CRM

For sales teams, a tablet version and a dedicated smartphone app are included, with all the tools needed to stay organised daily (email, calendar, quotes, product database with stock, field forms).
Prospecting tools, bulk prospect import, telephony integration, and a dynamic prospect management interface with filters.
Opportunity management – leads,
Meeting reports,
Manager tools: number of visits, prospect creation, goal setting, etc.
To avoid custom development, you can add custom fields to forms and records in multiple locations to meet the specific needs of each profession and business.

Commercial Management

Quote, order, and invoice editing interface – Add notes, comments, subtotals,
Free products or from the database,
Photo insertion, document assembly,
Electronic signatures,
Quote/order tracking,
Email, SMS sending,
Margin and cost tracking, stock availability.
Automatic PDF document formatting, product photo and technical document association,
Sales commission management,
Sales territory management,

Cash Register

Customer record access,
Customer pricing,
Promotion management,
Stock linkage,
Multi-payment options,
Receipts and invoices,

Products & Services – Lots – Pricing

A complete product and service database with sales and multi-supplier purchase price management,
Lot management with expiry dates, barcodes, QR codes,
Sales and purchase unit management, packaging, customs codes, accounting codes,
Pack and variant management,
Multilingual translation interface.
Pricing grids by category, family, quantity, customer, or custom rules for easy adaptation to your business needs,
Automatic PDF or Excel catalogue generation with or without prices,
Product, supplier category/family management,
The document library lets you attach technical and commercial documents to any product, then easily share them with your teams and customer quotes.
Sales/purchase statistics, margins, bestsellers,
Eco-contributions,
Stock alert threshold settings, optimal stock levels per product

Purchases & Replenishment

Powerful tools to streamline restocking with assisted supplier order editing, in a dedicated bulk interface or directly from customer orders,
Stock projection tools for real and forecast inventory to simplify delivery date commitments,
Supplier order consolidation,

Shipments – Barcodes – Goods Receipt

Multiple tools to simplify receiving and shipping tasks,
Outstanding products to deliver on customer orders,
List of products to ship by delivery note,
Products to receive on supplier orders,
Shipments to invoice – End-of-month invoice consolidation available,
Delivery addresses,
Barcode management,
Chronopost transport letter,

Multi-warehouse Stock – Inventories

Multi-stock management, including customer or supplier stock concepts,
Barcode and tablet-based inventory tracking,
Detailed stock movements,
Manual stock adjustments, transfers for simple or batch-tracked products,
Bulk stock movements,
Stock withdrawals on movement,
Stock entries on movement,

Price Requests

Manage customer enquiries by easily querying suppliers on fluctuating or non-standard pricing,
Seamless integration of updated purchase prices,

Payment Management & Chasing

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

Expense Management

Mobile app integration for creating/editing/approving expenses and attaching receipts,
Manager-approved expenses are converted to invoices and exported to accounting.
Predefined expense categories: “Restaurant”, “Flight”, “Taxi”,
Mileage cost calculations,

H.R.M

Store all employee contracts in a document library,
Manage leave requests, attendance, absences,
Expense reports,
Timesheets,

Accounting Export – Analytical Breakdown

Analytical cost allocation for precise sales and expense tracking,
Automated accounting entries mapped to your chart of accounts and exported to any accounting software,
Sales and VAT allocation to sub-accounts by geographic criteria.

Cash Flow – Profit and Loss

Real-time cash flow dashboards – no more Excel spreadsheets,
Automatically refreshed profit and loss statements,

Statistics & Queries

Performance tracking tools deliver detailed, customised activity analytics for optimal profitability,
Dynamic sales dashboards by sector, salesperson, or company,
Define quantitative and qualitative sales team targets,