XtraBase: Welcome To XtraBase Suite!
XtraBase Suite is a Customer Relationship Management system designed for KIRBY Vacuum Service Centres, but equally at home in any Customer/Field Service Organisation.
The Suite comprises:-
- XtraBase
- XtraBoard - Schedule Viewer
- XBService - Report Printing & Email Generation
and incorporates the following functions:-
- Multi-Level Access with configurable profiles
- Client data entry & categorisation
- Client Communication History
- Client Search
- Extensive Client Filtering for canvassing and marketing campaigns
- Letter Merge
- Email Merge
- Appointment Booking for Sales & Service with predfined (or free format) timeslots and staff holiday planning
- Auto generation of Appointment Reminder Emails
- Scheduled Reports (e.g. for Daily appointments lists)
- Stock Control with multiple locations (e.g. Main Store & Van Stock)
- Product Tracking
- Stock Ordering & Order Management
- Reporting - fully customisable reports with over 40 reports supplied
- Client Order entry & processing
- Invoicing for Sales & Service
- Invoice & Payment Management
- Commission Structures for Sales & Service personnel
- Mutiple data sets configurable
- ... and more...
Operating System: XtraBase runs on Windows and uses SQL Server for data storage.
Data Protection: XtraBase data (or data set) is encrypted with a unique key.