Industries

Our Industry Focus

Sunbase offers a framework with a level of flexibility that works for different kinds of businesses.  Our focus has been on serving three primary industries, but is not limited to a single business type.

We Help Businesses Grow!

If you're tired of using multiple programs and you want to simply streamline operations, into one central management platform, it's time you explore Sunbase
Our mission is to provide service-based companies with the most advanced and affordable tools to run their business operations more effectively and profitably.


Sunbase Features 1

See all of your jobs in one visual display


Making sure that no job is lost or forgotten about. You can even use the job board on your morning sales meeting making sure everything is humming along.
Sunbase Features 2

GPS tracking & live map


See all active appointments, service calls for the day on the map Can change the status of the driver and the vehicle will change colors Easily switch territories and recenter the map
Sunbase Features 3

Attach files to a record


This function streamlines sharing directly from the field with the office associated with the customer or the job. This tool makes tracking everything and associating it with the right job or customer easier than ever.
Sunbase Features 3

Proposal generator


Using this tool, users can load templates of their custom proposals and the system will auto-fill the template with the relevant customer details including attachments as necessary with a single click.
Sunbase Features 4
Sunbase Features 5
Sunbase Features 6

(CRM)

Customer Relationship Manager


Capture, manage, and keep your sales opportunities and customer details highly-organized and accessible at all times using cloud-based CRM software. Boosts productivity with a customer management system that offers data fields relevant for you service-based business.

DIGITAL E- SIGNING & SIGNATURE REQUESTS

E-Signature tools are great however they are often expensive and hard to integrate throughout your business.

Sunbase Features 7

INCLUDED WITH OUR SOFTWARE


Easily create your own templates with our visual editor Specify what to populate the field with (if applicable) Add up to 8 signature per form Export form to PDF file for convenience All forms are associated with record (ie: customer/job)

SEAMLESS INTEGRATION


Our E-Signature feature is integrated with our client portal as well. Push digital forms to a client through our portal for them to digitally sign. As soon as the signature is saved the sales rep will be notified so they can continue processing the paperwork.

Not sure we are the right software for your business?

Book a free discovery call with us


SCHEDULE DISCOVERY CALL

ALSO, WE HAVE A VERSION FOR MOBILE

About Our Mobile Business Management Platform


Sunbase understands that business is on the go these days and sitting at a desk all the time isn't the norm anymore.  It's for this reason we've built mobile-friendly applications for both Android and Apple IOS.  Our mobile versions include the majority of our desktop program's functionality.  Certain features were built specifically to be used in the field such as our door knocking app, simple forms, LiveMap, and receipt capture.


Users can find and download our apps on either respective stores. 


Sunbase App Google Play
Sunbase App App Store
Sunbase App

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