Get to know myStratus Rep
myStratus Rep premium management solution is specifically designed to help you build a successful business, no matter its size.
CRM
All information for each customer in one record to provide a single view of your relationship with every client.
Features
Import and export client lists
Organize and track with client groups and statuses
myStratus Maps (fees apply)
Company contacts
Multiple phone numbers
Read More
Organize and track with client groups and statuses
myStratus Maps (fees apply)
Company contacts
Multiple phone numbers
Scheduling
View your full schedule of appointments by each individual employee for your entire business at once.
Features
Schedule by user and/or resource
Daily, weekly, and monthly views
View schedules side-by-side
Google calendar syncing
Special calendar events & holidays
Online Booking (requires package)
Read More
Daily, weekly, and monthly views
View schedules side-by-side
Google calendar syncing
Special calendar events & holidays
Online Booking (requires package)
Automated Tools
Automate emails, SMS, tasks, contracts, and more. Plus track interactions and merge client info and communications with the CRM.
Features
Automatically triggered communications (requires package)
SMS texting (SMS fees apply)
Create SMS and HTML email templates with merge fields
Automatic email replies
Read More
SMS texting (SMS fees apply)
Create SMS and HTML email templates with merge fields
Automatic email replies
Projects
Keep your projects and attachments together under a single, easy-to-view record.
Features
Custom project types for tracking and reporting
Project workflow management
Link to several customers and principals
Attach related files to be stored locally or in cloud
Read More
Project workflow management
Link to several customers and principals
Attach related files to be stored locally or in cloud
Reporting
Choose from over 60 KPIs to build and layout your dashboard so you automatically track the things you need to keep an eye on.
Features
Client, project, and invoice lists
Create advanced data filters for lists and reporting
Accounts receivable report
Analysis and trend reports
Sales tax report
Read More
Create advanced data filters for lists and reporting
Accounts receivable report
Analysis and trend reports
Sales tax report
Enterprise Grade Security
The cloud, backup and recovery assure uptime and availability, with IT security to meet international industry standards.
Features
Export all data to Excel files
User and group security settings
Data entry validation (required fields)
Time clock and time sheets
Translated into multiple languages
Read More
User and group security settings
Data entry validation (required fields)
Time clock and time sheets
Translated into multiple languages
Scalable Software
The flexibility to let you separate regions within the same database, from your 2nd region to your 502nd region!
Features
Unlimited regions
Split Principals and Clients by regions
Share settings and customers across regions
Read More
Split Principals and Clients by regions
Share settings and customers across regions
And more
Even more amazing features are available. Such as: Task Management, Subscription Plans, & Event Tracking.
All Features
Looking for a specific feature? Or just want to see the full power of myStratus Rep?
Regions (Requires Package)
- Unlimited regions
- Split Principals and Clients by regions
- Share settings and customers across regions
Home Page
- Real-time and trend information
- Schedule, tasks, and weather forecast
- Notifications
- Customizable for each user
- Shortcuts to commonly used features or websites
Communication & Marketing
- Automatically triggered communications (requires package)
- SMS texting (SMS fees apply)
- Create SMS and HTML email templates with merge fields
- Phone call tracking
- Marketing plans
- Incoming SMS
- Automatic email replies
- HTML emailing
- Web Forms for new & existing customers
Calendar & Scheduling
- Graphical, color-coded calendar
- Schedule by user and/or resource
- Daily, weekly, and monthly views
- View schedules side-by-side
- Google calendar syncing
- Special calendar events & holidays
- Online Booking (requires package)
- Single or bulk time slot creation
- Print schedules in different formats
- View sunrise and sunset times on calendar
- View available time slots on the calendar
- Single-click scheduling and drag-and-drop scheduling
- Check for scheduling conflicts
- Custom appointment types for tracking and reporting
- Track "no shows," "cancellations," & "on-hold"
Task Management
- Assign to user or department
- Displayed on user's home page
- Attach to client, project, invoice, email, etc.
- Organize and track with types and statuses
- Automatically triggered tasks (requires package)
Projects
- Custom project types for tracking and reporting
- Project workflow management (statuses)
- Link to several customers and principals
- Attach related files to be stored locally or in cloud
Principal & Client Management
- Import & export client lists
- Organize and track with client groups and statuses
- myStratus Maps (fees apply)
- Company contacts
- Birthdays and anniversaries
- Multiple phone numbers
- Multiple email addresses
- Basic social networking
- Track lead sources
- Referral tracking
- Client history
- Attach external documents
- Print client lists
- Duplicate checking
- Business-to-business and business-to-consumer options
- Net promoter scores
- Client referral programs
Reporting
- Client, project, and invoice lists
- Create advanced data filters for lists and reporting
- Accounts receivable report
- Analysis and trend reports
- Sales tax report
- Custom reports
- Dashboard dynamic reporting and budgeting
User & Security
- Export all data to Excel files
- User and group security settings
- Data entry validation (required fields)
- Time clock and time sheets
- Translated into multiple languages
Integrations
- Google syncing for calendar and contacts
- Microsoft Office
- Quickbooks Desktop, MYOB, and Simply Accounting
- Global Payments Integrated & eWAY (Credit Card Processing)
Invoicing & Estimates
- Invoice tracking
- Create estimates
- Calculate sales tax (or VAT/GST)
- Print invoices
- Price lists
- Unit-based pricing
- Import price lists
- Item options and enhancements
- Promotional item types
- Quantity-based pricing
- Invoice import
- Invoice copy and link
- Inventory tracking, importing, and reporting
- Coupon number import
- Online invoice portal (requires package)
- Employee commissions
- Sales tax reporting
- Product line reporting
Payment & Credit Card Processing
- Cash, check and credit card processing
- PCI Compliant credit card integration
- EMV compliant credit card processing (US)
- Print receipts
- Customer deposits
- Payment plans
- Online payments (requires package)
Subscription Plans
- Recurring payments set by time period
- Separate subscription types
- Automatic payment processing
Event Tracking
- Track event participants
- Record other event vendors
- Schedule multiple locations and times
- Create event contracts
Online Customer Portal and App - Coming Soon
Your myStratus Rep subscription will also include the following
- 1 user license
- 5 GB online Stratus Drive storage
- 2 mobile apps (iPhone/iPad or Android) Coming Soon!
- Automatic software updates
- Secure, automatic database backups
- Phone, email and chat support
Book your demo today
See what myStratus could do for you.
Book a demo with one of our myStratus coaches to see how we can help you to grow your business.