1ut crm catalogue

CRMCATALOGUE

INFORMATIONCOMMUNICATION

TECHNOLOGY

CONTACTBradley Steynbergh

+27 82 770 [email protected]

2021

1uptechonline

1uptech.co.za

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CRM

Customer Relationship Management Software

Customer Relationship Management is a strategy that companies use tomanage interactions with customers and potential customers. CRM helpsorganizations streamline processes, build customer relationships, increasesales, improve customer service, and increase profitability.

02CRM Catalogue 2021

CRM (Customer Relationship Management Software)Quotes and invoicesProposalsProduct catalogEmail marketingVirtual call centerSales automationand more

To-do listsCharts and graphsUnlimited subtasksWorkload planning and managementChecklists with remindersTask reportsand more

Client management

Client management is essential for any business, now it can be done all inone location.

Project management Create and track your challenging projects over a short or long period allin one place.

OVERVIEW

Full List of Features

ONCE-OFF: R13999.00

5 Users | R1200.00 per month10 Users | R1800.00 per month20 Users | R3600.00 per monthUnlimited Users | R4999.00 per month

If hosted with 1 Up Tech, monthly hosting fees are as follow:

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Social networkGroup chatVideo conferencingMobile messengerOnline telephonyEmail serverand more

Clock in and Clock outWork reportsCompany directoryAbsence calendarLeave requestsShared calendarsHRMSand more

Manage and invoice projects.Link tasks to CRM features and stay organized.Powerful support system.Track time spent on tasks.Auto import leads.Keep track of leads.Create professional proposals.Record expenses.Create announcements for staff and customers.Paypal and Stripe payments.Follow-ups, reports, files, and many more features.

Communications It’s all tied to social media of course.

Workforce managementWorkforce management can be tough to keep track of without thecorrect tools, well this CRM has just about all those tools.

Overview of Awesome CRM features

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ADDITIONAL CRM MODULES


Chart of accountsJournal entriesTransactionsReconciliationsTransfer accountsBank statementsBudget managementProfit and loss

Accounting and Bookkeeping ModuleThis module offers the ability to automate manyprocesses which will not only save time but will ensureaccuracy and efficiency with financial reports.

Price: R2999.00

MODULES

*The CRM standalone is required.

Balance sheetsGeneral ledgerTrial balanceStatement of cash flowsCheque detailAccounts receivable agingAccounts payable aging

Check-in/out manuallyProject timesheetsGeolocationsAttendance devicesLeave managementWorkshift managementWorkplaceRoute plannerRoute mapsRoute point management

Timesheets and Leave ModuleEasily track working hours, project hours, and absences.

Price: R2499.00

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Individual foldersShared foldersShare spreadsheets to platforms

Spreadsheets Online ModuleA powerful spreadsheet editor like Excel, viewableamongst staff members.

Price: R2499.00

MODULES


Full employee profilesContractsInsurancesWork shiftsAllowancesJob positionsWorkplacesSalaries

Human Resources Management ModuleEfficiently manage companies' HR inside The AwesomeCRM module.

Price: R2499.00

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Manage large product volumesOperate multiple locationsAutomatically generate product dataStreamline your stocktakeStock loss and adjustmentsSupervisor approval inventory write-offsStock transfers

Inventory Management ModuleAllows you to track goods across your business's supplychain.

Price: R4999.00

MODULES


Managed extended item listsVendor managementManage procurement requests of departmentsManage quotes from vendorsManage purchase orders from vendorsManage purchase quotations and ordersConvert purchase orders to expensesManage contracts of vendorsInvoice and payment managementReports and chartsVendor portal

Purchase Management ModuleManage the activities and relationships that makeuppurchasing functions necessary to do business.

Price: R4999.00

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MODULES


Create assetsCreate customer-based assets, corporate-only assets,and mixed onesRevoke an assetAdd additional assets in existing assetAssign an asset on a specific staff userTransfer assets between usersReport an asset lossReport an asset as brokenLiquidation record of an assetWarranty record of an assetAllocated assets listRevoked assets listDeprecated assets listAbility to separate assets based on unique units, assetgroups, and asset locationsAbility to add images to your assets

Asset Management ModuleManage your companies' assets.

Price: R4999.00

CRM App (Android)Turn your CRM into a fully-fledged Android app.

Price: R6999.00

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Schedule appointmentsManage callbacksEmail and SMS templatesReminders Live notificationsEmail notifications

Appointments and Callbacks ModuleThis module can schedule appointments to your CRMfrom external forms such as websites includingGoogle/Outlook Calendar integration.

Price: R2499.00

MODULES


EmployeesClientsGroup chats

CRM Chat ModuleA powerful real-time chat add-on, using Pusherintegration.

Price: R2999.00

Alternative to using Outlook

Mailbox - Webmail Based ModuleAllows your staff members to read and send emailsthrough the CRM using IMAP.

Price: R1799.00

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All-in-One Chat Support ModuleProvide client support through WhatsApp, Viber,Telegram, Messenger, and Mail.

Price: R1500.00

MODULES


SkrillGoCardlessMercado PagoBitpaymyPOSRazorpay

Payment Gateway ModulesPayment gateways for your CRM.

Price: R1500.00 per gateway

E-Commerce ModulePOS and inventory management.

Price: R4999.00

Incoming invoice payments supportExpenses (outgoing payments) supportAutopilot

QuickBooks ModuleSync your CRM payments with your QuickBooks account.

Price: R2999.00

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*Requires Inventory Module

Omni-Channel Sales ModuleThe process of selling your products on more than one sales channel.

Omni Channel Sales Module is the process of selling your productson more than one sales channel. Multichannel management includesa mix of your own website, client portal, POS, and multi-storesWoocommerce.

Price: R2100.00

MODULES


Employee master dataAttendancesCommissionsDeductionsEarningsInsurancesBonus KPIPersonal income taxPayroll templatesPayslipsPayroll reports

HR Payroll Management ModuleHR Payroll module allows you to pay your employees quickly andcorrectly every time you run payroll. The right system can shavehours off your payroll process, help you pay payroll taxes, andcomply with labor laws.

Price: R2499.00

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Organizational chartJob descriptionsTrainingOn-boarding processPersonel recordsDependantsLay-off checklistHR policiesHR contractsHR reportsQ&A

HR Record Management ModuleHR Records is a human resource records system. The primaryfunction is to provide a central database containing records for allemployees past and present. Human resource records refer to theinforma tional documents utilized by an organization to carry out itsfunctions. It represents the memory of the organization.

Price: R2499.00

MODULES


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