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Data Management

Reports

Mass Email

Data Scraping

PDF Generation

Calendar

3rd Party Integration

Dashboard

Workflow

Client Access

Billing

Internal Messaging

Cron Jobs

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Become A Leader In Your Industry through Technology

Desktop screen Laptop screen Tablet Mobile

Dashboard with quick links to tasks due,
reports, list management, and more...

Easily manipulate
and update data

Multiple levels of login,
so everyone sees what they need

Adjusts to any screen size,
for easy use on the go

devices

Dashboard with quick links to tasks due,
reports, list management, and more...

Easily manipulate
and update data

Multiple levels of login,
so everyone sees what they need

Adjusts to any screen size,
for easy use on the go

User friendly, intuitive,
no background needed

Get in Touch

Data Management

Data ManagementWhat's This?

This is where you manage your data.

Some aspects of data management:

  • Add/edit/delete clients.
  • Add/edit/delete any data that comprises your business workflow.
  • Activate/deactivate entities.
  • View lists of entities.
  • Search entities by filters of your choice.
  • Maintain lists, for use in dropdowns that present a list of static (or dynamic) options.
  • Schedule tasks.
  • Assign user roles and permissions.

Need to view summaries of your data?
See our section on reports.

3rd Party Integration

3rd Party IntegrationWhat's This?

Need to integrate your website with an outside service?
Import or export data to/from spreadsheets, databases, service providers?

Some of the integrations we've done:

  • Infusionsoft.
  • Suppliers' daily stock availability.
  • Lead providers.
  • Custom shipping services.
  • Credit Card Accounts.
  • Echeck.
  • Amazon.
  • Various POS systems.
  • Merging multiple sources into a single system.
  • Email Parsing.

As long as you have access to an account, and they have an api, we can work with it.
No api? Check our section on Data Scraping.

Sample sites where we've used this module:

  • Kraus Car Shipping
  • Private Client
  • Promos Online
  • The Grand
  • RingBringUSA
  • Extensify
  • Only Kosher Wine
  • Dollar Store Wholesale Items

What They Say
About CYO

  • "Our experience with CYO is special! A very devoted team, devoted to our needs and to the customization of our very unique program. We came to CYO with a "fantasy" and CYO turned it into a reality... They stood by our side even after the program was complete just to make sure we are 101% accurate and PERFECT!..." DOB Alerts Violation Alerts System

  • "We developed our software as a service to our clients, so they could communicate with us more easily, but it turned out so well that our staff has been using it internally, too! It's user-friendly, it keeps the workflow moving, it generates all our complex documents and legal forms automatically, and it even integrates with our in-house system. It's a great product!" CaseAct.com Tenant Eviction Management

  • "..it saves us countless hours of work every single day! The automated documents alone make the whole project worthwhile. The fact that clients can log on to view their account info has taken a tremendous load off our customer service staff... Our accountant was amazed when he compared the numbers and everything matched to the last penny." Private ClientClassified Data Management

Want to verify our testimonials?
We'll be glad to provide numbers of our satisfied clients.

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We'd Love To Hear From You At CYO

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Business Address:542 East 3rd Street,Brooklyn,New York,11218,US |Tel: 718 704 0606 |Email: info@computerizeyouroffice.com.
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