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IPTP XRM (ERP+CRM)

IPTP XRM (ERP+CRM)
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One unified and complete
solution to drive productivity

  • FINANCE
  • SUPPLY CHAIN
  • HUMAN RESOURCES
  • CUSTOMER RELATIONSHIP MANAGEMENT
  • MANUFACTURING
  • BUSINESS INTELLIGENCE
  • PROJECT MANAGEMENT

IPTP XRM(ERP+CRM) is an all-in-one cloud business management solution that makes it easier for companies to run more efficiently by automating key business operations and providing a real-time holistic view of operational and financial performance.

It fully automates main business processes, cutting costs significantly, systematizing work tasks and marginalizing human error.

Deployment via SaaS allows you to avoid the additional costs involved in purchasing appropriate
equipment, providing the most cost-effective way of supporting your corporate activities.

Easy to deploy and seamlessly integrated with professional services tailored to your needs while maintaining the flexibility you need to grow.

XRM(ERP+CRM) system include the following components:

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FINANCE

The financial management module in IPTP XRM(ERP+CRM) system provides features for managing and tracking financial transactions such as accounts payable, accounts receivable, general ledger, cash management and financial reporting.

KEY FEATURES:

  • General Ledger
  • Automatic Billing
  • Billing & Invoicing
  • Expense Tracking
  • Multi-Company
  • Multi-Currency
  • Financial Reports
  • Trial Balance
  • Turnover balance
  • Aging of Receivables

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SUPPLY
CHAIN

The supply chain management module includes ordering, inventory management, production planning and logistics functionality.

KEY FEATURES:

  • Inventory Management
  • Item Management
  • Multi-Location
  • Order Tracking
  • Shipping Management
  • Pricing Analysis

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HUMAN
RESOURCES

The human resources management module includes features such as personnel management, benefits administration, payroll, time and attendance tracking.

KEY FEATURES:

  • Employee Management
  • PAEI classification
  • Payroll Management
  • Work/Duty Time Planning and Scheduling

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CUSTOMER RELATIONSHIP
MANAGEMENT (CRM)

The customer relationship management module includes features for managing customer interactions and relationships, such as sales management, marketing automation, and customer service.

KEY FEATURES:

  • Marketing Campaigns
  • Global Contacts Database
  • Lead And Opportunity Management
  • Sales Orders
  • Lead Conversion Reports
  • Sales Pipeline

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MANUFACTURING

The manufacturing module includes features for managing production workflows, materials planning, and scheduling.

KEY FEATURES:

  • Bills of Material
  • Assembling with Template Inheritance
  • Fixed Asset Management
  • Manufacturing Inventory Management

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BUSINESS
INTELLIGENCE

The business intelligence module includes features such as reporting, analytics, and data visualisation, which provides actionable insights into the organisation’s performance.

KEY FEATURES:

  • Financial Analysis
  • Forecasting
  • Revenue Distribution Management
  • Growth Projecion YoY
  • Data Visualisation

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PROJECT
MANAGEMENT

The project management module includes features for managing project timelines, budgets, and resource allocation.

KEY FEATURES:

  • Activity Tracking
  • Interaction Tracking
  • Task Management
  • Task Progress Tracking
  • Project Accounting

GENERAL PURPOSE FEATURES AND CORE FUNCTIONALITY

  • Alerts/Notifications
  • Audit Trail
  • Document Generation, Management and Storage
  • Email Templates
  • Data Import/Export Management
  • Live Assistance Integration
  • Secure Data Storage
  • Workflow Management

ADMINISTRATIVE TOOLS

The system administrative tools allow you to create your own objects in the ERP/CRM system, based on existing templates or particular data structure in the database. You can create such objects as Dictionaries, Documents, Journals, Reports and Registries, manage their properties and references, include specific localisation extension.

Create your own company role model through administrative tools and control user access to certain components, actions and data according to specific classifiers.

Using ERP SDK you can implement your own functionality to solve business problems, as well as implement integration with any third-party products.

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Microsoft 365 SAP Business One IPTP XRM(ERP+CRM)
Alerts/Notifications
Archiving & Retention
Audit Trail
Barcoding/RFID
Cataloging/Categorization
Customizable Templates
Data Synchronization
Document Automation
Document Capture
Document Generation
Document Management
Document Storage
Electronic Data Interchange
Email Templates
File Management
File Sharing
File Transfer
Full Text Search
Image Editing
Import/Export Management
Inbox Management
Live Assistant
Mobile Access
Mobile App
Multi-Language
Multiple Format Support
Office Suite
Offline Access
Real Time Data
Real Time Notifications
Real Time Synchronization
Real-time Updates
Reminders
Remote Access/Control
Room Booking
Search/Filter
Secure Data Storage
Status Tracking
Templates
Third Party Integrations
Two-Factor Authentication
Two-Way Audio & Video
Version Control
Workflow Management

Microsoft 365 SAP Business One IPTP XRM(ERP+CRM)
Accounting
Accounting Integration
Accounts Payable
Accounts Receivableing
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Cash Flow Management
CPA Firms
Expense Tracking
Fund Accounting
General Ledger
Income & Balance Sheet
Invoice Processing
Multi-Currency
Multi-Chart of Accounts
Multi-Company
Profit/Loss Statement
Recurring Orders
Reorder Management
Special Order Management
Spend Management
Tax Management

Microsoft 365 SAP Business One IPTP XRM(ERP+CRM)
Backorder Management
Cost Tracking
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Item Management
Multi-Location
Order Management
Order Tracking
Procurement Management
Product Identification
Production Scheduling
Purchase Order Management
Purchasing & Receiving
Receiving/Putaway Management
Requisition Management
Retail Inventory Management
Returns Management
Shipping Management
Stock Management
Supplier Management
3rd-party Logistics Management
Transportation Management
Vendor Managed Inventory
Vendor Management

Microsoft 365 SAP Business One IPTP XRM(ERP+CRM)
Employee Management
HR Management
Payroll Management
Performance Metrics
Scheduling
Team Calendars
Time & Expense Tracking
Training Management

Microsoft 365 SAP Business One IPTP XRM(ERP+CRM)
Address Book
Appointment Management
Booking Management
Calendar Management
Calendar/Reminder System
Campaign Management
Chat/Messaging
Commenting/Notes
Communication Management
Conferencing
Contact Database
Contact Management
Discussions/Forums
Email Management
Email Monitoring
Event Management
Lead Generation
Lead Management
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Notes Management
Point of Sale (POS)
Quotes/Estimates
Response Management
Sales & Operations Planning
Sales Orders
Video Conferencing
Video Streaming
Video Support

Microsoft 365 SAP Business One IPTP XRM(ERP+CRM)
Bills of Material
Enterprise Asset Management
Fixed Asset Management
Kitting
Manufacturing Inventory Manag
Material Requirements Planning
Manufacturing Execution System
Quality Management

Microsoft 365 SAP Business One IPTP XRM(ERP+CRM)
Budgeting/Forecasting
Data Visualization
Demand Forecasting
Distribution Management
Financial Analysis
Financial Management
Financial Reporting
Forecasting
Presentation Tools
Productivity Tools
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Sales Forecasting

Microsoft 365 SAP Business One IPTP XRM(ERP+CRM)
Activity Tracking
Brainstorming
Budget Control
Collaboration Tools
Integrated Business Operations
Interaction Tracking
Maintenance Management
Multiple Projects
Nonprofits
Project Accounting
Safety Management
Task Management
Task Progress Tracking
To-Do List

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