Introducing NEW Customer Portal Mobile Web App

With Rubber Tree's Customer Portal, you can now have your own company mobile application (private branded with your logo) that can provide a secure way for customers to monitor their day-to-day business activity. 

Connect customers to invoices, orders, quotes, inventory, tasks and A/P information directly from your ERP system right to their phone, tablet or web browser. Provide the latest and most accurate data! 

++Added Functionalities
ACCESS INVOICE DETAIL
CHECK OPEN ORDERS
SHOW QUOTES
REVIEW ACCOUNTS PAYABLE
TRACK SHIPMENTS
UNIVERSAL SEARCH

Best of all, setup is minimal and you do not have to worry about maintaining the portal. Your IT staff can focus on other projects.

Benefits of a customer portal
-Direct access to your organization 24/7
-Empowering customers with a greater sense of involvement and control
-Allow customers to be proactive with their accounts/orders/billing

-Reduce telephone support and customer inquiries
-Improve overall customer service 
-Create a competitive differentiation, stand out!

Make it easy for customers to do business with you

Focus on what matters!

Update your P21 CRM right from your tablet or smartphone!

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We are excited to introduce our moBI-ERP with P21 CRM synchronization: the powerful new moBI-ERP feature that connects Epicor P21 ERP and CRM to your smart phones & tablets in virtually real time. moBI-ERP now supports 2 way communication between your P21 Contacts, Opportunities, Tasks, and Prospects. Your outside sales force can now add or update your P21 CRM data from any mobile device anywhere in the world in a few simple clicks.

With the P21 Bidirectional CRM capabilities, you can create/edit:
Contacts 
Prospects 
Notes 
Sales calls
Quote follow ups
Opportunities/Leads
Taks     And so much more!

Since launching this new feature, a third of our current P21 customers have already converted from their third party CRM vendor to ours. They were easily sold with the idea of having all their CRM data in P21 as well as the cost savings with using Rubber Tree.

Contact us to schedule a demo!