Name: Jetbuilt
Rating: 6 (1 reviews)
Author: Jetbuilt

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Version Control

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

Crypto Tax

Spend Management

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

International Payroll

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

API Management

Asset Tokenization

Cloud Storage

Component Content Management

Fraud Detection

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Load Testing

Managed Public Cloud Infrastructure

Migration

Network Performance Monitoring

Penetration Testing

Privileged Access Management

Relational Database Management Systems

Remote Monitoring and Management

Secure Email Gateway

Software Components

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Data Cleansing

Data Management

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Point of Sale

Revenue Operations

Sales Forecasting

Sales Pipeline

Sales

Car Rental

Church Management

Commercial Drone

Construction Accounting

Geographic Information

Insurance Agency Management

Physical Therapy

Retail Execution

Vertical-Specific

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Jetbuilt is a platform designed for AV, IT, and Security professionals to create proposals, track projects, manage installations, and fill their sales funnel. It is suitable for companies of all sizes and caters to various industries. 

## Key Features

**Fast Proposal Creation**: According to the vendor, users can create complex proposals in hours, not days, with an intuitive interface and customizable templates. The platform offers access to millions of pre-populated items to streamline the proposal process and connect to dealer pricing for accurate product costs.

**Powerful Collaboration**: The platform enables real-time collaboration with internal and external teams, facilitating seamless communication between clients, vendors, and team members. Users can track team activity in real time to stay updated on project progress. The vendor claims that integrated labor and costing features provide accurate project estimates.

**Easy Project Management**: Users can efficiently track opportunities and projects in their pipeline using a comprehensive dashboard that provides a high-level view of ongoing projects and their status. The platform integrates labor time and costs into the project management process, simplifying financial management by tracking margins.

**Millions of Pre-Populated Items**: The platform offers a vast library of AV, IT, and Security items, saving time and effort in item selection. The intuitive interface ensures easy navigation and selection, with favorite items highlighted for quick access and reuse.

**Professional Proposal Creation**: Users can compile finished projects into professional proposals or RFPs within minutes. The platform automatically converts data into winning proposals and offers customizable templates. Customized items can be saved for future projects, and labor costs can be added to each item or to the bottom line.

**Efficient Project Building**: The platform allows users to build projects quickly and easily by consolidating all project-related information in one place. Integrated labor time and costs ensure accurate estimates, while simplified margin tracking enhances financial management. Users can also save items and bundles for faster project building in the future.

**Install Module**: Users can track time and progress during project installations, efficiently schedule installations through the installation calendar, and monitor project timelines to ensure projects stay on track. The platform facilitates communication and issue resolution during installations.

**Funnel Module**: The platform provides a comprehensive view of the sales funnel, allowing users to track sources and goals. Users can monitor sales progress and identify hot leads and those that are losing momentum through the heat indicator. The platform also offers a high-level view of all leads and projects in the pre-sale stages.

**Stock Module**: The platform helps users manage inventory by showing stock availability in the project builder. Users can pull items from stock during the purchasing process to fulfill project requirements. Stock locations can be created for efficient warehouse management, and item movements and locations can be tracked for better inventory control.

**Service Module**: According to the vendor, end users can create service requests from the field by scanning QR codes on malfunctioning items. The service dashboard provides an overview of all service cases and their status, with detailed case information and a timeline view for easy tracking and management. Technicians can access case details, asset information, and associated files for efficient service delivery.

SalesStreamliner is the  Channel Partner Portal to manage leads, quotes, orders, payments, pipelines and results from one stand alone system from any location.

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Premium

Streamliner Executive

Free Forever

CRM Bundle

HubSpot CRM

Jetbuilt

Quote to Cash

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Key Features