customer relationship management
An essential tool for optimizing customer relationships. Our platform's CRM module offers a complete and customizable solution for managing customer interactions and automating sales processes. From tracking contacts and interactions with them to generating and tracking offers and contracts, this module is designed to provide an improved experience for both your team, as well as for customers. Easy to integrate with other modules, CRM provides the necessary flexibility to adapt to the ever - changing needs of your business, making sure you are always one step ahead of the competition.
Contact Management (CNT)
A centralized system for adding, editing and deleting contacts, including a detailed history of interactions and integration with other modules for efficient transaction tracking.
Services, Real Estate and Products Catalog (SIP)
A comprehensive database for managing and updating the lists of services, real estate and products offered.
Offer Generator (OFR)
A set of complex tools for configuration, generation and management of offers, including bid configurator (OFC), automatic offer generator (OFG), and historical offers (OFH)
Contract Management (CTR)
Advanced capabilities for creating and managing contracts through the contract configurator (CTC), contract generator (CTG) and contract history (CTH).
Sales Performance Indicators (SKPI & SRK)
Tracking and reporting key performance indicators for detailed analysis and comparison with previous periods.
CRM Configurator (CCRM)
Advanced customization of interface and functionalities, allowing the platform to be adapted to the specific processes of your business.
This CRM platform is designed to function both as an independent solution and in synergy with other modules, offering flexibility and scalability to grow with your business. Connections with other modules are optional, making sure you can choose exactly what you need to achieve your goals.
Company Internal Activity
The IA module of our system is a complex of advanced tools for monitoring, planning and reporting internal activity. It is essential to efficiently and accurately manage your company's internal operations.
Timeline Activity (TA)
This submodule allows you to size and track internal activity in time dynamics, ensuring a direct connection with CRM for optimized management.
Pipeline (PIPE)
We offer you the tools to manage and visualize the flow of internal activities and their progress, facilitating a clear vision of processing steps.
Planning Overview (PO)
Get an overview of internal plans, tasks and timelines for effective coordination of the entire internal activity.
Partners
Perfectly integrated to facilitate coordination with partners and collaborators, this sub-module ensures that internal activity is in perfect harmony with external entities.
AI Reports (AIR)
Creation and distribution of internal activity reports are simplified, ensuring access to detailed and relevant information for the organization's management.
AI KPIs
Measuring and reporting the performance of internal activity through specific indicators, from planning activities to collaborations and reporting.
KPI Configurator
Customize KPIs to reflect the specifics of internal activity, from the timeline of activities to workflow and objectives.
AI KPIs Reporting
Generate automatic reports, create graphical views, and export data for a detailed internal performance analysis.
AI Configurator (AIC)
Adjust and customize internal processes with maximum flexibility, adding or extending modules to meet the company's dynamic requirements.
Milestone and Sub-Millistones Setting (SM)
Precisely manage the milestones of internal activity, making sure all targets are met on time.
Implementation Time Forecast (ITP)
Estimate and manage implementation times to ensure efficient coordination of internal resources.
Note 1: Connections between submodules are activated when purchasing additional modules, allowing complete integration for maximum efficiency.
Note 2: CRM is an implicit component included, being essential for the correct management of internal activity. The purchase of additional modules remains at your discretion, allowing the system to be customized according to specific needs.
With the IA Module, you have a complete suite of tools at your disposal to dominate internal activity, putting you in full control of planning, monitoring and reporting, for optimal internal performance.
Project management
Our platform offers a robust and integrated Project Management Module ( PM ), designed to bring efficiency and clarity in the management of your projects. From creating and coordinating project details to performance analysis and KPI reporting, this module covers all key issues needed for exemplary project management.
proJects
Adding new project
Allows the creation of new contracts and fluid integration with CRM modules for advanced customer relationship management in projects.
Client Project Interaction (CPI)
Facilitates customer interaction and manages invoices efficiently, connecting with the Finance and Accounting module.
Internal Project Operations (IPO)
Create Milestones and based on them, tasks are created, with the system issuing notifications.
Internal Activity of the Project (IAP)
Manages internal activities and generates Gantt and OKR charts for a clear view of progress.
Resource Project Interaction Manager (RPIM)
Manages the resources allocated to the projects, synchronized with the Resource Management module.
Risk Identification, Evaluation and Mitigation Plan (RIEM)
Identifies, evaluates and plans to mitigate project risks.
Financial Project Data Exporter (FPDE)
Provides up-to-date financial analysis of projects, including profit, loss and cash flows.
Project KPI Configurator
Customizes performance indicators according to the specific needs of the project.
KPIs Reporting
Report project performance through detailed reports, including an integrated performance presentation.
Projects Planning Overview (PPO)
Provides an overview of project planning, facilitating better organization and allocation of resources.
Watcher Insights Overview (WIO)
Allows detailed observations and analysis on ongoing projects, providing valuable perspectives for decision making.
PM Module Configurator (PMMC)
Allows advanced customization of the PM module, adapting it to the specific needs of your organization.
Note 1: The connectivity between modules is ensured and is activated when purchasing the additional modules involved.
Note 2: The acquisition of CRM and AI modules is considered essential, as the PM module works optimally in combination with them.
Note 3: Acquisition of other modules is optional, allowing you to customize the solution according to the requirements and preferences of your business.
This PM Module is designed to be both functional and flexible in adaptation, ensuring that each project is managed to the highest standard, with full visibility and control.
Resource management
We present our Resource Management Module, an extensive solution that integrates human, material and financial resources management into a single package, to ensure an optimization and efficient use of resources.
Human Resources Management (HRM)
Employment / availability planning
It adapts to the fluctuating needs of the organization.
Employee details
Centralizes employee information for easy access and quick updates.
Schedule and availability
Effectively manages exchanges and absences.
Skills and qualifications
Highlights and pursues employees' skills to improve work allocation.
Payroll
Integrated with resource planning and accounting for accurate and coherent payroll management.
Material Resource Management (MRM)
Procurement planning
Ensures that purchases are made efficiently and on time.
Invoices and management
Facilitates the billing process and accounting of materials consumed.
Stocks and locations
Monitor stock levels and locations to avoid over-storage or deficit.
Financial Resource Management (FRM)
Financial planning
Financial planning strategies for long-term sustainability.
Budgets and expenditure forecasts
Follow the budgets and costs for rigorous financial control.
Cost analysis
Identifies excessive cost areas and spending reduction opportunities.
Resource Planning & Allocation for Projects (RPAP)
Allocation of resources for projects
Ensures that each project has the necessary resources for success.
Tracking and monitoring
Provides the possibility to track and adjust resources in real time.
Resource consumption assessment
Analyzes the use of resources to increase efficiency.
Resource Analysis & Reporting (RA&R)
Reporting tools
Detailed reports for a clear vision of resource consumption.
Comparative and historical analysis
Use historical data to anticipate trends and adjust strategies.
Predictions and recommendations
Use predictions to optimize future resource allocations.
Resource Management Module Configuration (RMMC)
Module settings
Customize the module to meet the specific requirements of the organization.
Customize reports
Configure reports to reflect the most relevant information.
External integration
Allows fluid integration with other systems for improved automation.
Note 1: The modules are interconnected to ensure complete and integrated management.
Note 2: Acquisition of CRM, IA and PM modules are essential for the full functionality of the RM module.
Note 3: The acquisition of the other modules remains optional, allowing adaptation to the specific needs of the business.
The RM module is the ideal solution for organizations that want to maximize their resource efficiency, reduce costs and improve project planning and execution.
Financials
FIN module – Complete Financial Management Solution. Discover the FIN Module, the financial pillar that integrates economic operations and reporting into a robust and interconnected system for organizations aspiring to top financial management.
Directory (DIR)
Validation and approval of offers
Integrated with CRM to ensure the coherence of tenders.
Validation and approval of contract signatures
Clear processes for signing contracts, supporting integrity and compliance.
Bills (BLS)
Invoice management
efficient administration of all invoices, both issued and received, connected to CRM and ACN billing systems.
Issue & Record Invoices Sub-submodule (IRI)
Creating and managing invoices
Simplified process for issuing, viewing, editing and deleting invoices, with the option to mark invoices as paid.
Accounting Accounts (ACC)
Management of accounting accounts
Precise recording and easy management of accounts, from addition to reconciliation.
Global Financial Tools (GFT)
Financial analysis tools
Provides advanced possibilities for viewing and interpreting financial data.
Global Profit and Loss Sub-submodule (LPG)
P&L reports
Tools for generating, viewing history and comparing profit and loss reports.
Global Cash Flow Sub-submodule (GCF)
CF reports
Tools for generating, viewing and forecasting cash flows.
Global Key Performance Indicators (GKPI)
KPIs Monitoring
Defining and analyzing performance indicators, essential for business strategy.
Global Reporting (GREP)
Global financial reporting
Creating and sharing financial reports, with extensive export options and programming periodic reports.
Note 1: The modules are interconnected, providing efficient integration and easy access to functionalities for improved financial management.
Note 2: The acquisition of the CRM module is fundamental, the FIN module being optimized to operate in tandem with it.
Note 3: The purchase of additional modules is optional, allowing customization according to the specific needs of the business.
By implementing the FIN Module, organizations can increase their ability to oversee financial performance, manage risks, and make informed decisions for a prosperous future.
Accounting
Welcome to the central center of accounting operations, the CONTABILITY Module, a complex system designed to manage all the financial needs of your business. From billing to inventory management and reconciliation, each sub-module is designed to optimize and automate accounting processes.
Billing (BLG)
Bill Management
Intelligent introduction and management of invoices.
Invoice Template & Customization
Customize invoices easily
Bill Payments & History
Registration of payments and access to their history.
Bill Reports & Analysis
Detailed analysis and reporting of invoices.
Account & Transaction Management (ATM)
Account Management
Efficient administration of accounts.
Transaction Management
Management of transactions and accounting journals.
Balances & Financial Statements(B&FS)
Balance Generation & Analysis
Generation and analysis of check balances.
Financial Statements Generation
Creation of essential financial reports.
Partners & Banking (P&B)
Partner Management
Managing relationships with partners.
Bank & Cash Management
Administration of banking and cashier operations.
VAT & Taxes & Salaries (VTS)
VAT & Tax Management
VAT calculation and tax management.
Payroll
Employee details and payroll management.
Stock & Inventory Management (SIM)
Products & Items
Product management.
Stock & Warehouses
Stock monitoring and warehouse management.
Inventory Items Management
Inventory Management
Account 711 Management
Management of specific accounts for production.
Activity, Cost & Currencies(ACCS)
Assets & Depreciation
Fixed asset management.
Cost & Projects
Cost analysis and management.
Currency Management
Multiple value transaction management.
Reconciliation & Audit (R&A)
Bank Reconciliation
Reconciliation of bank accounts.
Audit & Security
Advanced audit and security functions.
Documents & Automation (DA)
Documents & Automation
Electronic document management and archiving.
Automation & Integration
Process automation and integration with other systems.
Configuration & Parametrization (C&P)
Account & Document Settings
Custom configuration for accounts and documents.
Note:
Interconnections between modules are possible and optimized when purchasing interconnected modules, guaranteeing a complete and customized solution for accounting management.
By choosing the Accounting Module (ACC), you make sure that every aspect of financial management is not only streamlined, but also aligned with the highest standards of accuracy and compliance.
Business Intelligence
Discover Module BI (Business Intelligence) – Data Power at Superlative
Elevate the ability to analyze and decide your business with the BI Module, a suite of advanced tools designed to turn data into actionable insights. This is the core of business intelligence, which offers a 360-degree perspective on performance and opportunities.
Data & Business Analytics (DBA)
Data integration from multiple systems for a holistic perspective.
Trend analysis for data-based decisions.
Interactive dashboards for efficient performance monitoring.
Predictive & Advanced Analytics (PRA)
Advanced algorithms for scenario predictions and modeling.
Detailed segmentation and analysis of clusters for a thorough understanding.
Proactive identification of business opportunities and risks.
KPIs & BI Reporting (KPIBI)
Custom KPIs for an accurate performance evaluation.
Automatic reports and thematic analyses.
Comparative of performance with previous periods for trends and deviations.
DVI (Data Visualization & Insights) (DVI)
Creating intuitive graphics and other visual representations.
Visual analysis for the discovery of valuable information.
Easy sharing and customization of views for teams and stakeholders.
BI Configurator(DBIC)
Advanced personalization of the BI interface for specific needs.
Extending and adding data sources for full integration.
Flexible security configuration and data access control.
KEY BENEFITS
Operational Clarity
Real-time monitoring allows a quick and informed reaction.
Strategic Decisions
Predictive analysis empowers strategic planning.
Continuous Improvement
Precise KPIs and detailed reports support continuous process improvement.
Efficient Collaboration
Shareable views and insights facilitate interdepartmental collaboration.
By opting for the BI Module, you make sure that the organization is ready to navigate the complexity of business data easily and exploit analytical power to lead the business to sustainable success.
OUR PARTNERS
We've formed strategic alliances with leading companies across various industries to deliver innovative consultancy and business management solutions that drive success.
DIGITAL AGENCY
Wavertise is an Agency that for 6+ years has been working with companies to build and improve their presence through digital products and services like: Branding, Marketing and Web Development.
SOFTWARE SOLUTIONS
Raisis Software is a company that develops for your organization's synergy between digital and human resources. Using their custom-built digital solutions, you can streamline your company's internal processes.