CounterBalance

Additional features

Customizable Platform Control

Offers comprehensive control for managing operations, allowing users to tailor process flows, payment methods, forms, access, notifications, and reporting to their specific needs.

Comprehensive Sales Cycle Tracking

Manages the entire sales process from initial lead entry through closing, collecting essential data for advertising, sales control, fabrication, and installation, with visual progress tracking.

Integrated CRM (Customer Relations Management)

Handles lead and customer interactions in a structured model, including customer information, sales processes, and follow-up.

Process Control

Enables users to define and manage custom operational processes, from scheduling to form generation, payments, and inventory control.

Flexible Scheduling

Manages all scheduling needs from a central calendar, including sales appointments, templates, installs, services, truck usage, and vacations, eliminating the need for external software.

Cost Item Tracking & Inventory Management

Tracks inventory and time costs, manages product items and services, and allows for quick import/update of cost items from vendor spreadsheets.

Account Financial Management

Provides capabilities for tracking expenses and payments, managing payment collections and balances, and offers a cash flow registry.

Associate/Employee Management

Manages information for both internal employees and external associates, with comprehensive commission tracking.

Custom Form Letter & Email Generation

Allows users to produce common form letters and emails for selected leads, customers, or orders, streamlining communication.

Digital Image & Document Management

Offers capabilities for managing and storing digital images, as well as scanning and storing documents.

Quick Search Functionality

Provides fast search capabilities for names, phone numbers, and addresses.

Advertising Source & Territory Management

Helps manage advertising sources and includes features for postal code territory management and advertising calendar/source measurement.

Custom Reporting & Data Management

Enables creation of custom reports and supports data import/export for all CounterBalance objects.

Security Features

Includes robust feature and record-level security based on groups and users.

Action Logging & Notifications

Logs user actions and provides notification capabilities.

Built-in Tools

Includes a word processor and calculator for convenience.

MS SQL Database Backend

Utilizes an MS SQL Database for information storage, with the option to install MS SQL Express.

Network & Remote Accessibility

Requires a network connection to the database server, with VPN recommended for secure remote access.

Online Demo Server

Offers a hosted demo version for exploration and hands-on experience without local installation.

Specific Industry Customization (e.g., Countertop)

Though adaptable, it was custom-designed with specific features for the countertop industry (e.g., pricing for materials, edges, sinks, faucets).