Create and send online quotations and invoices, track sales, monitor staff performance, and sell & sync all your products via our POS and more.
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.
Relax and elevate your customers experiences
Organize appointments, reservations, follow-up calls/emails or delivery and engage with your clients smoothly. Prove you do care.
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
Create customers’ profiles, assign notes, attach files and define your customers into categories for easy communication and follow-up.
Send bulk email messages to your customers according to their status or category using predefined email templates.Explore all communication options
Manage your leads and opportunities. Set reminders for timely follow-ups. Organize your customers and assign staff members to them.
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
Send automatic online invoices to customers and get paid online quickly. Manage recurring billings, and automated follow-ups.
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
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.
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.
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.
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.
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.
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.
Help you create customized templates and a variety of visual designs you could use when sending an email to a customer.
You can create fields as new customized entries in a certain module. This customization helps you manage your business operations accurately.
Enable storing and finding contact details easily. This allows several people in a workgroup to access the same database of contacts.
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.
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.
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.
Track your clients’ activities and identify logs to help you track the buyer's journey phases. Deliver the best content based on clients’ needs.
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.
Our custom solution architecture ensures complete real-time visibility into the customers relationship management of your business by seamlessly integrating with all enerpize modules:
Our customer support team is always ready to answer your questions, help you troubleshoot issues, improve your experience and increase satisfaction with our software.
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.
Enerpize’s responsive design and architecture ensure seamless, comprehensive, and real-time visibility from any device into your business performance.
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.
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!
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.
Enerpize has an ongoing free upgrading plan to add new features to your business management system. Any future update will always be free.
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.
Unleash new opportunities by managing your business through enerpize where productivity goes hand in hand with relaxation and necessity meets simplicity.get started for free