CRM+ Feature Demonstrations
Tigerpaw knows your industry

Simple customization, pain-free implementation, and a market-leading feature set are some of the factors that make Tigerpaw CRM+ the obvious business software choice for a wide assortment of industries, including telecommunications, computer sales & services, computer networking, IT/help desk, alarm & security, HVAC, fire protection, office equipment, and many more.

Below you'll find a list of product snippets for the most widely used features, categorized by business function. Learn how Tigerpaw CRM+ can help you manage contacts, schedules, quotes, sales, service orders, contracts, technicians, inventory, projects, and much more. Feel free to browse this feature snippet library as long as you like, share it with colleagues, and come back whenever you wish!

00:08:31	System-Wide Functions
01:26	Activity Management Schedule activities to code accounts, send emails, schedule tasks, and send letters.
00:41	Backtrack Easily recall previous work in record or chronological order.
00:30	Custom Fields Create, organize, and maintain unlimited custom fields for items such as contacts, accounts, quotes, service orders, and many more.
00:42	Dashboard Bird's-eye view of your company, department, and personal workload.
00:33	Data Miner One screen view of everything related to an account.
00:43	Explorer Bar Group favorite functions by use; view your personal history.
00:53	Knowledge Base Recall information related to company procedures, competition, Help Desk answers, and more
01:06	Reports and Analysis Reports Explorer organizes reports by favorites, categories, and sub-categories. Use Crystal Reports to modify existing reports or create your own.
00:54	Searching and List Views Locate any information and list records based on selection criteria; save list settings and export lists.
01:03	Workflow Management Notify staff members of work that needs to be performed; track performance.
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00:02:44	Security and Data Management
00:28	Archive Test Database Create an archive database for testing purposes. ( NEW for version 10.6! )
01:07	Audit Reports Identify who performed key actions in the system by function performed.
00:38	Securing Reports Control access to reports by security roles and categories
00:31	Security Roles Maintain security features by role assignments and permissions.
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00:05:29	Account and Contact Management
00:48	Billing History View all invoices and payments for an account.
01:18	Customer Information Access all account-related information from one screen.
00:34	Document Linking Link any document -- spreadsheet, graphic image, and more -- to a contact, account, service request, and project.
00:52	Full History Notes All notes, phone calls, emails, letters and system-generated actions are recorded in one place.
00:52	Microsoft Word Mail Merge Merge print letters, labels, and envelopes from a library of templates.
01:05	Service History View all service orders for an account
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00:04:10	Scheduling
00:37	Calendar View your schedules by day, week, or month.
02:03	Dispatch Board Use the graphical dispatch board to manage your technician schedules and to analyze the hours logged for billing purposes.
01:00	Schedule Tasks Link tasks to accounts, contacts, quotes, service orders, and more. Concurrently schedule people and resources.
00:30	Task List View Manage all your tasks in priority order.
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00:04:14	Marketing
01:02	Campaigns Create marketing campaigns and track results.
01:42	Email Template Management Create email templates using fields from the database and perform group emailing.
01:30	Mass Marketing Group email, fax, and mail merge selected accounts based on selection criteria.
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00:08:45	Sales
00:25	Assign Items on a Quote to a Location and Phase Assign a quote item to a specific phase and install location to enhance proposal creation and to ease order fulfillment. ( NEW for version 10.6! )
00:37	Generic Quote Import If you can get your line items into a text file, you can import them to a quote. ( NEW for version 10.6! )
00:54	Multiple Service Orders from a Quote Create multiple service orders from a single quote. ( NEW for version 10.6! )
01:14	Opportunity Management Manage sales opportunities by stage; perform directed email marketing, and analyze how long it takes to close sales.
00:23	Proposals Print a proposal with your company logo and product graphics. ( NEW for version 10.6! )
00:38	Quick Sale The Quick Sale feature will produce an invoice in a point of sale environment.
00:38	Quote Import Import Quotes from your vendor or manufacturer. ( NEW for version 10.6! )
01:48	Quotes and Proposals Create detailed quotes with discounting, trade-ins, deposits, and more.
01:09	QuoteWerks Import Import an existing QuoteWerks quote into Tigerpaw CRM+. ( NEW for version 10.6! )
00:59	Sales Reports Print sales quotas and performance for specific periods.
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00:09:02	Service
00:40	Contract Management Maintain contracts by time and material, block time, metered, and more. Track all material and labor used to fulfill contract requirements.
00:51	EZ Bill EZ Bill is designed to make it easy to create billable labor items from time logs. ( NEW for version 10.6! )
00:27	GPS Tracking Networkcar and Tigerpaw have teamed up to offer you the ability to track your technician’s vehicles using GPS technology. With this optional addon function you will know where your technicians are at all times, and dispatch more efficiently with integration to Microsoft MapPoint. ( NEW for version 10.6! )
2:00	Managed Services Email Scraper The Tigerpaw CRM+ Managed Services Email Scaper provides incoming email monitoring and routing and automated service order generation.
00:47	RMA (Return Merchandise Authorization) Track merchandise (yours or your customers') back to the vendor for repair, replacement, or credit.
01:12	Service Order Escalation Service Order Escalation allows the user to orchestrate the escalation of service orders based on a set of configurable parameters.
00:37	Service Orders Track work requested, assignments, notes, and parts and labor used.
01:03	Subcontractors Schedule subcontractors for service work based on skill set, location, and more.
00:53	Symptom/Problem Resolution Tracking Track symptoms and problem resolutions; recall previous solutions
00:32	Time Slips Time Slips feature is designed, ultimately, to assemble reports for your Payroll department.
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00:01:22	Project Management
01:22	Project Management Manage scheduling and billing of projects that span multiple phases.
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00:08:05	Accounting
00:31	Accounting Links Transfer invoices and purchases/sales to the most popular accounting packages. No need to replace your AP, AR, or GL.
00:35	Contract Billing Prepare contract invoices based on type of contract, period, and more.
00:29	Credit Memos Create credit memos for previously posted invoices. Credit material, labor, and tax.
00:16	Debit Memos Create debit memos for purchase orders previously posted.
01:30	Invoicing Create, print, and/or email invoices for sales or service orders. Partially invoice for work performed on service orders.
00:31	Payments Track payments for complete invoicing and payment history.
00:40	Professional Service Billing Create a single invoice for multiple service orders. ( NEW for version 10.6! )
01:29	Progress Billing Invoice and collect partial payments for the total job.
00:57	Tax Reporting Supports unlimited taxing rates, tiered tax, service provider tax, and Canadian GST.
01:07	Unapplied Payments Send unapplied payments over to some of the more popular accounting systems. ( NEW for version 10.6! )
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00:09:35	Inventory
00:45	Bar Code Ready Use bar code readers to receive serialized, sequentially numbered inventory in large quantities.
01:29	Customer Equipment Tracking Track make, model, serial number, date of sale, and full service history for any piece of equipment at a customer location.
00:27	Equipment Exchange Track when a piece of customer equipment is exchanged under warranty or contract for a new replacement.
00:42	Inventory Tracking Track inventory through multiple locations. Perform comprehensive physical inventories.
00:47	Materials Management Tigerpaw CRM+ now helps you manage your materials better than ever. ( NEW for version 10.6! )
01:43	Price Book Maintain unlimited inventory items, assemblies and kits, manufactured goods, labor rates, and more, each with unlimited pricing and discounting levels.
00:54	Purchasing and Receiving Create purchase orders and back orders; order case lots; distribute upon receipt.
01:09	Smart Order® Set the system to automatically create purchase orders as needed to fill jobs and replenish inventory.
00:38	Stock Transfers Track all inventory movement between locations. Create staging locations to fill job orders.
1:01	Vendor Management Maintain vendor credit and shipping related information.
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00:06:06	Employee Management
00:41	Audit Trails Track when and by whom data was entered.
00:54	Personnel Rep File Maintain employee information related to security and skill levels. Use unlimited employee custom fields to track all rep information.
00:23	Security Users are logged in based on security role assignments. Control whom has access to critical information.
03:26	Tigerpawsoftware.com Profile Creation Instructions on how to create a profile on www.tigerpawsoftware.com to access downloads, training videos, OnDemand videos, and the class calendar.
00:42	Time Logs Track all billable, non-billable, and contract-chargeable time usage for jobs.