Online Consumer Engagement
EQ Flex’s Online Consumer Engagement equips you to easily launch and manage a fully integrated e-commerce platform for kitchen and bathroom products.
With seamless catalog updates, efficient order handling, and comprehensive online tools, you can provide an engaging, streamlined shopping experience that bridges online and in-store purchasing.
- Seamless Catalog Integration: Automatically sync over 20,000 products with up-to-date titles, images, and pricing, ensuring accurate information across your site.
- Efficient Order Management: Handle customer orders and supplier purchase orders directly within EQ Flex, enabling fast and error-free transactions.
- Comprehensive Online Tools: Leverage built-in SEO, promotional codes, and delivery settings to enhance your website’s visibility, customer reach, and user experience.
Product Catalogue Management
With EQ Flex’s Product Catalogue Management, you gain a powerful tool to browse, search, and manage an extensive product catalog without the burden of manual updates.
This capability offers flexibility to expand offerings while ensuring detailed product information, streamlined search, and intelligent upselling features.
- Browsing and Searching for Products: Easily navigate catalogs by brand or category with real-time search, detailed product information, and direct links to manufacturer resources, enhancing the customer experience and streamlining product selection.
- Comprehensive Product Information: Access pricing, multiple images, and technical documents directly from the catalog, providing customers with detailed insights that aid in informed purchasing decisions.
- Linked Accessories and Upselling: Boost sales by automatically suggesting accessories and related products, ensuring customers consider all components for a complete purchase.
Customer Management
EQ Flex’s Customer Management capability centralises and streamlines every aspect of customer relationships, from initial contact to opportunity tracking.
With integrated communication tools and detailed CRM features, you can proactively manage customer interactions, enhance engagement, and drive sales with data-driven insights.
- Integrated Customer Communication: Communicate via email and text directly within the platform, with customisable templates and bulk messaging for personalized, efficient outreach.
- Customer and Lead Management: Organise customer data with a comprehensive CRM, featuring filters, status indicators, and customisable fields for tailored management and targeted follow-ups.
- Sales Opportunity Tracking and Reporting: Log and monitor sales opportunities with detailed tracking, integrated with customer profiles, and supported by forecasting tools for data-driven sales strategy.
Quote from Design Generation
EQ Flex’s Quote from Design Generation bridges design and quoting by enabling seamless transfer of project items from CAD designs to quotations.
This integration enhances efficiency and accuracy, allowing businesses to generate detailed and precise quotes directly from CAD tools like Virtual Worlds.
- Seamless Integration with CAD Packages: Directly connect CAD designs from Virtual Worlds (or similar platforms) to EQ Flex, ensuring that quotes align accurately with customer designs.
- Automatic Item Transfer: Import item lists from CAD designs into EQ Flex automatically, reducing errors and saving time by eliminating manual data entry.
- Enhanced Quotation Flexibility: Add additional products and services from EQ Flex to complete the quote, providing a comprehensive proposal that meets all customer needs.
Project Management
EQ Flex’s Project Management capability provides complete control over the project lifecycle, accessible from any device with cloud-based technology.
With powerful scheduling and resource coordination tools, you can manage every phase of a project efficiently and ensure seamless collaboration.
- Comprehensive Project Lifecycle Management: Track every stage from lead to delivery with integrated planning tools, ensuring smooth transitions and optimal resource allocation.
- Cloud-Based Accessibility and Mobile Compatibility: Access project information and customer documents anytime, from any device, allowing flexibility and real-time project updates.
- Scheduling and Resource Coordination: Use intuitive scheduling tools and Google Calendar synchronization for seamless planning and resource allocation, keeping projects on track.
Quotation Management
EQ Flex’s Quotation Management streamlines and enhances the quoting process, allowing businesses to create accurate, comprehensive, and flexible quotes for complex kitchen and bathroom projects.
With capabilities tailored to manage everything from detailed product listings to seamless customer communications, EQ Flex ensures that every quote is both precise and easy to manage, ultimately boosting sales efficiency and customer satisfaction.
- Quote Kitchen Carcasses and Doors: Provide precise quotes for kitchen components from multiple suppliers, ensuring customers receive a complete, transparent project proposal that aligns with their budget.
- Quote Fitting Calculator: Accurately estimate fitting and installation costs with a customizable calculator, enabling clear, itemized pricing that enhances customer trust and project planning.
- Multiple Headings with Quotation Management: Organize quotes under multiple headings for different project sections or suppliers, offering clarity and ease of understanding for both customers and team members.
- Quick Quote with Appliances: Generate rapid, standalone quotes specifically for appliances, providing flexibility for appliance-only projects or adding appliances to existing quotes seamlessly.
- Costings and Discounts: Adjust pricing and apply discounts at both the order and product levels, allowing for strategic, customer-focused pricing that maintains profitability.
Generate accurate, flexible quotes for kitchen carcasses, doors, and related services from multiple suppliers. With integrated pricing, discounting options, and seamless purchase order conversion, this tool enhances sales efficiency and customer satisfaction.
- Comprehensive Quoting System: Create detailed quotes that include carcasses, doors, appliances, and services from various manufacturers, providing customers with a complete project proposal.
- Flexible Pricing and Discounts: Adjust selling prices with discounts and taxes directly in the quote, offering flexibility to meet customer budgets.
- Customer Purchase Order Integration: Convert quotes into customer purchase orders seamlessly, streamlining the transition from quoting to order fulfillment.
EQ Flex’s Quote Fitting Calculator provides precise tools for estimating fitting and installation costs, seamlessly integrating with the comprehensive quoting system. This feature enables businesses to include accurate fitting charges in quotes, offering customers a complete view of project costs with both product and service pricing.
- Configurable Fitting Calculator: Customize fitting calculators to accurately estimate installation and labor costs based on specific project requirements, ensuring precision in quotes.
- Pre-set Fitting Items and Prices: Easily add predefined fitting items with set prices, simplifying the process of calculating fitting costs during quote creation.
- Detailed Fitting Summaries: Generate customizable summaries and item lists for installers, ensuring clear communication and effective planning of installation requirements.
EQ Flex’s Multiple Headings feature within Quotation Management enhances flexibility and organization, enabling businesses to create detailed and segmented quotes for kitchen and bathroom projects. This capability allows you to group products and services by distinct project sections and manufacturers, providing customers with a clear and comprehensive proposal.
- Enhanced Quoting Flexibility: Organize quotes with separate headings for different sections or rooms, like kitchen carcasses, doors, appliances, and utility rooms, all within a single document.
- Integration of Multiple Manufacturers: Combine products from various suppliers under distinct headings, offering a tailored solution that meets specific project needs.
- Clear Organizational Structure: Maintain a well-structured quote with clear sections, improving readability and helping customers understand project components and costs.
EQ Flex’s Quick Quote with Appliances capability enables rapid, accurate quoting for appliance-focused projects or as add-ons to existing quotes. This feature is ideal for generating fast appliance quotes, providing comprehensive product information, and ensuring competitive pricing with integrated margin calculations.
- Rapid Quote Generation for Appliances: Quickly create appliance quotes using a simplified interface, perfect for appliance-only projects or quick additions to larger quotes.
- Access to Comprehensive Product Catalogs: Browse a wide range of appliances with detailed specs, images, and links to manufacturer resources, helping customers find the right fit.
- Integrated Pricing and Margin Calculation: Automatically apply predefined discounts and margins, ensuring accurate, competitive pricing that supports profitability.
EQ Flex’s Costings and Discounts capability provides precise control over pricing and discounts, ensuring quotes are competitive while maintaining profitability. This feature allows for flexible adjustments, real-time recalculations, and detailed margin control, enabling businesses to respond effectively to customer budgets and sales targets.
- Flexible Discounting Options: Apply discounts at the order or individual product level, allowing for targeted price reductions that align with sales strategies.
- Real-Time Price Recalculation: Instantly view the impact of discounts on total quote prices, enabling quick adjustments to meet customer budgets.
- Detailed Costing and Margin Control: Use the costing screen to review all items with their costs, selling prices, and margins, giving granular control over pricing and profitability.
Document Management
EQ Flex’s Document Management centralizes all project documents, enhancing accessibility, consistency, and collaboration.
This capability reduces errors and streamlines project workflows by keeping all essential documents in one secure, cloud-based platform.
- Realistic Textures and Animations – Visualize designs with rich textures and realistic animations that enhance the quality and precision of your designs.
- Flexible Room Layouts – Easily customise layouts and room constraints to accommodate any space, offering a personalized and accurate solution.
- Product Catalogue Integration – Access a vast, up-to-date manufacturer catalogue to choose from a wide range of products and options, ensuring the perfect fit for every design.
Business Activity Monitoring
EQ Flex’s Business Activity Monitoring provides comprehensive insights across operations, leveraging data analytics to optimize customer journeys and boost sales performance.
This capability enhances data visibility, integrates with leading analysis tools, and delivers advanced reporting to support data-driven decision-making.
- Comprehensive Data Visibility and Analysis: Visualize customer journeys, store footprints, and operational data to identify bottlenecks and improve customer experience across regions.
- Integration with Leading Data Analysis Tools: Seamlessly connect EQ data with platforms like Power BI and Salesforce, supporting custom reporting and tailored insights.
- Advanced Sales and Financial Reporting: Analyze sales by region, showroom, and supplier performance, enabling targeted strategies and refined product placement.
Sales Order Management
EQ Flex’s Sales Order Management streamlines the conversion of quotes into detailed, actionable sales orders, specifying key project dates and payment milestones.
This capability enhances transparency, allowing businesses to efficiently manage customer expectations and track project progress.
- Seamless Conversion to Sales Orders: Effortlessly transform quotes into sales orders, moving from proposal to actionable order for streamlined project execution.
- Detailed Date and Payment Planning: Define critical project dates and payment stages, such as survey, delivery, and installation, providing clear timelines within each sales order.
- Comprehensive Order Tracking: Monitor sales orders with a milestone tracking system that offers visibility into order status and pending actions, ensuring smooth project progression.
Stock and Warehouse Management
EQ Flex’s Stock and Warehouse Management optimizes inventory visibility and organization, ensuring that stock levels align with sales demand.
With automated reordering and comprehensive tracking, you can streamline your warehouse operations and improve efficiency.
- Optimized Warehouse Organization: Arrange products efficiently by material, color, and category, making it easier to locate and manage inventory.
- Comprehensive Stock Control: Track stock levels, reorder points, and allocated inventory, maintaining real-time visibility of all warehouse items.
- Automated Reordering System: Set automatic reorder triggers based on stock levels, ensuring timely replenishment and avoiding stockouts.
Supplier Order Management
EQ Flex’s Supplier Order Management streamlines procurement by enabling fast, accurate order creation and efficient management of goods reception.
With multiple communication options and automated stock updates, this feature simplifies the supply chain and optimizes warehouse operations.
- One-Click Supplier Orders: Generate and dispatch supplier orders instantly from project orders, simplifying the procurement process.
- Multiple Communication Channels: Send orders through direct ERP API integration, printed documents, emails, or EDI for faster, automated processing.
- Automated Order Tracking: Track item receptions and update stock levels in real time, ensuring accurate inventory and smooth warehouse planning.
Invoices and Payments
EQ Flex’s Invoices and Payments feature streamlines financial management with tools for flexible invoicing, secure payment handling, and seamless tracking of financial milestones.
This capability enhances cash flow management, supports strategic planning, and integrates with major accounting packages for improved efficiency.
- Flexible Invoicing and Payment Options: Generate full or partial invoices, manage credit notes, and integrate with accounting software like Xero, QuickBooks, and Sage, reducing administrative tasks.
- Advanced Payment Tracking and Management: Automate recording and calculation of payments, with secure transaction processing and visual milestones to ensure clear and accurate financial tracking.
- Seamless Financial Workflow Integration: Track payment stages and order progress with automated updates, providing transparent visibility into invoices, payments, and order statuses for all stakeholders.
Information System (IS) Integration
EQ Flex’s Information System Integration enhances data connectivity and enables in-depth insights through seamless ERP and BI tool integration.
This capability automates data synchronization, supports end-to-end business processes, and empowers data-driven decision-making with real-time analytics and reporting.
- ERP System Integration: Connect EQ Flex with ERP systems to streamline business processes and ensure data consistency across manufacturing, sales, and other operations.
- Business Intelligence Integration and Reporting: Export data to BI tools for custom reporting, interactive visuals, and advanced analytics, enabling a comprehensive view of business performance.
- Automated Data Export and Customization: Use automated export features with customizable options to support real-time reporting and reduce manual effort, ensuring timely access to key data.