Dashboard
- Post announcements, upcoming events, company highlights and share other important information with the entire company.
- Start new discussion topics and comment on existing topics on a company message board.. Topics can be moderated by users with Administrative access.
- Add time clocks for your offices and customers in cities around the world to stay updated with your various locations and stakeholders.
- Observe current and forecasted weather in your location.
- Use five different calculators to help compute standard calculations, margin, markup, present value, and future value
- Add your preferred RSS feeds or use default RSS feeds to kept up to date with the latest news
- Connect your company’s social feeds - COMING SOON
- Customize your Dashboard to each user’s preferences by adding or removing widgets
Workspace
- Data is gathered throughout your company and presented through graphs and charts
- Set role based permissions on charts to control what data each user has access to view
- Automate your workspace to get an email at the beginning or the end of every day with important information needed to run and grow your company
CRM
- Prospects
- Easily add prospective customers without the hassle of extraneous information
- Set up next contact dates to stay close to your prospects
- Add and group prospects with tags for better organization and follow up
- Add and access prospect specific notes for better tracking and communication
- Share with or transfer prospects to other sales team members
- Turn a prospect into a customer with a single click
- Customers
- Easily add individuals or company customers
- Customize your customer form fields to meet your unique specifications
- Drag and drop form field placement for form design flexibility
- Track customer activities to stay on top and in the know
- Store customer related documents for easy and centralized access
- Share with or transfer customers to other sales team members
- Contacts
- Easily add and label customer contacts by contact type
- Customize your customer contact types for proper tracking and communication
- Customize your contact form fields to meet your unique specifications
- Drag and drop form field placement for form design flexibility
- Track customer contact activities to stay on top and in the know
- Store customer contact related documents for easy and centralized access
- Opportunities
- Create customer specific sales opportunities for forecasting and tracking
- Project potential revenue, profitability, close date, and close probability
- Mark opportunities as won or lost for statistical performance tracking
- Proposals
- Create and send proposals to customers
- One click proposal acceptance by customers
- Automated accepted proposal converts to sales order
- Customize your form proposal form fields to meet your unique specifications
- Sales Orders
- Create and send sales orders to customers
- Optional Esign sales order acceptance by customers
- Customize sales order terms and conditions and auto attach
- Allow customers to pay deposits via credit card link on sales orders
- Customize your sales order form fields to meet your unique specifications
Production
- Vendors
- Add and manage your company vendors
- Add different types of vendors to manage internal controls
- Set vendor bill limits and overrides to ensure company assets are secure
- Customize your vendor form fields to meet your unique specifications
- Products
- Add and manage the products to produce, distribute, or sell
- Add up to five product images to every product
- Create product combos for product bundle sales and fulfillment
- Customize your product form fields to meet your unique specifications
- Services
- Add and manage the services offer by the company
- Customize your service form fields to meet your unique specifications
- Warehouse
- Support multiple warehouse operations
- Set up warehouse bins to match the unique configuration of your warehouse
- Customize your warehouse form fields to meet your unique specifications
- Productions
- Create inventory productions for stock products and custom orders
- Track raw materials, labor, and manufacturing overhead on productions
- Capitalize labor and manufacturing overhead to inventoried products
- Optionally reclass labor to Cost of Goods for custom orders
- Build inventory products through manufacturing and assembly processes
- Customize your production form fields to meet your unique specifications
- Set your production teams to control access and inputs on productions
- Add a production calendar to ensure product due dates are hit every time
- Establish default production stages to easily add to a production calendar
- Purchase Orders
- Create purchase orders for products or production part raw materials
- Customize your purchase order form fields to meet your unique specifications
- Fulfillment
- A single dashboard for all orders requirement fulfillment
- Create pick lLists for various products to expedite timely fulfillment
- Confirmation requiring a second count to ensure accurate fulfillment
- Shipping
- A single dashboard for all orders in each stage of shipping
- Add tracking numbers to shipments
- Compare shipping rates from major carriers - COMING SOON
- Automatically purchase and print shipping labels - COMING SOON
- Receiving
- Receive all products and production part raw materials into inventory
Accounting
- Accounts
- View, add and manage all of your ledger accounts in an easy to use and intuitive accounting system
- Create general journal entries to record debit and credit transactions
- Use Cost Centers to code charges based on any attribute unique to your company
- Reconcile your accounts to ensure each is accurate and up to date
- Accounts Receivable
- Create and send customer invoices and credit memos with ease
- Automatically calculate sales tax
- Automate common AR tasks such as past due invoices and payment reminders
- Accounts Payable
- Create vendor bills and bill credits
- Code bills to expenses, inventory, purchase orders, fixed assets, or productions
- Optional AP approval based on Cost Center managers
- Set AP bill dollar limits with manager override passwords
- Automate common AP notifications and payment date reminders
- Automated Transactions
- Automate repetitive transactions to ensure accuracy and consistency
- Banking
- View your bank accounts in a single consolidated dashboard
- Write Checks for expenses, inventory, purchase orders, fixed assets, or productions
- Connect your bank accounts and automatically import transactions
- Reconcile your bank accounts to ensure each is accurate and up to date
- Treasury
- Receive payments from your customers for invoices and sales orders
- Pay approved bills to your vendors
- Make an instant sale fast and easy
- Deposit your payments to your selected bank account
- Create a merchant account to accept customer credit card payments
- Connect your company credit card and automatically import transactions
- Reconcile your credit card accounts to ensure each is accurate and up to date
- Inventory
- Inventory dashboard shows your available, inbound and outbound Inventory by warehouse and bin
- Adjust the cost or quantity of your inventory to ensure it is up to date and accurate
- Transfer inventory between warehouses or inside a warehouse between bins
- Build inventory after your product manufacturing process is completed
- Fixed Assets
- Add your fixed assets to maintain your property, equipment, vehicles and other fixed assets
- Manage your fixed asset types to stay in compliance with laws and regulations
- Set it and forget your fixed asset to depreciate automatically every month
- Taxes
- Create tax schedules with reminders to ensure no payments or filings are ever missed
- Store state specific sales tax forms for instant access and filing
- Manage every jurisdiction that you have nexus
- Track and pay sales tax to the appropriate jurisdiction on a timely basis
- Sales Tax Filings - COMING SOON
- Use Tax - COMING SOON
- Income Tax - COMING SOON
HR
- Add and manage your employees with an easy to use HR system
- Enable default roles or create unique roles with permissions
- Manage and assign employees to multiple business locations
- Affordable and convenient payroll processing
- Assign users to and process payroll to different pay groups
- Set default and create custom pay lines for employee paychecks
- Use INFAWORK’s pay grade scale to ensure consistency for pay rates
- Set and track overtime based on current state overtime rules
- Access a centralized time clock to clock in and out of shifts, meals, breaks, and productions for accurate time tracking
- Employee Benefits - COMING SOON
- Employee Scheduling - COMING SOON
Reporting
- Access a full library of standard reports by module
- Easily drag and drop data attributes to build customized reports
Documents
- Store your saved documents in My Documents
- Access documents from all other modules in a centralized location
- Share, send, upload, and download documents with a single click
Admin
- Add and manage employee or nonemployee users
- Add, View, Edit, Own, Delete, Void, Complete and Print user permissions
- Control and monitor your account settings
- View and monitor your billing
- Set module based preferences to customize your INFAWORK experience
- Integrate your Gmail, Microsoft, ProtonMail or Yahoo email to INFAWORK
- Add other email IMAP accounts
- Send forms, reports, reminders and other important documents from INFAWORK
Calendar
- Integrate INFAWORK’s modules to a single calendar
- Add Productions to your calendar for a consolidated view
- Automatically Keep track of team member birthdays and anniversaries
To Do
- Self generated tasks to easily setup your daily to do list
- Assigned tasks to allow for easy management of duties
- System generated tasks so INFAWORK can help you succeed
Collaborate - Coming Soon
- Stay connected with your team members through our messaging platform
- Start channels and subchannels to keep topics organized and easily accessible
- Share files and other important information all in one place
Help
- A complete knowledge based of INFAWORK and its functionalities
- Video tutorials on each function to help users learn INFAWORK - COMING SOON
Search
- Easily search names, numbers, dates, and most other information to find what you are looking for quickly and accurately