Accounting & CRM System
Accounting and CRM Application
Our accounting and CRM application offer to manage customer accounts and get better results and insights into sales. It can improve efficiency the efficiency of the business. It will help to retain the data of existing customers and engage with new ones. So, track and boost your business with our advanced CRM system.
- CRM offers to add multiple businesses in the application.
- Register multiple businesses on the app.
- Accounting and Inventory information is kept separate for each business.
- The application offers to add multiple locations for your business.
- Locations can be managed at the same time.
- Purchases, sales and stocks can be tracked separately for locations.
- Customize invoice scheme and invoice layout for each location.
- Mark contacts as supplier or customer or both
- Search and view details of transactions with contact.
- View total Debit/Credit balance amount.
- Set pay terms and get payments alerts day or a week before the due date.
- Manage single and Multiple products
- Manage products according to Brands, Category and sub-category
- Manage and add products according to having different units.
- Get inventory messages on low stock
- Auto calculation, Selling-Purchase and Profit
- Variable products to use it every time as you need to create variable products.
- Add purchases of products.
- Add multiple purchases for different locations
- Manage and add Paid/ Due purchases
- Get notification of due purchases a week before
- Add Taxes and discounts.
- Attractive User Interface for selling products
- Visitor customer automatically added to the business
- Add new customers from the POS screen.
- Ajax based faster-selling screen.
- Option for an invoice to mark as a draft or final.
- Different payment methods
- Customize invoice scheme and layout
- Tax Reports
- Purchase and sale report
- Contact reports
- Expenses reports
- Stock reports
- view top trending products, search by category, subcategory, brands, units and date ranges.
- Cash Register reports
- Sales representative report
• Company Statistics
• Accounts Statements
• Expenses & Income
- Set Financial Year, Timezone and currency and a profit margin for a business
- Predefined barcode sticker settings
- Create your barcode sticker settings
- Manage Tax rates, Tax groups, brands, category and sub-category
- 3 steps system installation
- Stock adjustment
- Express checkout
- Works offline and more
If you want to spend less time on manual tasks then you can focus on what matters for your business. The Social Circles Accounting and CRM software manage all transactions and automate 98% of accounting. It is encrypted technology based software which means your data is secure.
Everything for your business
Are you bored of switiching between applictions. The all in one business solution and management is released and it is cloud based system. Take Care of your business with managing accounting, inventory, invoicing and CRM directly from PC or mobile.
Take Your Business on the Peaks
Create a quote on the system, convert it into an invoice and send it to the client in just a few clicks. No comparison on the performance when the application is in operation process. The Social Circles CRM and Accounting allows you to run your application and business anywhere and whenever you want.