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FAQ Image

How Our ERP System Helps Streamline Your Business Operations?

How does the ERP system help manage clients and leads?

Our ERP system allows you to track all your client information, including leads, proposals, invoices, and project progress in one place. You can efficiently manage relationships and conversion efforts to ensure no opportunity is missed.

Can the system track client projects and invoicing?

Yes! The system enables you to create and manage client projects, track their progress, generate invoices, create proposals, and estimate costs, making it easier to manage client interactions and project budgets.

How does the ERP system handle employee management and attendance?

The system allows you to add employees, track their attendance, manage leaves, and set custom roles with specific permissions. It helps you streamline HR processes and improve employee management efficiency.

How are client contracts handled?

The ERP system includes e-signature functionality for creating and signing contracts with clients. You can securely manage agreements and contracts in a fully digital format.

How does the system manage project tasks and timelines?

The system includes a Kanban taskboard to visualize tasks and a Gantt chart for planning project timelines. You can track project progress, tasks, expenses, earnings, timelogs, and milestones in real time.

Can invoices be converted to credit notes?

Yes, you can easily convert invoices into credit notes, allowing your clients to redeem them for future payments or services. This feature helps maintain clear financial records and improve customer satisfaction.

Can I create products and use them in invoices?

The ERP system allows you to create products that can be added to invoices. You can set up product details and pricing, making it easy to manage client orders and billing.

How are support tickets managed in the system?

Both employees and clients can raise tickets within the system, which are then assigned to ticket agents for resolution. This streamlined process ensures timely issue resolution and improved customer support.

Is there an internal messaging feature in the system?

Yes, the system has an internal chat feature where employees can communicate with each other in real-time, ensuring better collaboration and information sharing within the organization.

Does the ERP system integrate with other platforms for real-time notifications?

The ERP system integrates with platforms like Slack, Pusher, and OneSignal to provide real-time notifications. This ensures you stay updated on tasks, projects, and communications in your system.

Can I customize the ERP system to match my brand?

Yes, the system offers theme settings that allow you to reflect your company's brand, ensuring a personalized and cohesive experience for your employees and clients.

Which payment gateways are supported for receiving payments?

The ERP system supports several payment gateways, including PayPal, Stripe, PayFast, Flutterwave, Mollie, and Razorpay, making it easy to receive payments from clients worldwide.

Can I create custom roles for employees in the system?

Yes, the ERP system allows you to create custom roles with specific permissions, giving you full control over who can access certain features and data within the system.

Does the system generate reports for business analytics?

Yes, the system generates detailed reports on tasks, timelogs, finance, attendance, and leaves, helping you analyze business performance and make informed decisions.

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