Marketing & Lead Generation

Ability to track leads and all the touches between you
and the lead. Create marketing lists that can be
exported to Word. Record everything you might want
to know for marketing purposes on a client.

Client Relationship Management

Complete contact management. Store complete
organisation and individual records. Track activities
and service requests from your clients. Create and
track opportunities.

Ordering & Invoicing

Convert quotes to orders and track the progress of
your products to know where your project is at.
Finally, convert the quote to an invoice and send it to
the client.

Proposal & Quote Generation

Create quotes directly from EzPSA. These can be saved
as PDF or emailed directly to the client.

Asset Management

Store the hardware configuration of the computer you
sell or manage directly into EzPSA.

Managed Services – Service Desk/Tickets

Trouble tickets can be created from email, staff and
clients. Track progress to ensure you are not
forgetting jobs and then charge accordingly.

Time Recording

Track time is critical for knowing if you are making,
money. Simply, time entry allows tracking utilisation
and non chargeable time to give you a clearer picture
of your business and to help you collect debts that are
in dispute.