CounterBalance

CounterBalance is a platform developed by Nexphaze that aims to provide complete control over the management of various business operations. According to the vendor, this solution offers a range of features, including Customer Relations Management (CRM), Process Control, Scheduling, Cost Item Tracking, Account Financial, and more. The product is designed for small to medium-sized businesses in industries such as the countertop industry, solid surface operations, granite countertop businesses, service-based businesses, and manufacturing businesses.

Key Features

CRM Management: According to the vendor, CounterBalance offers Customer Relations Management (CRM) functionality to effectively manage leads, customers, and orders. Users can track the entire sales cycle, collect vital data for advertising and sales control, and create custom-defined steps for scheduling, form generation, payments, and inventory control.

Sales and Follow-Up Process: The vendor claims that CounterBalance provides a well-structured and consistent model for handling lead and customer interactions. Users can easily track vital information for a profitable sales cycle and generate common letters for follow-ups or thank you letters to customers.

Customer Information: CounterBalance allows users to manage comprehensive customer information, including contact details, preferences, and purchase history. The vendor states that users can access and update customer information with ease.

Order/Deal Information: According to the vendor, CounterBalance enables users to efficiently manage and track order and deal information from creation to completion, ensuring smooth execution.

Vendors: CounterBalance provides functionality to manage vendor information, including contact details and pricing. Users can import and update cost items, products, and services through vendor spreadsheets, as per the vendor's claims.

Cost Item Tracking (Inventory Allocation): According to the vendor, CounterBalance allows users to track and allocate cost items to inventory. Users can import and update cost items and prices directly from vendor-provided data sheets.

Product Items: CounterBalance offers customizable setup options for different product items, such as multiple materials, edge types, sink models, and faucets, as stated by the vendor. Users can define price structures for each product item.

Product Services: The vendor claims that CounterBalance allows for the customization of product services, enabling users to define their own processes for handling leads and customers. Users can create custom-defined steps for scheduling, form generation, payments, and inventory control.

Associates (Employees and External): CounterBalance provides functionality to manage associates, including employees and external contacts, according to the vendor. Users can track and manage commissions, expenses, and payments associated with each associate.

Commissions: Users can track and manage commissions for associates using CounterBalance, as per the vendor's claims. The vendor states that users can easily calculate and record commission payments.