About D-Tools Cloud
D-Tools Cloud is a web-based SaaS platform designed for AV, security, and low-voltage system integrators. It provides tools for managing the entire business workflow, from sales and proposals to project management, procurement, and service.
D-Tools Cloud is a comprehensive, web-based SaaS platform tailored for system integration businesses in sectors like commercial AV, security, and residential technology. It aims to streamline the entire project lifecycle, from initial sales opportunity to final service call. Key capabilities include a CRM for pipeline management, visual quoting tools, and the creation of multimedia proposals with e-signature and payment collection. Project management features cover task scheduling, change orders, and real-time progress tracking. The platform integrates purchasing and inventory management, generating purchase orders from approved proposals. A significant asset is its integrated library of over 1.6 million products with dealer-specific pricing. Field teams are supported by native iOS and Android mobile apps with offline functionality. While pricing is subscription-based with a free trial available, core accounting integrations and advanced support plans come at an additional monthly cost, and all plans require a one-time setup fee.
Pros & Cons
- Offers native mobile apps for both iOS and Android, enabling field technicians to work offline and sync data later.
- Includes a vast, integrated product library with over 1.6 million products, which helps create accurate and fast proposals.
- Provides transparent, multi-tiered subscription pricing directly on the website.
- Features a 30-day free trial, allowing potential users to evaluate the platform thoroughly.
- Core accounting integrations with platforms like QuickBooks and Xero require an additional monthly fee on top of the subscription.
- All subscription plans are subject to a mandatory one-time setup fee.
- Advanced support options, including phone support and screen-sharing, are only available through a paid 'Gold Support' add-on.
Features
Key features
Manage sales pipelines, track opportunities, and engage with prospects and customers through a centralized system.
Create visually engaging proposals with product information, images, and videos, including options for e-signatures and payment collection.
Track project schedules, manage tasks and milestones, handle change orders, and monitor profitability in real time.
Generate purchase orders from approved proposals, track equipment, manage supplier pricing, and maintain inventory levels.
Connect office and field teams with native iOS and Android apps that provide access to project details, task management, and time tracking, including offline functionality.
Access a database of over 1.6 million products from more than 1,200 brands with integrator-level pricing to build accurate quotes and proposals.
Create, sell, and manage recurring service plans, schedule service calls, and process payments for service work.
Additional features
Engage clients with an intelligent visual quoting tool to build quotes and close deals faster.
Formally document and track adjustments to project scope, schedule, and cost.
Allow field technicians to log hours against specific projects and tasks via the mobile app.
Gain insights into sales performance with built-in analytics and visualization tools.
Sync financial data with accounting software like QuickBooks Online, QuickBooks Desktop, and Xero (requires add-on).
Maintain a central database of all client information and communication history.
Capture electronic signatures on proposals and collect deposits or payments directly through the platform.
Use pre-built templates or create custom, media-rich proposals to match company branding.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About D-Tools Cloud
D-Tools Cloud is a web-based SaaS platform designed for AV, security, and low-voltage system integrators. It provides tools for managing the entire business workflow, from sales and proposals to project management, procurement, and service.
D-Tools Cloud Details
D-Tools Cloud's In-App Market Place
Does D-Tools Cloud have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- Offers native mobile apps for both iOS and Android, enabling field technicians to work offline and sync data later.
- Includes a vast, integrated product library with over 1.6 million products, which helps create accurate and fast proposals.
- Provides transparent, multi-tiered subscription pricing directly on the website.
- Features a 30-day free trial, allowing potential users to evaluate the platform thoroughly.
- Core accounting integrations with platforms like QuickBooks and Xero require an additional monthly fee on top of the subscription.
- All subscription plans are subject to a mandatory one-time setup fee.
- Advanced support options, including phone support and screen-sharing, are only available through a paid 'Gold Support' add-on.
D-Tools Cloud's Support Options
D-Tools Cloud's Alternatives
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