM platform?
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Techbit is the next-gen CRM platform designed for modern sales teams
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Why using the right CRM can make your team close more sales?
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What other features would you like to see in our product?
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In today's fast-paced world, efficiency and collaboration are paramount. Operix, a leading provider of innovative business solutions, is excited to announce a series of new enhancements to our platform designed to help businesses achieve new heights of productivity and teamwork.
QuickBooks Desktop Integration
We understand that seamless financial management is crucial for any service business. Our new QuickBooks Desktop integration is designed to streamline your accounting processes and enhance overall efficiency:
- Automated Syncing: Our platform now automatically syncs with QuickBooks Desktop, ensuring that your financial and field data is up-to-date and accurate without manual input.
- Accurate Data Transfer: Experience data transfer between Operix and QuickBooks Desktop. This means that invoices, payments, and other financial transactions are instantly reflected in both systems.
- Simplified Setup: The integration is straightforward and user-friendly. We will have you connected in no time, with minimal disruption to your operations.
- Enhanced Reporting: The integration allows for more comprehensive financial reporting. Users can generate detailed financial statements and reports directly within Operix, leveraging the data from QuickBooks Desktop.
Customer Portal
Delivering exceptional customer service is how you grow your business. Our new Customer Portal is designed to enhance the customer experience and improve communication:
- Self-Service Capabilities: Customers can now access their accounts, view their service history, view photos and documentation, and see appointments directly through the portal, reducing the need for time-consuming calls and emails.
- Real-time Updates: The Customer Portal provides real-time updates on service requests, project statuses, and appointment schedules, keeping customers informed and engaged.
- Personalized Experience: The portal allows for customization, enabling you to tailor the experience to meet your customers' unique needs and preferences.
Updated Mobile App
Having access to your business tools on the go is essential. Our recent updates to the mobile app are designed to keep you connected and productive, no matter where you are:
- Anywhere Access: Manage your work orders, communicate with your team, and access crucial data from anywhere.
- User-friendly Interface: Designed with a clean, intuitive interface that makes it easy to navigate and use.
- Offline Capabilities: Work offline and sync your data once you're back online, ensuring that you can continue working without interruptions, regardless of your connectivity.
These new platform enhancements are designed to help your business achieve greater collaboration and efficiency. By providing the right tools, we can empower teams to work smarter, not harder.
To learn more about the Operix platform visit www.operix.com/new-updates
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