let's embark on a journey to streamline, innovate, and transform your business through comprehensive solutions such as CRM, ERP, Web Apps, Mobile Apps, BI Analytics, IoT, and MIS Applications that are adaptable across various industries and supports tailored fit for your business requirements.
Innovation Meets Functionality
Business OS offers a sophisticated CRM system that intelligently manages customer relationships. From lead generation to customer retention, our CRM adapts to the unique demands of your industry.
Unify and optimize your business processes with our ERP solutions. Business OS ensures real-time collaboration, efficient resource management, and seamless integration across departments, enhancing operational efficiency and driving business growth.
Empower your workforce and engage your customers with our bespoke web and mobile applications. Business OS develops responsive, intuitive apps, offering seamless experiences for Android and iOS platforms, fostering connectivity and productivity on the go.
Transform your data into actionable insights with Business OS BI Analytics. Our analytics tools empower you to make informed decisions, identify trends, and unlock the full potential of your business data, regardless of your industry.
Business OS leads the way in IoT solutions, allowing you to connect, monitor, and optimize devices and systems. Leverage the power of the Internet of Things to enhance efficiency, gather valuable insights, and stay ahead in the digital age.
Business OS adapts its suite of services to meet the unique requirements of various industries. Whether you're in healthcare, finance, manufacturing, or any other sector, our solutions enhance efficiency, productivity, and competitiveness.
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Solving diverse business needs through great design and UX.
Automate and execute your business processes in an orderly manner. Break complex processes into easily achievable tasks, assign them to the right team members, and track their progress.
The Calendar View provides a user-friendly interface for organizing events efficiently. It offers features like event filtering, allowing users to focus on specific types of events. Each event is accompanied by detailed information such as title, date, time, and location, easily accessible with a click. Users can customize their view through filtering options, tailoring the calendar to their preferences. Adding an Event is straightforward, with a simple form for inputting details. Editing an Event is seamless too, enabling users to modify existing events directly within the calendar. Overall, the Calendar View simplifies event management, making it easy to stay organized.
Activities in 360 Business represent any scheduled action on your part towards the closing of a deal: a phone call, lunch meeting, email – whatever it is, you can schedule it for your people contacts, organizations, leads, deals or projects so you always know what’s coming next
In 360 Business OS, the detail view of a deal, person, or organization contains all of the information related to that item. Here you can add additional relevant information such as emails, files, activities, or notes.
In 360 Business OS, the detail view of a deal, person, or organization contains all of the information related to that item. Here you can add additional relevant information such as emails, files, activities, or notes.
In a CRM system with product management capabilities, users can efficiently manage product information through features such as listing, adding, editing, and exporting product data. This functionality enables users to maintain a comprehensive database of products, including details such as product names, descriptions, prices, and specifications. Additionally, the ability to export product information allows users to analyze and share data externally as needed, facilitating informed decision-making and collaboration. Overall, these features empower users to effectively organize, update, and share product information within the CRM platform.
In a user-centric CRM system, administrators can easily access and edit user information, ensuring accuracy and relevance. Moreover, functionalities such as managing the invitation process, including listing invited users, adding new users individually or through bulk uploads, deleting or resending invitations as necessary, streamline user management processes. These features empower administrators to efficiently onboard and manage users within the CRM platform, promoting effective collaboration and communication across the organization.
In essence, a CRM system serves as a centralized platform for managing customer interactions, including account transactions and payments, thereby enhancing operational efficiency and customer satisfaction
Sales management encompasses crucial stages including Enquiry, Quotation, Order, Invoice, Credit notes, and Delivery challan. From capturing customer inquiries to converting them into orders, issuing invoices, managing credit transactions, and ensuring smooth delivery, each step plays a pivotal role in driving successful sales operations. Integrating these functions into a cohesive system streamlines processes, enhances efficiency, and fosters customer satisfaction, ultimately contributing to business growth and success.
Sales Enquiry functionalities within CRM systems are expected to include viewing, editing, deleting, and sending emails, along with the ability to add and manage information lists for comprehensive enquiry management and streamlined communication with prospects.
In the evolving landscape of sales quotations within CRM systems, expect enhanced functionalities including future options to edit, view, export as PDF, track sent emails, seamlessly convert to invoices or orders, manage draft lists, and mark as issued for streamlined sales processes and improved customer interactions.
Sales Order functionalities within CRM systems are expected to include editing, viewing, exporting as PDF, sending via email, deleting, cloning, marking as issued, and cancelling orders, alongside features like exporting order lists and maintaining order history logs. Additionally, capabilities for managing order sent lists and converting orders to invoices for enhanced sales management and streamlined workflows will be integrated.
Anticipate advanced functionalities for sales invoices within CRM systems, encompassing options to edit, view, export as PDF, send via email, delete, clone, mark as issued, and cancel invoices, complemented by features such as exporting invoices, maintaining an invoice history log, and facilitating seamless tracking of invoice statuses for optimized sales management and customer engagement.
In the domain of sales credit management, expect CRM systems to offer features for viewing, editing, sending credit lists, and exporting credit information. Furthermore, anticipate functionalities like editing, viewing, sending emails, processing refunds and deleting credits, ensuring comprehensive management of credit transactions and efficient customer communication.
In sales management, the Delivery Challan feature is enhanced with capabilities for updating status, accessing delivery challan information, managing draft lists, exporting lists, and sending mail. These functionalities streamline the delivery process, providing comprehensive control over shipments and facilitating efficient communication with customers.
In a comprehensive CRM system, the integration of purchase orders, bills, and payment functionalities along with features like open bill management, bill history tracking, and attachment support enhances the overall procurement process. Users can efficiently create and manage purchase orders, track bill statuses, and review payment history. Moreover, the system facilitates seamless communication and collaboration by allowing attachments such as invoices or receipts to be associated with purchase orders or bills. This integration streamlines procurement operations, ensures transparency, and improves decision-making by providing a centralized platform for managing purchase-related transactions.
In our CRM project management system, we've streamlined the process to ensure efficient collaboration and progress tracking. Within each project, you'll find key components including future tasks for planning ahead, milestones to track significant project points, and an issues tracker for promptly addressing obstacles. Projects serve as containers for organizing these elements, with tools like the list view for structured task management, the board view for visual progress tracking, a people module for team management, and a schedule feature for timeline visualization. This comprehensive setup simplifies project management, fostering teamwork and ensuring projects progress smoothly from planning to execution.
Tasks represent individual activities or assignments that need to be completed to achieve project objectives. They are actionable items with defined start and end dates, assigned to specific team members, and often organized into categories or phases. Tasks can range from simple to complex, and they are essential for tracking progress and managing workloads.
Milestones are significant events or achievements that mark key stages or progress points within a project. They represent important deadlines, deliverables, or goals that indicate progress toward project completion. Milestones provide visibility into project progress and help teams stay focused on critical objectives.
Issues refer to any problems, obstacles, or concerns that arise during project execution. They can include errors, defects, risks, or other unexpected challenges that impact project progress or quality. Issues are typically logged, tracked, and resolved through a structured process to minimize their impact on project outcomes.
In a CRM system with integrated inventory management capabilities, businesses gain essential functionalities to streamline operations. With features like warehouse management, users efficiently organize and track inventory across multiple locations. Product-wise reporting offers valuable insights into inventory performance, aiding informed decision-making. Stock request functionalities simplify replenishment by allowing users to request additional stock or transfers between warehouses. Additionally, write-off capabilities ensure accurate inventory records, and seamless transfers optimize stock allocation across the organization. These features collectively empower businesses to manage inventory effectively and enhance operational efficiency.
Phones will seamlessly integrate customer data for instant access during calls. AI-powered features will provide real-time insights, enhancing customer interactions and sales effectiveness. Automation will streamline tasks, allowing for smoother communication and improved productivity.
Chat platforms will offer instant access to customer data for personalized interactions. AI-driven chatbots will provide timely support and product recommendations, enhancing customer satisfaction. Automation will streamline workflows, optimizing response times and boosting efficiency.
Emails will offer personalized content based on detailed customer insights. AI algorithms will optimize targeting and timing, increasing engagement and conversion rates. Automation will streamline campaigns, ensuring timely delivery and maximizing effectiveness.
Reporting will offer real-time insights tailored to individual user needs. Advanced analytics powered by AI will enable predictive modeling and trend analysis, facilitating data-driven decision-making. Automation will streamline report generation, providing timely and actionable information for improved business performance.
Support ticket systems will revolutionize customer service with AI-driven solutions. Predictive algorithms will prioritize tickets based on urgency and customer importance, ensuring timely resolutions. Automation will streamline repetitive tasks, freeing up agents to focus on complex issues and improving overall efficiency. Real-time insights will empower businesses to proactively address customer needs, fostering stronger relationships.
Notification systems will utilize for personalized alerts tailored to user needs. These systems will enhance sales efficiency and deepen customer relationships through proactive communication. Automation will streamline processes, ensuring timely updates across platforms for improved productivity.
In a forward-thinking CRM system, the integration of Human Resources functionalities enhances organizational efficiency and employee management. Features such as Attendance, Work Hours tracking, Break Records, Attendance Logs, and Shift Settings streamline HR processes. Additionally, a centralized dashboard provides real-time insights into employee attendance, performance, and scheduling. By integrating HR capabilities into CRM, businesses can effectively manage workforce resources, optimize productivity, and improve overall operational performance.
In a CRM system, the Service Request feature is equipped with essential functionalities to facilitate efficient service management. Users can create lists of service requests and add new requests as needed, ensuring comprehensive tracking of customer inquiries. Additionally, users have options to view, edit, and generate PDFs of service requests, enabling detailed documentation and communication. Assigning service requests to specific team members streamlines task delegation and ensures timely resolution. Furthermore, users can delete outdated or irrelevant service requests to maintain an organized and up-to-date database. These features collectively empower businesses to effectively manage customer service inquiries and enhance overall service delivery within the CRM platform.
Planner buckets in CRM systems offer a comprehensive set of features to streamline task management. Users can create lists, add new tasks or items, and manage existing ones efficiently. Import and export functionalities enable seamless data transfer into and out of the planner, facilitating easy integration with other systems. Moreover, users have the flexibility to view, edit, and delete tasks as needed, ensuring effective task management within the CRM platform.
A CRM payment gateway seamlessly integrates payment processing capabilities into a customer relationship management system. This feature allows businesses to accept various types of payments securely, including credit card transactions and online payments, directly within the CRM platform. By automating payment processing and updating customer records in real-time, businesses can streamline their operations and provide a seamless purchasing experience for their customers. Additionally, robust security measures ensure that sensitive payment information is protected, maintaining trust and compliance with industry standards. Overall, a CRM payment gateway enhances efficiency, improves customer satisfaction, and facilitates smoother transactions within the CRM ecosystem.
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