Counterbalance is a business management and customer relationship management software designed for small to large businesses. With this application you can manage contacts, customers, production, services, suppliers, sales personnel and inventory of cost items, orders. Features include Payment Plans, Comprehensive Operations Planning, Custom Forms and Emails, Inventory Allocation, Service and Event Management, Building Supplier Services, Sales Staff, Inventory, Comprehensive Cost Planning, Forms, Custom Emails, Inventory Allocation, Service Management, and other events. Creating custom sales flows is a process and file sharing. Integrated spreadsheet management and stuff like that. With the ability to access and search quickly from anywhere, this application is suitable for businesses looking for an all-in-one solution. The team does not offer this free trial. This software is based on SaaS web and can be run in the cloud but can also be installed and run on PCs with the Windows operating system. It should be noted that this application is located in America. The cost of using this program is determined for each function. Other features and tools it offers include document management, document storage, mobile access, quotes and proposals, task management, workflow management, email marketing, productivity, marketing automation, work order management, dashboards, calendars, and the reminder system. With CounterBalance, management personnel can develop a custom system tailored to the specific needs of an operation. Develop custom process flows, payment methods, forms, access control, notification and reporting. The CounterBalance platform is the closest thing to developing your own app. All these tasks are performed through common and simple user interfaces in the CounterBalance system. Everything needed to adjust and maintain your balance system is done by you as the end user. With CounterBalance, a company can easily track critical information to run and maintain a profitable sales cycle and line production efforts. This product tracks a sale from a lead's first entry to its closed state, while collecting critical data for advertising, sales control, manufacturing, and plant production. During this cycle, the user can visually see the current flow status. CounterBalance not only manages lead and customer interactions in a well-structured and consistent model, but also manages the inventory aspects of these sales. CounterBalance can also handle all of your scheduling needs for sales appointments, molds, installation, service, truck usage, vacations, or anything else you want to track in a centrally managed calendar without the need for external software. unterBalance is custom designed by people who work in the counter industry to meet all the specific needs of a granite counter business. For example, custom top type setting for multiple materials, different edge types, sink and faucet models, all with their own price structure at the user's choice. CounterBalance has custom form letters that allow users to generate common letters for a selected set of customers, customers, or orders. This makes it easy to contact potential customers or thank you letters for your latest installations.