Product

Freedom to go paperless at the office, the warehouse or in the field.

The iPoint software mobile features integrate seamlessly with your iOS device (iPhones and iPads) to access most of the platform’s modules without limitations for a truly on-the-go experience and reduce paperwork, improve customer service and react faster to contingencies.

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The iPoint Modules

The functionality of our software is organized in modules. Each module, although performing specific tasks and functions, is fully integrated with all other modules to offer a comprehensive, all-include solution for your business.

CRM

Record, track, search and organize all your contacts – clients, suppliers, partners – in one place.

Proposals

Supercharge your sales with a streamlined way to generate and follow up proposals.

Sales Orders

Simplify allocating products from your stock or to be purchased.

Inventory

Track your stock on-hand, on-order, staged and delivered inventory in real time.

Purchasing

Create and manage purchase orders for one or multiple jobs.

Projects

Set things in motion with tasks, parts, times and records for our jobs.

Work Orders

Coordinate work with your techs at the office or in the field.

Assignments

Create to-dos for yourself or your staff and track them in a calendar.

Calendar

Access all your time sensitive tasks, events and activities in smart calendars.

Autos

Manage the vehicles in your fleet, from tracking mileage to keeping up with maintenance.

Time Clock

Keep your staff working hours under control and organized to calculate precise salaries.

Invoicing

Improve your cashflow generating invoices faster and from multiple workflow events.

RMA Ticketing

Simplify processing returns with semi-automated workflows.

Reporting

Generate detailed reports of individual or group data points in your workflow.

Marketing

Engage with your clients with powerful marketing tools integrated with your CRM.