One system for sales, people, finance and inventory
Manage customers, contracts, people, accounting, inventory and projects on shared data. Roll out modules in the order your business needs, then connect them into one operating system.
What gets in the way
- A different tool in every teamSales, finance, HR and warehouse use separate tools and the numbers never match.
- The same data typed many timesOrders, invoices and receipts are re-entered by each team.
- No shared view for leadershipRevenue, receivables, stock and headcount sit in separate reports.
Sales and contracts
Customers, deals, quotes and contracts connected from first contact to after signing.
- Leads
- Deals
- Quotes
- Contracts
CRM & Sales ManagementSearch customers, dealsLP
Sales opportunities
Pipeline valueVND 4.82B
Win rate31%
Needs action3
| Customer | Value | Stage | Status |
|---|---|---|---|
| Hoa Binh Foods | VND 1.2B | Proposal | Waiting 6 days |
| Tan Phu Pharma | VND 640M | Quote | Awaiting approval |
| Minh An Logistics | VND 380M | Prospect | Site visit booked |
| Dong A Steel | VND 750M | Contract | Signed |
People and projects
Employee records, attendance and leave linked to assignments and project progress.
- Hiring
- Records
- Attendance
- Payroll inputs
HR ManagementSearch employees, departmentsLP
People, November
Headcount248
On leave today7
Pending approval4
| Employee | Department | Item | Status |
|---|---|---|---|
| Lan Pham | Sales | 2 days leave | Pending |
| Nguyen Ha | Finance | 4 hours overtime | Approved |
| Vo Thanh | Warehouse | New hire, day 3 | Onboarding |
| Do Mai | Admin | Employment contract renewal | Expires 15 Nov |
Finance, inventory and purchasing
Purchase requests, POs, receipts, invoices and payables on the same documents.
- Request
- Purchase order
- Receipt
- Payment
Accounting & FinanceSearch customers, invoicesLP
Accounts receivable
ReceivableVND 3.46B
OverdueVND 520M
Collected this weekVND 1.1B
| Customer | Invoice | Amount | Status |
|---|---|---|---|
| Hoa Binh Foods | INV 0001248 | VND 1.2B | Due in 12 days |
| Sao Viet Retail | INV 0001231 | VND 520M | 9 days overdue |
| Tan Phu Pharma | INV 0001226 | VND 640M | Paid |
| Gia Lam Packaging | INV 0001219 | VND 310M | Partly paid |
One order across the modules
Example scenario at a distribution company.
- CRM & Sales ManagementClose the orderHoa Binh Foods orders 1,200 cases at the approved quote.
- Inventory & PurchasingCheck stockBinh Duong warehouse is short 300 cases, a purchase request is raised.
- Accounting & FinanceInvoice and track receivablesAn e-invoice is issued with 30-day terms.
- HR ManagementRecord commissionSales flow into this month payroll inputs.
Discuss your operating system
Tell us which module comes first and what you use today, and we will suggest a rollout plan.
Talk to us