BusinessGenie

MyBusinessGenie is a sales and business management software for small businesses. We help businesses mobilize their sales & business workflow and get more work done on-the-move! The MyBusinessGenie suite is composed of three products - Field App (this app), Client Portal & Administrative Portal.


FIELD APP
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The field app allows businesses to showcase their work & catalog using their tablet device and enables them to manage their day-to-day business activities on-the-go!

MANAGE BUSINESS ON-THE-GO!
- Work offline using the App and when connected, sync the app to stay up-to-date with the administration portal
- Customize the look-and-feel (including logo) of the app based on your business needs

SHOWCASE YOUR WORK
- Present your portfolio of work visually using images
- Collaborate with customer on various concepts & ideas
- Present your catalog of products and services and display them visually
- Take a picture while on-the-field and grow your portfolio, idea or catalog collection

CREATE QUOTES & INVOICES
- Add items from catalog to cart and create a quote or an invoice immediately
- Add payment terms, client notes & private notes to quotes & invoices
- Get customer approval on quotes via signature on iPad
- Generate PDF files for quotes & invoices and email it to customer
- Send online link for client payments (& approval)

CAPTURE LEADS & MANAGE PROJECTS
- Capture leads on-the-move
- When a lead is closed, convert the lead into a project
- Capture notes associated with a project/lead

MANAGE EXPENSES & INCOME
- Manage all general expenses & project/lead expenses from the App
- Track all income by tracking them against a project

MANAGE CONTACTS
- Manage all business contacts (individuals and companies) within the App
- Add contacts from your iPad address book if needed

VIEW CALENDAR SCHEDULES
- View your overall schedule within the App
- Add new events against projects and be in sync with administration portal


CLIENT PORTAL
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The client portal is a self-service portal for end-customers to view vendors work, contact them, approve documents, make payments and order products and services online.

DYNAMIC PORTAL WITH REAL-TIME CONTENT
- This beautiful portal can be used as a primary website for the business or can be linked to from the current website
- Keep the content fresh - any images taken on the field are immediately reflected on the client portal upon sync
- No need to update your website daily

INTEGRATED LEAD MANAGEMENT
- All form submissions via client portal will be captured as a lead within the system and is accessible from the field app or the administration portal
- Any queries from customers about products on client portal automatically creates a quote within the administration portal for further processing, reducing overall work for businesses

ONLINE APPROVALS, PAYMENTS & MORE...
- Customers can view all quotes, invoices & contracts and approve / make payments online
- Customers can also submit testimonials via client portal and message businesses via this platform


ADMINISTRATION PORTAL
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MyBusinessGenie administration portal is an online portal for businesses to administer the account, configure the system and manage all data within the account. Sync the Field iPad App to ensure that all the data is up-to-date with the administration portal.

MANAGE ACCOUNT
- Administer & manage various settings of the account
- Configure what data appears on the field app and on the client portal

END-TO-END FUNCTIONALITY ONLINE
- All the features available on the field app is also available on the administration portal & more...