IPTP XRM(ERP+CRM)

Deployment via SaaS allows you to avoid the additional costs involved in purchasing appropriate
equipment, providing the most cost-effective way of supporting your corporate activities.

Easy to deploy and seamlessly integrated with professional services tailored to your needs while maintaining the flexibility you need to grow.

XRM(ERP+CRM) system include the following components:

FINANCE

The financial management module in IPTP XRM(ERP+CRM) system provides features for managing and tracking financial transactions such as accounts payable, accounts receivable, general ledger, cash management and financial reporting.

KEY FEATURES:

• General Ledger
• Automatic Billing
• Billing & Invoicing
• Expense Tracking

• Multi-Company
• Multi-Currency
• Financial Reports

• Trial Balance
• Turnover balance
• Aging of Receivables

SUPPLY
CHAIN

The supply chain management module includes ordering, inventory management, production planning and logistics functionality.

KEY FEATURES:

• Inventory Management
• Item Management

• Multi-Location
• Order Tracking

• Shipping Management
• Pricing Analysis

HUMAN
RESOURCES

The human resources management module includes features such as personnel management, benefits administration, payroll, time and attendance tracking.

KEY FEATURES:

• Employee Management
• PAEI classification

• Payroll Management
• Work/Duty Time Planning and Scheduling

CUSTOMER RELATIONSHIP
MANAGEMENT (CRM)

The customer relationship management module includes features for managing customer interactions and relationships, such as sales management, marketing automation, and customer service.

KEY FEATURES:

• Marketing Campaigns
• Global Contacts Database
• Lead And Opportunity Management

• Sales Orders
• Lead Conversion Reports
• Sales Pipeline

MANUFACTURING

The manufacturing module includes features for managing production workflows, materials planning, and scheduling.

KEY FEATURES:

• Bills of Material
• Assembling with Template Inheritance

• Fixed Asset Management
• Manufacturing Inventory Management

BUSINESS
INTELLIGENCE

The business intelligence module includes features such as reporting, analytics, and data visualisation, which provides actionable insights into the organisation’s performance.

KEY FEATURES:

• Financial Analysis
• Forecasting
• Revenue Distribution Management

• Growth Projecion YoY
• Data Visualisation

PROJECT
MANAGEMENT

The project management module includes features for managing project timelines, budgets, and resource allocation.

KEY FEATURES:

• Activity Tracking
• Interaction Tracking
• Task Management

• Task Progress Tracking
• Project Accounting

ADMINISTRATIVE TOOLS

The system administrative tools allow you to create your own objects in the ERP/CRM system, based on existing templates or particular data structure in the database. You can create such objects as Dictionaries, Documents, Journals, Reports and Registries, manage their properties and references, include specific localisation extension.

Create your own company role model through administrative tools and control user access to certain components, actions and data according to specific classifiers.

Using ERP SDK you can implement your own functionality to solve business problems, as well as implement integration with any third-party products.

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ONLINE DEMO-VERSION