The benefits of implementing a complete solution are frequently qualitative and more difficult to be measured quantitatively (by ROI – return on investment, for example). It is widely accepted that a solution is essential to any company with more than 3 employees and a period of 6 months is usually relevant for reaching evident benefits in their regular activity.

  • sales activities automation;
  • creating – managing – analysing of marketing campaigns;
  • customer care;
  • analyses / reports, inventory / activities calendar, intranet / webmail.

Modules and sub-modules:

  • Marketing – Campaigns, Contacts, Research, Potential;
  • Sales – Sales agents, Customers, Price lists, Offers, Sales orders, Invoices;
  • Customer Care – Customer Portal, Workflow, Frequently Asked Questions, Tickets, Helpdesk;
  • Analysis – Reports, Control Panel;
  • Inventory – Purchase orders, Products, Services;
  • Tools – Webmail, Documents, Calendar, RSS flows/news, VOIP integration;
  • Administration – Users / roles / profiles / groups, Rules for accessing modules / fields, Monitoring / audit / history, Notifications / alerts, Template documents / emails, Currency / taxes, Encoding / indexing entity modules, Server backup / proxy;

ERP

Accounting Integration
Accounting Management
Dashboard
Distribution Management
Financial Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Sales Management
Warehouse Management

CRM

Calendar/Reminder System
Call Logging
Contact Management
Customer Support
Document Storage
Email Marketing
Internal Chat Integration
List Management
Marketing Automation
Marketing Automation Integration
Mobile Access
Product Catalog
Project Management
Quotes / Proposals
Sales Pipeline Management
Segmentation
Social Media Integration
Task Management

Project Management

Agile Methodologies
Client Portal
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
IT Project Management
Idea Management
Issue Management
Kanban Board
Milestone Tracking
Resource Management
Status Tracking
Task Management
Time & Expense Tracking
Traditional Methodologies

Accounting

Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
Multi-Currency
Nonprofits
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

IT Management, Support & Maintenance

Capacity Monitoring
Event Logs
Hardware Inventory
License Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring