SalesBinder Company Research Report
Company Overview
- Name: SalesBinder
- Mission: To create an easier, modern, beautifully designed inventory management system that is simple to use.
- Founded: No information is available.
- Founders: No information is available.
- Key People:
- Brodie Kokoska (posted news updates; specific role not stated).
- Headquarters: Vancouver, BC, Canada.
- Number of Employees: No information is available.
- Revenue: No information is available.
- Known For: SalesBinder is known for its cloud-based inventory and sales management software, recognized for its simplicity and modern design, serving thousands of businesses across 130+ countries.
Products
- Inventory Management: Manage inventory and stock levels in real-time, including low inventory notifications and purchase orders.
- Key Features: Real-time stock checking, automatic low stock alerts, purchase order generation.
- Invoices & Estimates: Generate and email professional invoices and estimates quickly.
- Key Features: Instant PDF generation and email dispatch.
- Customer Accounts (CRM Features): Track customer accounts, add contacts, and review purchase history.
- Key Features: Built-in CRM, multiple contacts, private notes.
- Barcode Scanning: Scan inventory into orders and search using barcodes.
- Key Features: Barcode generation and search.
- Locations and Zones: Track inventory across multiple locations.
- Key Features: Location-based organization.
- Item Variations: Customize inventory attributes like size and color.
- Key Features: Custom attributes for global and local views.
- Kitting and Bundling: Combine inventory for new products or packages.
- Key Features: Automatic inventory part updates.
- Shipment Tracking: Real-time tracking of carrier shipments.
- Key Features: Integrated shipment status updates.
- Currency Exchange: Support for multiple currencies in transactions.
- Key Features: Base currency for accurate financials and reports.
- Purchase Orders: Manage and track stock replenishment.
- Key Features: Supplier order tracking and cost management.
- Reporting: Detailed reporting for sales, services, and inventory.
- Key Features: Date-range filtering and category analysis.
- User Permissions: Customizable user access controls.
- Key Features: User-specific permissions and visibility.
- Integrations: Seamless integration with QuickBooks, Xero, WooCommerce, Zapier, and more.
Recent Developments
Product Updates and New Features
- Sep 17, 2024: Assign suppliers to unique inventory items for better filtering.
- Aug 15, 2024: Introduced batch edit mode for data management in a spreadsheet view.
- Jul 3, 2024: Added option to email billing statements directly as PDFs.
- May 9, 2024: Launched management for numbering sequences across various records.
- Apr 12, 2024: Added ability to record and track payments made towards purchase orders.
- Mar 25, 2024: Implemented a new billing portal for subscription management.
System and Performance Enhancements
- November 14, 2023: Completed a major system database upgrade to enhance performance and scalability.
New Features
- Low Inventory Email Reminders: Redesigned to include inventory photos and grouped notifications.
- Time-Based User Access Permissions: Restrict user account access based on the time of day.
Integrations and Partnerships
- QuickBooks Online Integration Improvements: Enhanced features within the QuickBooks integration for smoother user experience.
This report captures the available information from the provided data, centered on SalesBinder's operations, products, and recent enhancements.
