CRM

For sales teams, a tablet version plus a dedicated smartphone app provides all the tools for effective daily organisation (messaging, calendar, quotes, field report forms).
Tools for prospecting, bulk lead import, lead management interface with dynamic filters.
Opportunity management – leads,
Meeting reports management,
Phone system integration, handling incoming/outgoing calls depending on setup,
Manager query tools: number of visits, lead creation, target setting, etc.

Sales Management

Quote, order and invoice editing interface – Add notes, comments, subtotals,
Easy insertion of custom services or database-defined items,
Photo insertion, document merging,
Recurring invoicing,
Electronic signatures,
Email/SMS sending,
Margin and cost price tracking,
Automatic PDF document formatting with photos, technical documents,
Sales commission management,
Sales territory management,

Custom Fields

To avoid custom development, you can create additional fields within forms and data records across multiple areas to meet each business’s specific needs.
On customer/supplier records, quotes or orders, we frequently use this feature for service and project sales to add supplementary information to your workflows.
These form elements then appear with one click in your table lists and documents via substitution variables for emails and letters.
This collaborative approach is highly effective and brings greater rigour to information handling. Everyone knows where to instantly find relevant details about ongoing sales processes, for example.

Project Management

Define projects, stakeholders and their respective roles,
Link sales and purchases, time worked to track project profitability,
Activity time logging by managers or from team calendars,
Connect tasks and actions to agendas,
Project Gantt charts,
Attach documents, archived emails,
Generate documents,

Service Contract Management

Service contracts let you manage processes from customer orders or signed commercial proposals for selling services over set periods.
Examples:
Maintenance contract sales,
Warranty period sales,
Recurring service sales…

Expense Management

Expense management enhanced by the mobile app allows you to create/edit/approve expense reports and attach supporting documents.
Reports approved by the manager are then converted into invoices and exported to accounting.
Predefined expense categories: “Restaurant”, “Flight”, “Taxi”,
Mileage cost calculation,

Mobile application

All daily tools included: Zero Inbox (additional mobile setup), Shared Calendars,
Specialised tools for field data collection, unlimited forms, email alerts, document generation,

Document Management – Document Library

Paperless goal – filing is time-consuming. The electronic document management system (DMS) lets you handle and control all your company documents linked to your ERP.
Filing follows standards, with documents automatically sorted into dedicated spaces.
Examples:
Tenders in the quote section,
Kbis and other admin documents for account opening in the customer/supplier’s document library,
Customer or supplier invoices are correctly filed and accessible to accounting,

Payment and Chase Management

Clear dashboards to identify overdue payments,
Tools to organise semi-automatic or automatic payment chases,

Accounting Export – Analytical Breakdown

Analytical breakdown for precise sales and expense tracking.
Accounting entries automatically allocated per chart of accounts and exported to any accounting software,
Sales and VAT breakdown into sub-accounts by geographical criteria.

Cash Flow – Profit and Loss

Real-time cash flow dashboards – no more Excel sheets,
Updated profit and loss statements with every refresh,

Statistics and Queries

Performance tracking tools provide detailed, customised activity statistics for optimal profitability.
Dynamic sales dashboards by sector, sales reps, companies,
Setting quantitative and qualitative sales team targets,