Use the import or export wizard to help you to import or extract any data into or from your application The import wizard allows to import a lot of data from any external application from a CSV or Excel file. Make your import in Insert or Update mode. The export wizard allows you to export any data of application in […]

Connect your ERP and CRM application with most popular services A lot of external services can be linked to your Chaitanya One ERP CRM using the provided interface modules or using external modules… LDAP Use your own LDAP server so your users will share same password. Or reuse data in your LDAP to create users in […]

An embedded Agenda, like any common calendar, enhanced with features dedicatedto your ERP and CRM system (links to your customers, employees, projects, invoices, …) calendars , business events , reminders , booking Manually create events in the past or future Record your events in the embedded agenda: Past events for tracking purpose, or Future events for reminder purpose. Assign […]

Create intervention records.Convert your interventions into invoices in order to bill your customers. Create intervention records to track interventions that are to be done or are already done. Attach your intervention to a project if you want to have your intervention visible in the 360 degree view of projects. Use any predefined products or services to fill […]

Projects and tasks are useful to track leads, opportunities and timesheets.Track how much revenue your projects are bringing back to your company, and their profit or loss statistics. Create Projects, Leads or Opportunities Use the Chaitanya One project module according to your needs. Track Leads, Opportunities, Internal, Customer or Supplier Projects. Add the predefined fields of your choice to […]

Ask your employees or partners their choice or opinion on any topic by running a poll/survey.Give your contacts online access to your polls. You can create polls to determine the best date for a meeting, to take vote for an election, or any other topic. Several options such as receiving email for each vote, writing […]

Create and send mass e-mailing campaigns without any external tool Create your Emailing content with a friendly editor Create emailing campaigns using an easy to use WYSIWYG editor or for advanced users, an HTML editor. You can also attach files to your sent emails. Personalize the e-mail template using variables that will be replaced with personalized values for each recipient, […]

Use all your data to automatically generate your ledger Chaitanya One has a dedicated and independent feature to setup your accountancy and dispatch all the data already recorded (products, sales, purchases, expense reports, salaries, …) into your ledger tables. This means that your accountancy can be done in just a few clicks, with little to no knowledge of […]

Perform reconciliation to detect any missing or typing errors in payment records  Make the reconciliation of your bank account from the same menu as your bank entries. Use filters to mark several line items at once as reconciled.  Get alerts when the number of records not reconciled becomes too high.  Maintain a history of your bank receipts and review […]

Manage the invoices and payments of your customers and suppliers Create your Invoices  Create your invoices (common invoices, down payments, credit notes) from scratch or, depending on the modules you have enabled, you can also generate your invoice from your proposals (Proposal module), your orders (Order module), your contracts (Contract module) and / or interventions (Intervention module). […]