Compare happisales vs simPRO

Summary

Happisales is an all-in-one sales management solution to manage the sales process. With a user-friendly business application, you can manage presence, goals, call records, and report customer issues. Improve sales force performance with real-time decision-making and responsive service to gain market insight. It allows sales representatives to enter their daily presence, (TASKS/DEPARTURES/MEETINGS/ TRAINING), executives define their monthly and daily goals, each customer visit will be followed with geographic locations and timestamps. In addition to these activities, it can capture notes and images. Consolidated daily reports of customer visits are sent daily to the administrator of the immediate reports. ..show more

simPRO is an end to end field service management software for businesses of various sizes. It provides digital takeoff templates to build estimates and convert quotes to jobs in seconds. An inbuilt digital dashboard lets users schedule and dispatch individuals or teams based on their availability and jobs status. simPRO also allows inventory management tracking and connecting materials to their jobs without manual data entry. It works on a secure system to send invoices to customers on time and give customers the flexibility to make payments. The platform also saves a lot of time for users by automating data entry, streamlining processes and connecting the workflows. simPro has included all the core industries into its systems, such as electrical, plumbing, HVAC, security and fire protection. The software offers complete solutions to all the service management processes related to an individual business so they can easily operate their daily practices and attract more clients. ..show more

Analytics (Workforce) Helps you track and analyse the performance of the workforce

Attendance Management Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

Claims Management Helps to organize and keeping track of insurance claims and as such claims made by patients.

Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature A facility to capture digital signature in a secure format

Document Management Ability to store and manage various information and documents in electronic format.

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Job Scheduling Helps in allocating jobs to the right person at the right time

Offline Reporting Helps you to save the data offline and synchronize as soon the device connects to the internet

Real-time Job Tracking Allows you to view your workforce in real time and improve strategy

Reporting Sends instant status reports about the task with customer feedback

Route Optimization Determines the cost efficient route to perform the order

Top alternatives to happisales

ServiceTitan

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Top alternatives to simPRO

ServiceM8

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