OfficeSoft is a modern office management system that covers Customer Relationship Management (CRM) and Project Management System. It is a complete dynamic multi-login software which manages the daily sales, customer follow-ups, meetings, invoices, marketing, services & orders. OfficeSoft is best suitable for managing customers & their requirements. OfficeSoft can help you look more professional to your customers.
- Sales: A sale is a transaction between two or more parties where the entity or product from the seller is exchanged with the buyer for different assets, mostly money. OfficeSoft the ultimate CRM extends its effort in managing 7 types of sales. They are Invoices, Credit Notes, Quotes, Proposals, Contracts, and Recurring Invoices within limited time along with backup feature and many more.
- Invoices: The OfficeSoft generates the meticulous invoice on confirmation of the products by the customers. Invoice contains all the product details along with taxes, discounts and total price. Invoice has an option that initiates the payment process for the products through different gateways.
- Recurring Invoices: OfficeSoft has the feature of creating recurring invoices that can be configured to a specific period of time of the day and hour when the action to be performed. It triggers the invoice generation when the specific time by alerting with quick notification.
- Purchase Orders: The Purchase Order explains the material details to be purchased from the supplier to the Customer. OfficeSoft facilitates many features for a Purchase order module with more flexibility. They are Creation of Purchase Order which allows to create a purchase order, Summary used to display the progress of existing orders, Customize filters that help to search for a particular material. Listed purchase orders can also be viewed with more details, edited or deleted.
- Credit Notes: OfficeSoft justifies all the users by providing them an option to raise a refund in case of damages or issues regarding the products. A credit note can be closed by refunding the customer directly or by deducing the amount from the previous unpaid invoice. In Spite of that miscellaneous Credit, note can be generated without the details of the products.
- Quotes: OfficeSoft has the ability to send quotes to the customer except leads before the payments are made with all the product details including taxes, discounts, and fixed prices. Quotes, in other words, are a preview of product details before confirmation by the customer.
- Proposals: OfficeSoft has a feature of sending proposals to all the users that contain product details. Quotes and proposals have the same features and work the same way while proposals are extended to all the customers including leads.
- Contracts: OfficeSoft provides an agreement service to make the process of creating a new project to be assigned. It generates Agreements, Quotes and other documents that ensure accuracy and compliance with an intuitive guided creation flow, Avoid mistakes by using pre-approved templates, Easily edit and change terms.
- Product Management: OfficeSoft manages all the products through this module. Product management allows admin to manage all the properties of a product like brand, product transfers, measuring units, warehouses, and categories of the products.
- Contact Management: Register all your business contact in OfficeSoft such as clients, suppliers, bankers, retailers, companies, etc.
- User Management: User management functionality that can be tailored to reflect any specific administrative structure, as well as to group users in any other way and to define the access and permission settings.
- Leads: OfficeSoft enables the process of initiating an inquiry about the product in order to know the interests of customers and categorize them as leads so that they will be able to get the proposals.
- Projects: This module helps to manage assigned project budgets, record expenses and track time-sheets regarding the project and tasks. OfficeSoft also features flexibility in charging a customer for their work like fixed amounts as work is completed and/or set time-based billable rates. Hourly rates can also be set for each team member. It consist of various sub-modules like Client project, project status, project billing type, and project tabs.
- Accounting: OfficeSoft has the ultimate ability to keeping track of all the transactions such as payments, credit notes, and refunding over a large period of time. All incomes, expenses, profits, losses are tracked and calculated giving monthly reports.
- Task Management: OfficeSoft helps the users in maintaining a precise sales process in place by allowing you to conduct various tasks and activities to bring a prospect through a particular stage and into the next one through task management module. This also helps the customer in understanding the path to follow for each sales process step.
- Asset Management: Asset Management designed to meet the unique relationship management and reporting needs. Our OfficeSoft provides upgrades CRM features such as tracking contacts, asset, location, categories, meetings, activities, etc, but also it analyzes the track history of asset which are managed to generate leads.
- Quick Notifications: Apart from sending messages/notification or emails through SMS and Email templates, based on the circumstances OfficeSoft helps to send quick notifications to all the users or a specified user.
- Knowledge Base: OfficeSoft provides a support platform to all the users in order to discuss the issues by raising tickets and share related information about the products that maintain transparency among the users related to the ticket.
- Content Management: OfficeSoft features with Content Management which provides document service that is based on the Knowledge-base Provider service. It uses concept for document attributes and document content and enhances it by several new functions such as folders, articles and pages with tags. Content Management enhances functions like linking documents to business objects, Word template integration.
- Email templates: OfficeSoft allows to customize the emails that are needed to be sent through email templates. Emails templates are pre-defined format of email such as addresses(From, To), Cc, Bcc, Subject and body of the text.
- Database Backup: Every software some or other time requires data backup. OfficeSoft provides you with complete backup within a short time in two ways. This feature allows the backing-up of data in two forms, either in the form of a database or as files.
- Generated Reports: The OfficeSoft generates the reports as per the scheduled period of time. The generated reports such as Income report, Expense report, User report, role reports, User Client project report, task reports, Asset reports, product reports, purchase order reports.
- Messaging System: The OfficeSoft messaging system provides the platform to send and receive messages through a messaging gateway.This module displays all messages at a glance with respect to Inbox and Outbox.
- Plug-ins: OfficeSoft is featured with a process of managing the modules dynamically through plug-ins. These plug-ins allow you to optimize or customize this application to some extent by activating or deactivating the plug-ins of your choice or requirement.
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