LEADS MANAGEMENT MODULE
We integrate into the Company’s Sales Website and query form which writes into the Leads Management Platform.
The Client Relation Management Module is an Auto Emailing System that sends predefined emails to Prospect Clients and Current Clients.
PAPERLESS QUOTING AND JOB CARD BUILDER
The quoting engine enables a staff member to build a quote for a selected lead or customer using imported and synchronized items from their Accounting Sales Items.
PAPERLESS AUDIT FILE
In its simplest form, paperless audit is simply taking a hard copy lever arch file and replacing it with an electronic one. In addition, there are more advanced paperless audit packages which can create unique audit files for each engagement.
SAGE ONE INTEGRATION
Pinion Paperless is seamlessly integrated into Sage one. NO duplication of work and NO extra staff needed.
Vehicle Tracking and Route Optimization
Improve route planning, dispatching and vehicle fleet tracking processes.
Online Payment Gateway
You can have your client pay on the spot with our Online Payment Gateway.
Customer Feedback and Referral Process
This is an amazing process for you to know if your clients are happy with the service as well as getting new client through referrals.
Database Management and Business Reporting
You are able to see your database and how they are assisting your business to grow.
We are able to build a customized platform to suite your needs.
What is Pinion Paperless About? The Pinion Paperless Platform was developed to Simplify, Automate and Centralise all business administrative processes. We developed this Platform using a Philosophy of working from “One Point of Truth”. What this will do. This Single Platform can be used as an Internal Management System to manage Leads and Client Databases, Automated CRM Processes, Paperless Quoting and Job Card Creator, Scheduler, Payment Collections with Seamless Integration into an Accounting Package. What makes Pinion Paperless different? The platform eliminated the need to recapture information in several different platforms, databases and systems which enabled employees to focus on service delivery and not on data capturing.
Getting rid of all the paper wars in the office
Making the work easy and effect from the start
By integrating into Sage one is the duplication of work a thing of the past.
Giving you control
You as a Business owner will have more control over your business with the dashboard and report functionalities