theIOffice Software Features

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Key Features of theIOffice Business Solutions

  • Fully scalable system that can manage a handful to millions of users, leads and customers
  • Access contacts, appointments, stats, orders, training, and resources online from anywhere 24-7!
  • Robust contact / customer relationship management and resource tools, including administrative Contact Manager builder
  • Send customized and template e-mails with the click of a button - maintain fluid communication with your organization and customers
  • Statistical tools to track customers, online-generated leads and sales activities
  • Track progress of prospects and change their status with ease
  • Comprehensive Appointment scheduling and calendar tools
  • Auto-Responder and email drip campaign tools
  • Ability to upload and maintain a document, audio/call and video library
  • Create personalized training modules and sessions, including permission-based access, with an ability to track individual progress
  • Message alert system to maintain communication records online, as well as notification to mobile device
  • Reporting Tools - Generate customer and other custom reports on-the-fly
  • Shipping, tracking and process return module for complete facilitation
  • Payment gateway integration allows users to hook merchant accounts to the system
  • Custom websites are available in connection with the business suite. Lead and payment information can be captured through online gateways and directly inserted into the online system, allowing for complete contact management and lead processing
  • Online Product and Catalog Management with order integration makes it easy for those who conduct business through online stores
  • Customizable dashboard and login screens, so users can create and modify the look and feel of the system themselves, including Google portlets
  • Conveniently manage content of the platform via Admin Management Gateway
  • Financial tracking module allows a snapshot of your business balance sheet at any given point in time
  • Event and promotions manager allows for online event sales and reservations
  • Social Media Integration Module
  • Complete control over back office functions with easy-to-use and intuitive Admin Module
  • This is a non-exhaustive list of the many features found in theIOffice platforms

For more information or to schedule a personal "live drive" of the theIOffice platform, contact