OpenGate Small Business Software

Packed with powerful out-of-the-box features needs, OpenGate Small Business Software comes in three editions to choose from.  You can always upgrade to the next edition when you need even more functionality.

Customer Relationship, Support Request, and Marketing Features

	Free	Standard	Customizable
Track prospects and customers
View notes, contacts, orders, support requests, addresses, and other related information
Customer Care Manager to help you track ongoing support agreements, send mass customer communications via email or print letters
Track customer support requests
Customer Support Dashboard
Print customer mailing, shipping, and billing labels to Dymo printers or using Avery 8160 letter-size sheets
Manage marketing campaigns, including cost and order revenue to compare return-on-advertising (ROA)
Create campaign target lists from existing prospects and generate mass emails or letters to targets

Quote and Order Management Features

	Free	Standard	Customizable
Sales quote and order entry
Manage product and service line items
Control maximum discounts, minimum prices and quantities, and
Print or email quotes, invoices, order confirmations
Print customer mailing, shipping, and billing labels to Dymo printers or using Avery letter-size sheets
Tracking shipping status and costs
Track sales tax collected from orders, and paid to the government
Sales Dashboard

Financial Performance Management Features

	Free	Standard	Customizable
Cash basis accounting
Ability to set up your own accounts and departments
Annual financial performance report
Profit and loss reporting at the product, employee, or department level
Automatically record completed sales orders and purchase orders as financial transactions
Import/Export financial transactions in Excel and CSV formats
Local Currency Support

Small Business Intelligence and Platform Features

	Free	Standard	Customizable
Full access to modify source code, forms, reports, and tables
Customizable business dashboards
Transaction auditing on key screens (orders, financials, customers, contacts)
Upsizable to Microsoft SQL Server or MySQL Server
Role-based menus to limit users to only specific functions
User-defined future use fields
Support for multiple users
Support for postal code and phone number localizations:  US, Canada, UK, South Africa, Australia, and New Zealand

Compatibility

All editions are compatible with the following:

Microsoft Access 2000

Microsoft Access 2002

Microsoft Access 2003

Microsoft Access 2007

Microsoft Access 2007 runtime edition

More questions?  Read the Frequently Asked Questions, or contact us via email (support@opengatesw.net) or toll free phone (888.967.6483)