CRM & Sales
Track leads, opportunities, follow-ups and the sales pipeline.
LeadsPipelineFollow-upsSUITE · HELP & DOCUMENTATIONSuite.
Suite.
Help for every MicroERP.
All 40 MicroERPs in one workspace, opened with a single sign-in.
40 MICROERPSEvery MicroERP
Every MicroERP
in your workspace.
Sales & customer
Point of Sale
Manage counter sales, checkout and everyday store billing.
CheckoutSalesReceiptsAppointments & Bookings
Coordinate service appointments, availability and customer bookings.
CalendarBookingsAvailabilityCustomer Success
Maintain customer accounts, relationships, account health and history.
AccountsHealthRelationshipsPresales & Proposals
Prepare bids, estimates, solution proposals and presales handovers.
BidsEstimatesProposalsCustomer Support
Assign tickets, track response obligations and resolve escalations.
TicketsSLAsEscalationsMemberships
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 cardsFinance
Billing
Organise invoices, payment schedules, receipts and collection follow-ups.
InvoicesReceiptsCollectionsFinance
Manage the chart of accounts, journals, ledgers and period close.
AccountsJournalsLedgersExpenses
Review expense claims, policy checks, approvals and reimbursements.
ClaimsApprovalsReimbursementsPeople & work
HR & People
Keep employee records, lifecycle events and people documents together.
EmployeesLifecycleDocumentsAttendance & Leave
Coordinate shifts, attendance, leave balances and regularisation.
AttendanceShiftsLeavePayroll
Prepare salary structures, pay runs, payslips and deduction records.
Salary structuresPay runsPayslipsRecruitment
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.
CoursesEnrolmentsCertificationsResource Planning
Review capacity, allocations, bench and team utilisation.
CapacityAllocationsUtilisationProjects & Tasks
Coordinate project milestones, timesheets, budgets and delivery.
ProjectsMilestonesTimesheetsAssets & service
Governance & analytics
Organisation Management
Maintain legal entities, departments, locations and organisation structure.
EntitiesDepartmentsLocationsForms & Approvals
Collect structured requests and follow review and approval steps.
FormsRequestsApprovalsDocuments & Records
Organise business documents, records, versions and controlled access.
DocumentsRecordsVersionsAnalytics & Reports
Review business dashboards, KPIs, reports and management exceptions.
DashboardsKPIsReportsContracts & 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.