Features
Our CRM and ERP system offers a comprehensive suite of modules designed to streamline and enhance various aspects of your business operations, from managing users and groups to handling financial transactions and product management.
Human Resources Management (HR)
Users & Groups
Manage users and employee groups efficiently.
Our CRM and ERP systems allow for detailed management of users and employee groups, ensuring streamlined operations and clear hierarchical structures.
Members
Foundation members management.
Manage the details and statuses of foundation members effectively.
Leave Request Management
Define and track employee leave requests.
Handle employee leave requests seamlessly, integrating with payroll and HR records.
Expense Reports
Manage expense reports claims (transportation, meal, ...).
Submit and track expense reports for reimbursement.
Recruitment
Manage and follow recruitment campaigns for new job positions.
Streamline your recruitment process from job postings to onboarding.
Customer Relationship Management (CRM)
Third Parties
Companies and contacts management (customers, prospects...).
Maintain detailed information on customers, prospects, and partners.
Proposals
Commercial proposal management.
Create and track commercial proposals with ease.
Sales Orders
Sales order management.
Handle sales orders efficiently from entry to delivery and invoicing.
Shipments
Shipments and delivery note management.
Manage shipment logistics effectively.
Contracts/Subscriptions
Management of contracts (services or recurring subscriptions).
Handle service contracts and recurring subscriptions with renewals and billing cycles.
Interventions
Intervention management.
Plan and manage interventions, scheduling and allocating resources effectively.
Tickets
Ticket system for issue or request management.
Track support requests and manage customer service efficiently.
Job Orders
Job Orders management.
Monitor job assignments, progress, and completion effectively.
Knowledge Management System
Manage a Knowledge Management (KM) or Help-Desk base.
Support help-desk operations with an organized knowledge base.
Partnership Management
Module Partnership management.
Manage partnerships, agreements, and track partnership performance.
Vendor Relationship Management (VRM)
Vendors
Vendors and purchase management (purchase orders and billing of supplier invoices).
Maintain detailed records of vendors and manage purchase orders and supplier invoices.
Vendor Commercial Proposals
Request vendor commercial proposals and prices.
Handle commercial proposals from vendors, comparing prices and terms.
Reception
Vendor reception management (Create reception documents).
Manage goods reception efficiently, including document generation and inventory updates.
Incoterms
Manage Incoterms.
Handle international trade terms for shipping and logistics operations.
Financial Modules (Accounting/Treasury)
Invoices
Management of invoices and credit notes for customers and suppliers.
Create and manage invoices and credit notes for both customers and suppliers.
Taxes & Special Expenses
Management of other expenses (sales taxes, social or fiscal taxes, dividends, ...).
Handle taxes and special expenses efficiently.
Salaries
Record and track employee payments.
Manage employee salaries with integration into HR and payroll systems.
Loans
Management of loans.
Manage loan agreements and repayments effectively.
Donations
Donation management.
Record and manage donations, track donor information, and generate receipts efficiently.
Banks & Cash
Management of bank or cash accounts.
Oversee transactions, reconciliation, and account management.
Payment by Credit Transfer
Management of payment of suppliers by Credit Transfer orders.
Handle supplier payments with credit transfer orders, including SEPA file generation.
Payments by Direct Debit
Management of Direct Debit orders.
Handle direct debits, including SEPA file generation for automated payments.
Margins
Module to follow margins.
Monitor profit margins across various business operations.
Accounting (Simplified)
Simple accounting reports (journals, turnover).
Generate basic accounting reports without complex ledger systems.
Accounting (Double Entry)
Accounting management (double entries, support General and Subsidiary Ledgers).
Implement double-entry accounting with data export capabilities.
Product Management (PM)
Products
Management of Products.
Oversee product details, inventory levels, and pricing strategies.
Services
Management of Services.
Track service offerings, contracts, and deliverables.
Stocks
Stock management.
Track stock levels, manage warehouses, and monitor inventory turnover.
Product Lots
Lots, serial numbers, eat-by/sell-by date management for products.
Manage product batches, serial numbers, and expiration dates efficiently.
Product Variants
Creation of product variants (color, size etc.).
Develop multiple variations of products to cater to diverse customer needs.
Bills of Material
Define Bills Of Materials (BOM).
Structure and manage the components required for manufacturing products.
Manufacturing Orders
Manage Manufacturing Orders (MO).
Plan and oversee manufacturing orders, ensuring timely production.
Multiprice
Multiprice description.
Set up and manage multiple pricing strategies for different market segments.
System
Scheduled Jobs
Scheduled jobs management (alias cron or chrono table).
Automate recurring tasks and processes with scheduled job management.
Projects/Collaborative Work
Projects or Leads
Management of projects, leads/opportunities and/or tasks.
Oversee projects from inception to completion, managing resources and timelines effectively.
Events/Agenda
Track events and maintain an organizational agenda.
Schedule and track meetings, events, and tasks efficiently.
Resources
Manage resources for allocating to events.
Track and allocate organizational resources such as rooms, vehicles, and equipment.
Event Organization
Event Organization through Module Project.
Plan and manage organizational events seamlessly.
Electronic Content Management (ECM)
DMS / ECM
Document Management System / Electronic Content Management.
Store, manage, and share documents securely.
Multi-module Tools
Tags/Categories
Create tags/category (products, customers, suppliers, contacts or members).
Organize various elements within the system using tags and categories.
WYSIWYG Editor
Allow text fields to be edited/formatted using CKEditor (html).
Enable rich text editing with an integrated WYSIWYG editor.
Multicurrency
Use alternative currencies in prices and documents.
Support transactions and reporting in multiple currencies.
RSS Feed
Add an RSS feed to CRM pages.
Enable real-time updates and notifications via RSS feeds.
Bookmarks & Shortcuts
Create shortcuts to frequently accessed internal or external pages.
Enhance navigation with customizable bookmarks and shortcuts.
Barcodes
Barcode or QR code management.
Generate and manage barcodes and QR codes for products and documents.
Inter-Modules Workflow
Workflow management between different modules.
Automate processes and manage workflows across multiple modules.
Data Imports
Tool to import data into CRM (with assistance).
Import data seamlessly with user-friendly tools.
Data Exports
Tool to export CRM data (with assistance).
Export data for analysis, reporting, and system integration.
Pivot Reports
Introduce Pivot representation of reports in CRM.
Generate and analyze pivot reports with drag-and-drop functionality.
Remove Confirmation Pop-up
Allows administrators to remove some confirmation pop-ups for users.
Simplify user interactions by customizing confirmation prompts.
Reports
Reporting Tool.
Create comprehensive reports for business insights and strategic planning.
Module and Application Builder
A RAD tool to help developers build their own module.
Rapidly develop custom modules and applications tailored to your needs.
Websites and Other Front-end Applications
Poll, Survey or Vote
Create online polls, surveys or votes.
Collect feedback and data through interactive surveys and polls.
Websites
Create websites (public) with a WYSIWYG editor.
Develop and manage your public website with integrated tools.
POS TakePOS
Point of Sale module TakePOS.
Handle sales transactions efficiently in retail environments.
Interfaces with External Systems
Social Networks
Enable Social Networks fields into third parties and addresses.
Integrate social network information with contact and company records.
Notifications on Business Event
Send email notifications triggered by a business event.
Automate notifications for critical business events and actions.
Mass Emailings
Manage bulk emailing.
Conduct email campaigns, newsletters, and customer communications effectively.
Email Collector
Scan email boxes regularly and record received emails into your application.
Automate email collection and integrate with your CRM.
API/Web Services (REST Server)
Enable the CRM REST server providing API services.
Facilitate integration with external systems through RESTful APIs.
API/Web Services (SOAP Server)
Enable the CRM SOAP server providing API services.
Facilitate integration with external systems through SOAP APIs.
LDAP
LDAP directory synchronization.
Synchronize user authentication and directory information with LDAP servers.
OAuth
Enable OAuth authentication.
Authenticate users via OAuth for secure and streamlined access.
External Site
Add a link to an external website as a main menu icon.
Provide quick access to external resources directly from the main menu.
GeoIP Maxmind
GeoIP Maxmind conversions capabilities.
Utilize GeoIP data for location-based services and analytics.
PayPal
Offer customers a PayPal online payment page (PayPal account or credit/debit cards).
Facilitate online payments via PayPal for customer transactions.
Stripe
Offer customers a Stripe online payment page (credit/debit cards).
Accept online payments via Stripe for customer transactions.
ClickToDial
Integration of a ClickToDial system (Asterisk, ...).
Enable ClickToDial functionality for seamless communication integration.
One Click Printing
Enable One click Printing System.
Simplify printing processes with one-click printing functionality.
Receipt Printers
Setup of receipt printers.
Configure receipt printers for streamlined printing of receipts and invoices.
Mailman and SPIP
Mailman or SPIP interface for member module.
Integrate Mailman or SPIP for enhanced member communication and management.
Gravatar
Use online Gravatar service (www.gravatar.com) to show photo of users/members (found with their emails).
Display user or member photos retrieved from Gravatar service.
DAV
Setup a WebDAV server.
Enable WebDAV server for remote file access and collaboration.
Accounting Export
Additional export formats for the ledger.
Export accounting data in various formats for analysis and reporting.
Pricing
Choose the plan that fits your business needs
Starter Plan
Ideal for small businesses getting started
$0 / month
Get StartedBasic CRM & HR Modules
- Stripe
- One click Printing
- PayBox
- Mailman and SPIP
- LDAP
- External Site
- API / Web services (SOAP server)
- Paypal
- Enable OAuth2 authentication
- Gravatar
- Social Networks
- Receipt printers
- Dav
- API / Web services (REST server)
- GeoIPMaxmind
- Notifications on business event
- Mass Emailings
- ClickToDial
- Email collector
- Projects or Leads
- Events/Agenda
- Resources
- Event Organization
- DMS / ECM
Popular
Business Plan
Suitable for growing businesses
$249 / month
Get StartedComprehensive CRM & ERP
- Product Variants
- Manufacturing Orders
- Products
- Stocks
- Product Lots
- Services
- Bills of Material
- Inter-modules Workflow
- Module Builder
- Multicurrency
- Data imports
- WYSIWYG editor
- Bookmarks & Shortcuts
- RSS Feed
- Tags/Categories
- Barcodes
- Data exports
- Contracts/Subscriptions
- Knowledge Management System
- Sales Orders
- Third Parties
- Partnership management
- Proposals
- Shipments
- Tickets
- Interventions
- Medical center
- Poll, Survey or Vote
- POS TakePOS
- Websites
Enterprise Plan
Tailored solutions for large enterprises
$499 / month
Get StartedComplete CRM & ERP Suite
- Unalterable Archives
- Debug Bar
- Scheduled jobs
- Debug Logs
- Database Admin
- Qbo
- Coupon Entry
- Productmanage
- Coupon
- Storeopt
- Wholesaler
- Subscrips
- Amazonsync
- Vendor Commercial Proposals
- Vendors
- Incoterms
- Receptions
- HRM
- Recruitment
- Members
- Leave Request Management
- Users & Groups
- Expense Reports
- Donations
- Accounting (double entry)
- Loans
- Invoices
- Taxes & Special Expenses
- Salaries
- Payment by credit transfer
- Accounting (simplified)
- Banks & Cash
- Payments by Direct Debit
- Margins