Your Workflow Made Easier, Efficient & Effective
Rockhopper CRM takes your work-flow processes and seamlessly integrates them into a easy to use browser based application for your teams. From sales and marketing work-flow processes to services and support workflows Rockhopper CRM will provide the tools to make your people more efficient and effective.
Our product was designed to make it easy for your entire team to access, share and update your company data from anywhere with any device.
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Project & Task Management
The activities module is the communication hub which ties all correspondence back to contacts, from calls, meetings, task, and other custom activities. Provide all of these benefits to every individual in your business with no additional charge.
Explore the power of our CRM with essential areas included in our Projects module.
- Efficiently manage and track all of your projects from inception to completion ensuring coordination and organization across your teams.
- Job costing will give you insights into project costs and resource allocation with our comprehensive features.
- Track and celebrate key project milestones with ease, ensuring progress is recognized and goals are met on time every time.
- Roles, notifications, and history areas will keep you and your team informed with timely notifications.
The activities module is the communication hub which ties all correspondence back to contacts, from calls, meetings, task, and other custom activities.
Provide all of these benefits to every individual in your business with no additional charge.
- Document historical and future activities
- Connect activities to Projects, opportunities and even time-sheets with in the application.
- Integrate directly with Microsoft Exchange server and Google Calendar.
- Maximize productivity with access to Rockhopper optimized for all of the mobile devices you use every day.
- Maintain productivity while on the road, with or without connectivity.
- Configure the mobile experience to match your individual business needs and branding.
Introducing our Agile Sprint Planning Module, a comprehensive tool designed to optimize your agile project management processes.
- This module features a Kanban View that provides a visual and intuitive interface for tracking task progress and managing workflow.
- Backlog Items can be easily organized and prioritized, ensuring that your team focuses on the most critical tasks.
- Sprint Planning facilitates the efficient planning and scheduling of sprints, allowing you to allocate resources effectively and set clear objectives for each sprint cycle.
Enhance your team's productivity and streamline your agile processes with our all-in-one solution.
Boost Productivity with Built-In Time Tracking in Our CRM
Track employee hours, project time, and task progress seamlessly with our CRM.
Stay organized, manage resources effectively, and get real-time insights into productivity to ensure projects stay on track.
Sales Opportunities
Use Rockhopper CRM to manage potential business in your sales funnel.
Maximize Sales Opportunities with Our CRM
Track, manage, and prioritize sales opportunities effortlessly.
Our CRM helps you identify leads, nurture prospects, and close deals faster with real-time insights and automated follow-ups—boosting your sales pipeline.
Our Estimates and Quotes Module is a powerful tool designed to streamline your sales process and enhance customer interactions.
- Effortlessly create consistent and professional documents using customizable templates tailored to your business needs, saving time and ensuring brand consistency.
- Manage billing and shipping information within the CRM, providing a centralized hub for tracking orders and managing customer accounts.
- Organize your offerings with ease, simplifying inventory management and enhancing the sales process for your team.
- Get a clear overview of pricing details for each transaction, enabling transparent communication with customers and facilitating informed decision-making.
- Streamline approval workflows and monitor the status of customer approvals in real-time, ensuring smooth collaboration and enhancing customer satisfaction
Stay on top of your business operations with a CRM platform designed to streamline your sales and invoicing processes
Our system lets you track customer interactions, generate and send professional invoices, and manage sales orders all in one place.
With real-time analytics, automated follow-ups, and detailed customer history, you can boost efficiency, enhance customer satisfaction, and drive sales growth.
Simplify your workflow with intuitive tools that help you focus on what matters most—building stronger relationships and closing more deals.
Simplify your procurement process with our CRM's integrated purchase order management.
From creating and tracking purchase orders to managing supplier relationships, our system offers a seamless experience that helps you stay organized and efficient.
With automated workflows, instant updates, and detailed reports, you can manage orders, inventory, and supplier communications all in one platform.
Gain complete visibility into your purchasing cycle, reduce errors, and ensure timely deliveries—all while maintaining strong relationships with your vendors.
Financial Management
Enhance your financial management and drive business success with our all-in-one solution.
Introducing our Chart of Accounts Management Module, a robust tool designed to streamline financial tracking and reporting within your CRM.
This module allows you to efficiently manage and categorize all business expenses, monitor liabilities, and oversee credit card transactions, providing clear visibility into your financial commitments.
Access customizable financial reports to analyze data and track performance, while accurately recording all sources of income to gain a comprehensive view of your revenue.
Financial Management Reports provide a clear view of your Accounts and Operations
- Our Legacy Reports include nine (# of) reports for Sales Opportunities and Activities (tasks and events) and include basic graphs.
- Our Advanced Reports allow you to create custom, tabular reports. Advanced logic filters help you narrow your report criteria, and you can include report categories and add summaries to a row of calculations.
Report scheduling and Smart Alerts are also available on paid plans.
Resource & Asset Management
Our comprehensive asset management solution offers tool tracking and company association. Never miss a warranty expiration with our email notification system in place. You have the ability to access associated assets, upload documents, view a status log for monitoring, and link activities, discussions, projects, service tickets, and service requests.
Stay organized and in control with our CRM’s comprehensive inventory management system.
Track products and services, monitor stock levels, and streamline ordering processes, all while gaining valuable insights to optimize your offerings and enhance customer satisfaction.
Streamline Asset Management with Our CRM
Easily track and manage your assets—from inventory to digital resources—all in one place. With real-time updates, lifecycle tracking, and automated alerts, our CRM helps you stay organized and maximize asset efficiency.
Quickly create, track, and update Bills of Materials to streamline production and inventory, ensuring smooth operations and fewer errors.
Contact & Relationship Management
This is the heart of our CRM. From prospects and customers/accounts to vendors and employees, all contacts and accounts are located here.
This is the heart of our CRM.
From prospects and customers/accounts to vendors and employees, all contacts and accounts are located here.
- Track all contact details as well as historical activities and future task list
- Store important dates like anniversaries and birthdays to all correspondence for sales and service.
- Connect related contacts that are associated with the same accounts
- Group contacts as well as set up multiple product lines for tracking ups sales and cross sales.
- Place any contact on to Google Maps using powerful GEO coding inside of the CRM using longitude and latitude coordinates.
Introducing our Regions, Districts, and Branch Hierarchy Management Module, a comprehensive solution designed to streamline organizational structure and optimize management processes.
Efficiently organize and manage geographic regions within your organization. Our module allows you to define and customize regions based on your specific business needs, facilitating effective regional management. Customize your organizational hierarchy to reflect your unique business structure.
Efficiently manage teams and divisions within your organization using our CRM.
Assign tasks, track performance, and enhance collaboration across departments, ensuring alignment with your business goals and maximizing productivity.
Found in the contacts module, the geo search will rock your team's productivity.
You're looking at your calendar and realize you have some time around a scheduled appointment the next day. Use this tool to find out which of your other clients are located near the appointment, and plan to make the most of your trip!
Activity & Document Tracking
Explore the power of our CRM with essential areas included in our Projects module.
Efficiently manage and track all of your projects from inception to completion ensuring coordination and organization across your teams.
Job costing will give you insights into project costs and resource allocation with our comprehensive features.
Track and celebrate key project milestones with ease, ensuring progress is recognized and goals are met on time every time.
Roles, notifications, and history areas will keep you and your team informed with timely notifications.
Access documents anytime, anywhere
...a home office, on the road, in an airport, or at corporate - because all documents are stored in one online repository.
Documents can be shared or they can be assigned to a specific contact. Rockhopper integrates the drive mapping with Windows File Manager, so selections of folder and file systems are intuitive to users.
Document Historical and Future Activities
- Connect activities to Projects, opportunities and even time-sheets within the application.
- Integrate directly with Microsoft Exchange server and Google Calendar
- Maximize productivity with access to Rockhopper optimized for all of the mobile devices you use every day. Maintain productivity while on the road, with or without connectivity. Â
- Configure the mobile experience to match your individual business needs and branding.
3rd Party Integrations
Extend the power and reach of Rockhopper CRM! Connect with 3rd party products for integrations with hundreds of popular business tools and apps.
Quickly and easily set up connections between Rockhopper and MS Exchange®, Google Calendar, MS Dynamics, and much more. Coming soon: Integration with Google Drive and QuickBooks®
Microsoft Exchange
Google Calendar
Microsoft Dynamics
Google Drive
Intuit Quickbooks
Help Desk Cases
Extend the power and reach of Rockhopper CRM! Connect with 3rd party products for integrations with hundreds of popular business tools and apps.
Quickly and easily set up connections between Rockhopper and MS Exchange®, Google Calendar, MS Dynamics, and much more. Coming soon: Integration with Google Drive and QuickBooks®
