Frequently Asked Questions
What is Enterprised Cloud?
Enterprised Cloud is a versatile business management platform that serves as a comprehensive AI Assisted client management system, that’s cloud hosted providing customers with a web-based business portal, enabling users to efficiently handle leads, deals, eSignatures, projects, invoices, estimates, and more. Additionally, it offers a client portal for enhanced communication, automated client and team emails, workflow customization, all customizable through its settings menu.
Have it cloud support?
Yes, Enterprised Cloud is a fully hosted cloud software platform.
Can I send email to my lead?
Yes, Enterprised Cloud includes a feature that allows you to send emails directly to your leads.
How is the email delivery process - does it use external services or can I use built in email mailer?
Enterprised Cloud offers flexibility in email delivery options. Users can choose to utilize the built-in email mailer or integrate with external SMTP services for sending emails.
Can I collect lead from extarnal sites? How can I collect lead from extarnal Sites?
Yes, you can import leads into Enterprised Cloud using the lead import option from a CSV file, allowing you to gather leads from external sites efficiently.
Does it feature a client portal and client logins?
Yes, users can enable a client portal with client logins within Enterprised Cloud.
What are the payment gateways integrated?
Currently, Enterprised Cloud supports WooCommerce, PayPal, Stripe, and ACH bank transactions as payment gateways. Your customers can pay with credit cards or bank ACH.
Does it include any project management system?
Yes, Enterprised Cloud includes a simple project management system that is integrated into its features.
Do we have VAT fields and how flexible is it?
Yes, Enterprised Cloud offers flexible VAT fields to accommodate various tax requirements and configurations.
Is there a proposal + quotation builder?
Yes, you can build proposals and quotations under the Estimate menu within Enterprised Cloud.
Will there be an ability to rename fields and add custom fields?
You cannot rename default fields, but you can add custom fields to tailor Enterprised Cloud to your specific needs.
Is there any workflow automation?
Yes, Enterprised Cloud offers workflow automation features, currently in the beta stage.
How many currencies are supported right now?
Enterprised Cloud supports all currencies accepted by PayPal, Stripe, and WooCommerce.
Payment reminder emails?
Yes, Enterprised Cloud supports payment reminder emails.
api webhook available??
Yes, you can access it from Settings > Integration > Automation.
api webhook available??
Yes, you can access it from Settings > Integration > Automation.
Is white-label customization available?
White-label functionality is available; you can utilize it for all features.