Software & IT
Software & Technology Edition
Software houses, SaaS products and dev agencies — plus IT support firms, installers, hardware/network/CCTV providers, and software resellers.
For companies that build, sell, install and support technology. Software teams run the pipeline in CRM, scope and quote engagements in Sales, and deliver them as Projects with Timesheets driving the invoice. IT and installation firms dispatch on-site work through Field Service, roster engineers with Planning, run preventive Maintenance and bench Repairs, track parts, devices and resold licenses in Inventory and Purchasing with Barcode stock control, and monitor connected equipment with IoT. Recurring revenue — SaaS plans, license renewals, managed-IT and support retainers — is billed through Subscriptions. Contracts and SOWs are signed with Sign, the business is marketed through Website and Marketing, customers are onboarded with eLearning, and satisfaction tracked through Surveys. Helpdesk, Knowledge and Accounting come standard in the ServiceSuite core.