Features
What you get with e-manage|ONE
Running a furniture dealership is more than just selling furniture.
Providing an amazing experience to our customers is what drives us,
and these 6 Core Processes ▾ are what enables us to do so.
Opportunity Management ✓
Manage your opportunities from anywhere.
| Features
Customizable Planning:
e-manage | ONE Day Planner offers flexible daily, weekly, and monthly views to suit your unique scheduling needs.
Centralized Task Management:
Access key data such as projects, sales figures, installations, and more in one place for better organization.
Enhanced Productivity:
Maximize efficiency with customizable features that allow you to focus on your most important tasks.
Convenience & Adaptability:
Streamline your planning while adapting the system to your specific requirements for a smoother workflow.
Streamlined Workflow: e-manage | ONE helps establish and enforce organizational policies with customizable workflows and clear task assignments.
Enhanced Accountability: Track user-defined tasks, ensure completion, and eliminate missed deadlines with clear action items.
Real-Time Cost Tracking: Automatically calculate job costs as tasks are completed, providing up-to-date financial data.
Increased Efficiency: Empower your team, simplify task management, and gain valuable insights for better project outcomes.
Comprehensive Opportunity Management
Stay on top of active opportunities with full visibility and control over the sales process.
User-Friendly Interface
e-manage|ONE offers an intuitive, customizable interface, making opportunity management easy for both managers and salespeople.
Efficient Team Collaboration
Sales teams and managers can collaborate effectively, focusing on assigned opportunities and ensuring attention to detail.
Opportunity Tracking and Prioritization
Track and prioritize opportunities based on key parameters such as decision dates and sales stages, with insights into progress.
Enhanced Sales Workflow
Workflow action items provide detailed tasks and activities, improving sales efficiency and increasing the chances of closing deals.Powerful Opportunity Management, Forecasting and Reporting
Centralized Database for Estimating and Forecasting
Streamline your business operations with a centralized database, enabling accurate and efficient forecasting.
Customizable Forecasts
Tailor forecasts for sales, vendors, markets, and customers to fit your specific needs with system flexibility.
Advanced Reporting Tools
Create custom reports and impactful graphs easily, with intuitive tools that eliminate manual processes.
Accurate Sales Projections
Customize formulas for weighted forecasts, providing precise sales projections and insights into your business.
Data-Driven Decisions
Optimize sales strategies, identify trends, and make informed decisions based on comprehensive forecasting and reporting features.Comprehensive Project Information Management
Centralized Project Information
The Project Information page serves as a hub for accessing and managing key project details, such as scope, objectives, and deliverables.
Effective Contact Management
Easily identify and associate project contacts for seamless communication and collaboration.
Salesperson Tracking
View the salesperson(s) responsible for the opportunity and track their sales credit for commissions.
Standardized Project Workflow
Set project types to determine and follow standardized processes, ensuring efficient project execution.
Project History and Relationship Management
Track project history and manage relationships by adding contacts and maintaining detailed project records.Customizable Surveys
Tailor surveys to meet specific needs, whether gathering feedback, evaluating products, or collecting opinions.
Flexible Survey Structure
Define survey questions and response options based on project type or criteria for relevant data collection.
Web-Based Accessibility
Surveys can be accessed through web portals, allowing for easy completion on job sites and streamlining data collection.
Device Compatibility
Users can respond using their preferred devices, ensuring efficient and timely feedback capture.
Data-Driven Decision Making
Leverage customizable surveys in e-manage|ONE for enhanced data collection, providing valuable insights to inform decisions.Powerful Document Management
Comprehensive Document Storage
Securely store and organize various document types, including emails, CAD files, MS Documents, PDFs, pricing files, vendor quotes, and invoices.
Document Integrity
Prevent document deletion to maintain the integrity of the document history and track changes over time.
Visibility Control
Mark documents as current or not current to manage their visibility and relevance.
Built-In Document Previewer
Quickly review documents without opening them separately using the built-in previewer.
Version Tracking
Automatically save versions of edited documents, making it easy to track changes and access previous versions for reference.Efficient Quoting
Professional Quote and Proposal Creation
Generate and customize elegant quotes/proposals, and create standard proposals easily using the built-in Telerik report designer.
Quick Quote and Order Processing
Use the Quick Quote function for fast price quoting, while booking and processing orders simultaneously.
Seamless Quote Delivery and Record-Keeping
Email quotes/proposals directly to customers and automatically save them to the project for record-keeping.
Full Estimating Module Access
Utilize the full estimating module functionality, including importing pricing files and using auto parts, associated parts, and inventory items.Powerful Estimating Tools
Quick, accurate estimates with a robust module, built-in parts catalog (with images), and the ability to create multiple estimate options with custom descriptions and pictures.
Streamlined Parts and Inventory Management
Effortless Parts Catalog Creation
Quickly create and categorize parts catalogs for easy organization.
Inventory Management Integration
Use parts catalogs for efficient inventory tracking and management.
Enhanced Part Display
Add pictures to parts for clear display in quotes and customer web portal catalogs.
Automatic Part Associations
Set parts to be automatically associated, added, and calculated with related parts.
Simplified Vendor Integrations for Smooth Operations
Simplified Processes
Streamline workflows for customers, vendors, and your company for greater efficiency.
Vendor Integration
Seamless integration with customer vendors to reduce errors and improve operations.
Error-Free Operations for Dealers & Manufacturers
Furniture dealers and manufacturers experience smooth, accurate processes.Secure and Transparent Opportunity History
Automatic Data Tracking
All actions are automatically saved for full data integrity and cannot be deleted or modified.
Comprehensive Record Saving
Documents, notes, appointments, messages, and services are all automatically saved for easy reference.
Pop-Up Notes for Key Information
Notes can be set to pop up when a record is opened, ensuring important information is acknowledged.Effortless Scheduling with Personal Calendar Integration
Outlook Integration
The calendar integrates with Outlook, offering familiar scheduling functionality.
Appointment Management
Create and send invitations for appointments, automatically saving them to project or contact records.
Mobile Syncing
Appointments scheduled on mobile devices sync seamlessly with the e-manage|ONE calendar.
Team Scheduling
Users with proper permissions can view and schedule appointments for others.
Have questions?
Check out our FAQ, or Contact our team today.