ActionStep is a complete end-to-end cloud based business management solution that supports all key business processes most companies depend on. From marketing campaigns and customer relationship management, document creation and storage, integrated email and calendar features (including Google Calendar synchronisation) to time recording, disbursements, quotes and billing right through to financial accounts and extensive reporting.
This all-in-one business system closes the gaps between point solutions and avoids interfaces that need on-going attention and re-work.
Never enter data twice again! Facilitate all your client engagements from start to finish in one fully integrated environment, accessible from any computer with a web browser. Build processes and engagement models that support how you really work instead of molding your work processes into only what your current system does.
List of Key Features:
ActionStep is a complete business application incorporating
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Prospect and Lead Management
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Sales Force Automation
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Workflow Processes
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Customer Relationship Management (CRM)
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Real-time Dashboard and Reports
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Marketing and Campaign Management
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Accounting
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Trust Accounting
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Payroll
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Document Management
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Email / Contacts / Calendar
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Automatic Messaging
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Company Intranet
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Smart-Phone Access
ActionStep will make a very real difference to all areas of your business:
Individual
ActionStep is your all-in-one personal assistant - incorporating centralised projects, contacts, calendar, email and task alerts. ActionStep ensures that you always know what your priorities are and makes finding relevant communications and project details quick and easy.
Manager
ActionStep provides the tools to oversee and control all resources, processes and projects to ensure streamlined management and consistently successful outcomes.
Executive
ActionStep presents a high level, real-time dashboard so you can see at a glance how your business is tracking against target and quickly identify areas that need attention.
