Description
are you a freelancer or a small Business? you run a WooCommerce Store or
you sell Offline but have a WordPress website?
Supercharge your Business with
CRM ERP Business Solution
add customers & vendors
& track their transactions
add your transactions
& track your balance
save & send invoices
send offers
integrate your eshop
import appointments
check your reports
CRM ERP BUSINESS SOLUTION is all in one solution for WordPress and WooCommerce mainly targeting freelancers and small businesses that need a data processing software to manage their business better. It can work for those that sell online with WooCommerce and/or sell only offline.
With the business owner in mind that already has a web presense or their company ie manages a WordPress website or the one that sells online using the WooCommerce eshop solution – our objective is to provide an easy to use a software within WordPress backend as a plugin to better and faster manage your business.CRM ERP Business Solution does not require WooCoomerce as is a fully functional system for your offline Transactions – but with the relevant extension it will integrate seamlessly and provide better management of WooCommerce Customers, Invoicing etc.
CRM ERP FEATURES & BENEFITS
CRM ERP offline products / services
CRM ERP Business Solution allows you to import offline Services or products
you can define Product Category
you can define Product Price
you can define Product Description
you can define Product Image
you can define Product Brand
CRM ERP customers / vendors
import your customers & vendors
add vat, billing address and info
track their balances
get a nice graphical presented user record page
View all the user activities with your business
Check balances and fit your Customer Relationship Management needs
User Personal info in detail
Transactions imported in CRM EPR in detail
Offers made to User in detail
Products bought – extracted by transactions made
CRM ERP Offline Sales
import your offline sales easily & set as Invoice Or direct Payment
select products from your database for your sale transaction
select Customer from your database for your sale transaction
apply discounts per product & in total
add your payment method per Sale transaction – you predefine in settings
add payments to your sales &
easily track each transaction balance
print & send Invoices to Customers
CRM ERP Offline Payments/Purchases
import your offline payments to Vendors
select products from your database for your payments transaction
select Vendor from your database for your payments transaction
apply discounts per product & in total
add your payment method per Payments transaction – you predefine in settings
add payments to your Transactions easily &
track each transaction balance
CRM ERP Invoicing System
print & send by email Invoices with a click of a button
select if you need an Invoice in every transaction in your settings
use receipts instead of Invoices
receipts in transactions payments that can be viewed and send by email
auto generated template that includes business, customer details , notes, product info and totals
ability to include your company logo
customize your Invoices color scheme easily from plugin settings
CRM ERP Offers
print & send by email Offers to your Customers & Vendors
Dynamically generated Offer form where you select your Products, the User for the Offer and you can write Custom Text to your User
Track all your Offers easily by date and customer
Easily turn any Offer to Invoice and send to Customer
CRM ERP Appointments
insert all your Appointments with your Customers or Vendors & never lose track!
get a List or Calendar view of Customers appointments, whatever fits your needs!
view All User Appointments in Customer or Vendor Record page
add New Appointment from Customer or Vendor Record page
CRM ERP Reporting
comprehensive Reporting of All your Transactions | Sales & Payments to Vendors
Reporting for Sales | you get reporting By Transaction, Product, Category, Customer, Payment Method with Date Filters & count numbers to fast track your results
Reporting for Payments to Vendors | you get same reporting with Sales for all your transactions with your Vendors
Reporting by Year | get a fast overview in list and Graphical chart of the Total Numbers per Year
Reporting by Month | get a fast overview in list and Graphical chart of the Total Numbers per Month
General Reporting | get a fast overview graphical representation of all Balance, Total of Sales & Payments & Total of Pending Payments
EXTEND MORE WITH PREMIUM FEATURES!
synchronise WooCommerce Customers: for your ERP Transactions – Sales & Payments
synchronise WooCommerce Products: use WooCommerce Products for your CRM ERP Transactions, Sales or Payments.
synchronise WooCommerce Product Stock Inventory: with each transaction using WooCommerce product, Stock will be Updated , Increased in Payments from Vendors / Suppliers or decreased in Offline Sales ( same way Eshop works )
invoicing System: use CRM-ERP Business Solution invoices to generate Invoices on Eshop Checkout
invoicing System: use CRM-ERP Business Solution invoices to Attach to Invoices to WooCommerce Emails
reporting: integrate WooCommerce Sales Reporting into CRM ERP Business Solution reporting System. Get Sales, Customers, Products, Countries, Payment Method & Coupons Reports
reporting: Once Addon is Activated, each User will have in each Record Page,
– WooCommerce Orders List table,
– Totals with Offline Sales, Summarised along with Orders Totals
Offline Product Stock Inventory: add stock quantities for your Offline Products and update Inventory after each Transaction , Stock will be Updated , Increased in Payments from Vendors / Suppliers or decreased in Offline Sales
bulk emails: send bulk emails and per customer or vendor & keep track
support ticket system: ticketing system for both backend & frontend submission & resolve all customers issues
user activity tracking: select type of customers to track their actions on your website ( adding to cart, viewing a product .. ) & know them better!
user segmentation: easily further categorize your customers or vendors, valuable asset to query later & view your segment statistics or send email in bulk!
user discounts: add discounts per user or segment | once inserting a transaction discount can be applied automatically!
products wholesale prices: apply wholesale prices in your products | once adding transaction, wholesale if applied is detected and you can apply it in your invoice!
bulk import/export: fast & easily import & export sales, payments, customers vendors & appointments with the power of excel!
reporting: get Reports By querying by User, Product Category, User Segment for more specific results !