Marg SalesBinder

Simple and easy to use, easy way to stay organized.

Coding errors causing items to disappear when making quotes.

Search function is VERY bad.

good for a begginers CRM, does not integrate with other programs and has errors.

organizing contacts and sales.

it offers basic needs, all features are useful

A few limits when it comes to reports and historical data summaries

User friendly basic tool to keep track of inventory and customers

Keeping track of inventory and customer accounts/relationship

Easy to use interface

Lots of options available

Highly customizable divisions/departments

Easy to use inventory management

Built in barcode scanner support

Easy to use Purchase Order system with Vendor tracking

At a glance division profit/loss/expense

Must add new, never before purchased inventory to system before creating a PO - no option to create new item within inventory selection within PO creation.

No readily available ability to add Shipping charges to single items within orders; E.G. Ordering 2 items on Amazon, Item 1 is $0.00 S/H, Item 2 is $2.79 S/H. Must calculate shipping into item cost.

No ability to return/reclaim item from division to return partial cost of item for later distribution to different division.

Inventory location inside of PO creation easily overlooked causing location variance to be created.

SalesBinder is a very inclusive asset/inventory management tool. While it is missing some more specialized features that would be beneficial for us, the overall system works very well. Inventory management is very easy as well as the purchase order creation. Financial tracking/reporting is fantastic. It can be easy to accidentally put inventory in to the wrong location when creating a PO as the option for that is easily overlooked which can create a variation for the location. Easy to fix, but just one more thing to do if you forget.

Purchasing as needed items, as well as on hand inventory under one department but charging out to appropriate department upon distribution for reclamation of expense.

Finding purchase trends.

Inventory/Asset management.

Purchase tracking.

Department needs tracking.

Salesbinder is easy to use. The dashboard is easy to navigate through accounts, inventory, orders, etc. I helped a client get set up with Salesbinder and it was simple

It was simple but took a long time to enter all the information. My customer didn't have a management tool in place so we were transitioning from paper. It took a lot of patience.

Transitioned from paper based sales and inventory management. Much easier to organize.

Positives include multiple users, and the ability to see real time financial data. Simple interfaces and easy to implement. Good and prompt user support

Doesn’t have options to to for a recalculations as sometimes invoices are issued prior to receiving stock from suppliers where there might be a price change. Would useful to have and option to calculate financials based on FIFO as well

Quick to implement and able to deploy out quickly. Multiple Users able to manage their own customers for invoicing etc