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ERP

Complete business management suit
(It covers all features of Basic CRM, Marketing, Sales and Support packs along with Purchase, Accounts and Expense Voucher Automation)
  • Lead Automation
  • Funnel Management
  • Sales Forecasting
  • Web to Lead Form Integration
  • Lead Custom Field Creation
  • Follow up Management
  • Auto Revoke Policy
  • Auto Lead Intimation to Client & Employee via SMS & Email
  • Map single or multiple products with their associated custom fields in lead
  • Quotation Automation
  • User Designed custom Quotation formats
  • Terms & Condition, Cover letters & Product Annexure Dynamic Masters
  • One click copy quotation option
  • Revise Quotation option
  • Lead to Quotation Automation
  • Multiple Pricelist Management
  • Customer Wise Auto Discounting
  • Real time Quotation Profitability Calculator
  • Customer & Product Wise Auto Tax Applicability
  • Documents, Images, Task and other attachment options
  • Approval Workflow
  • Marketing Analytics
  • Data Import Tools
  • Employee Wise Prospect Privacy
  • Follow ups Management
  • DND Management
  • And all other features as same as contact management of basic CRM
 
  • Prospect Management
  • Bulk SMS
  • Bulk E-Mail
  • Telemarketing Automation
  • Campaign Management
  • Privacy
  • Categorigaton
  • 360 View
  • relationship Mapping
  • Label & Envelop
  • Notes & comments
  • Sales Order Automation
  • Microsoft word integration for format design
  • Proforma Invoice format design option
  • Terms & Condition, Cover Letters & Product annexure dynamic masters
  • One click copy SO option
  • Revise SO option
  • Quotation to Sales Order Automation
  • Pick List
  • Multiple Price list Management
  • Customer Wise Auto Discounting
  • Real time Order Profitability Calculator
  • Customer & Product wise auto tax applicability
  • Documents, Images, Task and other attachment options
  • Approval Work flow
  • Credit Limit Management (Days & Amount wise)
  • Payment schedule planning & Notifications
  • Delivery schedule planning & Notification
  • Sales Transaction Locking (Contact & Product wise)
  • Sales Invoice Automation
  • Multiple Invoice type management
  • Customer & Product wise sales preference settings (i.e. Form, Invoice Type, Tax Group
  • Terms & Condition, Cover Letters & Product annexure dynamic masters
  • One click copy Invoice option
  • Edit Invoice option
  • Sales Order to Sales Invoice Automation
  • Multiple Price list Management
  • Customer Wise Auto Discounting
  • Real time Invoice Profitability Calculator
  • Customer & Product wise auto tax applicability
  • Documents, Images, Task and other attachment options
  • Approval Work flow
  • Credit Limit Management (Days & Amount wise)
  • Payment schedule planning & Notifications
  • Delivery schedule planning & Notification
  • Sales Transaction Locking (Contact & Product wise)
  • Delivery Challan
  • Microsoft word integration for format design
  • Multiple DC type management
  • Multiple DC printing option (i.e. Original, Duplicate, Triplicate)
  • Terms & Condition dynamic masters
  • Documents, Images, Task and other attachment options
  • DC change log management
 
  • Sales Analytics
  • Quotation Register
  • Sales Order Register
  • Sales Invoice Register
  • DC Register
  • Employee wise sales report
  • Product wise sales report
  • Sales Order pending for Delivery Report
  • Sales Invoice pending for Delivery Report
  • Sales Order pending for Invoice Report
  • Lead to Invoice Report
  • Quotation Analytics Report
  • Sales Order Analytics Report
  • Sales Invoice Analytics Report
  • Purchase Order Automation
  • Microsoft word integration for format design
  • Terms & Condition, Cover Letters & Product annexure dynamic masters
  • One click copy PO option
  • Edit / Revise PO option
  • Vendor price list import utility
  • Approval Work flow
  • Purchase Transaction Locking (Contact & Product wise)
  • Multiple type PO printing options (i.e. Pre-Printed, with image, with product wise tax breakup, with grand total and tax summary
  • Product wise supplier information management
  • Primary supplier mapping for quick ordering
  • Real time Stock on PO & Stock on SO views in PO creation wizard
  • Vendor & Product wise auto tax applicability
  • Documents, Images, Task and other attachment options
  • Payment schedule planning & Notifications
  • Material receiving schedule planning & Notification
  • Purchase Invoice Automation
  • Microsoft word integration for format design
  • Multiple Invoice type management
  • Vendor & Product wise purchase preference settings (i.e. Form, Invoice Type, Tax Group)
  • Terms & Condition, Cover Letters & Product annexure dynamic masters
  • One click copy Invoice option
  • Edit Invoice option
  • Stock unit conversion facility
  • Stock location sheet creation option
  • Purchase Order to Purchase Invoice Automation
  • Vendor & Product wise auto tax applicability
  • Documents, Images, Task and other attachment options
  • Approval Workflow
  • Payment schedule planning & Notifications
  • Material receiving schedule planning & Notification
  • Purchase Transaction Locking (Contact & Product wise)
  • Vendor warranty tracking of purchased items
  • Purchase accounts mapping
  • Purchase Return
  • Good Receipt Note
  • Microsoft word integration for format design
  • Multiple GRN type management
  • Multiple GRN printing option (i.e. Original, Duplicate, Triplicate)
  • Terms & Condition dynamic masters
  • Documents, Images, Task and other attachment options
  • GRN change log management
 
  • Purchase Analytics
  • Purchase Order Register
  • Purchase Invoice Register
  • Material Inward Register
  • Purchase Return Register
  • Purchase Invoice vs GRN Imbalance
  • Purchase Order wise Material Inward Register
  • Stock & Inventory Automation
  • Branch / Godown wise stock management ( If optional purchased)
  • Stock location tracking
  • Stock movement tracking
  • Item wise stock threshold management & alerts
  • Stock on PO & SO tracking
  • Inter transfer stock transfer utility
  • Manual stock update option
  • Stock location import utility
  • Dummy good management
  • Unit conversion option (at the time of purchase)
  • Stock threshold report
  • Stock summary report (Branch wise, Product wise)
  • Stock valuation report
  • Accounts & Expense Vouchers Automation
  • Payment
  • Receipts
  • Credit Note
  • Debit Note
  • Journal Vouchers
  • Stock Journal Vouchers & Auto JV
  • Beneficiary accounts management
  • Opening utilities
  • Party ledger & Sub ledgers
  • Account group and account ledger masters
  • On Account & Outstanding reports
  • Party Ledger Report
  • Accounts Mapping for Tally ERP ( If Add-On purchased)
  • Expense Vouchers
  • Expense limit settings
  • Expense voucher approval workflow
  • Voucher payment authority management
  • Activity, Event & Client wise expense analysis
  • Expense Voucher Summary Report
  • Account Payable Reports
  • Account Receivable Reports
  • Party Ledger Report
  • Payment Register Report
  • Branch wise, Employee wise and Team wise payment collection report
  • Receipt Register
 
  • Statutory Reports
  • VAT Purchase Return
  • VAT Sales Return
  • VAT-201A
  • VAT-201B
  • Support Request Automation
  • Support request creation based on category & subcategory
  • Request Approval Process
  • Bulk Request Assignment to engineers
  • Event based email & sms alerts for every new request creation
  • Auto update of action by email & sms notification
  • Add followers to Request
  • Customer Satisfaction Tracking
  • Job Card Printing
  • Support History Tracking
  • Dynamic Label for Support Name
  • Request Overdue Management & Auto Intimation
  • Support Workload Automation
  • Solutions Management
  • Link Solutions to Support Request
  • Real Time Solution Viewing & Emailing option from Support Request
  • Tagging & Searching on Keywords of Solutions
  • Linking Solution with Product
  • Create Dynamic Category & Sub Category
  • Support Analytics
  • Support Analytics
  • Support Summary
  • Employee Wise Workload Graph
  • Support Request Status Graph
  • Overdue Request Filter

 

  • Contact Management
  • Privacy
  • Categorigaton
  • 360 View
  • relationship Mapping
  • Label & Envelop
  • Notes & comments
  • Task Management
  • Dynamic Activity & Sub Activity
  • Priority
  • Task Templates
  • Task Followers
  • Copy Task
  • Task End Date
  • Task Followup
  • Product Management
  • Privacy
  • Categorigaton
  • Product Transaction Tracking
  • Product ALias
  • Product Gallery
  • Vendors Mapping
  • Marketing Material
 
  • Appointment Management
  • Google Calendar Intrigration
  • Dynamic Category
  • Dynamic Statu
  • Dynamic Types
  • Calendar Views & Time Management
  • Document Management
  • Appoval Workflow
  • Folder Management
  • Privacy
  • Version Management
  • Notes
  • Log
  • Electronic Reminders
  • Emails&SMS
  • Re-occuring Reminders
  • Categorization &Search
  • relationship Mapping
 
  • Timesheet
  • Employee Time Tracking
  • Type Wise Tracking
  • Contact Wise Tracking 
  • Date Wise Tracking 
  • Charges Calculation
  • Daily Analysis
  • Auto Reporting Via Email
  • Numeric & Detail Analysis
  • Individual & Company Wise Selection
  • Dynamic Date Selection
  • Contact Wise Daily Reporting
  • Outgoing Email & SMS Integration
  • IMAP ( Email)
  • SMS Gupshup (SMS)
 
  • Dashboard & Gadgets
  • Personalise Dashboard
  • Multiple Dashboard
  • 50 + Gadgets
  • Contact, Product & Document Custom fields
  • Custom Form Creation
  • Grouping
  • Field Validation
  • Dynamic Search On Custom Fields
  • Document Templates
  • Use A Friendly Editor
  • Contact Product Variables
  • Product Mapping & Report Generation

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