Operations and Customer Relationship Management for small to large businesses. Manage your leads, customers, orders, fabrication, services, vendors, sales personnel and cost item inventory. CounterBalance is more than a software application CounterBalance is a platform. This platform provides complete control over the way your operation is managed. The system provides Customer Relations Management (CRM), Process Control, Scheduling, Cost Item Tracking (Inventory & Time), Account Financial, and more.

Counter Balance is more then a software application Counter Balance is a platform. This platfrom provides complete control over the way your operation is managed. The system provides Customer Relations Management (CRM), Process Control, Scheduling, Cost Item Tracking (Inventory & Time), Account Financial, and more.

The Counter Balance allows management personnel to developed a custom system tailored to the specific needs of an operation. Develop custom process flows, payment methods, forms, access control, reports, notification and reporting. The Counter Balance platform is a close as you will get to developing the application yourself. All of this done through common and simple user interfaces within the Counter Balance System. Everything needed to customize and maintain is contained within Counter Balance and can be accomplished by the end Counter Balance users.

Counter Balance Features:
1. CRM Management
2. Sales and Follow-Up Process
3. Customer Information
4. Order/Deal Information
5. Vendors
6. Cost Item Tracking (Inventory Allocation)
7. Product Items
8. Product Services
9. Associates (Employees and External)
10. Commissions
11. Expense and Payment Registry
12. Service Tracking and Managment
13. Quick Search (Names, Phone Numbers, Addresses)
14. Process Control
15. Form Generation
16. Email Generation
17. Advertising Source Management
18. Postal Code Territory Management
19. Distance Scheduling
20. Custom Reporting
21. Data Import/Export for all CounterBalance Objects
22. Scheduling (Month, Week, Day, Resources)
23. Work Group and Team Appointments
24. Payment Collections and Balances
25. Digital Image Management and Storage
26. Ball Park Estimates
27. Purchase Orders
28. Feature and Record Security (Groups & Users)
29. Document Scanning/Storage
30. Action Logging
31. Notifications
32. News Poster
33. Word Processor
34. Calculator
35. And more...

The Counter Balance Server Manager uses the SQL Express database. The SQLServer Express will be installed by the Counter Balance Server Manager

The Counter Balance System configuration is done via the Counter Balance Client application. The configuration does not have to be performed on the server machine. The configuration may be performed by any Counter Balance Client connected to your Counter Balance server. Please see the above step for installing and connecting to your Counter Balance server.

Please Note: When using Windows 7 the CounterBalance application should be set to run as administrator. This is common with many Windows 7 applications and is require to save local settings and files.

The license of this software is Free Trial Software, the price is $95.95, you can free download and get a free trial.