Lodestar guides employees through the steps to get their job done, supported by a comprehensive customer management system.
Lodestar properly links the interaction of entities in your business, organizing their information and relationships. Viewing an entity provides you with an informative summary, and every entity includes basic sections such as Comments, Detailed Information, Call History, and Current Tasks. Specific features include
Lodestar has a proven record of increasing sales by maintaining a steady follow-up relationship with prospects
Ensure that your employees are only seeing the information they need to do their job
By automating trivial, but time-consuming tasks, Lodestar handles the details so you can focus on the big issues.
Those faxes that never arrived when people said they did, the stack of inspections that were not taken care of, the mental note that was forgotten a day later. As a consolidated repository of every activity, document, and person involved in your business, nothing slips through the cracks with Lodestar.
Lodestar's detailed histories of activity keep you up to date on what's happening in your office, and allows for an easy reference of the past. It can help you answer
High-level timelines give a broader view of the history of an account or franchisees, listing when and why major processes have occured.
Automatic generation of franchisee statements and checks saves time and hassle.
An interactive financing panel on franchisees allows you to monitor and edit their outstanding financing and financing history
Lodestar utilizes AJAX, a popular approach that eliminates page refreshes, providing seamless interaction with surprising speed.
Information is organized with a common sense approach in mind. It's easy for users to find what they need even if they aren't experts. This logical approach results in reduced training times and a clear comprehension of business practices by employees.
View your office, accounts, and franchisees on an interactive map, with toggle-able groups and quick information tooltips!
Quick selectors and smart defaults help you view the relevant data quickly, without feeling like you're having to construct a report on your own
Keep reports open to reference while using other portions of Lodestar!
PDF, HTML, Excel spreadsheet, Word document, CSV, XML, and even Open Office!
From prospect to customer, back to prospect, Lodestar tracks it all.
Upload lead lists from multiple sources, and watch their progress from a phone number to an account!
Need to transfer one employee's prospects to another? Do it with one click.
Lodestar presents a full history of interaction with the target prospect, so you'll be prepared
Save time and energy with Lodestar's templated documents. Simply click the document to generate and Lodestar fills it in with all of the proper information, ready to print.
The only missing piece is a signature.
Lodestar's default templates not quite what you need? No problem!
Foreign language support allows you to generate documents for franchisees or accounts in their preferred language!
Lodestar's generated documents contain no spelling or punctuation errors, and its handwriting is always legible.
It's simple, less paper means less trees.
Documents are available on their relevant page, an entity's document page displays all of their associated documents, so you can easily find the one you're looking for.
Nothing to file, misplace, or lose to an unfortunate spill!
As a web application, Lodestar allows you to access documents from anywhere with an internet connection!
Sometimes documents contain confidential information, control visibility with Lodestar
All submitted documents go through an approval step before being accepted, so you can be confident that you are obtaining the proper, legally binding documents.
Lodestar is proud to have partnered with Listen360 in providing a hassle-free method of utilizing their surveys and referral system.
Syzygy is a Jacksonville, FL based software development company with focus in business process management. Syzygy develops custom software for companies, identifying their business processes, optimizing those processes, and implementing a workflow based customer relationship management system. In less technical terms, Syzygy helps businesses capture the steps they take to complete their job, become more efficient at those steps, and assist in decision making. This allows ongoing refinement and optimization of their processes, all while increasing profitability and relationships with customers.
Syzygy's servers are located in a SAS 70 Type II and ISO 9000:2001 certified data center in Houston, TX. Allowing us to provide you with a highly available fully redundant web based office solution. Listed below are some key features of the data center.