Core Modules

The world of sales has evolved tremendously over the past years, moving to focus on sales force automation rather than pure contact management. OnlineOfficeTools.com's sales management feature was developed with the belief that there is power in simplicity, but value in automation. That is, OnlineOfficeTools.com requires little to no training, and leads you in the right direction.

Contacts – Keep track of your customers and prospects! The contacts section provides a profile of each individual with whom you work, including his/her name, company information, address, phone number, and other personal information.

Activities – Record any meaningful event you have with a client. Have you ever asked yourself, “What was the last product Joe Smith purchased?” If you record it in your activity log, it will be easy to find. Predict future needs based upon past sales and transition clients to new sales representatives with minimal effort!

Follow-ups - Now you can identify and schedule necessary follow-up calls using your activity log. Scheduled calls appear on your calendar when you log into OnlineOfficeTools.com!

Expenses – Have you ever completed your expense report at the end of the reporting period and only written down what you could remember? It is likely you have forgotten one or more expenses. OnlineOfficeTools.com's expense tracking allows you to enter your expenses daily. You can report your expenses on a daily, weekly, monthly, quarterly, or annual basis!

Quotes - An important part of forecasting your sales is understanding what you have already sold. Tracking your delivered sales quotes will allow you to identify trends and plan promotions. Remember: You cannot manage what you do not measure.

Company Level Management - Sales managers have the ability to run reports on individual salespeople or the entire sales team! This allows more accurate management of the sales pipeline and activities of the sales force.

Message Board – Send instant messages to coworkers.

Poster Board – Allow employees to communicate with each other through the bulletin board.

Current Events – Post company announcements like picnics, policy and procedure changes, and employee recognitions and promotions.

Resource Reservations – Have you ever had a conflict for a resource within your company? The resource calendar allows employees to schedule any resource that is in high demand (e.g. vehicles, conference rooms, projectors, etc.).

Staff Directory – Allow your employees to stay in touch with each other. The staff directory provides employees the opportunity to share personal information (home phone numbers, etc.) with other employees.

Skills – When new job opportunities arise, how do you determine which staff members will be a “match” for the position? OnlineOfficeTools.com allows you to maintain this information.

Training and Certifications – Track any training and certifications achieved by your employees and the company as a whole!

Add-On Modules

Timesheets - Enable your employees to submit timesheets from the web. It's simple! Identify the departments in which employees would log their time, and then designate the individuals to approve the time.

Work Orders - This module allows service-based businesses to track incidents or “service calls” performed for customers. This piece integrates with your timesheets so that you can easily identify billable and non-billable time.