Platform / Software Customizations
Powerful Software Customized to Meet Your Business Needs
Our robust, customizable, and flexible software is designed to make your life easier. MediaOS gives you the ability to design and brand all communication, invoices, and contracts through an easy-to-use interface.
Pipeline Customization
MediaOS offers the ultimate flexibility in customizing your process through pipelines. Whether it’s Leads, Artwork Design, Invoice Collection or many others, pipelines can either help take your current workflow and process to the next level.
By clearly defining how you do business in MediaOS, you:
- Simplify bringing on new employees.
- Help struggling employees.
- Make rockstars shine even brighter.
Customized Reporting Software
Customizable dashboards and reporting features allow you to choose and arrange widgets to display the metrics and data most relevant to your business, allowing you to get an instant overview of key performance indicators.
Custom Proposal and Contract Templates
Create and customize proposal and contract templates with your branding and preferred layouts. This ensures your documents have a consistent look and feel, reflecting your company’s identity.
Add Custom Fields
MediaOS allows you to create custom fields to capture and store additional information specific to your business and workflows. You can define custom data fields for leads, contacts, accounts, and opportunities, so you can tailor the CRM to match your unique data requirements.
Customize Your Email and Communication
You can personalize and customize email templates for various communication purposes, such as follow-ups, reminders, and notifications, maintaining consistent branding and messaging.
