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Data Pro

A full ERP system designed by Custom Design db, LLC for professional services companies.
Questions about Data Pro? Call (800) 827-1151 and talk to a software expert now.

Custom Design db offers a variety of customized applications to accommodate your specific needs. Each software application is focused to a specific type of work or process or industry. Our applications are customized to fit your business so that the software you purchase works for you! All of our applications are scalable and can grow as you grow. All of applications can interface and integrate with your website and be available for multiple locations. All of applications can integrate with the Microsoft Office suite: Word, Excel, Power point, Publisher, Access, and more. All of applications can integrate with existing software from other vendors if the source is available. We provide training for all applications. We offer maintenance and hosting for applications. All of our applications are able to integrate with each other.

Accounting Basics-Billing Pro

AB-Billing Pro is focused on the Accounts Receivables of your business model. This application is designed to manage all of the data that relates to your AR processes. This application can be customized for your company’s specific needs. This application is web ready!

  • Track Customers in summary or detail
  • Invoice one time or recurring
  • Receipt payments in batches or individually
  • Print Invoices in batches or individually
  • Print Statements in batches or individually
  • Account Receivable Reports
  • Aged Receivables Reports
  • Collections Reports
  • Export General Leger Line Items
  • Create filtered and specific reports on the fly

Accounting Basics-HR Pro

AB-Billing Pro is focused on the Human Resources of your business model. This application is designed to manage all of the data that relates to your HR processes. This application can be customized for your company’s specific needs. This application is web ready!

  • Track potential hires, applications, resumes, and openings
  • Track Employees
  • Training, Licenses, and Certificates
  • Progress and Evaluations
  • Benefits
  • Leave with and without Pay
  • Progress Reports
  • Evaluations
  • Testing and Assessments
  • Create filtered and specific reports on the fly

Accounting Basics-Payables Pro

Accounting Basics-Payables Pro AB-Billing Pro is focused on the Accounts Payables of your business model. This application is designed to manage all of the data that relates to your AP processes. This application can be customized for your company’s specific needs. This application is web ready!

  • Track Vendors
  • Issue and Track Purchase Orders
  • Pay invoices one time or recurring
  • Print Checks in batches or individually
  • Expense Reports
  • Accounts Payable Reports
  • Aged Payable Reports
  • Export General Ledger Line Items
  • Create filtered and specific reports on the fly

Customer Relations Management Pro

CRM Pro is focused on the activities and needs related to managing the activities and data related to your customers. Easy to use forms and control panels help automate and streamline processes. This application is customized to fit your specific CRM needs. This application is web interface ready!

  • See summary and detail views of customer listings
  • Filter categorical views of customers
  • In one easy to use screen view customer tabs related to demographic data, sales, invoicing, emails, notes, attachments and more.
  • Enjoy live Outlook Email integration with automatic email filtering
  • Set up tasks lists and action items per customer, industry and more
  • Enjoy quick and easy look up features to find clients by invoice numbers, partial addresses, industry, contact names and more
  • Use customized reports to send out auto responder reports, emails, and reminders
  • Address time sensitive actions using automated triggers and events to set up a mailing, perform a process, or measure progress and/or productivity
  • Interface with any of our Accounting Basic Modules as needed

Donations Pro

Donations Pro is focused on the non-profit industries and special projects that want and need to track donors, donations, and send the appropriate forms for tax purposes. This application is customized to fit you and your company’s specific needs.

  • Set up multiple fund raising events
  • Track donors and donation history
  • Track donations
  • Send charitable contribution statements
  • Track trends and create new donation campaigns
  • Track costs
  • Track Employees
  • Create filtered and specific reports on the fly

Events Pro

Events Pro is software focused on the Events industries. This application is useful for Entertainment Companies, Promotional Companies, Radio Stations, and Governmental Funded Service Companies. This software facilitates all of the functions a company who is involved in events, broadcasts, and services related to human affairs. This application will be customized to fit your industry and company’s specific needs. This application is web interface ready!

  • Enter various services offered by your organization
  • Enter various programs for your radio station
  • Enter ongoing promotional Events
  • Track the events related to your program
  • Track speakers, itinerary, event costs, location, attendees and more
  • Track radio speaking engagements, questions, answers, and more live
  • Track the products you are promoting, the venues you are promoting in and all the details
  • Keep schedules
  • Keep speaker profiles
  • Take questions and comments live
  • Track attendees and send auto confirmations
  • Use multiple marketing and membership campaigns
  • Track Costs
  • Track Employees
  • Create filtered and specific reports on the fly

Inventory Cycles Pro

Inventory Cycles Pro is a specific inventory tracker for companies who need to track the individual life cycle of an inventory item. This application is useful for Laboratories, Data Processing and Storage Companies, and File Storage Companies. Inventory Cycles Pro is focused on receiving, identifying, and following the process of inventory items to a point of completion. This application will be customized to fit your industry and company’s specific needs. This application is web interface ready!

  • Receive inventory in batches, by hand, or using bar code scanners
  • System auto identification of inventory using batch, box, or location identifiers as well as unique identifiers
  • Receive items for processing
  • Allocate the processing phases for the items and/or batch
  • Processing phases for laboratories can include: receive, test, diagnose, discard, or any other classifications.
  • Processing phases for data storage and management companies could include: receive, storage, count, digitally transform, shred, discard, return, or any other classifications.
  • Inventory diagrams can pinpoint and locate items quickly
  • Process project by Parent or Headquarter companies and their divisions
  • Calculate cost
  • Provide detailed and summary processing and billing reports

Inventory Management Pro

This application is designed to manage the entire inventory you want managed. Rather your inventory is all in one warehouse, in multiple locations, rented, sold, or any combination. This application is customized to fit your company’s specific inventory processes and goals. This application is web interface ready! You can track inventory in the warehouse, on the truck. Track inventory that is rented and returned. Track inventory as an item or a part of a kit. This application is designed to cover every aspect of your inventory management needs.

  • Receive inventory in batches, by hand, or using bar code scanners
  • See inventory by floor, bin, or any other warehouse layout
  • Track Highs and lows
  • Use automated reorder and return reminder triggers
  • Track shipping
  • Track inventory checked out to a truck or a client
  • Log wholesale costs and retail costs
  • Associate vendors per item and allow vendors to provide bids
  • Keep pricing lists for inventory provided by a manufacturer wholesale
  • See inventory by easy to view categorical tabs
  • Track sales and/or rental trending and analysis of sales teams and product lines
  • Create reports on the fly
  • Interface with any of our Accounting Basic Modules as needed

Manufacturer Rep Pro

Manufacturer Rep Pro focuses on the needs related to the Manufacturing Representative Company. This software will enable you to quickly process requests, set up the appropriate processes, process and complete the sale, and be paid commissions. This application is useful in integrating with Outlook, Excel, Word and more. This application can automatically import and update multiple price lists. This application will be customized to fit your industry and company’s specific needs. This application is web interface ready! Your clients, your reps, and your administration can view any part of the application to get the job done anytime, anywhere.

  • Start a project from an email, phone call, or meeting.
  • All emails related to the project will auto attach to the Project and Customer Files
  • Provide Purchase Orders
  • Send Shipping Reminders
  • Track Project Phases
  • Attach drawings, proposals, legal documents, and more
  • Track shipping and delivery
  • Track manufacturer invoicing
  • Track customer billing and payments
  • Track commissions
  • Track trending and analysis of sales teams and product lines
  • Interface this software with our Accounting Basics-Billing Pro or your own accounting software to invoice and track proposals that were sold and billed.
  • Create filtered and specific reports on the fly

Point of Sale Pro

POS Pro is the software for various restaurants and food and/or beverage sales vendors. This easy to use application provides the ability to create and maintain simple user screens to place orders, receive payment, and track sales. This application will be customized to fit your industry and company’s specific needs. The application is capable of being used in the restaurant, online, on cell phone or any of these combinations.

  • Easy to set up menu screens with pictures
  • Easy to use ordering screens
  • Logins to track employees
  • Review the order
  • Commit the order and will auto print to the kitchen area
  • Receive payments of all types, including live credit card transactions
  • Track sales
  • Process cash flow
  • Record Expensed
  • Review profit and loss statements
  • Keep up with Employee training and scheduling
  • Use in multiple locations
  • Interface with any of our Accounting Basic Modules as needed

Project Manager Pro

Project Manager Pro helps you manage projects with your specific company in mind. This customized application offers you the view you need and the functionality you want. If you prefer calendar views you can see your project from this perspective. If you need timelines, priority points, or benchmarks—-this application is designed around your specific needs. This application is web ready. Your client can open his online profile and see the progress of his project, send request, make payments and more.

  • Easy to use set up screens
  • Assign tasks and activities with date sensitivity to each project
  • Assign team members with specific responsibilities
  • Share the calendar or parts of it with a collective group or the whole
  • Integrate with our Work order/ Job Pro and track time and productivity
  • Interface with any of our Accounting Basic Modules as needed

Sales and Prospecting Pro

Sales and Prospecting Pro is focused on the activities and needs related to managing, developing, proposals, and closing sales. Easy user interface can streamline processes. This application is customized to fit your specific sales processes and goals. This application in web interface ready!

  • Track various categories of prospects
  • Set Up multiple marketing and sales campaigns
  • See summary and detail views of prospects and sales leads
  • Pull quick reports with drill down features to view action items and call lists
  • See percentages of completion and probability of sales
  • Track trending and analysis of sales teams and product lines
  • Interface this software with our Accounting Basics-Billing Pro or your own accounting software to invoice and track proposals that were sold and billed.
  • Create filtered and specific reports on the fly

Scheduler Pro

Scheduler Pro Application offers you the ability and ease of scheduling employees and projects. This customized application allows you to schedule services on a calendar. This application is useful for small medical practices, maid services, air conditioning and plumbing services, tutoring companies, and any other company offering scheduled services. This application will be customized to fit your industry and company’s specific needs. This application is web interface ready!

  • Simple click on date screens to see the schedule and availability for that date
  • Assign one or multiple employees to a service or request
  • Auto send appointment reminders by email
  • Track appointments completed and missed
  • Associate services completed, time and billing to scheduled items
  • View your calendar from anywhere online or your web enabled cell phone
  • Route and reroute service techs based on new items scheduled for optimal time and travel savings
  • Integrate with Work order/Job Pro to track time, expenses, and/or parts
  • Create reports on the fly
  • Multiple calendar or listings views of schedules

Work Order / Job Pro

Work order/ Job Pro is a diversified and easy to use job tracking application. This application is focused on providing all the tools you need to follow the full life cycle of a job and all that is related to it. This application is customized to fit your company’s specific sales processes and goals. This application is web interface ready so your clients can see the progress and information live and you can process data from various locations and venues.

  • Open work orders of any type service, help desk, jobs, or combination tickets
  • Dispatch work to service techs, departments, or multiple workers
  • Track time and phases of work
  • Track expenses
  • Track parts
  • Send triggered emails and reports such as shipping reminders and confirmations
  • Integrate to third party software and online applications
  • Bundle work orders or jobs according to phases of completion, employees, priority, or any other customized category
  • Track jobs and all associated information in one easy to use screen. See associated emails, attachments, documents, billing, notes, phases, invoicing, and more
  • Interface with any of our Accounting Basic Modules as needed

Reviews of Data Pro

Brian says...

Great program for tracking multiple liquid tanks.

The good: Cost

The bad: Not as user friendly as expected, but still a great program