Comprehensive Business Management: A SaaS Product
Project Information
This SaaS product simplifies purchasing by improving vendor management, integrating smoothly with existing systems, and tracking items efficiently. It makes handling purchase quotations and generating orders easier, saving time and reducing errors. .
- Inventory
- Global Market
- Web & Mobile App
- 31/10/2023
Comprehensive Business Management: A SaaS Product
Our SaaS product is designed to streamline and enhance your business operations. It allows users to create leads and generate estimates for clients effortlessly. You can add items and manage inventory, handle purchases and vendors, and oversee credit notes, expenses, invoices, quotations, contracts, and purchase orders. This all-in-one solution ensures efficient management of every aspect of your business, helping you stay organized and productive.
Project Challenges
- Keeping track of multiple vendors and their information can be complex.
- Efficiently organizing and tracking numerous items is crucial for smooth operations.
- Managing multiple purchase quotations and their statuses requires meticulous attention.
- Ensuring all purchase orders are correctly generated and monitored can be time-consuming.
Solution & Results
- ImplemenSimplifies tracking and managing multiple vendors efficiently.ted robust middleware for seamless integration.
- Allows for efficient organization and tracking of items, enhancing operational flow.
- Simplifies the tracking and management of multiple purchase quotations.
- Ensures accurate generation and monitoring of purchase orders, saving time and reducing errors.
Key Features
Some of the most important features of this product, tailored by our developers and loved by our client
Add & Manage Your Leads
This feature allows you to efficiently add and manage your leads, helping you track potential clients and convert them into successful sales. You can organize leads by status, set reminders for follow-ups, and keep detailed notes on each lead's progress.
- Organize Leads by Status
- Set Follow-Up Reminders
- Track Lead Progress
- Maintain Detailed Notes
Setup & Track Clients' Contracts
This feature allows you to set up and manage client contracts, ensuring all agreements are well-documented and easily accessible. You can specify contract type, value, start date, and end date, making it easy to track and manage each contract throughout its lifecycle.
- Define Contract Type and Value
- Record Start and End Dates
- Track Contract Statuses
- E-signature
Manage Estimates, Proposals, & Payments
This feature streamlines your sales process, allowing you to create estimates, convert them to invoices, and print them. You can also add notes and tasks to estimates, create and e-sign proposals, track payments, and manage pending credits.
- Create Estimates and Convert to Invoices
- Add Notes and Tasks to Estimates
- Create and E-Sign Proposals
- Track Payments and Manage Credits
Add & Manage Vendors, Items, Quotations & Purchase Orders
This feature enables you to efficiently manage your purchasing process by adding and organizing vendors, items, quotations, and purchase orders. You can keep track of all purchase-related activities in one place.
- Add and Manage Vendor Information
- Organize and Track Items
- Create and Manage Purchase Quotations
- Generate and Monitor Purchase Orders
OTC
Business Value
Our SaaS product optimizes inventory management, vendor relations, and purchasing efficiency. It integrated 5000+ items for streamlined inventory control. Centralizing 100+ vendors enhances supplier relationships, improving procurement processes. Managing 20k+ quotations, purchase orders, and invoices boosts efficiency and accuracy, facilitating informed decision-making.
