Everything you need to master Eagle Eye BMS — step-by-step guides, video tutorials, and module documentation for users and administrators.
16 modules found
Understand your Eagle Eye BMS dashboard, key metrics, and how to customise your personal dashboard widgets. Learn to read real-time data and set up the right alerts for your team.
Manage your contacts, import leads in bulk, score them with AI and track the entire customer lifecycle inside Eagle Eye BMS. Includes bulk CSV imports, AI lead scoring, and full activity history.
Link contacts to companies, track company-level activity, run email campaigns per organisation.
Build your sales pipeline, move deals through stages, track won/lost revenue, and forecast income.
Accelerate deal closure with AI-powered insights. Identify stalled deals, auto-generate personalized follow-up emails, and get alerted on high-value opportunities at risk.
Create professional invoices in Rands (R), track payments, manage quotes, and view profit/loss summaries. Eagle Eye BMS makes it easy to manage your full financial workflow from one place.
A complete retail POS built into Eagle Eye BMS — process sales in Rands (R), manage stock, run cashier shifts, handle returns, schedule staff, and analyse your store performance with built-in reports.
End-to-end funeral parlour operations inside Eagle Eye BMS — manage cover plans with Rand (R) premiums, process policies and claims, collect monthly payments, and leverage AI-powered fraud detection to protect your business.
Manage all your staff records, job roles, and scheduling inside Eagle Eye BMS. Use AI-powered task assignments to match the right staff to the right activities, and track team performance over time.
Manage customer support tickets, track resolution times, and view support analytics.
Build no-code workflow rules in Eagle Eye BMS that trigger actions automatically based on CRM events — send emails, update records, assign tasks, and more without writing a single line of code.
Run email marketing campaigns, build sequences, manage segments and track campaign performance.
Explore built-in reports, activity breakdowns, productivity summaries and sales metrics.
Admins only — manage tenants, subscription plans, feature access, and audit logs.
Configure email, domain mapping, SMTP settings, module adoption tracking and plan modules.
Give customers and policy holders a self-service portal to view invoices, files, tickets, and policies.