Feature List

iomis brings together your key sales and operational processes in a single solution, helping you to reduce non-revenue earning activities, IT hassles and costs.

The feature list below summarises the features available in each of the functional areas. You can choose either the Starter Edition or the Standard Edition. The only difference is that the Starter Edition is free, but limited to a maximum of 3 users - making it ideal for small and growing businesses.

If you require any further information, please contact our sales team.

Pricing	iomis Starter	iomis Standard
Maximum users	3	Unlimited
Price (per user per month)	Free	£30

Feature
Sales and Marketing
Company and contact records	•
Track activities at company and contact level	•
Manage opportunities and proposals	•
Estimating based on planned revenue, costs and target margins	•
Pipeline management	•
Track and monitor sales activities	•
Sales Analysis Reports and KPIs	•
Create and manage mailing lists	•
Create and send mailshots	•
Audit trail of mailshots	•
Contracts
Create and maintain contracts	•
Categorise contracts by contract type	•
Create and maintain service items	•
Link projects to contracts	•
Track invoiced to date amounts	•
Monitor work in progress and deferred income	•
Monitor costs to completion	•
Track actual margins and service delivery performance	•
Contract reports and KPIs	•
Projects
Create and maintain project tasks	•
Assign tasks to users, groups or contacts	•
E-mail notifications of assignments and scheduled work	•
Efficient scheduling of group tasks	•
Set up project with task import from MS Project	•
Track planned, scheduled and incurred costs and revenue	•
Workload analysis for time periods	•
Monitor performance at the project or task level	•
Resources
Shared company diary	•
View diary by user or group	•
Single data entry for time recording (eliminate duplicate timesheet entry)	•
Time recording integrated with project and contract management	•
E-mail notification of diary entries to users or contacts	•
Save diary entries to client Outlook	•
Pop up reminders for time recording	•
“To Do” list showing all activities and tasks	•
Contribution report to measure staff contribution	•
Activity analysis report	•
Utilisation report and forecast	•
Analyse chargeable work on projects and contracts	•
General
Dashboard (user-definable)	•
Key Performance Indicators (KPIs)	•
User-definable list views	•
Export to Excel, PDF, Html or xml	•
Custom document design*	•
On-line, context sensitive help	•
Create unlimited user-defined fields and tabs	•
Maintain access permissions by groups	•

*Documents can be designed to your specific requirements (eg to include your company logo) as a chargeable service.