Which SMi product is right for you?
Whether it be customizations to one of our off-the-shelf products or a solution built from the ground up, please allow us to recommend a software solution that will help position your organization to take its business to the next level.

Company:
     

Name:
     

Email:
     

Phone (Work, 10 digits - ie. 1234567890):
     

Phone (Mobile, 10 digits - ie. 1234567890):
     

Preferred Contact Method:
      Work Phone
      Mobile Phone
      E-mail

1) What industry is your company in:
      Medical Construction - Commercial Construction - Residential Roofing Landscaping and/or Hardscaping Education Manufacturing Order Processing and Inventory Interior Design Other
     If Other, please indicate:
     

2) Are you interested in:
     A) Custom development for your existing database
     B) One of our off-the-shelf products:
           PDM-Contractor
           PDM-Subcontractor
           PDM-Roofing Contractor
           PDM-Landcape
           PDM-Land & Hardscape
           PDM-Interiors
           PDM-Marketing Toolbox
           QMD
           QDB
           123cal
           123sync
     C) Custom development for one of our off-the-shelf products
     D) Training

3) How many users will be using the database?
      1-5 6-10 11-25 26-49 50-249 >250

4) Network platform:
     A) Windows
     B) Mac
     C) Windows & Mac
     D) Internet-based
     E) Other
     If Other, please indicate:
     

5) What database are you currently using?
     

6) Will you be replacing your current system (or will the new system need to integrate with your current system)?
      Yes
      No

7) How many people use the current database?
      1-5 6-10 11-25 26-49 50-249 >250

8) Any special security needs?
     

9) Will existing data need to be migrated to the new database?
      Yes
      No

10) What are the solution needs for your business specifically?
      Accounting Integration
      Advertising Sales
      Bids & Estimates
      Catalog Sales and Management
      Charts and Reporting
      Correspondence Tracking
      Credit Memos
      Customer Relations Management (CRM)
      Dispatch
      Invoices
      Electronic Medical Records (EMR)
      Executive Training and Scheduling
      Human Resource Tracking
      Lead Tracking
      Manufacturing and Build of Materials
      Order Processing and Inventory
      Payments
      Point-of-Sale Processing
      Project Management
      Proposals and Resumes (based on staff experience in the system)
      Purchase Orders
      Resource and Group Scheduling
      Returned Merchandise Authorization (RMA)
      Vendor Bills and Vendor Invoices
      Web Integration
      Work Orders

11) Is your business currently using any third-party accounting products?
      Yes
      No
     If yes, which type?
          A) QuickBooks - Windows
          B) QuickBooks - Mac
          C) AccountEdge
          D) Peachtree
          E) Timberline
          F) Sage Master Builder
          G) Other
          If Other, which one?
               

12) How many concurrent users will access the database at any given time?
           1-5 6-10 11-25 26-49 50-249 >250

13) What type of network will you run your system on?
      Local
      Wide Area
      Internet/Hosted
      Other
     If other, please indicate:
          

14) What is your timeframe for completion of these needs?
      Immediately
      Within 30 Days
      1-3 Months
      3-6 Months
      6-12 Months
      Undefined

15) Does your company have a requirements document that SMi can review?
      Yes
      No

16) Additional Notes: