Trading CRM & Order Processing
Lead Management
Auto-create leads, assign, auto followup & manage it with stages.
Quotation with Auto Followup
Create professional quote in a single click, & with auto followup sale more
Create professional quote in a single click, & with auto followup sale more
Manage product-wise, customer wise pricing and discount
Sales promotional scheme
Manage your multiple promotional schemes while creating a sales order
Single window entry system
Auto-create sales order & invoice from the quote in a single click to avoid duplication of work
Advanced Reporting
create more than 200 reports in multiple formats like pivot, graph, etc to track and analyze your business
Purchase Management
Request for Quote
Create and send a request for a quote to your vendor
Quote comparison
Compare multiple quotes to get the best deal, and reduce your purchase cost
Manage & Plan Pending Receipt
Get all pending receipt in a single dashboard, with multiple filter facility
Purchase Planning Automation
Auto Create PO through routing from minimum quantity rule & sales to avoid stock availability issue
Drop-Shipping
Allow your vendor to directly dispatch at your customer location to reduce cost
Supplier evaluation
Evaluate your supplier with the various parameter, helps you to take better decision on time
Warehouse Management
Multi-Warehouse & Multi-Location
Manage all inventory moves of Multiple warehouses from multi-location through a single dashboard
Barcode support
Manage all your transaction with the barcode to avoid mistake and increase the speed of operation
Lot & Serial number tracking
Track your products with a lot and serial number to increase trackability
Stock forecasting
Auto-generate forecasted stock based on pending receipt & dispatch, helps you to plan your purchase & sale.
Stock Costing and Valuation
Auto calculate stock costing with landed cost and generate stock valuation report
Interactive Dashboard
Track & Manage all Inventory moves like Receipt, Internal move, and Dispatch from a single dashboard with multiple filter facilities.
Reordering rules
Set minimum and maximum quantity of each product to automate your planning through reordering rules.
Auto Inventory Planning based on Route.
Auto Create PO through routing from minimum quantity rule & sales to avoid stock availability issue
Finance Management
Auto Payment Follow up
Set Auto Follow Up for your due payments to manage your cash flow with ease
Multi-currency
Manage multiple currencies with auto currency conversion facility
Automatic Tax Calculations
Calculate sales and purchase tax automatically from your transaction
Interactive Dashboard
Manage your complete finance like pending payment to do & to receive, bank & cash balance, etc from a single dashboard.
Analytic Accounting & Cost Center Management
Manage different cost center and get analytic accounting reports
Multi-Dimensional Accounting Reporting
Get real-time accounting reports in multiple formats for 360° analysis of your business
Analysis & Reporting
User wise Personalised Dashboard
Each user can create his own personalized report based on his requirement and role to perform better
Department wise Dashboard
Each department has its own interactive dashboard to get the most information from a single point
Business Intelligence Tool
Customized reporting tools will generate lots of reports to keep you aware of each corner of your business.
Alerts and Notifications
System will generate alerts for your pending task, so you can complete it on time.
Multi-Dimensional Reporting
System will generate multiple reports in multiple formats like pivot, column, pie graph, etc for better analysis
Workflow Management
Automate and manage the workflow of your business with routes to reduce your process time and cost.
Get your Virtual CEO at the cost of Labour…