ERP App

All In One Business ERP With Project, Account, HRM, CRM & POS including multi workspace

KEY HIGHLIGHTS :

 Fully Branded Product with multi-level Option, featuring your Own Logo and Name
 20+ Payment Gateways namely Bank Transfer, Stripe, PayPal, Paystack, Flutterwave, Razorpay,
Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall, toyyib Pay, PayFast, SSPay, lyzipay,
Pay Tabs, Benefit, Cashfree, aamarPay, Yookassa, PayTR, Xendit, Midtrans
 Multi Languages namely Arabic, Danish, German, Spanish, French, Italian, Japanese, Dutch,
Polish, Russian, Portuguese, English,Chinese, Turkish, Hebrew, Portuguese(BR) with RTL
 5 Comprehensive Dashboards
 Integration of Cloud Data Storage like Local, AWS, and Wasabi Integration of Slack, Telegram,
Twilio for Notification
 2-way Google Calendar Sync and Zoom Integration
 Roles and Permissions wise User Access
 CMS Based Dynamic Landing Page
 Warehouse Quantity Transfer
 Double Entry Module for Accounting
 QRCode in Purchase, Proposal, Invoice, Bill
 POS Module with Apply Discount, Barcode Print & Thermal Print
 Desktop Application to Tract Project Activities/ Hours
 Email Verification for User Security
 Plan Wise Storage Limit for Super Admin
 User logged Details Module
 Al Integration - Multiple OpenAI Model Integration
 Webhook for Specific Actions
 Cookie Consent
 Customized settings options for RTL on/off, Primary Color, Sidebar, Layout
 10-15 Theme Color Options with Dark Mode
 100 Meta Option for SEO

What to expect from ERP App –

All In One Business ERP With Project, Account, POS, HRM & CRM
 A comprehensive dashboard with all requisite information under
one tab
 Easy management of staff details, be it, employees or clients,
with easy filter options
 Management of various aspects of HR. From Attendance to
Resignation, from Training to Performance, everything related to
employee management becomes easy with ERP App
 Managing pre-sales effectively through Leads, Deals, and
Estimate Management
 Kanban and List view for the convenience of users
 Manage the minutest aspects of the project for effective
implementation
 Manage Invoices, Payments, Expenses, and Credit Notes through
easy clicks. Never miss the due date from now on
 Inventory Management in Invoice and Bill
 Proposals, Invoices, and Bills details can be checked with QR
codes
 Customer/ Vendor Statement Report
 Contract Module for Digital Signature
 Added GDPR Cookie to make the next visit easier and more
useful
 Stock/ Inventory Management
 New Stock Report
 Image Uploaded Preview
 Email Templates
 reCaptcha in Login & Reset Password Page
 Integration of Cloud Data Storage like Local, AWS, and Wasabi
 Project Report Module
 Duplicate Project Module
 Google Calendar for Meetings, Holidays, Events, Project Tasks,
Interview Schedules, Zoom Meetings
 Build on Offer Letter, Joining Letter, Experience Certificate, and
NOC
 Form Builder
 POS Module
 Manage leads, and deals, and generate reports to enhance
customer relationship management.
 Seamlessly controls warehouses, purchases, POS orders, and
point-of-sale transactions.
 Discount on POS Products
  Barcode Print Module in POS System
 Thermal Print in POS Module
 Added iframe embed link in the form builder
 Customized settings options for RTL on/off, Primary Color,
Sidebar, Layout
 Themes Color Setting, Transparent Layout, and Dark Layout
under Theme Customizer
 Email Verification Security in the User Registration
 Slack Integration
 Zoom Integration
 Telegram Integration
 Twilio Integration
 Desktop Application to Track Project Activities/Hours
 Keep a tab on expiring contracts
 Chat with users without having to switch tools
 Manage your goals with ERP App
 Budget Planning Feature
 Get a detailed report on each aspect of the Project, Sales, HR,
and Pre-sales
 Customize your business, system, and print settings in ERP App
 Available in Multiple languages
 A user-friendly RTL experience for customers using Arabic,
Hebrew, and Urdu-like languages.
 Any of the plans’ payments can be done using 20+ diverse
payment gateways namely Stripe, PayPal, Paystack, Flutterwave,
Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate,
Paymentwall, toyyibPay, PayFast, SSPay, IyziPay, PayTabs,
Benefits, Cashfree, aamarPay, Yookassa, Midtrans, Xendit.
 Built with Laravel 10

Salient Features of ERP App –

All In One Business ERP With Project, Account, HRM & CRM

Create Plans and Get Payment – A special SaaS Feature

With a Super Admin Login, create plans that are most feasible for your
business model. Select appropriate pricing and duration for the
created plan. Make payments using various payment gateways. The
plan would be disabled if not renewed after its expiry.

The Stunning Dashboard

ERP App has the most comprehensive dashboard with all the essential
details under one head. We all can agree that dashboards have made
our lives easier. Well, from every minute detail like total Clients, Users,
Invoices, Projects, and estimations to Leads, Deals, and items, you
can get quantitative data in the simplest layout. You get an overview
of Estimates, Invoices, top-due Payments, Projects, and Tasks to take
timely actions. Get a reminder of meeting Schedules, Expiring
Contracts, Weekly Events, and new clients as you scroll down. Lastly,
a Pie Chart can help you understand various project statuses. In short,
every activity of your business can be handled through this useful tool.

Manage Staff

Manage your Employee and Client’s personal as well as company

details through easy-to-create options. You can edit and manage the
information and status at your convenience. You can search for staff
through easy filter options based on department and designation.

Assign roles to each staff

Our multi-user accounting tool allows you to assign roles to each of

your staff. By managing their permissions gain control over their
access to certain parameters.

Employee Management

Through a detailed HR section, you can manage Attendance, Bulk

Attendance, Holidays, Leaves, Meetings, Assets, Documents, and
Company Policies. Create, Edit, and Filter at your convenience. You
get a detailed understanding of each aspect of the employee. You can
also manage Awards, Transfers, Promotions, Complaints, and many
such HR aspects of employees with easy tabs. The training and
Performance of each employee can be planned, handled, and taken
care of with ERP App.

Payroll

With the help of the payroll module, the set salary feature will help you
to set the salary of your employees, particularly under various different
heads set by you. Also, with the pay slip feature, you can generate
bulk payments.

Added Performance Module Like Indicator, Appraisal & Goal

Tracking

INDICATOR, APPRAISAL

The overall performance of each Designation of each Department of

the Branches is given which includes a total of three competencies
namely, Technical, Organizational, and Behavioral. The predefined
settings can be done/ updated through Setup.

GOAL TRACKING

Any of the goals including, temporary, short-term, long-term, etc. can

be set through this module. One can update the progress by editing the
entry manually. The predefined settings can be done/ updated through
Setup.

Added Chat Module

Direct Communication is an important aspect of any business. The
easy-to-access and use Chat Module provided in ERP App, helps you to
be in direct and constant touch with the users and clients.

Added Contract Module

Contract Module is very helpful for proper documentation of the

contracts done with clients showing the type of contract, the value,
and time duration. The predefined settings can be done/ updated
through Setup.

Manage Pre-Sale

LEADS MANAGEMENT

You can view all the generated leads through a Kanban and List view.
Create pipelines and assign stages to various leads. You can manage
the leads by adding Users, Items, Files, Notes, Sources, Call Details,
Emails, and Discussions. Get all the requisite information on any
particular lead in an easily laid layout.

DEAL MANAGEMENT

Just like lead management, you can view deals in Kanban or List view.
Get an overview of deals in a week, month, and deals in the last 30
days. Assign Tasks, Products, Files, and Users for each deal. Manage
discussions and notes. Also, get a calendar view for every deal detail.
In short, managing deals has never been easier.

ESTIMATES

Keep a tab on issued estimates. Manage the estimates by assigning

Clients, Status, and Expiry Dates to each. You can easily generate new
estimates by assigning Clients, Categories, Issues, and Expiry Dates.
You can add items in the required quantity and apply discounts and
tax as requisite. Generate estimates within minutes through ERP App.
Added Form Builder

Create and manage various required forms with diverse form fields,
like, Text, Email, Number, Date, and Description as per the business
needs of the users at large.

Project Management

PROJECTS

You can manage and filter each project available in Kanban and List
view again. Get an overview of Project Status, Expenses, Budget, and
Due Date to manage projects. Add or remove the users and check
tasks completed by them. Create a task list and assign priority to each
task. Get an overview of tasks through the Kanban board. Add
Milestones, Notes, Files, Comments, Payments, Timesheets, Client
Feedback, Expenses, Invoices, and anything related to the project.
Think of a project and consider everything you would need to manage
for a successful project. Well, you get to manage them easily with ERP
App.

TASKS

Successful project implementation requires small tasks that can help

achieve the ultimate goal. Well, you can manage various tasks through
an easy filter option. View the priority of each task and the due dates
to complete each task. You can also add a checklist for tasks and
track your progress. Again, add comments and files as required.

PROJECT TIMESHEET

Create a timesheet by assigning Projects, Tasks, and Users. Assign a

starting and ending date as well as a time. This allows you to manage
your project most efficiently.

Inventory Management in Invoice and Bill

Isn’t it effortless to check the inventory status of each of the items
you are using for your business activities? Sounds Fascinating!
Here, through the inventory management feature, you can monitor the
inventory of each item you have registered with you. After generating
the Invoice/ Bill, the quantity will automatically be updated in “Product
& Services” for scrutiny. Overall, it is painless to maintain the
inventory level of the products.

Customer/ Vendor Statement Report

With the help of this “Customer/ Vendor Statement Report” Module,

you can review the filtered particulars of that customer/ vendor for a
certain period. This statement report includes the start and end dates,
order details, and payment details along with the transaction history
with the customer/ vendor.

Thermal Print in Sales Module

The main goal of a business is to cut both fixed and operational costs.
Thermal Print’s feature here is extremely helpful. Thermal Printing is
faster than other printing with fast and accurate services of Faster
Labeling, Package Printing, and Receipt Printing. It also offers quick
printing, sharpn.

Desktop Application for Tracking Project Hours

You can track the time spent while working on any given project and
its task by starting a timer. In addition, you can customize the settings
for generating automatic screenshots of the tracker running within a
particular time gap. You can set a minimum of 1 minute for the time
gap between screenshots. Also, you can check the screenshots and
delete the unnecessary and inappropriate ones if needed.

Email Templates
The email templates feature enables the user to choose from pre-
defined and individualized email layouts rather than creating an
entirely new email each time. Additionally, this provides readiness,
uniformity of drafts, accessibility, and reduced effort required to draft
the same email repeatedly. These templates can be created according
to various needs.

Added iframe embed link in the form builder

An inline frame (iframe) of a form builder performs as an external form

of the product which can be attached to any of the other websites
without redirecting the internal form and getting the responses to the
main product. This mainly works as a third party to get more leads
from various websites.

Integration of Cloud Data Storage like Local, AWS, and Wasabi

Integration of Cloud Data Storage like Local, AWS, and Wasabi

Protection of your is indeed mandatory. This feature of Cloud Data
Storage helps the user with the same.
It facilitates both the internal and external data storage space for
backup and archiving, disaster recovery, cloud data processing, and
storage tiering based on a range of requirements of costs, availability,
performance, recovery, and migration. AWS and Wasabi are third-party
authenticated Cloud Data Storage providers that safeguard the data
from hacking and are cost-efficient.

Slack Integration

Receiving instant notifications of the company’s activities is one of the

most painless ways to keep a tap on them. With the help of Slack
Integration, you can get insight into the major actions through the
specific channels and when they are performed. It also helps you to
schedule the messages for future dates. Rectifying mistakes is also
not burdensome.

Zoom Integration

Virtual meetings are no new to us. The Zoom Integration provides a

platform where you can create a zoom meeting after giving inputs of
asked details like; Client, User(s), Meeting Time, and Duration, and it
generates a link through which people can join the meeting. You can
create, View, Start, and Delete meetings with ease.
Along with that, the zoom meeting created will be synced with the
calendar which will show the meeting details, as well as which are
people joining the meeting and at what time. This calendar syncing
feature helps to schedule meetings accordingly.

Telegram Integration

Hassle-free and instant message is one of the absolute ways to stay in

tune and connected with projects and activities of the projects. With
the Telegram Integration, you can get the notification of the actions
performed regarding anything which interests you. Staying in tune with
the performing jobs is smooth with this feature.

Twilio Integration

The Twilio Integration for receiving the text messages of the jobs
performed is a very handy and convenient feature. You can get an
instant text message of the activities on the registered mobile number
even when your phone is not connected to the internet, which is one of
the most important benefits of Twilio Integration.

Managing Items
Add items and assign Categories, Purchases, Sales Prices, Taxes,
Units, and Product types to them. Conclusively, everything you would
want to keep a tab on.

Double Entry Module for Accounting

The Double Entry module within ERP App is the cornerstone of robust
financial management, comprising six crucial columns. The “Chart of
Accounts” column lays the foundation, offering a comprehensive view
of account details, including codes, names, types, journal and
transaction balances, and status. “Journal Account” records specific
transaction details, while the “Ledger Summary” column provides
historical snapshots of account balances. The “Balance Sheet” column
facilitates the creation of this vital financial statement. Additionally,
the “Profit and Loss” section generates income statements, and the
“Trial Balance” ensures the accuracy of the entire accounting system
by reconciling debit and credit balances. This module empowers
organizations to maintain precise financial records, track transactions,
and produce essential financial reports, fostering transparency,
compliance, and informed decision-making.

Sales Management

Manage various aspects of sales like sending Invoices, making

Payments, managing Expenses, and Credit Notes in a single tool. You
can create new invoices and edit existing ones. Add new products and
receipts to existing Invoices, edit Payments and Products. Resend the
Invoices, send the payment reminders, and print the Invoices simply
through a click. Similarly, you can manage Payments, Expenses, and
Credit Notes with the utmost ease. All in all, keep all your sales fears
at bay.

Budget Planner

A budget is a financial plan for a specified period to keep in check with

the working capital. This feature here helps to maintain the capital
flow. You can set monthly, quarterly, half-yearly, or yearly budgets
according to your business plans and needs. The main categories are
“Income” and “Expense” where one can edit /update /delete the sub-
categories as well.

Keep a tab on Contracts

It’s hard to keep everything aligned in business. However, never miss a

contract date from now on. Manage your contracts with utmost ease
by assigning Start and Due Dates along with Contract Type, Value,
Client, and a Description if required.

Events and Notice Board

Always be prepared for an upcoming event. Assign Employees and

Departments to each event reminder. Create Events and add
Descriptions to always keep a tab. Create and Issue a notice to Users,
Clients, or Employees.

Goals and Notes

You can create goals and choose whether or not to display them on
the Dashboard. You can also add files to your notes for support.
Simple, isn’t it?

Reports

Management shall go to waste if its result cannot be seen in reports.

You can get a detailed report in the form of Graphs for Tasks, Time
Logs, Financial Details, and Incomes/ Expenses. You can filter and
search for reports for a specific time. Also get a detailed report of
Leaves, Estimates, Invoices, and many similar aspects.
Added GDPR Cookie to make the next visit easier and more
useful

The GDPR Cookie is an authenticated one that helps the users to save
their personal information in the browser for future online service
logins only with their permission. Because the initial log-in process
will be skipped and the user will be taken directly to the landing page,
this will save time.

Business Settings

Manage business and company settings. Customize your system

settings and print settings for Invoices and estimates. Also, manage
the pusher settings.

Webhook

Seamlessly connect and enhance modules with a simple setup,

streamlining data exchange and boosting platform capabilities.

AI Integration

AI Integration is an advanced software program that employs artificial

intelligence to perform tasks, enhancing productivity.

Support

Please send support request here for any issues, questions or

suggestions. To save time and get quick feedback, please don’t ask for
support in the comments section.