OTM – Interfaces

Receive and process customer's quote requests

Compose and send quotations

Receive customer's orders

Issue and deploy jobs

Send and receive project-related files

Send and receive project-related emails

Compose and send invoices

Encrypted internet connection

No software installation required!

Labels: Quality management, OTM feature list

Administer user accounts

Administer resources

Administer customers

Set preferences for business details, emails, languages,
project parameters, order limits (risk management),
currencies, taxes, invoices, credit notes, payments,
Corporate Identity (including logos, letterheads etc.),
reference customers, company profile, OTM web site,
company-specific text blocks, General Terms of Business,
credit vouchers, and more ...

Access business statistics

Accounting overview (debits and credits including
payment status, data export)

Manage and publish customer testimonials, and
your company's customer satisfaction barometer

Encrypted internet connection

No software installation required!

Labels: OTM feature list, data security, CRM

Using the OTM customer portal, your customers can...

...order projects online

...track projects in real time

...start new projects

...securely upload and download project files

...communicate securely, using the
integrated email system

...archive their project securely for the long term

...voice their opinion about your company
(assess projects)

Encrypted internet connection

No software installation required!

Labels: Quality management, Data security, Software feature list

Using their OTM service web-site, resources can...

...accept or decline job offers

...securely download and upload project files

...securely communicate with the built-in email system

...manage jobs, with emails and files available
at a glance

...generate invoices for assigned jobs

Encrypted internet connection

No software installation required!

Labels: Quality management, data security, OTM feature list

Your company's multilingual online presence (optional and free of charge)

Home, contact, short profile, General Terms of Business, Your customers'
testimonials, customer satisfaction barometer, references

"Request quote" web form  via TLS-encrypted connection

"Freelancer application" web form  via TLS-encrypted connection

No HTML encoding required!

Labels: Software feature list, data security, OTM pricing