the HUB: ERP, CRM

CRM, ERP, Project management, Document Management, Secure Blockchain infrastructure

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.

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Custom modules

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 Integration
Mobile Access
Product Catalog
Project Management
Quotes / Proposals
Sales Pipeline Management
Segmentation
Social Media Integration
Task Management

Project managent

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 & 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

Standard modules (click for details):

Companies and contacts management (customers, prospects…)

Commercial proposal management

Sales order management

Shipments and delivery note management

Management of contracts (services or recurring subscriptions)

Intervention management

Ticket system for issue or request management

Manage a Knowledge Management (KM) or Help-Desk base

Send email notifications triggered by a business event: per user (setup defined on each user), per third-party contacts (setup defined on each third party) or by specific emails

Vendors and purchase management (purchase orders and billing of supplier invoices)

Request vendor commercial proposal and prices

Vendor reception management (Create reception documents)

Add features to manage Incoterms

Management of invoices and credit notes for customers. Management of invoices and credit notes for suppliers

Management of other expenses (sales taxes, social or fiscal taxes, dividends, …)

Record and track employee payments

Management of loans

Donation management

Management of bank or cash accounts

Management of payment of suppliers by Credit Transfer orders. It includes generation of SEPA file for European countries.

Management of Direct Debit orders. It includes generation of SEPA file for European countries.

Simple accounting reports (journals, turnover) based on database content. Does not use any ledger table.

Accounting management (double entries, support General and Subsidiary Ledgers). Export the ledger in several other accounting software formats.

Use alternative currencies in prices and documents

Point of Sale module TakePOS (touchscreen POS, for shops, bars or restaurants).

Management of Products

Management of Services

Stock management

Lots, serial numbers, eat-by/sell-by date management for products

Creation of product variants (color, size etc.)

Module to define your Bills Of Materials (BOM).

Module to Manage Manufacturing Orders (MO)

Barcode or QR code management

Management of projects, leads/opportunities and/or tasks. You can also assign any element (invoice, order, proposal, intervention, …) to a project and get a transversal view from the project view.

Track events. Log automatic events for tracking purposes or record manual events or meetings. This is the principal module for good Customer or Vendor Relationship Management.

Manage resources (printers, cars, rooms, …) for allocating to events

Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents.

Create online polls, surveys or votes (like Doodle, Studs, RDVz etc…)

Users / Employees and Groups management

Foundation members management

Define and track employee leave requests

Manage expense reports claims (transportation, meal, …)

Manage and follow recruitment campaigns for new job positions

Enable Social Networks fields into third parties and addresses (skype, twitter, facebook, …)

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