START BSS System Modules

 

CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

The system manages company interactions with customers. Manage your existing clients, including their orders and invoices. Offer your products to new clients.

Track work progress and activities.

  • Customer Search
  • Customer details (360 view of a Customer)
  • Contacts
  • Attachments (upload any attachment format)
  • Activities
Resolve problems losing contacts once your employee (and their point of contact) leaves your company. Prevent unfulfilled promises to your client. Re-offer the client again and grow-up revenue.Know your customer!

PROJECT MANAGEMENT

Project agenda all-in-one place. Create a project plan, make an appointment, assign tasks to your people, and keep track of tasks, risks, problems, costs of work done.

All-in-One Place.

  • Project Dashboard
  • Project Plan (including Gantt chart view)
  • Teams and Tasks
  • Meeting and Events
  • Problem management
  • Risk management
  • Cost management
  • Idea Management (including scoring logic)
  • Activities
The most hectic part of business development. Resolve the major issue with missing status information. Prevent recalculation of initial estimations! Track your staff, track your costs, follow every single progress action, and view great reports!

TASK MANAGEMENT

Quick creation and assigning of tasks to your employees. View what duties your employees have and whether work is carried out on time. Set task notifications. The START BSS supports the

Classic task and the task ith confirmation.

  • Classic task - Make your internal tasking clean, measurable, and transparent. Track a one-time job or schedule recurring work: track record and review simple task reports.
  • The task with confirmation - Get tasks from your customer, follow service statements, and measure the resolution — track tasks assigned to a contract, order, and service conditions.
Every task as paid work. Control internal work and track tasks you carry out for your clients. Associate tasks with contracts, assign products, add service. Generate invoices. Do the job, and charge for it.

PRODUCT CATALOG

START BSS catalog supports both - products and services. It also includes the cost of services offered. Every product or service can be marked as one-time or scheduled as recurrent.

  • Inclusive or exclusive of VAT
  • Custom language product name
  • Future price scheduling
  • Customer-based custom price
  • Product order eligibility criteria
To have a product is the core of your business. Set a very flexible product's parameters. Monitor the product flow across other system areas. Link products with orders, tasks, cases, and invoices.

Track product performance.

INVENTORY MANAGEMENT

Have evidence of your business's physical and virtual inventory. START BSS supports inventory

items management in a hierarchical structure

according to the item custom criteria.

  • Inventories and resources
  • Custom parameters
  • Notes
  • Attachments

For every item, you can create a task which will immediately be visible in customer details. You can define a one-time or recurrent agent that generates tasks or notifications at a predefined time.

RESOURCES

Share any resources from your stock. Control resource availability. Plan and schedule resources in a calendar. Review history reports and plan resources maintenance. Link resources with orders.

  • Sharing service
  • Flexible resource setup (people, devices, tools, licenses)
  • Resource Booking
  • Calendars and Schedules
  • Notes
  • Attachments
Sharing systems for any device enable the option of controlling your resources. Book the item, place it to the order, and once returned (or not) generate an invoice.

Said simply, share anything!

OFFER & ORDER MANAGEMENT

Create multiple versions of offers to your customers. When a customer approves the final proposal - convert it into an order. When the order is complete, invoice it. Access an entire sales history.

  • Custom design templates
  • Custom language templates
  • Connect with products
  • Business flow flexibility
  • Custom output files (exports)
Publish to your customers attractive offers rather than plain e-mails. After the offer is approved, convert it into order.

Never forget to invoice

a delivered order. View performance numbers in reports.

BILLING & INVOICING

During order processing, the START BSS system automatically generates data records for billing. Select an option to divide invoice items into different invoices or have all the items in a single invoice.

  • Automated billing
  • Invoice preview
  • Discounts assignment
  • Price change recalculation
Billing runs automatically, but you can always interact with the process manually. Change pricing during invoicing. Assign discounts and wait for payment.

Monitor invoices volume and billing amounts.

PAYMENTS

START BSS supports Payments in different currencies. A complete payment transaction history includes the identification of the person responsible for the related invoice.

  • Payment Registration
  • Cancel Payment
  • Credit and debit adjustment
  • Money return
  • Adjustment of non-accounting data
  • Link to the invoice
Register, import or upload over API* from your business bank account payments and pair them with your invoices. Manage payment type, work with variable symbols, add comments.

Track due and overdue payments.

REPORTS

Understand your business performance and operations. Browse and select from an extensive set of predefined reports or create your own.

Create flexible lists, charts, and export reports in various formats.

  • Section dashboards
  • Customers and accounts
  • Products and prices
  • Resources, time and costs
  • Offers, orders, and invoices
  • Tickets and cases
  • Scheduled reports

Start BSS supports online reports showing the current status and offline reports generated regularly at a predefined time. Any custom report can be added according to your company's needs.

USER & SECURITY MANAGEMENT

A fully flexible rights and roles management across all system modules. Control data and limit functions. Audit functionality, which is a history of all actions performed on the system by individual users.

  • Multiple accounts management
  • Admin and User profiles
  • Modules access
  • Features access

Control access across company departments.

Each of your employees can only see the information required for his job, and confidential information is only accessible to management.

SELF-CARE

Offer your customers a better service by giving them access to StartBSS Self-care. Allow to your customers to maintain their invoices.

Give the customer a flexible tool for ordering and support.

  • Dashboard
  • Orders
  • Invoices
  • Tickets
  • Customer reports

Adjustable user rights in our Selfcare module allow every customer to have multiple users with different access rights. Save your people time by enabling customers to manage their own records online.

ACTIVITIES

Track every action your people do, across all business processes and resources. Every of START BSS's system module is under the Log Agent control.

Track Who, what, and when somebody did during his work.

  • Activity timeline
  • Offers tracking
  • Orders tracking
  • Invoicing and payments tracking
  • Stock items movement
  • All communication tracking

Be able to make a routine audit of what's going on in your company. Make it easier to track the route of the problems when the client complaints something. Browse all activities in a log journal. Be aware of every step!