A customer relationship management system designed by Opentaps.
opentaps Open Source ERP + CRM is a fully integrated application suite that brings together top-tier open source projects to help you manage your business more effectively. Today, opentaps supports ecommerce, Customer Relationship Management, Warehouse and Inventory Management, Supply Chain Management, and Financial Management to Business Intelligence and mobility integration out-of-the-box.
The system is 100% open source. Meaning, the source code of the software is freely available, so that anyone can download, use, modify, and redistribute it. This allows you to setup the system to work perfectly for your needs.
The CRM functionality in opentaps is your one-stop solution to automate you entire sales process from lead gathering to conversion. The system will allows you to track and manage sales opportunities. The ability to store and share documents will ensure that your sales staff is always on the same page, as will the calendar and task function. The CRM module is also designed to integrate with your email server so you can easily track correspondence with customers.
In addition to handling individual customer engagement tasks, the CRM functionality will also handle issues of a larger scope. The system features a multitude of sales forecasting and reporting features. It will allow you to report on sales made using a number of features. It will also allow you to track quotes issued and accepted, giving you further insight into what your customers want, or don’t want.
opentaps has everything you need to manage your online sales. The system supports physical products, digital and downloadable products, variant products, configurable products, and customer gift cards. It also has support for an unlimited number of stores, catalogs, categories, and products.
As far as sales processing is concerned, opentaps is designed to handle the needs of even the most complex companies. It will allow you to setup price rules for individual customers or for customer groups. Integration with major payment gateways will allow you to quickly launch and begin selling your products online.
As an add-on module the opentaps Enhance Financials Module contains additional reports and screens which allow you to reconcile Accounts Receivable and Accounts Payable and manage bill payments and invoice. Features of the Enhanced Financials Module include:
*Bank Reconciliation report *Check Register report *Reconciliation of Ledger Accounts Payable and Accounts Receivable with outstanding Invoices and Payments *Streamlined bill payment screen *Generate reports in Excel or PDF format
opentaps Open Source ERP + CRM will handle all of your back-office accounting needs. The system has a double entry general ledger to track all of your transactions and create your financial statements including your income statement, balance sheet, statement of cash flows, trial balances, tax summary and detail reports. The system is designed to handle multiple organizations with an unlimited hierarchy of accounts. The budgeting and budget vs actual variance reporting will allow you to track where you stand against your budgets.
When it comes to accounts receivables (AR) and accounts payables (AP) opentaps will meet all your needs. The system will track both vendor and customer invoices. It will handle the recognition and issuance of payments (both from customers and to vendors). If you issue credit to your customers, the AR aging will allow you to track which customers pay quickly and which don’t, allowing you to stay in touch with your revenue streams. The recurring invoicing and scheduled transaction posting allows you to automate regular transactions, saving your staff time and your company money.
The system integrates financial management and accounting with order tracking, inventory tracking and purchasing right out of the box. It will also allow to setup departments, divisions, product lines, activities, etc. to segment all your financial statements and give you an insight into which parts of your business are profitable and which ones aren’t.
opentaps Open Source ERP + CRM will give you all the tools you need to manage your purchasing activities. It will manage all vendor/suppliers records, including contact information. The system will also allow you to see your inventory in real-time to give you insight into what needs to be purchased. The system contains a purchasing calendar to schedule purchasing activities in the future. A purchasing workflow will ensure that you have control and security of your purchasing activities.
The Warehouse and Manufacturing features in opentaps will manage all of your inventory and order fulfillment needs.
If you are a manufacturing company the system will use Bills of Materials (BOM’s) production tasks and work orders to track your entire manufacturing process. The system will allow you to create BOM’s to reduce all the necessary raw materials inventory to create a particular item. The BOM will outline all the assemblies and sub-assemblies that must be completed in order to complete the manufacturing process. The work order management functionality will allow you to track where you are in the manufacturing process and manage all your manufacturing tasks.
If your company is a manufacturers or wholesale/distribution company, you have a need for a warehouse management system (WMS). opentaps will give you all the features you need to track all the items you have in stock in your warehouse. It will also allow you to fulfill orders efficiently with picking lists, web-based packing station, and shipment scheduling. If you need to track your inventory with more granularity, serial number and lot number tracking is available within the software. Integration with many FedEx, UPS, and DHL will allow you and your customers to track all shipments.
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