Business Suite (Promotional Sector Edition)
Codeless Platforms Business Suite (Promotional Sector Edition) is a powerful, yet easy-to-use business management system, built specifically for distributors and suppliers in the promotional products industry. Our promotional products software provides all the functionality that you need to run your business – from opportunities, quotes and pricing to campaigns, job management and sales orders. It is also extremely flexible, enabling you to fully customise its functionality and modules to suit your requirements.
Codeless Platforms’ promotional products software can be easily integrated with any other cloud-based or on premises software, whether this is your accounting package (Sage 50, Xero etc.), ERP system (Microsoft Dynamics, Sage, SAP Business One), eCommerce solution (Magento, WooCommerce, Shopify) or an eMarketing tool (MailChimp, HubSpot, dotmailer).
As Codeless Platforms Business Suite is cloud-based it is also mobile ready, meaning that you can check on your business at any time, on any device, giving you the freedom to manage your business wherever you are.
Codeless Platforms Business Suite Overview
Common uses of promotional products software:
Each organisation is different, selling products and services to a particular industry, but the sales process is ultimately the same, requiring complete visibility into opportunities, orders and sales. Codeless Platforms Business Suite provides a complete overview and the functionality to carry out the most essential activities:
- View and manage all accounts and contacts via two easy to navigate record fields
- Create opportunity records including contact details, total potential / probability of the sale, and the source of the lead
- Send quotes fast and effectively, as well as manage and monitor all existing quotes
- Automatically generate a PDF for sending or printing, as well as generate and send an HTML email
- Generate sales orders including customer order / job numbers; shipping method and references; payment statuses, methods and reference numbers
- Automate the invoicing process and integrate with accounting or ERP systems
- Monitor and search the production process for each order
- Manage entire product catalogues
- Manage list-based pricing, customer discount levels, and tiered pricing
Codeless Platforms Business Suite modules include:
- Accounts and Contact Management
- Activities and History Management
- Opportunities, Quotations, Sales Orders and Invoicing
- Job Management and Stock Management
- Pricing and Reporting
Codeless Platforms Business Suite features include:
- General Data Protection Regulation (GDPR) ready
- Consume any pre-existing database e.g. MS SQL Server, MS Access, MS Excel, MySQL, Oracle etc.
- Built in data validation e.g. customer information incomplete
- Assign user roles and permissions in a secure environment
- Define and customise workflow processes, statuses and actions e.g. trigger notifications, approval authorisations
- Easily build your own reports and dashboards
- Automated data backups
- Implement workflow and business logic
Case Study: Laser Crystal
Discover the benefits that Laser Crystal gained from installing Codeless Platforms Business Suite (Promotional Sector Edition) to run its laser engraved crystal awards and promotional gifts business.
Download Case Study
What are the benefits of Codeless Platforms’ promotional products software?
- Ability to build a secure business system to your organisation’s exact requirements
- Add and use modules that are unique to your business. i.e. Courier Management module
- Complete synchronisation with BPA Platform providing unrivalled integration at an affordable price
- Easily add new users
- Flexibility to create additional applications / modules for different departments
- Access applications on desktop, tablet and mobile devices
- Support future business expansion
- Remove IT licensing problems