RoverCRM Customer Relationship And Project Management System

Description

RoverCRM – Customer Relationship And Project Management System

 

• RoverCRM- Inventory & Project Management System with POS module is a stock/inventory management system that allows you to manage your customers, sales, purchases,control stock, invoices, take payments & many more.
• Keep all your team’s tasks in one place. Collaborate and work in real time for real results. Whether you are running a small business or a big, it is the best solution where you can explore your inventory, purchases, sales & project management in one application.
• User friendly, simple & responsive UI design – that will improve your business performance & make it more professional.
• Manage stock control, make purchases, manage all your inventory products & custom products, currencies, taxes, expenses, bank account & transactions in one application, not on spreadsheets. It will save your time and you can explore it in new opprtunities.
• POS module will help you to manage sales & inventory easily. It’s faster POS interface will save your time.

 

 

Key Features

 

Dashboard

Graphical overview of Invoices, Quotations, Expenses & Leads is represented on Dashboard. Total paid, due & overdue amount of Invoices is represented via Pie chart, Quotation converted to invoice or not- you can see the amount via a pie chart. Per month expenses cost with each category is represented via a graph. Projects, Tasks & Tickets summary are also present on dashboard.

 

Relationship

You can easily manage customers, suppliers & team members through Relationship. Import multiple customers or suppliers via the Import CSV file. Keep track of your customers easily. Without admin verification customers can’t login to customer panel.

 

Invoices

RoverCRM allows you to build simple & professional invoices. Create an easy invoice by adding items/products with different taxes (Inclusive & Exclusive method) & discounts. Make payment with Paypal or Bank account.

 

Quotations

Add quotation from the sales module. Give your customers a rough overview of Prices, Discounts & more by generating detail quotation.

 

Purchase Order

Save time and ensure data accuracy when you create purchase orders that update inventory levels automatically. Create purchase order via selecting supplier. You can receive purchase order automatically or manually.

 

Payments

Record & receive payment with Paypal or Bank account with multiple currencies for Invoice & Purchase order.

 

POS (Point of Sale) Module

We have a simple POS module with this system that is fully interactive & user-friendly. Able to handle multiple bills, add customers & products, search product from POS. Able to make Purchase Order to Supplier & Invoice to Customer. Keep inventory organized with detail of products like category, subcategory, product prices. Inventory tracking through automatically updated stock level whenever sales and purchases are made. Profit calculation has been made based on discounts.

 

Stock Management

Manage your stock by enabling stock management that will affect your system inventory. If the stock is not available, you can’t create any invoices. The system will give an alert as notification when your warehouse or store item quantity reached lower.

Control your products through stock transfer/adjustments.

Stock Transfers: The stock transfer function is the process of moving the stock inventory from one location to another location.
Stock Adjustment: Stock adjustments are increases and decreases made to inventory to match an item’s actual on-hand quantity.

 

Multi Warehouse

Manage your inventory efficiently across multiple warehouses and locations all on a single platform..

 

Bank Accounts

Use this option to setup and configure your bank accounts. All accounts are used to reconsile customer payments and payments to Expenses.

 

Bank Account Deposits and Transfers

There are several ways to record deposits to accounts but the most efficient way in RoverCRM is through the Bank payment system. Deposits from customers, miscellaneous sales, etc. can be entered here. Transfer money from one bank account to another

 

Project Management

Create projects for customers or as a product or in house. Manage your project, create tasks & milestones in the project, add files or notes. You can assign team members to the project. You also can add invoices & tickets for each project.

 

Task Management

Create task based on project, customer & ticket. Select assignee for projects, you can assign yourself too. You also can add subtask from the checklist. Based on task status you can filter the task list.

 

Task Timer

You can track the time of each task using the task timer. You are able to add time manually by adding custom time. It will improve your shop or warehouse productivity, optimize projects overflow & help you to spend the right amount of effort on each task.

 

Support Ticket

A powerful ticket system can track the support request that your customer creates based on their status & priorities. You can assign a ticket to your team members.

 

 

Expenses

You can keep track of your shop or warehouse expenses by this system expense module. Create expenses easily based on the expense category.

 

Leads

Manage your leads easily. Add leads by lead source & status. After creating leads convert it to customers if the customer gives any positive feedback.

 

Calendar

Overview of all Invoices, Quotations, Purchase orders, Projects, Tasks & Events is on the calendar. Can view monthly, weekly & daily basis.

 

User Role & Permissions

As owner of this site you can add other user as admin providing permission to specific role.

 

Multilingual & RTL/LTR Supported

The system supports multiple languages. You can change website directions based on Right to Left or Left to right.

 

Email Templates & settings

To send mail we have dynamic email template which is changeable too. If you want you can change the template. It also supports multiple languages. We have two E-mail sending protocols. You can send email via SMTP and another one is default, send mail option.

 

Reports

Access and generate sales reports that offer accurate insights for better, more informed business decisions whenever and wherever, all in real time.

• Inventory Stock on Hand Reports
• Sales Reports
• Purchase Reports
• Team Members Reports
• Expense Reports
• Income Report
• Income VS Expense Reports