Get to know myStratus
myStratus premium management solution is specifically designed to help you build a successful business, no matter its size.
CRM
Features
Communication & Marketing
Calendar & Scheduling
Sessions
Invoicing & Payments
Reporting
Enterprise Grade Security
Scalable Software
Add-ons
All Features
Looking for a specific feature? Or just want to see the full power of myStratus?
High Volume Tools (Requires Volume Subscription)
- Group Capture
- Entagged Integration
- QR Code Image Import
- Bulk Image Importer
- Yearbook CD
- Bulk Session Scheduling
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
- 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
- Online Booking
- 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
- 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
Sessions
- Custom session types for tracking and reporting
- Session workflow management (statuses)
- Attach related files to be stored locally or in cloud
Client Management
- Import & export client lists
- Organize and track with client groups and statuses
- myStratus Maps (fees apply)
- Family member tracking
- 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
- Employee commissions
- Sales tax reporting
- Product line reporting
Payment & Credit Card Processing
- Cash, check and credit card processing
- Online payments
- PCI Compliant credit card integration
- EMV compliant credit card processing (US)
- Print receipts
- Customer deposits
- Payment plans
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
Add-Ons
Check out the available tools to make your business even more powerful!
Visit the Pricing page to view additional fees.
Ecommerce Website
Ecommerce platform designed to not only increase your sales averages, but do so without extra work from you. Through automation and full integration, successful online selling has never been easier.
Text Messaging
In order to build successful relationships with your clients and prospects, you need to engage them where they spend the most time – on their smart phones. The SMS Text Messaging add on allows you to do just that!
StudioPlus Mail
Modern marketing tools at your fingertips. Confirmation emails, open and click-through rates, spam law compliance, and more!
Perfectly Clear
Use built in image correction tools and specially designed presets to help automate your digital workflow.
myStratus Web API
Need more power? Want to hook up an third party service we don’t currently integrate with? Link with the myStratus Web API to make a powerful software even stronger!
Your myStratus 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.
