Customer Relationship Management

          Centralized customer data with configurable entity forms and instant visual previews; track interactions, purchase history and contact enrichment in one place.

 Unified Entity Views & Forms

          Configure tables, charts, calendars, kanban boards and maps for any entity (contacts, parties, leads) without coding, enabling instant data entry and visualization.

 Sales Pipeline Management

          Track and manage your sales pipeline: Visualize your sales process, track the progress of leads and opportunities, and identify potential bottlenecks for improved conversion rates. Automated follow-up: Automate tasks like email follow-ups and reminders to ensure timely engagement with potential customers and maximize sales opportunities.

 Marketing Automation

          Design targeted campaigns using enriched contact data; automate email, SMS and WhatsApp outreach, plus workflow triggers for lead nurturing.

 Smart Contact & Party Enrichment

          Automatically pull emails, phone numbers, logos and industry data from websites and external services, updating records and creating linked contacts in real time.

 Geographic Sales Territory Management

          Define, visualize and assign sales areas and territories on interactive maps; auto‑match organizations to territories based on location coordinates.

 Customer Service Management

          Efficient case management: Track and resolve customer issues efficiently through a centralized ticketing system, improving customer satisfaction and loyalty. Knowledge base access: Empower your customer service team with a centralized knowledge base to resolve customer inquiries quickly and effectively.

 Action‑Driven Approval & Notification Workflows

          Set up multi‑step approval cycles for record changes and trigger email, SMS or WhatsApp alerts to approvers and related stakeholders automatically.

  Reporting And Analytics

          Data-driven insights: Generate reports and analyze key metrics such as customer acquisition cost, customer lifetime value, and sales performance, allowing you to identify areas for improvement and optimize your marketing and sales strategies.

 Scheduled Reporting & Bulk Import

          Build custom tabular or statistical reports, schedule email delivery, and import data from Excel/CSV with field mapping and full validation.

 Full Sales Cycle

          starting from departments purchasing requests , Purchase Quotation Requests , Purchase Quotations , Purchasing Orders , Goods Received Notes , Suppliers Invoices , Suppliers Payments

 Full Integration with Accounting and Inventory

          Fully Automated Integration with Accounting and Inventory Modules according to predefined Rules and Setup

 Shipping Cost & Method Management

          Configure shipping charges, select ship‑via options and link them to branches for accurate cost calculation.

 Sales Order to Work Order Automation

          Create work orders directly from sales orders with a single click. The system copies line items, assigns a default work centre and links the new work orders back to the source sales order.

 Keep Track of Customers Accounts

          Ease of tracking Customers accounts through one screen with smart notifications from the app

 Multiple Pricelists with Rule‑Based Pricing

          Create several price lists, attach them to customers, and let the system compute prices automatically using item/category rules, discounts and rounding.

 Invoice & Credit Note Lifecycle Management

          Safe creation, update and deletion of invoices and credit notes with built‑in validations, automatic GL, stock and bank posting, and cascade cleanup of related records.

 Customer Allocation Tracking

          Track every payment allocation to invoices, view allocation status in real time and run batch auto‑allocation for outstanding invoices.

 Payment Follow‑Up Automation

          Configure multi‑level reminder rules (email/SMS) for overdue invoices and schedule automatic follow‑up actions based on overdue duration.

 Recurring Invoice Scheduler

          Define recurring invoice groups with start/end dates, frequency and automatic generation with one click.

 Credit Status Control

          Define credit status rules, block invoicing for risky accounts and retire inactive statuses—all from a single screen with instant validation.

 Automate Payments terms

          auto schedule of customers payments based on predefined setup

 Multi‑Branch Organization Management

          Create and manage multiple branches, assign tax groups, sales teams, default accounts and optionally disable transactions per branch.

 Multiple Payment methods

          Cash, checks, and credit card payment methods are available.

 Online Payments

          Integration with banks API ,to allow you receive online payments with ( Credit Cards , Visa , etc )

 Recurring Invoice Management

          Set up recurring invoice groups with start/end dates and frequency; generate next invoices automatically with one click.

 Setup GST/VAT on Customer and Items basis.

          Setup GST/VAT can be selected on Customer and Items basis.

 Price Lists

 Guaranty Checks

          typically refer to post-dated or held cheques that are not intended for immediate deposit, but are kept as a financial guarantee for a transaction. A guaranty check is a security instrument (like a post-dated cheque) that a company holds to ensure payment or commitment in business dealings. It's not immediately cashed, but can be used if the other party fails to meet their obligations.

 Unified Point‑of‑Sale Console

          A clean, click‑driven POS console that manages locations, accounts, payment methods and real‑time sales, reducing training time and errors.

 Multi‑Layout POS Overview

          View POS configurations and transactions in cards, tables, dashboards, or custom layouts, letting staff pick the most intuitive view for daily operations.

 Instant Transaction Alerts

          Set up automatic notifications (SMS, Email or WhatsApp) that fire on every sale, refund or settlement, keeping managers and cashiers instantly informed.

 Scheduled Sales & Inventory Reports

          Configure periodic email reports with selected fields and filters; deliver daily, weekly or monthly sales summaries directly to stakeholders.

 Rewards Points Integration

          Automatically award loyalty points for each transaction based on configurable rules; points accumulate for customers and can be linked to payroll or promotions.

 Bulk Data Import for POS Setup

          Import locations, users, payment methods, and product catalogs from Excel/CSV with full field validation, speeding up initial deployment or mass updates.

 Multi‑Layout Subscription Views

          Visualize subscriptions instantly with Kanban, Calendar, Table and Card layouts, letting users switch perspectives to match their workflow.

 Automated Subscription Lifecycle

          On creation or renewal the system auto‑creates renewal records, resets status, updates stages and flags the subscription as open, ensuring seamless continuity.

 Custom Approval Workflows

          Define approval cycles for inserting, updating or closing subscriptions, with configurable approvers, auto‑filled fields and conditional routing.

 Smart Notifications & Alerts

          Send email, SMS, WhatsApp or in‑app alerts automatically when a subscription is created, renewed, or closed, targeting fixed or record‑based contacts.

 In‑Record Messaging

          From any subscription line, users can send quick messages; the system auto‑detects related contacts from metadata for instant communication.

 Reward Points Engine

          Grant points for subscription creation, renewal or upgrades based on rules; points accumulate for later payroll or incentive programs.

 Scheduled Subscription Reports

          Configure periodic email deliveries of customized tabular or statistical subscription reports, filtered by date, stage, category, etc.

 Bulk Data Import with Validation

          Import subscriptions, items or stages from Excel/CSV using field mapping; the system validates data and saves records in one click.

 Full‑Cycle Rental Order Management

          Create, edit, and view rental orders with datatable preview, tracking customer, dates, delivery and auto‑syncing stock status in real time.

 Live Stock Status Update

          When a rental order item is saved, the system updates the related stock record’s rental_status to ‘Ordered’, ensuring inventory reflects reservations instantly.

 Rental Schedule Calendar

          Visual calendar view of rental items showing start/end dates, quantities and conflicts, with quick edit capability from the schedule page.

 Custom Approval Workflow

          Define multi‑step approval cycles for new or changed rental orders; auto‑populate requester details and notify approvers via email or SMS.

 Automated Notifications & Alerts

          Send automatic messages (email, SMS, WhatsApp) on order creation, schedule updates or status changes to customers and internal teams.

 Reward Points for Rental Activity

          Earn configurable points for each rental order processed; points can be accumulated and later applied in payroll or incentive programs.

 Scheduled Rental Reports

          Generate and email periodic rental order summaries (e.g., weekly) with filters and charts, helping managers track volume and revenue.

 Bulk Import of Rental Orders

          Import rental orders from Excel/CSV with field mapping and full validation, speeding up mass data entry and migration.

 Live Shipment Tracking Dashboard

          Monitor all shipments instantly with status, routes, costs and timelines. Switch between tabular, card and Gantt views for quick exception handling and performance insight.

 Dynamic Rate & Cost Calculator

          Automatically compute total shipping cost using selected rates, cost types, incoterms and container specs. Saves manual calculations and ensures accurate pricing.

 Custom Approval Workflow for Shipping Requests

          Create multi‑step approval cycles for shipping requests, quotes and invoices. Assign approvers, lock fields, and trigger actions on approve or reject.

 Automated Notifications & Alerts

          Send email, SMS or WhatsApp alerts on key events such as departure, arrival, invoice receipt or approval status changes, with configurable recipients.

 Bulk Data Import for Ports & Rates

          Import shipping ports, cost types, and company rates from Excel/CSV with field mapping and validation, accelerating the setup of new routes.

 Customizable Reports & Analytics

          Generate on‑demand tabular or statistical reports on shipments, costs, and carrier performance, with filterable columns and export to PDF/Excel.

 Rewards Points for Shipping Efficiency

          Award points to users for on‑time departures, accurate cost entry, and quick approvals; points can be redeemed in payroll or incentive programs.

 Scheduled Summary Messaging

          Set up periodic email summaries of shipment status, cost variances or pending approvals, delivered to defined stakeholder groups on a chosen schedule.