Product Overview: EQ

1. FUNCTIONAL OVERVIEW

1.1 Core Functionality:

1.1.1 EQ is a specialized business management tool for kitchen, bathroom, and bedroom retailers. It includes a CRM (Customer Record Management) system, enabling management of leads, sales, and prospects. This system incorporates email and text communication within a tracking log.

1.1.2 A key feature of EQ generates detailed quotation. This can be done directly within EQ or by importing from Supplier’s CAD products (Winner Flex, Virtual Worlds, or Innoplus) or other compatible CAD tools.

1.1.3 EQ offers a product catalogue specifically for the kitchen, bathroom, and bedroom industry, allowing retailers to access and use products from various brands.

1.1.4 EQ is designed to streamline the sales process for retailers. The Product facilitates generation of quotes, post-sales support, contract creation, order processing, delivery scheduling, installation coordination, customer payments, invoicing, and integration with accounting software. Additionally, it aids in managing post-sale activities like additional orders, collections, and returns.

1.1.5 With EQ, retailers have access to reporting features.

1.2 Business Solution and Value Addition:

1.2.1 EQ consolidates managing clients, quotes, and sales by offering a central system for tracking communications, orders, and important milestones.

1.2.2 EQ helps quoting by automatically suggesting additional products. It also allows businesses to set their own pricing rules, helping them to maintain a clear view of profits and assist in setting prices effectively.

1.2.3 EQ adapts to changes, such as when Customers alter their choices. It can update a quote, avoiding manually checking price lists, and can detail the project cost, including fitting costs and instructions.

2. MARKET AND GEOGRAPHIC REGION

The Product is designed for the Kitchen, Bathroom and Furniture (Retail) market and is sold primarily in the UK.

3. CONTRACT TYPE

The Product is offered on a subscription basis.

4. BUSINESS / COMMERCIAL MODEL AND ACCESS RIGHTS

The Product is subject to the following Access Rights:

4.1 Product is limited to the Modules/optional Modules and catalogues which appear on the Order Form.

4.2 Access Rights are granted on a named user basis meaning the Customer must obtain one license per named user.

4.3 The Product has two types of licenses, a main license and additional licenses. Additional licenses are not permitted to be purchased without a valid and live main license.

4.4 The Customer can administrate Users. However, the access right to the Product designing element is controlled by a “named user license” model, where the Customer by himself can allocate the purchased number of licenses to the registered users.

4.5 There is no limitation on number of Projects per year.

4.6 Use of the Product is strictly limited to named users and the legal entity which appears on the Order Form.

5. ARCHITECTURE

5.1 The Product is offered as a desktop-based Windows application.

5.2 The Product requires Internet connectivity to access web-based services and enable certain features, including catalogue downloads, SMS text messaging, and address lookups. .

5.3 The desktop application is installed in the Customers’ own computers. Regarding the hosted database, each Customer has its own instance.

5.4 When using the hosted solution, the Product’s services are multi-tenant. The Product is accessible to Customers exclusively in production environment.

5.5 When installed on-premise, the Customer is responsible for server maintenance and availability of their hardware and other software; when hosted, EQ is hosted in a tier III datacenter, offering an uptime availability of 99.98%.

5.6 There may be scheduled downtime for maintenance or upgrades, which will be communicated to the Customer in advance.

6. THIRD PARTY SOFTWARE

6.1 The Supplier uses third-party software in the development and operation of the Product. The specific third-party software used will depend on the Customer’s individual needs and setup requirements. Use of this software is governed by applicable agreements with each provider, if applicable.

7. SECURITY MANAGEMENT PLAN

7.1 Cyncly implements stringent physical access controls at data centers.

7.2 Data transmission between the Customer and the Product's servers is secured using TLS 1.2 or higher encryption. Data at rest is encrypted using robust encryption methods to protect against unauthorized access

7.3 The Supplier’s development team adheres to secure coding practices, with regular code reviews to identify and fix potential security vulnerabilities.

8. PRE-REQUISITES FOR USING THE PRODUCT

8.1 The minimum processor requirements for Windows and Mac systems to use the product:

8.1.1 Local installations: This is a Windows only application.

8.1.2 Requirements: Intel Pentium 4 or equivalent, and above.

8.1.3 Hosted EQ: Windows or Mac for the end user.Server – Dual-core or 3GHz or higher processor. Or 2 vCPUs.

8.2 The system memory requirements to use the product:

8.2.1 Local: Minimum4GBRAM

8.2.2 Hosted: 4GB RAM plus 512MB RAM per user.

8.3 Operating system requirements:

8.3.1 Local EQ: Windows 10 or Windows 11

8.3.2 Hosted EQ can be accessed from a variety of devices:

8.3.2.1 Windows 10 or Windows 11 for PCs

8.3.2.2 macOS 13.1 or above for Apple Macs

9. IMPLEMENTATION METHODOLOGY

9.1 The first step in implementing the Product is discovery and requirements gathering, where the Supplier identifies and understand the Customer’s needs and objectives for adopting the Product.

9.2 The Customer will be sent a link to register their user credentials. After the login in the Authorized User can download the Product’s iso-file.

9.3 After execution of the Order form the confirmed number of license keys will be added to the Supplier’s license registering tool. The same process cycle applies for adding additional licenses.

10. SUPPORTED VERSION

10.1 Not all Customers will upgrade at the same time once an update has been made available. Customers usually can only experience the new upgrade by installing it. Larger businesses may setup a copy testing environment (usually on-premise) to experience it before live rollout.

10.2 The product is upgraded constantly with approximately 6-8 minor versions in a year.

10.3 Only Licenses covered by active Maintenance and support agreement shall be eligible to receive Updates, Upgrades, or related support Services. Licenses that are not under active Maintenance and support will not be updated or supported. Cyncly shall have no obligation to reinstate, reactivate, or otherwise provide Maintenance and support for any license without a valid and active agreement.

11. SUPPORT SERVICES AND SERVICE LEVEL COMMITMENT

11.1 The Service Desk provides support from Monday to Friday 08:30 – 17:00. UK time excluding public bank holidays.

11.2 Any staff member of the Customer can contact support (though it is preferred, especially at larger Customers, that the key user remains the main contact, who deals internally with their other users). Zendesk stores the Customer information and support tickets.

11.3 Customer can contact the service desk by calling via telephone on 01827 839 259. Support live chat available in the Support Centre: https://eq.support.compusoftgroup.com/hc/ or the Customer may email to support.eq@compusoftgroup.com.

11.4 Termination:

11.4.1 Exclusive Online Termination Method:

The Customer must exclusively use the designated online form, accessible via https://spaces.cyncly.com/termination-request.html, to request termination of this Agreement. Any attempts to terminate this Agreement through other means shall be deemed invalid. The Agreement is only considered effectively terminated upon the Customer’s receipt of a formal confirmation email from Cyncly, verifying the processing of the termination request submitted through the online form. Cyncly reserves the right to review and verify the legitimacy of each termination request to ensure compliance with the Conditions set forth in the Agreement. The actioning of any termination request is contingent upon this investigation, and the Customer will be notified of the outcome accordingly.

11.4.2 Obligations and Product Specificity:

Termination of this Agreement does not absolve the Customer of any accrued obligations or liabilities, including outstanding Fees or Expenses, up to the termination date. This clause applies specifically to the Product identified in the Product Overview of this Agreement, with the understanding that terms for other Cyncly products are governed by their respective Product Overviews.