ITSERP

  • General

  • Employee Portal

  • Administrationl

  • HR

  • Accounting

  • Clients Management

  • Inventory

  • Project Planning

  • Mobile App

General Employee Protal HR Administration Accounting Clients Inventory Project Planning Mobile App

Clients Management:

The Clients Management module is a comprehensive feature designed to streamline and enhance the management of client relationships and contracts within the ERP system. This module provides tools for managing client information, tracking contracts, evaluating client relationships, and analyzing client data through various reports. The Clients Management module plays a crucial role in maintaining strong client relationships, ensuring contract compliance, and making informed decisions based on client data insights.

Whether you are managing existing clients, creating new contracts, analyzing client ranks, or tracking lead sources, this module offers a centralized and efficient way to handle all client-related activities. The built-in reporting tools provide a 360-degree view of client interactions, helping businesses make strategic decisions and optimize their client management processes.

  • Clients

    This section allows you to manage all client information. You can add new clients, update existing client details, and track all client-related activities. This is the core of the Clients Management module, where all client interactions begin.

  • Contracts

    The Contracts section provides tools to create, manage, and monitor contracts associated with your clients. It ensures that all contractual obligations are tracked, and it helps in maintaining compliance with agreed terms.

  • Ranks

    Client Ranks allow you to evaluate and categorize clients based on various criteria such as their business value, reliability, and other custom-defined metrics. This feature helps in identifying key clients and prioritizing efforts accordingly.

  • LeadSource

    The LeadSource section tracks the origin of each client, helping you understand where your clients are coming from. This information is vital for refining marketing strategies and focusing efforts on the most productive lead sources.

  • Contract Fees Categories:

    This component allows you to define and manage different categories of fees associated with contracts. It ensures that all contract-related fees are categorized properly, making it easier to analyze costs and revenue.

  • Reports
    • Client 360 Report

      The Client 360 Report offers a ovarall view on clients showing their pending and paid payments, listing their accounts and its transactions