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Financial Service Industry

component that handles the main accounting and financial management functions of an enterprise resource planning system

CRM & Sales Tracking

keeping records and detailing all aspects of your sales process

Track your prospects and customers, and reuse them in other modules

Create and follow all your leads/commercial opportunities

Create and send professional-looking proposals to your prospects and customers instantly

Manage your customer or supplier orders. Manage your order workflow and product stock according to your rules.

Manage customer/supplier contracts and subscriptions, Generate recurring invoices of subscriptions automatically.

Manage a help desk / follow issues.

Human Capital Management System

managing the employees to contribute significantly in the overall productivity of organization.

Manage your users, user groups, and permissions

Let your employees record their expense reports. Approve and follow their payment.

Allows your employees to make leave requests. Once the leave request is approved, the system automatically decreases the leave balance.

Enter the time spent on user-friendly timesheets. See the impact on the project’s profit.

Define your job positions, publish them, track applications.

Manage the memberships of an association or a foundation.

Inventory & Supply Chain

As part of the supply chain, inventory management includes several different aspects such as controlling and overseeing purchases from suppliers and customers, maintaining the storage of stock, controlling the amount of product for sale and order fulfillment

Manage your product and service catalog, and your prices and margins

Manage stock and warehouses (emplacement). If you need to, you can add support for Lots or Serial numbers

Manage your Purchase Order Workflows, Restock your Warehouses.

Use the shipping module to track your picking list, orders and quantity to ship or shipped

Bills Of Materials and Materials Resources Planning

Finance & Billing

Manage & monitoring your company financial base on tracking your billing.

Manage the invoices and payments of your customers and suppliers

Perform reconciliation to detect any missing or typing errors in payment records

Use all your data to automatically generate your ledger

Productivity

The effectiveness of productive effort, especially in industry, as measured in terms of the rate of output per unit of input.

Projects and tasks are useful to track leads, opportunities and timesheets. Track how much revenue your projects are bringing back to your company, and their profit or loss statistics.

Create intervention records. Convert your interventions into invoices in order to bill your customers.

An embedded Agenda, like any common calendar, enhanced with features dedicated to your ERP and CRM system (links to your customers, employees, projects, invoices, …)

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