What is a Service Resource Planner?
Customer Relationship Management (CRM)
A CRM is a necessity for any business, and we have made our CRM one of the most adaptable and easy to implement ones out there. We understand two things: If it doesn’t exist in the CRM, then it doesn’t exist; and why should it take so long to input data into our CRM? There’s a fine line between both of those statements and with easy to navigate pages, customizable fields, and integrations with tools such as Clearbit, Gmail, Outlook and Twilio, we’ve made it easy to accomplish both.
Sales & Order Management
Most tools stop short at a CRM; and don’t offer a solution for your sales, orders, purchase orders, and invoices. If your CRM is meant to manage the relationship, it needs to be able to manage the entire process from prospect to client, and every order in between. Build the relationship, sell the relationship, and collect the revenue you have earned.
Finance & Admin
Make sure everything ‘adds up’ in your business. Aysling Service Operations offers everything from making and processing payments within the system, to a dedicated QuickBooks Online integration. With invoices, HR time sheets and time tracking, as well as a load of other features necessary to run your back-office operations, ASO allows your admin staff to relax knowing their processes are in good hands.
Managing multiple people on a project can be a complicated process. Managing multiple remote/freelance people can be even more challenging. Manage your entire operation, even those outside of the office, with Aysling Service Operation’s Project Management module. Time tracking, tasks, and discussions are just some of the many features in our project management module.
We believe automation is more than a hot “keyword” of the year. We also believe it shouldn’t be reserved for just the marketing department. Our automation engine can help you manage your sales, orders, support, and yes marketing, all from within one system. With integrations available such as Slack and Mandrill, creating workflows that engage your team and prospects has never been easier.
Data & Reporting
Data is the most important part of any software, and if there’s one thing we know for sure, it’s that there are never enough reports available. That’s why we’ve integrated with Metabase and feature our very own Data Warehouse to allow our clients to create any number of customizable reports based on data in their system, on top of our dozens of reports we’ve created already.
Ecommerce & Event Management
Hard goods, soft goods, services, event tickets, etc. it doesn’t matter what you sell, as long as you have the tools necessary to sell it. Manage your products, inventory, shipping, and sales all through Aysling Service Operations. With the ability to integrate with your existing storefront or use our customizable one, you have full control of your online sales.
Have you heard about Aysling Vendor Management? If so, then you’ll know it’s a complete solution to manage your vendors and freelancers. With customizable vendor/freelancer portals, our entire Vendor Management platform is included with Aysling Service Operations. From projects to payments, manage every aspect of your vendors.