CRM / ERP / Gestión de proyectos | dsumeki Skip to content
Clients | Budgets | Invoices | Projects

Data always at hand

CRM and ERP, are the abbreviations of Enterprise Resource Planning, (systems for the planning of enterprise resources). and Customer Relationship Management (system to manage the relationship with customers).

They typically handle production, logistics, distribution, inventory, shipping, invoices, customers, human resources, quality, and company accounting in a single database. In essence, we can understand them as comprehensive management systems for a company's resources.

You can have the typical tasks of any activity covered and have business intelligence when making decisions and structuring both commercial work and production.

System easily adaptable to clients with their own needs, thanks to its open and flexible code, without the need for much programming knowledge, just understand the PHP language (known by the vast majority of programmers around the world), HTML, javascript and MYSQL . A luxury for customers who do not want to depend on a monthly expense and have a system that allows them to increase the human team without additional costs in software licenses.

Opportunities

Track leads and easily track their progress. Attach files, convert leads to customers, automatically import leads from email, create proposals, leave notes ...

Budgets

Create a budget in a minute, send it and follow the status of it. Possibility of automatically converting the estimate to an invoice after the client accepts it. Forget about numbering. You can store quote templates, copy quotes from another client, or retrieve items and services directly.

Tasks and reminders

Assign tasks to multiple employees, add task trackers, allowed task comments, task attachments. Set reminders for the system to notify you of important things.

Billing

Create professional, great-looking invoices. Attach files and send them directly to your clients, including the PDF of the invoice. Invoice with different taxes depending on the item or service. Create recurring invoices that will be automatically regenerated according to your configuration (every X months, for example). Keep control of the numbering and instant access to the account status with your clients.

Projects

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and invoice your clients. Ability to assign multiple staff members on task and track the time logged by the assigned project member.

Contracts

Create professional PDF documents in a minute and send them to your clients through the built-in contract submission feature. Ability to send reminders to customers before contracts expire.

Customer support

Great support ticket system with automatic response. Private notes from ticket staff, ticket assignments, attachments, predefined ticket responses, insert knowledge base link, ticket priorities, ticket statuses, etc.

Expenses

Record the company's expenses. Set up a recurring expense and the expense will be created automatically after the specified period. The time period can be days, weeks, months, or years. Ability to establish billable expenses to clients or projects.

E-mail

Send and manage Emails from the application itself and go to the client's file to easily rescue all past interactions.

Employees

Manage vacations, payroll, and work times for your employees.

Products / Services

Keep a catalog of products and services to make it easier for you to make estimates, contracts and invoices.

Payment gateway

It allows your clients to pay you by card in both fiat money and cryptocurrencies.

Time manager

Keep track of the time you spend on each task, know exactly how much time is spent on a project and produce reports that allow you to know the real performance of your time.

Automated reports

Get immediate data on sales, billing, expenses, opportunities, project performance or everything that allows you to make better decisions.

And much more…

* The modules presented on this page are only an example of the management possibilities offered by this type of systems, being able to adapt functionalities and integrations with other systems on demand.

Always have at hand all the data related to your activity

The flexibility of these systems allows you to design workflows for the company that minimize errors and maximize productivity.

The possibility of creating specific modules for each company makes the limit of how far we want to manage, automate and monitor only depends on our imagination.

DEMO CRM

We have created a typical demo of a CRM so that you can test for yourself the possibilities that these systems can offer you. Some features like automated tasks or email sending are disabled in the demo.

User: demo@dsumeki.com

password: demo123456