(1) Expense Reimbursement Submodule: EE++ gives the ability to save expenses made for a third parties account and to reimburse your employee/partner. This feature offers a validation system sending an e-mail to the manager who can then approve or refuse the expense report before paying it. (2) Employee Sub-module (3) Leave Request Sub-module (4) Timesheet and Attendance Sub-module
Powerful CRM Manage leads, contacts, organizations, partners, vendors and suppliers. See everything from background, email history, events, projects or opportunities. Get all the details on all your team's deals – deal stage, products, competition, quotes and more. See where leads come from and stay connected to the people and information you need to close every sale.
Financial Management suite and its reporting and analysis capabilities allows companies to manage and monitor financial performance in real-time. Automate the generation of accounts receivable invoices based on user defined installment billing templates. See every thing for every job. Instant Job Profitability and Traceability. An extensive and complete history of every quote, sales order, invoice, cash sale, statement, appointment, Bill, Purchase Order, cost etc that you have made with this job.
Track everything from codes to purchase price, insurance details and warranty periods, service logs to salvage values. Track your ongoing costs associated with keeping the asset and add your own notes or create your own customisable fields. Whether you are a manufacturer, wholesaler or retailer, management of your inventory is critical to controlling your costs and ensuring the smooth operation of your business.
EE++ gives you maximum flexibility, combined with rock solid control over every aspect of your sales processes and cycles from the very first contact with a prospect, all the way through to them becoming a customer. Track how many calls, email, appointments and number of phone calls required to convert prospects to sales. Judge which sales campaigns are most effective and which sales reps and or products have the best return on investment. Give up to the minute feedback to your employees from customers or plan months in advance stock requirements for up and coming sales. All combined in one complete system from your CRM to marketing to completion of contracts, EE++ gives it all to you.
Projects and task are useful to plan workload and to assign users on task. You can then follow-up their advancement till a complete progression and then close the project. The module manages financial data to let you know about gain and loss resulting from the whole project. You can create projects to follow up the advancement of your employees on a business affair. Just complete the reference, write a short description and create the project. Projects can be linked to several third parties. It is then not necessary to select a third party to create a project.
Customers, Prospects or Suppliers directory
Products and services catalog
Bank accounts management
Commercial actions management
Commercial proposals management
PDF Generation of elements (invoices, proposals, orders, …)
Import and export tools (CSV or Excel)
Agenda with ical,vcal export for third tools integration
EDM (Electronic Document Management)
Foundations member management
Leave requests for employees
Point of Sale
Standing orders management
Expense report management
Following social and fiscal tax payments