Successware Analysis
What is Successware?
Successware provides cloud-hosted business management software for trades industries, offering CRM, job booking, accounting, and reporting tools for small and medium-sized companies.
HQ Country
Columbia, United States
Employees
11-50
Founded
1994
Industry
B2b Saas
Parent Company
JDM Technology Group
Recent Funding Round
Pre-seed
Product Features & Capabilities
- Integrated accounting for seamless financial management
- Scheduling tools for efficient job booking and technician management
- Dispatching software for optimized service technician scheduling
- One-click digital invoicing for quick billing
- Inventory management module for tracking parts and supplies.
Sales Tech Stack
- Opportunity Manager - Tracks customer status and sales opportunities.
- Job Manager and Reporting Module - Provides insights into closed sales and customer follow-ups.
- CRM Software - Associates sales opportunities with customer accounts for future marketing.
- Pricing Tools - Facilitates the creation of flat-rate price books and integrates with third-party pricing.
- Agreement Manager - Efficiently manages maintenance agreements.
- Document and Image Capture - Stores job-related documents and images for better job tracking.
- Marketing Campaign Creation & Management - Builds targeted marketing campaigns based on customer data.
- Reputation Management - Integrates with reputation management solutions to enhance customer engagement.
- Successware Payments™ - Offers payment processing solutions integrated with their platform.
- Successware Mobile™ - Provides mobile tools for field operations, including field payments.
- Successware Invoice™ - Facilitates digital invoicing.
