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Sales

Create and send online quotations and invoices, track sales, monitor staff performance, and sell & sync all your products via our POS and more.

Accounting

Manage your cash flow, purchases, taxes, profit & loss, balance sheet, sales, chart of accounts, income statement, assets and more.

Operations

Create and manage work orders, assign clients and employees, add expenses, incomes, and invoices, schedule appointments and more.

Human Resources

Delegate tasks and permissions, track and monitor employees timesheets, expenses, activity logs, and more.

Inventory

Add unlimited products, control different warehouses, issue purchase orders to your suppliers, follow them with ease and more.

CRM

Create clients profiles, add notes, attach files, schedule appointments, reservations, follow up calls/emails or delivery easily and more.

Smart simple online CRM

Enerpize cloud-based CRM software for your small business, to build stronger customer relationships, make more sales, save time and everything to stay on top of your business.

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  • overview
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Relax and elevate your customers experiences

Show genuine care

Organize appointments, reservations, follow-up calls/emails or delivery and engage with your clients smoothly. Prove you do care.

Prioritize your customers

Allocate customer groups to your staff members. Designate a distinct category of clients for each staff member to handle them more efficiently.

Discover more about contacts management

Collect & store information

Create customers’ profiles, assign notes, attach files and define your customers into categories for easy communication and follow-up.

Reach out your customers

Send bulk email messages to your customers according to their status or category using predefined email templates.

Explore all communication options

Simplified CRM

Manage your leads and opportunities. Set reminders for timely follow-ups. Organize your customers and assign staff members to them.

Understand your customers

Know exactly what they buy and when. It’s simple to add, edit, and search customers. Personalize your service and receipts.

Find out more about clients timeline

Get paid quickly

Send automatic online invoices to customers and get paid online quickly. Manage recurring billings, and automated follow-ups.

Better buying experience

Offer various online payment options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, as well as offline alternative: cash, cheque, and bank deposit.

Discover more about integration
Clients timeline
Client statement
Notes
Follow-up and tracking
SMS
Appointments
Email templates
Custom fields
Contacts management
Import & export
Attachments and resources
Assign to staff members
Activity log
Clients geolocation

Clients timeline

It is a graphic design that shows a long bar labeled with dates with events related to a client in addition to actions taken by any member of your company with that client.

Client statement

Track a client’s balance and check if he paid everything in full or take a collection action when having a negative balance or a partial payment.

Notes

Enable your salespeople to write notes about calls or any other details that remind them with a piece of information related to a client that might be important.

Follow-up and tracking

Create a series of simple email reminder templates, which can be sent by the system at predetermined time. You do not have to send your clients payment requests manually.

SMS

Send automated SMS to your clients based on an industry-related event going, an inquiry that they are waiting for an answer on or information they need on a product.

Appointments

Schedule appointments on our system and receive alerts to remind you of an activity or a due payment that you might forget and must be performed.

Email templates

Help you create customized templates and a variety of visual designs you could use when sending an email to a customer.

Custom fields

You can create fields as new customized entries in a certain module. This customization helps you manage your business operations accurately.

Contacts management

Enable storing and finding contact details easily. This allows several people in a workgroup to access the same database of contacts.

Import & export

Give you options to import and export bulk of clients, products, and invoices. It facilitates adding more than one client. You can also export or import in Excel sheets.

Attachments and resources

Attach a file or refer to the resource relevant to the client's request. This increases your content marketing efficiency and helps get higher levels of customer satisfaction.

Assign to staff members

Help you assign a contact or a task to a relevant staff member and circulate staff duties as per each job description. Match tasks with job description for an optimal performance.

Activity log

Track your clients’ activities and identify logs to help you track the buyer's journey phases. Deliver the best content based on clients’ needs.

Clients geolocation

Help you check a customer's geographic location on google maps. Pinpoints locate your customers on any device used by you or one of your staff.

Can I accept payments online?

Can I import my customers data to the system?

Is there a surcharge for other modules?

Can I create custom email templates?

Can I set up appointments with my clients?

Can I reach my clients via SMS?

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Can I accept payments online?

Yes, enerpize offers various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, for simple and secure online transactions. Your clients can also be given options to pay offline by cheque or direct bank deposit with an easy process to receive payments, confirm and set any invoice as paid.

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Can I import my customers data to the system?

Yes, you can import data into enerpize from a .csv file. Other data types used for your invoices, quotes, sales orders, suppliers, items, can also be imported and integrated into the system.

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Is there a surcharge for other modules?

No, all enerpize plans include all modules, namely; accounting, payroll, operations, sales, CRM and inventory. All updates and new modules are free to integrate.

x

Can I create custom email templates?

Yes, enerpize helps you create customized templates and a variety of visual designs you could use when sending an email to a customer.

x

Can I set up appointments with my clients?

Yes, enerpize gives you this option to schedule appointments on the system and receive reminders of an activity or a due payment you might forget about.

x

Can I reach my clients via SMS?

Yes, enerpize lets you send automated SMS to your clients based on an industry-related event going, an inquiry that they are waiting for an answer on or information they need on a product.

Get organized, save time, grow bigger

Our custom solution architecture ensures complete real-time visibility into the customers relationship management of your business by seamlessly integrating with all enerpize modules:

  • Sales
  • Inventory
  • HR
  • Operations
  • Accounting

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Why enerpize is your perfect business solution?

Free and Quick Support

Our customer support team is always ready to answer your questions, help you troubleshoot issues, improve your experience and increase satisfaction with our software.

Supported

Safe and Secure

Hosted on secure servers, using standard 256-bit SSL encryption and multiple security protection levels. With automatic backups your business data will always be safe.

Secure

Save Time and Effort

Enerpize’s responsive design and architecture ensure seamless, comprehensive, and real-time visibility from any device into your business performance.

Accessible

Personalized Experience

Create your own invoice layout from a whole range of templates, upload your logo, select the site colors of your brand, and adjust your personalized settings.

Customizable

Budget-Friendly

Enerpize offers a wide choice of packages to best suit every business from a completely free plan, to low annual subscription fees for heavy use, and no setup fees!

Affordable

Anytime and Anywhere

Enerpize’s system runs 24/7 on our secure servers and enables you and your clients to access your business data from anywhere, anytime and from any device.

Cloud

Free Updates

Enerpize has an ongoing free upgrading plan to add new features to your business management system. Any future update will always be free.

Updated

Simple & Advanced

No need to read manuals. Enerpize’s intuitive, user-friendly interface still operates with an impressive array of advanced tools that you can activate, or deactivate at any time.

Reliable

  • Supported
  • Secure
  • Accessible
  • Customizable
  • Affordable
  • Cloud
  • Updated
  • Reliable

Join our 60,000
happy users

Unleash new opportunities by managing your business through enerpize where productivity goes hand in hand with relaxation and necessity meets simplicity.

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