Enerpize Review

Financial Management

Enerpize is equipped with accounting capabilities that aid you to stay on top of your business finances and ensure that you’re getting more profits than losses. It allows you to manage expenses without keeping and digging through piles of paper documents. With Enerpize, you and your employees can record expenses from any location using any device. You can scan paper receipts and upload them to the software. 

The business management software, moreover, has automated and advanced reports that permit you to easily monitor and handle your finances. You can instantly calculate and track your total revenue and expenditure and net profit for any range of dates. Enerpize also allows you to come up with charts of accounts, ledgers, and journals so you can easily and accurately record, track, and report all essential information about financial transactions. Multiple tax settings are included in Enerpize as well. You can configure these settings to set up all tax options you need for preparing and filing monthly quarterly, or annual tax returns.  

Sales Performance Optimization

Enerpize can accelerate and improve your sales processes through its sales management and point-of-sale capabilities. This way, you and your employees can focus more on generating more sales than doing repetitive activities. Enerpize permits you to use different payment methods you want. Thus, you can accept payments delivered through online payment gateways, checks and direct bank deposits, and in-store or mobile credit card readers. 

Another sales feature included Enerpize is automated invoicing. It allows you to create customizable invoice templates and quickly generate invoices using those templates. Moreover, you can fill the invoice templates with information ahead of time so you don’t have to enter the same information into the invoices you’re creating. You can also attach documents or insert payment links into your invoices and send them all to clients via email. If you need to update or edit invoices before sending them to clients or storing them on the software, you can use Enepize’s invoice preview feature. 

Additionally, Enerpize enables you to print invoices, which is useful especially for in-store or face-to-face sales transactions. In fact, the software lets you use various types of print materials where you can print your invoices on, such as A4 and thermal papers. Enerpize provides you with sales reports as well. You can view and evaluate sales for each store, customer, salesperson, or product. 

Smooth Operations

The software helps you ensure that your business operations are running smoothly. It lets you monitor and manage employees’ activities and tasks so that they are completed on time, within the budget, and with desirable results. Enerpize allows you to assign work orders to the right employees and find out how those work orders are being completed. You can track the status of work orders, all the activities or procedures performed for the work orders, and the performance of personnel or team members to whom the work orders are assigned.  

Elevated Customer Experiences

Enerpize comes with a CRM module that assists in elevating customers’ experiences. This module provides all the essential features you need for engaging with customers. You can store, search, retrieve customers’ information and records within a single database, including their contact details, financial statements, and scheduled appointments. 

The CRM module offers a client timeline where you can view all events associated with a particular client along with the activities or actions performed by your employees for that client. The specific dates of the events and activities are shown on the timeline. You can also create various types of customizable email templates that you can use for sending important email messages or notifications to customers, such as payment requests and reminders. 

In addition, you can schedule these email templates so that they are automatically delivered to customers on the date or at the time you set. You’ll be able to automatically send information, updates, and reminders to customers via SMS as well.