A Small or Medium Size Enterprise (SME)
Business Leads Management – Useful for managing your fields’ sales force. The sales personnel on the field is required to capture customer details like the name, contact information, product or service for which the pitch was made, the follow up action and any other important note about the customer. All this is fed into the system so that the business engagement is not lost if the sales person leaves the organization. Plus the management gets a quick summary of the performance of the sales team, and the order pipeline.
Quote, SO, Invoice – All these are important artifacts of the sales process. When you engage with a customer, you have to send them a quotation of your service or product. When you receive a order from a customer, you will be required to raise an internal Work Order or a Sales Order so that your delivery team can commit to the fulfillment of the new order. When your order is delivered, you will be required to Invoice your customer to receive payment. And on payment receipt, issue your customer a payment acknowledgement. This module offers all these services, and makes your order processing easier.
Asset Management – Over a period of time as the organization grows, it becomes difficult to keep track of important assets (eg. laptops, mobile phones, software licenses etc). At any point of time you want to locate where the specific asset is, or who is currently using the asset, or when the warranty or AMC of the asset is due for renewal – you will feel the need of the “Asset Management� system. It streamlines the tracking of assets and gives you instant summary reports about them.
Attendance Module – Easily capture the daily entry and exit time of your staff, and log the hours of their work. Instantly access the work summary or attendance report of any staff, or a group or department. This module can be integrated with biometric devices.
Payroll Processing – Electronic records of each staff can be maintained and their employment terms can be easily captured and stored in the system. Staff leave information can easily be accessed from the “Attendance Module� and salary for each staff can be automatically processed. Deductions, advance payments, loans etc can be easily tracked. Pay-slips can be produced indicating the salary distribution, deductions, and leave status.
Transaction Diary – A simple way of keeping track of your daily Expenses (or Income). You can share this diary with your “Accounts� team, who can then classify your entries into various accounting heads.
Accounting Module – Easily create your General Ledger accounts, transact on the GL accounts and produce instant accounting reports like the Trial Balance, Profit & Loss Statement, Balance Sheet etc.
In the “SaaS� (software as a service) model, it is available online over the Internet. In this model, a “subscription� has to be purchased to access the software.
In the “Offline� model, the software will be installed at your premises, and will be available for use on your internal network. However, user licenses have to be purchased.