CRM
- Customer and lead records
- Opportunity tracking, call and activity history
- Support requests and task assignment
Your whole business, in one system.
From the first customer call to the invoice, from the warehouse to production, from staff to reports, every process runs on the same data and stays connected. Your office team, your field staff and your customers all work in the same system.
Tap a module
Tap a module
Everything you expect from an ERP
All modules share one database. Enter information once and everyone involved sees it on their own screen.
Sales and customers
Sales and quotes
- Quote and order management
- Customers approve quotes through a link
- Sales performance reports
Supply and operations
Stock and warehouse
- Multiple warehouses and stock movements
- Lot, serial and expiry tracking
- Critical stock alerts
Production
- Bills of materials and recipes
- Production orders and material requirements
- Traceability by lot
Service and maintenance
- Work orders and team planning
- Maintenance contracts and service level tracking
- Field and repair shop processes
Forms and approvals
- Design your own digital forms and checklists
- Collect photos, measurements and signatures
- Approval flows on mobile
People and finance
HR
- Personnel files and documents
- Leave entitlements, shifts and monthly timesheets
- Assigned equipment, training and performance reviews
Finance and accounts
- Purchase and sales invoices
- Customer accounts, collections and payments
- Data exchange with your accounting software
Analysis
Reporting
- Live dashboards for managers
- Sales, stock, service and staff performance
- Export to Excel and CSV
IoT and machine monitoring
- Real-time machine and sensor data
- Alarms and notifications on thresholds
- Energy and production data in reports
From lead to payment, one flow
A customer's journey moves from module to module without breaks. Each step uses the data of the one before; nothing is typed twice.
Lead
The first contact is logged; calls and opportunity stages are tracked.
CRMQuote
A quote is built from stock items; the customer reviews and approves it through a link.
SalesOrder
The order is recorded with its delivery date and owner.
SalesMaterials and stock
Required materials are reserved in the warehouse and shortages are planned for.
StockProduction or service
A production order or work order is opened and teams and resources are planned.
Production · ServiceDelivery and service
Delivery, installation and maintenance are recorded; the customer approves on mobile.
ServiceInvoice and payment
The invoice is issued, posted to the customer account and payment is tracked.
FinanceAnalysis
The whole process, from sales to service, is measured on management dashboards.
Reporting
The same system beyond the office
Your staff work from their phones and your customers follow up from their own panel. Forms and approvals are collected on mobile, without paper.
Staff
- Tasks, work orders and deliveries
- Clock-in and leave requests
- Forms with photos and checklists
Customer panel
- Open requests and track jobs
- Review and approve quotes
- Access documents and history
Approvals
- Quote and order approval
- Leave request approval
- Job completion approval by SMS
Talks to the systems you use
işim kolay does not have to replace your existing software. It works alongside your accounting program, your communication tools and your devices.
Accounting software
Customer, stock and invoice data exchange with accounting software, Logo in particular.
SMS
Notifications, approval codes and reminders go out automatically.
Virtual PBX
Calls are matched to customer records and call history stays on the customer card.
Email
Quotes, invoices and notifications are sent straight from the system.
IoT devices
Machine, meter and sensor data flows into the system.
Excel and CSV
Import your data and export your reports.
Any size, any industry
Every business can use every module. Modules are turned on by need, not by industry; the table shows which ones each industry uses most.
| CRM | Sales | Stock | Production | Service | HR | Finance | Reports | IoT | |
|---|---|---|---|---|---|---|---|---|---|
| ManufacturingRecipe-based production, lot tracking, shipping | Available | Used most | Used most | Used most | Available | Available | Used most | Used most | Used most |
| Wholesale and distributionOrders, warehouses and dealers | Used most | Used most | Used most | Available | Available | Available | Used most | Used most | Available |
| Technical service and maintenanceMaintenance contracts, breakdowns, spare parts | Used most | Available | Used most | Available | Used most | Used most | Used most | Available | Available |
| Services and consultingProjects, teams and customers | Used most | Used most | Available | Available | Available | Used most | Used most | Used most | Available |
| Construction and contractingMaterials, teams and progress billing per project | Available | Used most | Used most | Available | Used most | Used most | Used most | Available | Available |
| Energy and facility managementSites, equipment and consumption | Available | Available | Available | Available | Used most | Available | Used most | Used most | Used most |
Used mostAvailable
Try it with your own work
Leave your details. We will set up a demo account with the modules that fit your business and give you a call.