MyCrmErp Overview

ERP is short for enterprise resource planning.  Enterprise resource planning (ERP) is business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources. ERP software integrates all facets of an operation, including product planning, development, manufacturing, sales and marketing.

What is a CRM?

CRM (customer relationship management) includes all aspects of interactions that a company has with its customers, whether it is sales or service-related. While the phrase customer relationship management is most commonly used to describe a business-customer relationship (B2C), CRM is also used to manage business to business (B2B) relationships. Information tracked in a CRM system includes contacts, clients, contract wins and sales leads and more.

CRM solutions give organizations business data to help provide services or products that your customers want, offer better customer service, help sales teams to cross-sell and up-sell more effectively, close deals, retain current customers and to better understand exactly who your customers are

So, what does our systema CRM + ERP?

ERP / CRM  is a fully modular software (only activate the functions that we desire) for business management of  SMEs, freelancers, entrepreneurs or self associations . In which they can generally manage sales, accounts receivable, suppliers, accounts payable, treasury, purchasing, inventory, warehouses, personnel, projects, contracts , and of course all the events that are related to customers or contacts. In more technical terms , it is a system that runs on our web servers, being accessible from anywhere at any time by providing a single Internet connection.

Basic System Features

The system completes the offering numerous applications in this category (as OpenAguila, OpenBravo, OpenERP, Neogia, Oddo, Compiere, etc.) and as Ostros complex and expensive system as SAGE, Quickbooks, FreshBooks, among others, but by disassociating the fact that everything possible is done to provide simplicity:

• Very user friendly and simple to use (modular functions to not overload the menus, clear and concise information).
• Several graphic themes ..
• 100% web based. (You only need internet connection, from any device, desktop, latptop, mobiles as tables and cellular)
• No software installation or applications on your devices (only one browser / browser)
• Multiuser (several simultaneously)
• Available 24x7x365 in our hosting

Main Features are:

Third Party Management: You can manage to third parties and / or Contacts

• Customer Management.
• Management of potential customers (prospects).
• Supplier management.
• Contact management.
• Association of categories of customers.
• Association of categories of potential customers (prospects.)
• Association contact categories.
• Discount management for future third-party sales application.
• Linking the agenda and events after the shares with institutions quotations, orders, invoices, etc …
• Linking entities (Quote / Quotes, orders, invoices, etc … with the third for quick viewing).
• Documents associated with the third for a quick association of documents according to the entities.
• Notifications of third party contacts that can be used at the time of the change of status of the entity, whether budget, order, etc … in this way the customer will be notified after the change of it by automatically email.
• public and private notes associated to third with the aim of informing the third in the documents, or internal users privately.

You can track the Third

• Management agenda as user and group, with distinction by color.
• Record of the actions of a user through the “LOG system (audit)
• “Pooled and fast everything related to a third display.
• Tracking contacts with third parties.
• Automatic logging of actions and events on the schedule automatically.
• CRM with all entities: budgets / quotes, speeches, orders, invoices, projects, tasks, contacts, etc .. to the naked eye, for full display everything required.
• Registered mailings by sending quotes, orders and invoices from the application.
• private notes.
• Contact management, customers and potential customers.
• He sent mail to third massively, creating a simple newsletter.
• third search, contacts and products quickly and easily, thanks to the menu on the left of the system, which will perform a search for them by following a close relationship search entities. That is, we can look for mail from a third party through the search field “company” and this field does not include the name of the company, but if you include that information in your field of email.

 

Commercial Management:  you can manage quotes, orders (customers and suppliers), contracts …

• Full management of budgets or quotations.
• Complete order management to customers and suppliers.
• Generation of delivery notes or delivery notes.
• Workflow between orders and quotes.
• Order tracking.
• State management of budgets, orders (clients), orders (suppliers) .Estadísticas of quotes and orders (customers and suppliers).
• Periodic control services contracts customers.
• Management interventions or working parts.
• Expeditions management or offices.

Contract Management:  you can manage your contracts with your customers.

• Notices on the Dashboard (homepage) with pre-defined threshold, we will make an efficient monitoring of contracts.
• We may bill the customer contracts by linking billing module contracts.
• Tracking services and repetitive periodic sale, such as maintenance or services that enjoy temporary control and necessary for business.
• Save time and keeps track of the expiration of the services of our clients in order that control and paying them no escape.
• Something very necessary for enterprises that their business is based on recurring fees for their activity, such as utilities with their customers recurring activities. An example of this would be hiring hosting companies or domains, insurance companies, lawyers who have regular service with customers, consulting, etc …, ie, any temporary bonding by offering a service.
• A contract is composed of one or more services you do not have to have the same end date thereof, and the system will keep the user informed accordingly responsible for it.
• The system allows PDF download a client contract with the contracted services.

Management Interventions: You  can manage the work performed to customers

• Creating and managing interventions.
• Time controls applied to a same client intervention.
• Control of work performed.
• Equivalent to parts of work performed by internal or external to the company, being reflected in the system and enterprise knowledge workers to determine an action.
• Integration of interventions with customer contracts (which according to the contract mutually established company based interventions, these will be charged on a (monthly, yearly, etc …) agreed date, or, conversely, from a maintenance contract with an (annual or greater) client simply want to get the time dedicated to that customer, which after payment of its share, it may be viable or not for subsequent renewal next contract period.).
• Integration Projects.
• Creating invoices from interventions to a client with a single click, whenever an agreement by both parties.

Management Products / Services: You can organize all our products / services categories

• Full management products and services.
• Statistics products and services.
• Warehouse management and product stock.
• Transfers and stock movements.
• Setting different price levels.
• Refueling products.
• Categorization of products and services.
• Shipments and transport management.
• Shipping lists and statistics.
• Creating invoices or deliveries.

Project Management: You can manage your projects/tasks

• Organization, control and project management company.
• Create and track assigned tasks in a project according to the user’s role or participant responsible for it, that is, internal to the enterprise or external user.
• Assigning external users (such as customers) to a project, in order that it can be tracked in real time.
• Association project entities (budgets, orders, bills of customers and suppliers, interventions, etc ..), thus quickly analyze everything about the project.
• fast and intuitive vision of the project.
• Ability to attach documents relevant to the project and the tasks thereof.
• Viewing gains or losses of the project as entities related thereto (customer invoices and supplier invoices for material costs) plus the charges of hours employees involved in it.
• Obtaining information from members of the project.
• Simple Gantt chart for status information at a glance same as an agenda, which will allow us to determine whether or not the project falls within the prescribed period as completed tasks.

Human Resources: Manage vacation requests, employee salaries, and for projects.

• Request of days by employees.
• Approval of requests for days off by the user responsible.
• Email notification requests and their subsequent acceptance or through an email that will receive the employee.
• Management holidays User tab and from the HR module.
• Establishment of the salary of an employee as a system user even without access. But it is intended for future system upgrades.
• Ability to include payment of wages to employees to be reflected in the management of the company and part of the balance or global report it.
• Setting the price per hour and the day (in daily hours) of a company employee and then to get the results of profits or losses on projects created for customers based on the summary of  objects linked to it (customer invoices and bills suppliers as associated costs, plus the hours and costs related to the project workers users depending on the hours applied to project tasks).

Members: clubs and associations mgmt (quotas, partners …)

• Indicated for the management of members of a company.
• The system allows management control for Clubs, Associations, Entities need to control your expenses regularly (gyms, companies that charge fees to their subscribers equivalent to their service customers, etc …)
• Grants Management.
• Classification of members according to established type.
• Members Listings derecognized.
• Members listings are up to date.
• Members listings are not current payments.
• graphical statistics by country, region, province, population and characteristics.
• Listings complete with search filters.
• Ideal for organizations, clubs, organizations that need to control payment of its members, who regularly pay a fixed fee to belong to it.
• Printing proof of payment of fee.

Registration and  Agenda Management: From here you will control all the events and actions that occur in the system

• Agenda for managing automatic or manual events.
• Calendar sharing with other users.
• Integration with google CAL (required external module).
• Automatic logging of all user actions responsible for an action (budgeting, invoice creation, validation of entities such as budgets, invoices, orders, shipments, etc …).
• List of actions filtered by users, groups, etc … from the phonebook or calendar module.
• PDF creation of listed shares.
• Assigning tasks or events to system users.
• Possibility of creating new shares through the dictionary in the setup menu by the administrator.
• daily, weekly or quarterly display, for a broader view of the agenda.
• Fast display occupancy status of users, necessary for the secretarial department or administration responsible for such cases.
• Filtering by search dates, weekly, monthly or daily, plus “today”.
• Filtering by event type.
• Filtering by user.
• Type filtering project.
• Filtering by event type.
• All an informative full agenda that recorded and automated by enterprise users, which allows the display according to the permissions assigned to the system user.

Document Management: You will be able to have centralized all your documentation

• Basic document storage system.
• Integrated Document Management automatically with entities quotes, orders, invoices, third, etc …
• But it also allows the record or file upload, whatever its extent, in entities such as project tasks, general management of documents (GED), quotes, orders, invoices, third, in order to relate such additional information with these entities, since by its file relationship – entity allows quick search and relationship of both.
• Recommended for traveling with commercial event and require existing documents available in the system are stored by them or by other users, but ultimately necessary in their work.
• These documents can be standard or not (ie standards-based authoring and reading), but must take into account that the application that aims to open them for display must be able to read or interpret these formats, such as pdf, jpg, word, excel, etc ..

Point of Sale (POS):  Terminal for POS sales desk

• Basic system POS terminal.
• It allows use of bar code reader for reading.
• Integrated billing system.
• Quick sales counter.
• Payment methods configuration system.
• Client Configuration (Third) predetermined for sale.
• Choice of payment methods configured at the time of sale ..
• simple control management stock sales with the system, depending on its configuration.
• easy and simple, but above all basic use.
• In short, a very basic for functions that do not require additional functionality. Useful module

Financial management : Control of the financial management of the company

• Invoice management to customers and suppliers.
• Management of taxes and social charges.
• Introduction of salary payments (not the same as creating payroll).
• General reports results, customers, products and services, sales volume, by (commercial) users.
• Statistics of invoices received and issued.
• Daily sales.
• Daily shopping.
• Merger of outstanding payment spatial or PDF invoices.
• Grouping orders bills.
• Management of bank accounts and others.
• Domiciliary management / banking reconciliation.
• Automatic management in bill payments debits.
• Workflow with the business side (Quotes / Quotes and orders.).
• financial statistics.

And much more…

• PDF management of budgets, orders, invoices, delivery notes, interventions, etc and mailing from the same application, without leaving the program.
• Management of Import and Export data to Excel, CSV and TSV format.
• EMAILING management (sending mass Newsletters).
• Expeditions management or offices.
• Management notifications.
• Quick product search, third and contacts.
• Activation of graphic panels on the home page.
• Accounting in experimental mode but very close to be close to users
• Wage Control users (workers).
• Control taxes as income tax, VAT and other
• Leads Management (tenders) and through the module Opportunities Project
• Compatibility On-line payments with modules such as Paypal, PayBox
• Additional services such as Gravatar, FTP, WEB Service (API), Threads RSS, Skype, etc …
• Batch Management and shelf life for perishable products.
• Basic system OpenSurveys to popular votes.
• Modules orders grouping bills.
• System easily adaptable to customers own needs (with additional consulting costs)