Simplifyyourbusiness,amplifyyoursuccess

FastestgrowingautomationplatformforEnterprises
Why HB Cloud 360?
Our ERP framework

Revolves Around Business & Scales Data security and disaster recovery
with Business

Cost-effective Faster implementation and updates

Accessibility and remote work Multi Segment and Configurable

Who we are?
Everyone comes out wining when you grow with HostBooks

500k+ 300k+ 250+ 15

Happy User Strong Partner Network Dream Tea m Other Loc a tions 9001:2015 27001:2018

10 14+ 1000+ 24x6

Industry Vertic a ls Years into Buisness Cumulative Yea rs Dedic a ted Support
of Experience

Our Presence INDIA USA UAE SE ASIA AFRICA

HB Cloud 360

The correlation of data in the platfrom reliably generate

accurate, validated, trustworthy Business
HB Cloud 360 – What makes us different
What Makes us Different

Customer-Centric Approach Comprehensive Service Management

Flexibility and Scalability Real-Time Collaboration

Data-Driven Insights Integration Capabilities

Sheer Customer Centric approach-

Dedicated Support Customizable
Value Proposition

Business Employee

Benefits Experience Features Wants Fears Needs

Centralized Data Imporved Efficiency

Regulatory Compliance User Friendly Change& Disruption Clear
Management
Interface Communication

Enhanced Decision- Enhanced Decision- Enhanced Simplified Processes Data Security & Training & Skill
Making Making Collaboration & Privacy Development
Communication

Measurable, Cost Saving Accessible &

Integrationwith Training & Ongoing
data-driven 3rd party Timely Support Support
systems Information

Improved Customer Analysis Improving Learning

Experience Effectiveness Common Goal Enhanced Work Efficiency and Productivity
Offerings at a Glance
Our Expertise

Hospitality
• Property Management System (PMS)

• Point of Sale (POS)

• Inventory and Procurement Management

• Customer Relationship Management (CRM)

• Financial Management

• Reporting and Analytics:

• Mobile Accessibility
Our Expertise

Restaurant
• Point of Sale (POS) Integration

• Inventory Management

• Menu Engineering

• Table Management

• Customer Relationship Management (CRM)

• Staff Management

• Reporting and Analytics

• Mobile Accessibility
Our Expertise

FMCG
• Supply Chain Management

• Sales and Distribution

• Trade Promotions Management

• Warehouse Management

• Quality Control and Compliance

• Financial Management

• Reporting and Analytics

• Mobile Accessibility
Our Expertise

Manufacturing
• Production Planning and Scheduling

• Inventory and Material Management

• Quality Control and Assurance

• Supply Chain Managementt

• Shop Floor Control

• Financial Management

• Reporting and Analytics

Benefits of HB Cloud ERP 360

• Improved operational efficiency and productivity

• Enhanced visibility and control over business processes

• Streamlined collaboration and communication

• Real-time data and analytics for informed decision-making

• Scalable and flexible solution to support business growth

Solution Components
The HB Cloud 360 ERP Solutions approach encompasses a comprehensive methodology
designed to deliver value-driven results for your business. Here is an overview of our approach:

• Understanding Your Business

• Solution Design and Configuration

• Implementation and Deployment

• Data Migration

• Training and Knowledge Transfer

• Ongoing Support and Maintenance

• Continuous Improvement

• Value Assurance
Implementation Approach

• Customer-Centric Approach

• Experienced Team

• Best Practices and Industry Standards

• Comprehensive Training and Support

• Data Migration Expertise

• Continuous Improvement

• Business Value Focus

• Proven Track Record

Customer Success Stories
Integration and Compatibility

Banking Partners
Accounting ERP

Centralised Portal Highly Configurable Branch & Cost Centre Mgt

View the financial performance of your User can define his industry type and all Allocate corporate cost to concerned branch
business in easy to read charts form charts gets customized to the user segment or cost center.

Inbuilt Bank & PG Integration Dynamic Price List & Discount Mgt Document Vault
Fetch and reconcile all the banking transaction Define product pricing and discount for different Upload business transaction documents along
transactions through integrated banking & PGs. customer type or different period centrally. with entry

User Management Format Independent Imports Procure to Pay

Manage Users and allow user access based on Import transactions or other data without the Manage all process from procurement of goods till
their roles in the business (predefined & hassle of strict data formats thee vendor payment
customizable)
Accounting ERP

Invoice to Cash Advance Inventory Mgt Customisable Fields

From Customer invoicing to reminders to Manage and value inventory based on Records custom data in every entry & invoice
customer collection, we manage all different accounting types with user customizable fields

Open PO/SO Open API Payroll Compliance

Manages all process from PO/SO to Push/pull any data from 3rd party platforms using Platform manages all payroll processing and employee
Procurement/Sale API integration tax compliances

Manage Multi Project Digital Signatures Customizable Reports

Manages all projects with integrated project Digitally sign all invoices and documents with User can define his own customized field where
management solutions DSC solution the business needs additional Reporting
Accounting ERP

Agent Management Expense Management Audit Trail

Simplifies Agent onboarding, transactions and Manage and track all expense from Stay on the top of Corporate Governance with
exits along with Commission computations dashboards Audit Trail feature

Mobile App Multi Tax number Mgt Recipe Management

Manage your business on the go from Mobile Manage compliance of multiple Tax identification Define recipes and track wastages in the
App number from single entity platform production line / Kitchen

Bill of Material Centralised Portal Quick Migration

Complete traceability of items used in the Single sign on Portal to access multiple Migrate all your data from other solution providers
manufacturing process solutions with HB Data Plugins
Accounting ERP

Business Consolidation Multi Currency Fixed Asset Management

View performance of all the branches on real Option to define your reporting currency and Mapping of all IT and other assets with last
time manage all export transactions in other user along with maintenance schedule and
currencies Auto-depreciation posting

Web & Desktop Alert & Notification

Reduce your dependence on Office machines User gets alerts & notifications for all the pending
and access your business from anywhere in the task and upcoming compliances
world
Compliance Management (GST/VAT/Income Tax)

Seamless Return Filing Custom Billing Multi Tax Management

File your tax returns seamlessly from the Add customized field to comply with all the Manage compliance of multiple Tax identification
platform itself tax compliances. Option to print from a number from single entity platform
variety of templates

Import of Data Other ERP Integration Access Control

Import data with the regulator and easily Pulls data from other ERP platforms through API Manage user roles and data access for different
reconcile data to avoid any penalties integration hierarchies

Mobile App Multi Currency Quick Data Import

Manage your taxes on the go from Mobile App Report and manage all transactions in Quickly import data from other ERP for easy
multiple currencies compliance
Compliance Management (GST/VAT/Income Tax)

Auto Validations Auto Mapping Tax Computations

Validation of dataset with Regulator defined Mapping of income reported in Accounting Computation of tax as per the regulatory tax
formats on each and every data addition/deletion ERP with tax returns rates

Multi User Challan Validation Import and Export Transactions

Add all the users involved in the tax compliance Validate all payments of tax to avoid any return Handle export and import related compliances
team with customizable roles and access processing errors with Auto M2M gains/losses posting

Secure Email-WhatsApp Facility Alerts & Notifications

All these advanced features with bank grade Be updated on the tax compliance via User gets alerts & notifications for all the pending
data security Email/WhatsApp integrated functionality task and upcoming compliances
Production Management Solution

Real-time production Dashboards Manufacturing Journal Production Order

Get instant report about the operational Keep track of inventory manufactured and Automate the production requirements with
efficiency of the plant production efficiency make to order

Single Level & Multi level Bill of Material Complete parts and inventory traceability Resource/Labour Management
Complete traceability of items used in the Keeps a complete record of items used in Plan, scheduling and allocation of resources to
manufacturing process manufacturing and items kept as stock the manufacturing process

Quality Control & Assurance Variance Analysis

Production Planning Analyse production costing by comparing
Plan your production before you run out of Enable QC programme for multiple stock
stock. Forecast your demand using trend based categories. Internal or external QC can be actual cost with Standard product costing
analytics and SO. defined
Production Management Solution

Cost Sheet Synchronized supply with Demand By-product and Scrap handling
Analyze the cost involved in manufacturing a Plan your production in line with the pending Allocate cost to by-products manufacturing
product sales order/ sale trend during the process

Designed for all manufacturing types Cost Centre Mapping Optimised for different Production process
(Repetitive, Discrete, Job Shop, JIT, Batch & Allocate overhead expenses to all products Work with both Make to order or make to stock
manufactured during the period strategy
Continuous)
Project Management

Projects Dashboard Project & Task Master Cost Allocation

Track and Analyze performance of all projects Break projects into small tasks and goals to Allocate overhead and manpower cost across
and tasks from a single dashboard achieve targets efficiently projects

Multi-Stage Task Mapping Set & assign goals and sub-goals Task Grouping & Employee Mapping
Map and create task dependencies on other Break projects into goals and assign them to team Map task or goal to different place while being on
tasks or projects from platform only the same platform to enhance productivity

Engineering Projects BOM Job Work

Plan, execute, monitor, control, and close Track & record list of materials needed for a Manage subcontracted work and collaborate
complex engineering projects efficiently project based on client’s requirement with contractors for timely completion
Project Management

Task completion based billing Construction Project accounting Integrate with other platforms
Bill clients based on completed task or Manage and record all progress on Seamlessly Integration with 3rd Party ERP
milestones construction projects

Task distinction : billable/non-billable Single Platform for team to connect Gantt View, Kanban View, Table View and
Define billable and non-billable task with option All the employee can view and connect with many more
to allocate non-billable task cost to billable tasks other employee through single platform View and analyze project performance using
different tools and charts
Construction Project Management

Project Budgeting Project Scheduling Project Structure

Estimate the project cost and make & track schedule tasks and deadlines for various Define the project structure into Block, wings
cost against budget phases of construction and Tower

Project Accounting Sellable Units Payment plan and staging

Manage and account for all the project Record for inventories in sellable state and Predefine the Payment Plan, payment stages and
expenses identify inventory units as flats, blocks etc template for the saleable units

Booking Management Auto Invoicing and receipt Field Management

Manage the customer booking and account for Generate invoice as per the payment schedule Create and communicate daily project plans,
the inventory sold and payment plan opted and record the payments made by the keep in touch with crew members, assign tasks,
customers improve scheduling
Construction Project Management

Document Management Change order Management Resource Management

Allows you to organize and store all project allow you to track changes to the project track availability, assign tasks and monitor
documents in one place, making it easy to scope, budget, and schedule resource usage
access and share information

Collaboration and Communication Procurement management Open API structure

share project information, communicate with manage procurement processes, from requesting Ability to integrate with ERP platforms to
team members and clients, and collaborate on bids to issuing purchase orders, managing provide a more comprehensive solution for
documents and plans deliveries & payments construction companies

Equipment management Reporting & Analytics

manage equipment inventory, track usage & last real-time data on project progress, budget, and
user, and schedule maintenance resource usage. Customize dashboards and
analyze data to make informed decisions
Fleet Management

Contract Management Order management Real Time tracking

Improves visibility, reduces paperwork and Streamlined, accurate and automated Accurate and up-to-date view of the status
allows companies to speed up the decision- approach to ordering, tracking and delivering and location of their shipments.
making process goods on time.

Automated Billing and Invoicing Vehicle Tracking Reports & Analytics

Minimize administrative costs, eliminate manual Tracking vehicles, managing vehicle related Real-time overview of vehicle performance and
data entry, and manage invoicing and data, controlling operations and scheduling freight operations
accounting efficiently. fleet inspections by reminders.
Warehouse Management

Single & Multi-Storage warehouse Warehouse Capacity Management Complete Inventory Visibility
Manage items placed in different store or Efficiently manage and plan production so Strategic placement and easy tracking ensures
warehouse efficiently that business never under/over utilize inventory never gets unnoticed
warehousing capacity

Fast Clearance of aging inventory Strategic placement of fast moving inventory Warehouse linking
Identify inventories due for expiry in upcoming Recommendation to place inventory based on SKU Link a particular warehouse to specific department
period to reduce losses turnover rate or assign a warehouse to multiple departments

Alerts and Notification for Multi Warehouse Management Optimise Inventory

Perishable/near expiry products Manage all your warehouses from a single Procure items as per the inventory level and
Get alerts for product which will expire in sign on application estimated business demands
upcoming week, 2 week or month as per policy
Warehouse Management

Bulk Import of data Inter-warehouse transfers Roles and responsibilities

Import items in bulk with simple and Track and record every inter-warehouse stock Manage user roles and data access for
customizable templates movements different hierarchies

Warehouse performance reports Pick List Crates and Pallets management

Analyze warehouse performance with user Issue of pick list to suggest the warehouse Management of crates and pallets for
definable reports keeper to pick items from specified locations warehouses movable storage linked to
in the warehouse specified bins
Inventory Management

Manage Order & Returns Save stock movement Bar Code Scanning
Plan order fulfilments, Products reserved Strategical placement suggestions to Easy SKU addition while reducing
for orders and plan your demand reduce irrelevant stock movement chances of human errors

SKUs Management Identify Trend and Determine the Price Warehouse Mgt
manage thousands of stock items with Insights lets you analyze the fast moving SKUs Manage stock centrally, track item
efficient SKU mechanism (batch, attributes and determine best pricing. Allows you to movement and generate warehouse
etc.) invest in right set of stock specific reports

Customer Management Cost Optimization Inventory Optimization

Know your customer, their habits and Organized operations that results in Always know how much stock you have and
preferences. Create special offers for reduced labor and Overstocking cost where it is kept for warehousing so that you
regular buyers. never runs out of inventory
Inventory Management
Price List
Multiple pricing defined for specific period of
time. (Like month wise pricing, Geography-
wise etc.)
Identify Least performing SKU
You can get a better understanding of the
products with zero orders in the last month
through a data-driven dashboard.
Discount Mgt.
Discount defining for different category of
customers for multiple periods
HSN & SAC mgt
Automate management of HSN & SAC code
for GST complaint billing
Optimise Operations
Our organized system leaves no chance of
wrong product delivery. This way you can
grow the bottom line of your business.
Customizable Reports
Single click inventory ageing, Vendor
payment, sales details and inventory
valuation
Inventory Management

Order Management Portal Category Management Scheme Management

Allows business to onboard its vendor onto Allow business in categorizing its products Offers different scheme and Loyalty programs
the platform and offers seamless order into different categories and offering specific to different set of user.
placement & fulfillment analytics based on categories.

Integration Inventory Alerts & Notifications

Avoid Manual Error Seamless integration with major E- Platform notifies the business of Near term
The accurate dashboards and reports let you commerce and Logistics platforms Inventory stock-outs thus optimizes
avoid any sort of errors. You can also save on inventory levels
the cost of unusual wastage.
Payroll

Easy Employee onboarding Biometric and facial recognition devices Auto generation of payslips
Onboard employee with guided click and data Integrates with enterprise biometric and facial Leave the manual pay-slips process to HB
flow recognition devices automated solutions

Leave and Expense Guided Payroll Run Employee Self Servicing App
Employee request leaves and reimbursement on Easy and guided payroll processing within few clicks Employees can submit tax declarations, get
centralized platform from Reporting managers joining and exit documents from portal which
enables HR to focus on employee satisfaction
Order Management

Party Management Product Listing Quote & Price Management

Easily create and manage multiple parties List all the products for Customer to buy from User will get the benefit of latest discount and
with few details the platform only promotional scheme based on latest pricing
from the business

Order Status Tracking Credit Period & payment management Real-time Data sync with ERP
Customer can view and track status of all Orders Define credit period for customer while Pushes and pulls data to HostBooks and other ERPs
from a single dashboard contact creation and notifies customers when on real time
collection is due
CRM

Lead life cycle management Bulk Lead Imports Roles Mapping & Territory
Track lead from origination to user conversion Import leads in bulk from vendor or integrate Management
and payments. Target unconverted leads platform with vendor via APIs Define roles of each employee and provide
based on user previous engagement data access based on his role

Products/Service Mapping Communication Logs (Voice/Chats) IVR Integration

List all the products or service purchased against All the communication with the customer are Integrates with IVR and filter out leads with
customer/lead code recorded to enable business keep track of business interest in the products/ services
communication

Customers Survey Identifies Ready to buy leads Lead Allocation

Share survey with the customer and record & Based on user engagement and previous Track performance of each Sales Rep and assign
review their response from application itself trends, identify leads which are most probable lead based on their performance and quality.
to convert
CRM

User conversion mapping Connect with User Focussed Dashboards

Map leads with user conversion to identify Integration with Dialer & Social media enable A single dashboard is provided to the sales rep
lead quality for further procurement Sales rep to connect with prospective user for focused sales
over call/SMS/Chats/Social Media

Task (Follow-ups) Alerts & Notifications User Customizable Reports and Dashboards
Alerts and Notification to Sales Rep for Analyze lead/user performance using powerful and
scheduled business follow-ups customizable reports
F&B 360o

Table Reservation Food Aggregator Integration Consumables & Inventory Tracking

Manage all the reservation from a single Integrated with all major food aggregator for Track all the items consumed during the
screen quick order fulfillments and collections month

Recipe/Production Management Waste Tracking Human Resource Management

Identify instance of over utilization/wastage by Track wastage by comparing actual consumption Manage and intimate shift of employee from
comparing the items with standards recipes with Standard recipe based consumption centralized portal

Food Category Management Order Management Kitchen Dashboard

Manage menu and pricing based on different KOT printing and orders movement from Kitchen dashboard to strategically and serially
food categories counter to Kitchen and table/take-aways prepare orders
thereof
F&B 360o

Counter Management Promotion & Scheme Supplier Management

Manage and keep track of employee activity Plan promotion and scheme based on Manage order and procurement from supplier
from counter relations with the Customer with seamless supplier portal integration

Analytical Report
Analyze business performance using powerful
and customizable reports
Field Force Automation

User Dashboard Employee Role Management Attendance Management

Optimize performance and keep a track of all Provide access to different employees based Track employees attendance using geo-
manpower performance on field on his roles and responsibilities location and activity of user

Route Master Route Planning Field Activity

Defining the best route based on Business unit Periodical movement optimized based on Stock Track activity of each and every employee with Geo-
and Vendor/Customer/Distributor’s location delivery locations and other sales/purchase activities location access and identify any irregularity.
Employee can add the activity as per the plan and
manager can track employee activity
Field Force Automation

Task Allocation Mobile App Sale & Purchase Orders

Allocate task to employee and track their status All this at the convenience of fingertips with Field employee can take orders for sale and
from Platform. Employee can communicate easy to use user interface purchase directly from the field. As per the needs,
using the portal only. he can issue instantly issue invoices upon delivery.

Payment Collection Geo Tracking Reports

Collect money from the Customers through All the activity with the application are tracked using Easy and customizable reports to analyze business
integrated banking solutions google location services
Distribution Management

Distributor Master Distributor Product Mapping Distributor’s Order Tracking

Easily create and manage Distributor Map products to a distributor (Single or Know the real-time status of order fulfillment
contact/master multiple) and delivery to Distributors

Dynamic Price List Route Plan & Delivery Management Discount & Scheme
Manage multiple pricing based on Distributor or Plan and optimize the route for efficient delivery of Offer discounts and schemes based on individual
Business cycle/month. order for cost optimization distributor performance tracked within the platform

Targets & Incentives

Easy incentive computation with data integrated
with distributor portal
Retail POS

mPOS App Multi Store/Warehouse Mgt Self Ordering Management

Manage your billing and order from the Manage items placed in different store or Smart self order functionality for user to
comfort of your fingertips warehouse efficiently reduce dependence on manpower

PG Integration Loyalty Programme Discount & Coupons

Seamless integration with PG to manage Manage your Loyalty programme centrally to ensure Define discounts and coupons based on User
collections efficiently Customer engagement with the business type, Seasons among other
Retail POS

WhatsApp Order Mgt Access Control Bulk Imports

View and get notified of all the order on Manage user roles and data access for Import bulk items into the application with
registered WhatsApp different hierarchies customizable data fields

Purchase Management Inter-Store Transfers Reports & Analytics

Procure and list all the items manually or easy Manage all the transfer of items made within the Powerful report to track and reduce inventory
barcode reading store and inter-store movements leakages and wastage. User can customize
reports as per needs
Banking Automation

Payment Links Payment Gateway Instant Settlement

Send payments link to Accounts receivables Seamless payment gateway integration within Business can opt for period as well as instant
and once they make the payment, it the platform settlement of Collected funds
automatically gets reconciled in books

Subscription Payments Vendor Payment Mgt Standard & Bulk Payments

Collection solutions for payment due on Vendor can make payments to virtual IDs assigned Business can process payments in standard
subscription basis (highly useful for SaaS & and payments automatically reconciles in books single and bulk payments options
recurring type collection business)

Banking Correspondence Module Cheque Truncation System Treasury Management

Automatic Reconciliation of transaction done via Cheque management solutions for clearings through Money market functions management for Banks
party’s registered correspondence 3rd Party CTS and FinTech
Banking Automation

Payment Routing UPI Payments Native OTP Solution

Make single payment from your bank Support UPI and Code based payment Ability to read the OTP while processing
accounts and it get routed to multiple solutions payments from the application
payments provided in the transaction

Payment Buttons Corporate Cards

Payment button can be affixed to the Business Works with corporates in issuing co-branded cards
website from where customer can make the
payments
HostBooks Super App
Mobile ERP (Neo App)

Device Independent Hybrid App Multi Business

Don’t depend on office workstations. Now run Application records all transaction offline Manage multiple business from single
your business from anywhere via Mobile, PC and as the system has internet access, it gets application. Just select the business to
or Tablet. auto synced with the servers manage from application dashboard.

Record Transactions Bank Reconciliations Accounting Reports

Record transaction and manage documents Record transaction directly from bank feeds Get a variety of report to analyze business
within the platform and reconcile them with AI based bank performance
reconciliations

Compliance Reporting Customizable Reports Stock Management

Manage and stay ahead of compliance with Customize reports as per the specific Manage and value stock with powerful
easy compliance mgt solutions business needs reports to analyze stock movements
Mobile ERP (Neo App)

Custom Templates Inventory Management Payment Term Mgt

Select from a range of invoice templates to fit Manage inventory at your fingertips Define payments terms for each user type
the business needs and platform computes interest cost
wherever applicable

Discount Mgt Barcode Mgt Payment Solution

Define multiple discounts bands based on Onsite printing of barcode and seamless Pay directly to the vendors from integrated
user type or month or a criteria as per recording of the same on platform banking solutions
business needs

Bulk Imports Backup & Restore Multi Level Password

Import bulk data without the hassle of strict Auto backup and restore of data. No need to Multi-level authentication of user (2FA, OTP
data formats get additional backup storage devices based login, Passwords)
Mobile ERP (Neo App)

Scheme Mgt Product Integration Reports Sharing

Manage and share scheme with customer Ability to integrate with 3rd party ERPs Fetch powerful and customized business
from single dashboard performance reports and share it with the
decision maker from platform.

Quick Shortcut Mobile App Alerts & Notifications

Quick keyboard shortcuts for easy and fast All these at thee convenience of your User gets alerts & notifications for all the
user experience fingertips pending task and upcoming compliances
Business Intelligence
Business Intelligence

Powerful Report Interactive UI

(User Customizable)

Easy Query Builder Voice Analytic “Nova”

Forecast many business strategy User definable charts

Gathering all the nuggets of

information Multiple Data-source Connections

Optimize their performance Data with Business sense