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See how MyBusinessGenie can simplify your business!

MOBILIZE YOUR FIELD SALES WORKFLOW

With MyBusinessGenie, speed up your sales team’s field workflow. Use tablet devices to show & sell your products and services offerings. Stand-out from the competition and close the sale in one meeting!

 PRESENT YOUR WORK

With MyBusinessGenie, visually present your past work & new ideas to your customer.

PORTFOLIOS

Present your work in the form of images. Create various portfolio categories, add images & show them on your desktop, laptop, tablet or your mobile device when you meet your customers.

IDEAS

Explaining complex concepts to customers can be challenging…

Using the Idea section, upload your images & visually explain concepts to your customers. Make the sales conversations collaborative & present your business professionally!

 SHOWCASE YOUR CATALOG

Visually show-and-sell your solutions, add them to the cart and create orders on-the-fly!

Stop carrying physical catalogs – just define them in MyBusinessGenie and it’s with you all the time!
Cross-selling and up-selling is now as simple as showing your solutions and tapping a few buttons..

 CAPTURE LEADS

Capture contact & lead info in the field with ease!

During meetings, quickly capture contact info, project info & notes.

 CREATE QUOTES

Add items to cart & create a quote at a touch of a finger!

Add payment terms, expiration date, client notes, private notes and more…

MyBusinessGenie also supports international currencies and taxation.

 CAPTURE ELECTRONIC SIGNATURES

Send an online link for document approval or use your iPad to get instant signature from your customers during your meetings.

Create multiple quote formats (or templates) and create a customized quote or a contract quickly during your customer meetings.

Capture multiple signatures from your customers and countersign immediately!

SIMPLIFY SCHEDULING

Manage schedule of your team (employees, vendors & partners) and resources (equipments, locations, etc.)!

Empower your team to manage their schedule on-the-go! View other member’s availability & book them quickly.

 WORK OFFLINE

Using our iPad App, complete your tasks during customer meetings, even when offline!

Sync ensures that all the data across the iPad App and the Portal are up-to-date and available on-the-move.