ERP SaaS is the most capable tool you can use to easily manage every element of account, HRM, CRM, and project management. Managing different tools for different company needs is challenging. You can manage every aspect of your company using the ERP SaaS version.
EXPECTATIONS FOR ERP SAAS – ALL-IN-ONE COMPANY ERP WITH PROJECT, ACCOUNT, HRM, & CRM
- A comprehensive dashboard containing all necessary details in a single tab.
- Simple management of personnel details, whether workers or clients, with simple filter choices
- Management of different aspects of human resources. Everything connected to employee management becomes more accessible with ERP SaaS, from attendance to resignation, training to performance.
- Effective pre-sales management via Leads, Negotiations, and Estimate Management
- Kanban and List views for user ease
- Manage the minor details of the project to ensure its successful completion.
- You can manage your invoices, payments, expenses, and credit notes with mouse strokes. In the future, never skip a deadline again.
- Inventory Control in Invoice and Billing
- QR codes can verify the specifics of proposals, invoices, and bills.
- Customer/Vendor Disclosure Report
- Integrating Slack
- Zoom Connectivity
- Collaboration with Telegram
- Integrated Twilio
- Track Project Activities/Hours Using a Desktop Program
- Maintain track of contracts that are about to expire.
- Chat with other people without switching tools.
- Manage your objectives with ERP Software.
- Budgeting Function
- In ERP SaaS, personalize your company, system, and printing settings.
- Multiple languages are offered
- For consumers who use languages similar to Arabic, Hebrew, and Urdu, a user-friendly RTL experience.
- Payments can be made for any of the options through one of ten different payment gateways, including Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, and Paymentwall.
- Developed using Laravel 8
KEY CHARACTERISTICS
A unique SaaS feature is “Create Plans and Receive Money.
Create plans using a Super Admin Login that are most compatible with your company model. Choose the right price and timeframe for the newly made plan. Pay using a variety of payment methods. If it is not renewed after its expiration, the plan will be deactivated.
The Beautiful Control Panel
The ERP SaaS interface is the most comprehensive, containing all essential information in a single location. We can all concur that dashboards have simplified our lives. You can obtain quantitative data in the simplest format, including minute details such as the total number of Customers, Users, Invoices, Projects, estimates, Leads, Transactions, and items. You are provided with an overview of Estimates, Invoices, overdue Payments, Projects, and Assignments in order to take prompt action. As you progress down, you will be reminded of Meeting Schedules, Expiring Contracts, Weekly Events, and New Clients. Finally, a Pie Chart can assist you in comprehending the numerous project statuses. In brief, you can manage every aspect of your business with this helpful tool.
Manage Employees
Employ simple-to-create options to manage your employees’ and clients’ personal and business information. You are able to modify and maintain the data and stats at your leisure. You can search for employees using straightforward filtering options based on department and designation.
Assign each staff member’s responsibilities.
Our multi-user accounting software enables you to assign responsibilities to each member of your employees. By administering their permissions, you can control their access to particular parameters.
Managing Personnel
A comprehensive Human Resources area allows you to keep track of things like attendance, bulk attendance, holidays, leaves, meetings, assets, documents, and company policies. Easily make new, modify existing, and apply filters. You learn everything you need to know about the worker in great depth. Employee Awards, Promotions, Transfers, and Complaints can all be handled with a few clicks using the convenient categories. ERP SaaS makes it possible to organize, monitor, and take care of all aspects of staff training and performance.
Payroll
You can set the salaries of your workers with the help of the Payroll module, especially under the various different headings that you specify. You can create bulk payments using the payslip function, too.
THE ADDITION OF A PERFORMANCE MODULE WITH INDICATORS, REVIEWS, AND GOAL TRACKING
APPRAISAL, INDICATOR
Three competencies—technical, organizational, and behavioral—make up the overall success of each Designation of each Department of the Branches, which is reported. Setup can be used to make or change the predefined settings.
TRACKING GOALShttps://cloud.google.com/
Through this module, any objective, including temporary, short-term, long-term, etc., can be set. By directly editing the entry, the progress can be updated. Setup can be used to make or change the predefined settings.
Chat Feature has been added
Direct communication is essential in any company. The Chat Module, which is simple to access and use in ERP SaaS, allows you to stay in direct and continuous contact with your users and clients.
A contract Feature has been added
The contract Module is extremely useful for appropriate documentation of contracts with clients, displaying the contract type, the value, and the time duration. Setup is where you can change or update the predefined options.
PRE-SALE MANAGEMENT
LEADS ADMINISTRATION
A Kanban and List view are available to examine all generated leads. Create pipelines and assign stages to different leads. You can handle the leads by adding People, Products, Files, Notes, Source materials, Call Logs, Emails, and Discussions. Get all of the pertinent information on any given lead in a simply accessible layout.
DEAL ADMINISTRATIONÂ
Deals can be viewed in Kanban or List mode, just like leads. Get a summary of the offers over the past week, month, and 30 days. For each transaction, assign tasks, products, files, and users. Organize conversations and notes. Get a calendar look for each deal detail as well. Managing deals has, in brief, never been simpler.
ESTIMATES
Observe newly released figures. Manage the forecasts by giving each one a client, a status, and an expiration date. By designating Clients, Categories, Issues, and Expiration Dates, you can quickly produce new quotes. You can add the necessary number of products, as well as the necessary amount of tax and discounts. Utilize ERP SaaS to generate forecasts in a matter of minutes.
Addition of Form Constructor
Create and maintain various necessary forms with a variety of form elements, including Text, Email, Number, Date, and Description, in accordance with the users’ business requirements.
MANAGEMENT OF PROJECTÂ
PROJECTS
Each project that is accessible in the Kanban and List views can be managed and filtered once more. Get an overview of your project’s Progress, Expenses, Budget, and Due Date to handle projects. Add or remove users, then look at the jobs they’ve finished. Make a list of tasks and give each one importance. Through the use of the Kanban board, obtain a job overview. Include any information pertaining to the project, such as goals, memos, data, comments, payments, timesheets, customer feedback, expenses, and invoices. Consider a project and all the things you would need to manage to make it effective. With ERP SaaS, you can handle them with ease.
TASKS
Small tasks that can contribute to achieving the ultimate objective are necessary for successful project implementation. By using a simple filter option, you can manage a variety of duties. View the deadlines for each task’s completion as well as its importance. Additionally, you can keep track of your work by adding a task list. Add additional notes and files as necessary.
ASSIGNMENT TIME SCHEDULE
A timesheet can be created by designating Projects, Tasks, and Users. Give a date, a time, and a beginning and conclusion. It thus lets you supervise your job as effectively as possible.
Inventory Control in Statement and Invoice
Here, you can keep an eye on the stock of each item you’ve registered with you using the inventory management function. Following the creation of the invoice or bill, the volume will immediately be updated in “Product & Services” for review. Maintaining the goods’ inventory level is generally painless.
Disclosure of Customer/Vendor Statements
You can examine the filtered information of that customer or vendor for a specific time period with the aid of this “Customer/ Vendor Statement Report” Module. The beginning and ending dates, order information, payment information, and the history of transactions with the client and vendor are all included in this statement report.
PC Program for Project Hours Monitoring
By starting a timer, you can keep account of the time spent on each project’s task. Additionally, you can alter the settings so that the tracker will automatically take screenshots while it is operating during a specific period of time. For the snapshot time interval, you can specify a minimum of one minute. Additionally, you can review the screenshots and, if required, remove the ones that are pointless or inappropriate.
Integrating Slack
One of the easiest ways to maintain tabs on a company is to instantly receive notifications of its activities. You can gain an understanding of the key actions that are done through particular channels and when with the aid of Slack Integration. You can also benefit from scheduling the messages for later dates. Correcting errors is also relatively easy.
Zoom ConnectivityÂ
We are not new to virtual gatherings. The Zoom Integration offers a platform where you can set up a zoom meeting by entering the requested information, such as the client, user(s), meeting time, and duration. It then creates a link that other people can use to join the meeting. Simple features include meeting creation, viewing, starting, and deletion. Additionally, the calendar that shows the meeting details, who is attending, and when they are entering the meeting will be linked with the newly created Zoom meeting. Meetings can be planned appropriately thanks to this calendar syncing feature.
Incorporation of Telegram
One of the best ways to remain informed and involved with projects and their activities is through hassle-free instant messaging. Thanks to the Telegram integration, you can receive notifications of actions taken in relation to anything that inspires your interest With this function, staying in touch with the tasks being performed is easy.
Integrated Twilio
The Twilio Integration is a very useful and convenient feature for getting text messages about the tasks completed. One of the most significant advantages of Twilio Integration is the ability to receive an instant text message of the actions on the registered mobile device even when your phone is not online.
Organizing Things
Add products and give them categories, orders, sales prices, taxes, units, and product kinds. Everything you would like to keep an eye on, in a nutshell.
Sales Administration
Utilize an unique tool to manage various sales-related tasks like sending invoices, accepting payments, controlling expenses, and handling credit notes. Both new and current invoices may be created and edited. Edit payments and products, and add new products and receipts to current invoices. With just one click, you can resend invoices, email reminders for payments, and print invoices. Like how you can easily handle payments, expenses, and credit notes. Keep your sales anxieties in check overall.
Budget Calculator
A budget is a financial plan for a predetermined time frame to monitor working capital. This element here aids in preserving the capital flow. According to your requirements and business plans, you can create monthly, quarterly, half-yearly, or annual budgets. The two major categories are “Income” and “Expense,” where one can also edit, update, or delete the sub-categories.
Arrangements must be tracked.
In business, it’s difficult to maintain everything in sync. However, from now on, you must never skip a contract deadline. You can easily manage your contracts by designating Start and Due Dates, as well as Contract Category, Value, Client, and Description if necessary.
Calendar of Activities and a Notice Board
Be ready for any impending event. Employees and Departments should be assigned to each programme reminder. To keep track of everything, create Events and add Notes. Create and distribute a message to all Users, Clients, and Workers.
Objectives and Remarks
You can set objectives and decide whether or not they should be displayed on the Dashboard. You can also include files in your comments for assistance. Isn’t it easy?
Reports
The administration will be ineffective if the results are not visible in reports. A complete analysis in the format of graphs for Activities, Time Logs, Financial Info, and Incomes/ Expenses is available. You can filter and look for reports by date and time. Get a comprehensive report on Leaves, Estimates, Invoices, and other similar aspects as well.
Business Settings
Handle settings for your business and company. Change the way your system works and how invoices and estimates are printed. Take care of the pusher settings as well.