Simul ERP & CRM
Task and Appointment Scheduling
A system for organizing and prioritizing tasks, and scheduling appointments with clients and team members.
Document Management
A system for organizing and storing documents related to customer interactions, sales, and other business processes.
Email Integration
The ability to send and receive emails directly through the office management system, and to track email conversations with customers.
Marketing Automation
Tools for automating marketing campaigns and tracking their effectiveness.
Inventory tracking
The ability to track the quantity and location of inventory items, as well as the status of orders and deliveries.
Barcode Scanning
The ability to scan barcodes on inventory items to quickly andaccurately track movement and location.
Additional Features:
  • Purchase order management: A system for creating and tracking purchase orders, including the ability to request quotes from suppliers and negotiate prices.
  • Product catalog: A database of all products and their associated details, including descriptions, prices, and images. Multichannel integration: The ability to sync inventory levels and product information across multiple sales channels, such as a website, physical store, and online marketplaces.
  • Reporting and analytics: Tools for generating reports on financial performance, inventory, and sales trends.
  • Mobile access: The ability to access the office management system and CRM from a mobile device, allowing team members to stay connected and productive while on the go.
  • Customization: The ability to customize the office management system to meet the specific needs of the business, including the ability to add custom fields, workflows, and reporting.
  • Invoicing and billing: Tools for creating and sending invoices to customers, and tracking payment status.
  • Expense tracking: A system for recording and tracking business expenses, including the ability to attach receipts and documentation.
  • Bank reconciliation: The ability to match transactions from bank statements with those recorded in the accounting system.
  • Financial reporting: A range of reports on financial performance, including profit and loss statements, balance sheets, and cash flow statements.
  • Budgeting and forecasting: Tools for creating and tracking budgets, and predicting future financial performance.
  • Tax preparation: Features for preparing and filing tax returns, including the ability to generate tax forms and reports.
  • Customer service and support: Tools for managing customer inquiries and requests, including a knowledge base and ticketing system.
  • Collaboration and communication: Features for coordinating and communicating with team members, such as chat and video conferencing. Integration with external tools: The ability to connect the office management system with other business tools and applications, such as project management software and CRM platforms.
  • Security and data protection: Measures to protect data and ensure compliance with regulations, such as encryption and access controls.
  • Training and support: Resources and assistance for learning how to use the office management system, including user guides and video tutorials.
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