CRM & ERP for automating processing, pricing and invoicing of orders
Software for automatic charging and processing of orders up to the invoice. Simply assign people tasks from the order or tickets, and the system itself continuously generate invoices, which you then send to customers.
Where we help with the most
Are you processing 100+ orders per day?
Automate order processing and assigning tasks to people. Use our offer templates. You simply create an order from the offer and as soon as it is done, the system calculates everything and generate the corresponding invoices.
Do you need customized prices for each customer?
Using our flexible product price configuration, discounts and promotions, you can make an offer to your VIP customers exactly as you need, while others will have standard prices.
Do you issue invoices in billing cycles?
Our Billing allows you to do exactly this. Individual orders, recurrent fees, one-time fees or just hours worked will be assigned into proper bills in billing cycle, and you will send all the invoices on one click at the end of billing cycle.
Do you need to calculate commissions or costs?
In addition to customer invoices, the system automatically calculates costs or commissions for every supplier. You will get continuous automatic calculation of supplier costs out-of-box. Keep your cash flow under control with minimal effort.
Customer requests via self-service or mobile application?
Each contact in our CRM can be granted access to self-service, and then the customer can enter their requests via the Internet or mobile application. For example, he simply takes a picture of his problem and sends it in two clicks, and it immediately beeps on your mobile.
Do you handle the dispatching and assigning tasks to people?
We simply connect our system to your PBX and you will immediately see the details of who is calling you. Then simply delegate tasks to people with a few clicks either from a computer or from a mobile app.
You need to manage things for customers?
For each customer, you have their own hierarchical inventory where you can set different alarms so you don't forget anything important.
Easy and intuitive
It's easy and intuitive to use with lots of help. Short video tutorials are available for quick training.
Kanban view of tasks. You can choose the task view exactly according to your needs.
Tasks in a compact view. Create or edit tasks just with a few clicks right in the view.
Project detail. Note and share with the team everything important about each project.
Invoice detail view. Invoices and receipts can be created both manually and automatically.
Customer overview. You can find everything important about the customer quickly and clearly.
Commissions are continuously calculated for each supplier.
Task detail. Each task can have additional subtasks, attachments, and comments.
Comments on the task. Each task can also be charged.
Price list with customer percentage and fixed discounts. You design the structure of the price list according to your needs.
The customer inventory has a hierarchical structure with the possibility of different alarms.
Example of a customer offer. Create offers easily with templates including versioning.
Overview of customer requirements. You can immediately see what is being solved and what needs to be done.
All ticket history is available.
You can set access to individual modules according to your needs. If you wish, we will add another customized module.
All in one place
Your business is available nicely and clearly with one click. You manage your employees, partners and customers anytime, anywhere.
Why our system?
Proven by customers, has been running with customers for over 10 years.
The first user is free, for others you pay only according to use.
A cloud solution can always be converted to a local powerful server.
The system can be customized according to your needs.
We will help you with data migration, which you can take back at any time.
The system can be connected to other systems via our B2B API.
You also get a mobile app with the system for free.
You get advanced corporate functionality at a reasonable price.
Our goal is to save people work, and the whole system is designed for that.