Dolibarr Hosting – By now you probably know the importance of ERP and CRM. The former helps you make sure everything runs smoothly inside. For example, it helps you manage finances, inventory, planning and production, and more. The latter, on the other hand, gives you the opportunity to manage customer relationships effectively and efficiently. So we know that these systems are a must.
The problem, however, is finding the right ERP and CRM for your business. It can be hard to find the perfect one, especially with so many options available. We naturally recommend ERP and CRM. With its many features and highly customizable nature, you can’t go wrong.
In this article, I will convince you that ERP and CRM is the option you need. I’ll tell you everything the systems can do. Read on for more information
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The hardest part of choosing ERP and CRM for your organization is often knowing what to look for. But if you choose the right one, you can work smarter and increase the efficiency and visibility of your entire organization. As such, it is necessary to make the right choice, so you should educate yourself on what to look for in these systems.
Like your ERP, your CRM should be easy to use, compatible with mobile phones, and have good recommendations. But what else should you pay attention to in your CRM? Here are three things to think about:
As you’ll see below, ERP and CRM systems have all of these features and more, making them the best option for you and your organization.
The systems are highly customizable so you can enable only the features you need for your organization. This means you can build your system the way you want. Moreover, you can choose between the free version or the paid version depending on how much money you want to spend. You also have the option of using these systems on your mobile.
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What makes it attractive is that it has a community forum where you can gain insight into how well the systems are working and how you can improve your use of the systems. Below you will find all the functions that you can enable in ERP and CRM.
Build your product and services catalog and easily update it with this handy feature. You can specify the price, tax rate, size, stock and other information about each product.
You can create your own invoices in the application and even generate proposals or orders. Invoices can be sent directly from the application and from there you can track the payment of the order. The application even reminds you of unpaid invoices so you can follow up if you want.
This way you can control and use your warehouse to store your goods and control the movement. In addition, you can track your products using references, serial numbers or even the warehouse.
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Shipping management generally puts you in control of the delivery of your products to your buyers. You can create shipments, specify delivery dates and make all desired custom settings. What makes this feature even better is that when you create a new shipment, your inventory is automatically updated to reflect the inventory changes caused by the new shipment.
This is a special feature for your computing needs. You can keep track of all types of finances such as purchases, sales, expense reports, payroll and more. These can be quickly transferred to notebooks, saving you the time of doing your calculations manually and the added expense of hiring an accountant.
You can specify the types of leave allowed in your country, for example, sick leave, annual leave, or maternity leave. By defining your areas, you can control how each area is managed and let your employees use this feature to request the time off they need.
ERPs also perform other human resource functions. You can manage your timesheets, recruiting efforts and existing staff using ERP.
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For those who have physical stores, this feature is very important. The point of sale comes with everything you need, allowing you to manage your restaurant’s tables, display QR codes, and even have the option to automatically update stock when you order.
You can send bulk emails from within the application and even easily create email campaigns. You have the option of using a WYSIWYG editor or an HTML editor to create the campaign. In addition, you need to personalize each recipient’s email by simply filling in specific information such as their name and email address.
By using the information in your ERP, you can easily build a website for public use. You have the option to use the framework, which means that the site can and will last for a long time without any effort. If you are more technically savvy and want to customize some parts of your website, you also have the option of using the built-in HTML or CSS editors to build the website.
Manage all your ongoing projects in one convenient place, instead of multiple locations. You can completely use this method according to your specific needs. From tracking leads and opportunities to tracking internal projects and suppliers, you have everything at your fingertips.
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In addition, you have the option to assign tasks to specific people, define who has access to the project, and track how much time has been spent on each project or task to date. This ensures that all projects run smoothly and you have full control over everything.
If you have an eCommerce platform, you can integrate the systems. Most third-party eCommerce solutions are supported.
Other features you can enable with ERP include: bank account management, business actions management, instant payments and money transfers management, expense report management, social and financial tax tracking, calendar with ical and vcal exports .third party tools. , EDM /DMS (Electronic Document Management System / Document Management System) and more!
This powerful feature helps you organize your customer and prospect data. You can easily search for a customer by entering their name and the customer number you assigned to the system. In addition, you can include all customer related information in this directory, including their email, language, amount to be paid, date of purchase and more.
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When it comes to your prospect, you can associate a status with her that shows how close they are to making a purchase. You can also create and save quotes for your customers using this feature.
Very easily with this method. With one simple click you can get a quote or proposal ready, using pre-made proposals and pre-defined products. From there you can send your quotes directly from the application.
This feature allows you to fully manage all aspects of your contracts. From creating contracts to creating invoices and tracking the status of each deal, all information is available at a glance.
CRM also allows you to enable features including opportunities, help desk, and sales orders. These ensure that your sales team is working efficiently and that they have all the information they need to successfully sell your products.
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As you can see, ERP and CRM are capable of everything you want and more. Not only is it available on mobile, but it is also affordable and comes with many features that ensure that your business is always running at its best.
In addition, you can adapt ERP and CRM to your organization. This means you always have the features you need, even if your needs change. So what are you waiting for? Buy ERP and CRM today!
ERP and CRM are Open Source software. You can download, use and redistribute it at any time. Do you want to try the latest version of?
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