CRM & Sales
Track leads, opportunities, follow-ups and the sales pipeline.
LeadsPipelineFollow-upsSuggested for Financial ServicesFINANCIAL SERVICES ERP · HELP & DOCUMENTATIONFinancial Services ERP.
Financial Services ERP.
Help for every MicroERP.
Coordinate financial workflows. Open any MicroERP from your Financial Services workspace; the guides below show what each one covers and every screen in it.
16 SUGGESTED MICROERPSStart here
Start here
for Financial Services.
These MicroERPs match the everyday work in Financial Services. Your role decides which ones you can open.
Customer Success
Maintain customer accounts, relationships, account health and history.
AccountsHealthRelationshipsSuggested for Financial ServicesPresales & Proposals
Prepare bids, estimates, solution proposals and presales handovers.
BidsEstimatesProposalsSuggested for Financial ServicesProjects & Tasks
Coordinate project milestones, timesheets, budgets and delivery.
ProjectsMilestonesTimesheetsSuggested for Financial ServicesResource Planning
Review capacity, allocations, bench and team utilisation.
CapacityAllocationsUtilisationSuggested for Financial ServicesAppointments & Bookings
Coordinate service appointments, availability and customer bookings.
CalendarBookingsAvailabilitySuggested for Financial ServicesCustomer Support
Assign tickets, track response obligations and resolve escalations.
TicketsSLAsEscalationsSuggested for Financial ServicesFinance
Manage the chart of accounts, journals, ledgers and period close.
AccountsJournalsLedgersSuggested for Financial ServicesBilling
Organise invoices, payment schedules, receipts and collection follow-ups.
InvoicesReceiptsCollectionsSuggested for Financial ServicesExpenses
Review expense claims, policy checks, approvals and reimbursements.
ClaimsApprovalsReimbursementsSuggested for Financial ServicesHR & People
Keep employee records, lifecycle events and people documents together.
EmployeesLifecycleDocumentsSuggested for Financial ServicesAttendance & Leave
Coordinate shifts, attendance, leave balances and regularisation.
AttendanceShiftsLeaveSuggested for Financial ServicesPayroll
Prepare salary structures, pay runs, payslips and deduction records.
Salary structuresPay runsPayslipsSuggested for Financial ServicesForms & Approvals
Collect structured requests and follow review and approval steps.
FormsRequestsApprovalsSuggested for Financial ServicesAnalytics & Reports
Review business dashboards, KPIs, reports and management exceptions.
DashboardsKPIsReportsSuggested for Financial ServicesDocuments & Records
Organise business documents, records, versions and controlled access.
DocumentsRecordsVersionsSuggested for Financial Services24 MORE MICROERPSEverything else
Everything else
in your workspace.
Sales & customer
Point of Sale
Manage counter sales, checkout and everyday store billing.
CheckoutSalesReceiptsMemberships
Manage membership plans, member records, dues and renewals.
MembersPlansRenewalsWebinars & Training Events
Coordinate webinar programmes, registrations, educators and event operations.
WebinarsRegistrationsEducatorsProcurement & stock
Inventory
Keep stock items, warehouses, movements and reorder levels organised.
StockWarehousesMovementsOrders & Fulfilment
Keep customer orders, fulfilment progress and delivery work organised.
OrdersFulfilmentDeliveryCourier & Shipments
Manage parcel bookings, pickups, shipment tracking, rates and collections.
BookingsTrackingCollectionsProcurement
Track requisitions, supplier orders, receipts and purchase matching.
RequisitionsPurchase ordersReceiptsVendor Management
Organise vendor onboarding, compliance documents and scorecards.
VendorsOnboardingScorecardsProduction & Job Work
Plan production work, materials, job cards and manufacturing operations.
ProductionMaterialsJob cardsPeople & work
Recruitment
Follow requisitions, candidates, interviews and offers through hiring.
CandidatesInterviewsOffersPerformance Reviews
Manage goals, review cycles, calibration and performance records.
GoalsReviewsRatingsLearning & Training
Organise courses, enrolments, completions and certifications.
CoursesEnrolmentsCertificationsAssets & service
Governance & analytics
Organisation Management
Maintain legal entities, departments, locations and organisation structure.
EntitiesDepartmentsLocationsContracts & Obligations
Track contracts, statements of work, renewals and obligations.
ContractsRenewalsObligationsCompliance
Organise frameworks, controls, evidence and attestation cycles.
FrameworksControlsEvidenceRisk Management
Review risk registers, scoring, treatments and residual risk.
RisksScoringTreatmentsInternal Audit
Coordinate audit plans, findings, remediation and verification.
AuditsFindingsRemediationLegal Operations
Keep matters, counsel, disputes and filing work organised.
MattersCounselFilingsSoftware delivery
Security Operations
Track incidents, vulnerabilities, access reviews and security policies.
IncidentsVulnerabilitiesAccess reviewsSoftware Delivery
Coordinate requirements, sprints, releases and change traceability.
RequirementsSprintsReleasesSoftware Quality Assurance
Organise test cases, test plans, runs, defects and coverage.
Test casesTest runsDefectsDevOps & Deployments
Review environments, pipelines, deployments and rollback history.
EnvironmentsPipelinesDeploymentsPrefer the website? General documentation, manuals and demos.