crm

(Customer Relationship Management)

The real customer centric CRM

Track leads, close opportunities and get accurate forecasts.

Get accurate forecasts.

Use actionable data to make better decisions.

Get the insights you need to make smarter decisions

Design custom dashboards to get a picture of your business at a glance.

Dig deeper with real-time reports and flow charts that anyone can create and share.

Get more done in less time

Great Tools = Happy People

Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all information you need, directly on the opportunity: website pages viewed, mail received, etc.

BPM

(Business Process Management)

Increase your business competitiveness by optimizing your information systems One solution ERP system.

Business process reengineering can be accomplished in stride as our team of Open ERP cross-disciplined experts at Open Source Integrators fingerprint your current methods and systems.

Best practices can be developed from scratch, dovetailed to existing or disparate systems, or augmented to empower compliance, growth, efficiencies and profitability.

With advanced ERP capabilities, your company will instantly realize higher margins, less waste, and better customer experiences.

build customer journeys with low-code development

Transform and Automate Your Processes

Meet customer demand and remove manual complexity while involving people when needed .

Accelerate Workflow Implementation

Rapidly build and deploy mobile applications or embedded workflows without extensive coding.

Create Engaging User Experiences

Increase process adoption by providing easy-to-use forms and apps that adapt to any device.

Improve Organizational Collaboration

Easily bring your cross functional teams together to meet business needs and engage through custom apps and interfaces.

Dashboard

--Fully configurable Dynamic Dashboards with animated charts

-- 8 Chart Types supported Tile, Line chart, Bar chart , (Stacked, Vertical, Horizontal) Pie chart(Semi/Full), Doughnut chart, Area chart, Polar Area chart, List view.

-Full Configuration of Tiles - (predefined font awesome icons or upload your icon), font color, background color, 6 predefined layouts, size

-Click tiles to view details in list view

-Target feature provided to set targets as line/bar on Bar Chart, Area Chart, Line Chart, & Horizontal Chart

-Auto refresh dashboard data after configured period of time

(None, 15 sec, 30 sec, 45 sec, 1 min, 2 min, 5 min, 10 min)

-Click info icon on charts or section of charts to view details in list view

-Multi Company support

-New Dashboard Item type - KPI card with comparison to Target & Previous period

-Option on KPI tiles for Comparison of two query in Sum, Ratio or Percentage

- New Axis for line chart if used with Bar chart

-Configuration menu provided to create multiple dashboards under any Menu supporting Odoo’s default Access permissions

-Configure Dashboard Items easily using Quick Edit Mode

Documentation Management

(Archiving)

Save time recording bills, scanning contracts, approving documents, and become a paperless company.

DMS Reinvented.

Move to a paperless approach.

With One Solution Documents Management, you can easily share, send, categorize, and archive scanned documents. You can also generate business documents like vendor bills, tasks and products sheets for manufacturing

Streamline your workflow .

Take advantage of a fully integrated approval, control and validation process, with activities, chatter and action rules to make sure everything gets done by the right person at the right moment.

Email gateway

Using the email gateway, bills are created automatically, from a scanned document or from your vendors email directly.

Process documents in batch

Work in batch by requesting approvals, changing folders, tagging and assigning multiple files at once instead of one by one.

Seamless work with Sign

Don’t waste time printing and scanning documents that someone has to sign, assign them to the right person, get them signed and send them back directly.

Collaborate with your team and clients

Assign documents to your colleagues, customers or vendors. Share files and public folders with your clients, and let them import documents directly.

Integrated with One Solution Modules & Apps

Documents is integrated with other Odoo Apps, track versions of plans and worksheets with PLM, create your vendor bills in one click with the help of our AI in Accounting or create tasks from specific documents.

IT SERVICES

CLOUD SERVICES

crm