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EQ Essential

Building on top of Foundation's feature list, Essential is our most popular business management software solution. Essential adds business level CRM, integrated diary, assemblies, lead time calculations, delivery tracking, cash sales plus many optional modules.

Essential opens up more marketing and communication potential between retailers and customers through targeted group emails and texts. Through the enhanced CRM, appointments, quotes, acknowledgements and orders can be created directly from the customer database allowing instant access to any communication with that customer.

Essential comes with a one day on-site installation, set up and instruction as part of the package. Further instruction to maximise the potential of our industry standard software can be arranged through Customer Services. The upgrade path to Professional is by simple licence activation, instantly transferring all saved data for further enhanced use on our highest level software package.

 

Features

  • Free access to 450 kitchen & bathroom catalogues
  • Access to 1500 premium kitchen & bathroom catalogues
  • User level security
  • Management reports
  • Context sensitive help
  • Easy-to-use interface
  • Multi-user
  • Multi-company
  • Business documents templating
  • Word merge, SMS, email
  • Customer relationship management (CRM)
  • Postcode lookups
  • Customer profiling (ACORN)
  • Google maps integration
  • Word, email and SMS templates
  • Emails & SMS
  • Customer groups
  • Mailing lists
  • Sales pipeline
  • Individual customer prices
  • Settlement discounts
  • Customer audit trail
  • User definable fields
  • Marketing and lead source analysis
  • Downloadable catalogues
  • Product images and specification
  • Linked accessories
  • Assembly builder
  • Source Green (environmental product comparisons)
  • Product lead times
  • Catalogue importer/exporter
  • Intelligent product types
  • Quick quotes
  • Complete and component quotations
  • Multiple range quotations
  • Parametric door sizing
  • Margin calculator
  • Revision history
  • Furniture range price comparison
  • Fitting configurator
  • Validation rules
  • Order acknowledgements
  • Delivery notes
  • Invoicing
  • Payments
  • Cash sales
  • Audit trail
  • Remedial orders
  • Add-on orders
  • Supplier confirmations
  • Book in deliveries
  • Purchase invoices/credits
  • Weekly/daily view
  • Resource view
  • Resource groups
  • Dashboard
  • Cut List
  • Resource planner
  • ArtiCAD
  • Virtual Worlds
  • Auto Kitchens
  • Compusoft
  • InSitu
  • Fusion
  • 20-20
  • Cabinet Vision
  • Carat
  • Sage Line 50
  • QuickBooks
  • Pegasus Opera
  • Sage Line 200/500
  • MYOB
  • Interprise
  • Standard exports (CSV, XML, XLS)
  • Magi-cut
  • Linkwood (Product Planner)
  • Cabinet Vision
  • Google calendar sync