Manage customers

Customers

Manage customers and prospects, from basic contact info to order history and beyond.

Accounting

Accounting

Track deposits, commissions, and stay profitable with in-depth revenue breakdowns.

Customizable workflow

Workflow

Easily track all of your orders with DocketManager’s customizable workflow.

Generate reports

Reporting

Generate extensive reports and ensure your business is running smoothly.

Monitor inventory

Inventory

Avoid overstock and downtime with inventory monitoring and purchase order creation.

Online Ordering

Online Ordering

Allow customers to quickly and easily customize, proof, and approve their own orders.

Guided Startup

Detailed documentation, step by step tools, and Account Managers are available to ensure you get all the guidance and training you need, providing a smooth transition into DocketManager.

Sales

Manage and schedule sales calls, followups, and all communications to enhance the relationship with your customers, increase your sales, and improve your customer retention.

Marketing

DocketManager makes it easy to maintain complex marketing campaigns, generate variable data for mailing lists, and export mailing lists.

Always Connected!

At the office, on the road, or with the customer.

DocketManager has you covered with full mobile and desktop capability.

Learn how DocketManager can transform your business.