Let your employees record their expense reports. Approve and follow their payment. Expenses reports feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not. Expense report requests Let your employees […]

Manage your users, user groups, and permissions Create your employee/user accounts Create user accounts for your employees (internal users) and/or for your customers, suppliers, or partners (external users). Creating an account for your employees will allow them to access data in Chaitanya One and to interact with all the application features such as Third parties, […]

Manage a help desk / follow issues. A portal for your partner or customers to report tickets or issues Text soon available… Follow and answer tickets Text soon available… Create tickets automatically from emails Use the module Email Collector to scan input mailboxes and create tickets automatically.

Manage customer/supplier contracts and subscriptions.Generate recurring invoices of subscriptions automatically. Create Contract with subscribed services Create your contract from your prospect/customer sheet, or just in one click by reusing a proposal or an order. Include predefined products/services to save your time, or enter the full list of products and services manually. If predefined fields do not match your […]

Manage your customer or supplier orders.Manage your order workflow and product stock according to your rules. Create your Order Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time. Include predefined products to save you time, or enter the list of products and services manually. If […]

Create and send professional-looking proposals to your prospects and customers instantly… Create your Quote or Commercial Proposal Create your quote from your prospect/customer sheet, or just in one click by reusing a previous proposal. Include predefined products to save time, or enter the full list of products and services manually. If predefined fields do not match your needs, […]

Create and follow all your leads/commercial opportunities Create your Lead/Opportunity Create your lead or opportunity. Include predefined products to save you time, or enter full content manually. Attach any external document. If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list, …) to the form. Use your opportunities for […]

Track your prospects and customers, and reuse them in other modules. Create your prospects or customers Create alternative contacts/addresses If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery or legal service […]