Key benefits for your staff and management
Sales automation
Connect to and record leads from multiple sources, document lead interactions, identify prospects, lay down opportunities, generate sales quotations and sales orders. Clone your actual business process within Onfinity, using the workflow configurator and rules engine.
Structure your contracts
Define contract templates, manage and review contracts within the system. Use the inbuilt DMS to manage, route, and archive the scanned documents. Automate contract renewal, AR Invoice generation, and payment collection using direct debit integration with your bank.
Manage services projects
Benefit from real-time project progress updates, budget control, and metrics to ensure project profitability. Maintain multiple templates of project work breakdown structures, plan and monitor project tasks, assign resources to projects, manage project accounting and report budget versus actuals.
Manage customer relationships
Get a 360° view of your customer interactions, including customer contacts, business terms, pricelists, discounts, transaction history, feedback, revenue, credit, and much more.
Review performance in real-time
Use the embedded business intelligence and analytics tool to generate multi-dimensional reports and dashboards in order to obtain crucial insights into project progress and performance.
Manage Field Services
Setup and manage a comprehensive customer support ecosystem, including a customer support portal to record customer complaints or support requests, assign field service personnel to tasks, record resources, and services effort, invoice for field services, manage warranty and paid services, real-time updates from field services personnel via mobile app, and much more.
Manage Time and Expenses Reporting
Ensure accurate recording of time and authorization of expenses against projects. Manage advances and reimbursements of expenses.
Talk to our consultants
Contact us today to get an accurate cost-benefit analysis between Onfinity and your current ERP software solution.
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