MyBusinessGenie Alternatives

MyBusinessGenie

MyBusinessGenie is a sales and business management software for small businesses. The solution allows management of various aspects of business online & on tablet device, thereby enabling management of day-to-day business activities on-the-move!

Manage business on-the-go:
- Work offline using the App and when connected, sync the app to stay up-to-date with the administration portal
- Customize the look-and-feel (including logo) of the app based on your business needs

Showcase your work:
- Present your portfolio of work visually using images
- Collaborate with customer on various concepts & ideas
- Present your catalog of products and services and display them visually
- Take a picture while on-the-field and grow your portfolio, idea or catalog collection

Create quotes & invoices:
- Add items from catalog to cart and create a quote or an invoice immediately
- Add payment terms, client notes & private notes to quotes & invoices
- Get customer approval on quotes via signature on iPad
- Generate PDF files for quotes & invoices and email it to customer
- Send online link for client payments (& approval)

Capture leads & projects:
- Capture leads on-the-move
- When a lead is closed, convert the lead into a project
- Capture notes associated with a project/lead

Manage expenses & income:
- Manage all general expenses & project/lead expenses from the App
- Track all income by tracking them against a project

Manage contacts & calendar:
- Manage all business contacts (individuals and companies) within the App
- Add contacts from your iPad address book if needed
- View your overall schedule within the App & online