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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