Sales Force Automation
ActionStep is perfect for managing any size sales team. Integrated workflow ensures that that the sales process is adhered to for every customer prospect. This increases consistency and results in higher conversion ratios. Real-time dashboards and reports helps sales staff and management quickly identify where effort should be focused.
Unlike other online sales tools ActionStep's sales activities are integrated with production and accounting so you can plan ahead and get accurate financial forecasts.Customer Relationship Management
ActionStep is ideal for developing strong customer relationships. The system uses a single, shared database allowing you to access every aspect of a customer's interaction with your company within seconds. The real-time dashboard will alert users to any current customers that have not been contacted recently. This allows staff to be pro-active in maintaining good customer relationships.
Project Management
ActionStep allows you to create customized workflows for each process within your organization. Each workflow is broken down into a series of steps and tasks and provides a "map" for employees to follow. This ensures that everything gets done accurately and consistently and nothing is overlooked.
Each project has its own "electronic file" which keeps all related information in one place (e-mail, participants, file notes, documents, tasks, reports, sales, purchases, time/billing, and custom data) specific to the project type.
Accounting
ActionStep has everything you would expect from a full-featured accounting system and can be used by businesses of all sizes and includes:
- General Ledger
- Accounts Receivable & Payable
- Bank Reconciliation
- Financial Statements
- Fixed Assets (with Auto Depreciation)
- Inventory
- GST/VAT
- Job Costing
- Time/Billing
- Multi-currency
- Multi-division
- Trust Accounting
- Payroll
Document Management
ActionStep allows you to save all your documents centrally. Once a document has been uploaded it can be accessed from anywhere.
Documents can also be automatically generated from live data using standard templates. This allows users to instantly create accurate documents for all common functions. You can create and maintain templates using any common word-processor. You can easily convert any of your current letters, forms etc into templates.
Human Resources
ActionStep makes payroll processing a breeze. It automatically calculates gross pay and all standard deductions, figures out leave balances, calculates employee and employer benefit components, and generates pay-slips. It accounts for public holidays and tracks overtime. It generates your payroll tax return and payment instructions for the bank.
Payroll is fully integrated with accounting so all items are automatically posted to the general ledger.
Calendar/Contacts/E-Mail
ActionStep is an all-in-one application and this means users have access to a shared calendar and contact database. This allows users to plan meetings effectively and book shared resources taking into account other users' schedules.
However the true power of the ActionStep calendar is its ability to automatically display all project and task dates from other parts of the system. This means that the calendar gives you a high-level view of all activities by date. Projects and tasks can be opened directly from within the calendar which allows users instant access to the underlying information. ActionStep notifies you of any important dates via e-mail or text messages directly to your mobile phone!
ActionStep allows you to send and receive e-mail directly from within the application. This means that all related e-mails are stored with matters they relate to. No more hunting aound on individual laptops to find important e-mail correspondence. Everything you need to know will be in one place!
Company Intranet
The Intranet is an internal website that is entirely under your control. This allows you to upload any common information such as policies & procedures, operations manuals, employee manuals, educational content and links to other websites.
Smart Help allows you to associate pages from the Intranet with certain steps and tasks in the workflow, providing users with context sensitive help just when they need it.
Unlike printed manuals the Intranet is always up to date.
You can make changes any time and they will instantly take effect.
