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ERP and CRM

In use

Financial ERP

An application for B2B companies covering leads, customers, contracts, project delivery, finance and tasks.

Verified in the project

  • Eight published screens show real working modules
  • One workflow connects leads, contracts, projects, tasks and finance
  • Dedicated views for profitability, cash movement, contracts and team work

Purpose

Connect sales with delivery and payment by managing customers, contracts, tasks and finance in one application.

Source code on GitHub

Interface

Financial ERP: profitability, revenue, tax chain and net profit
Financial ERP: profitability, revenue, tax chain and net profit
Financial ERP: tax rates, payroll and administrative expense settings
Financial ERP: tax rates, payroll and administrative expense settings
Financial ERP: accounts, postings, lead forecasts and cash movement
Financial ERP: accounts, postings, lead forecasts and cash movement
Financial ERP: contracts, deals, projects and execution statuses
Financial ERP: contracts, deals, projects and execution statuses
Financial ERP: lead kanban, deal approvals and active projects
Financial ERP: lead kanban, deal approvals and active projects
Financial ERP: work tasks, overdue items, waiting items and personal focus
Financial ERP: work tasks, overdue items, waiting items and personal focus
Financial ERP: internal chats and team work discussions
Financial ERP: internal chats and team work discussions
Financial ERP: work overview, risks, accountant checks and quick navigation
Financial ERP: work overview, risks, accountant checks and quick navigation
Financial ERP | Codev_Tim