Flexible licensing
SaaS, PaaS, Lifetime with core features and optional add-ons
Profuz LAPIS Commercial Management centrally manages your income and expenses covering sales, purchasing, stocks data in real time and stores it securely in one single place under your own control. Your contracts, deals, quotes, orders, invoices, products and services, pricelists, warehouses, customers, partners and suppliers data is always up to date and easily accessible from anywhere. Your business data is protected and access to it is under your control. The processes and activities are predictable and streamlined. The sales and marketing activities are synchronized and in line with the data protection regulations. The procurement, expenditures and supplies lifecycle is effectively manageable and monitorable in real time.
Organization of any size
Suitable for small, medium and large companies and organizations from various industries
Unlimited data
Limited only by available infrastructure resources
Various Bundles
Bundles define the maximum number of users allowed. No charging per user.
Features
Sales Deals Management
- Deals tracking, management and reporting
- Statistics per sales person, deal source, stage, closing date, probability and other criteria
- Automatic creation of sales quotes based on information from the sales deals
- Customization of deal parameters and stages to reflect your organization sales process and needs
- Customizable dashboards with calendar of activities, to dos and reports based on roles
Sales Quotes Management
- Sales Pipeline including quotes tracking, management and reporting based on currency, sales person, period, stage, validity, client, etc.
- Default fields include Client Name, Close Date, Currency, Per Item and Total Value, Price Lists, Client Contact, Sales Person in Charge, Payment Terms, Payment Method, etc.
- Default stages for quotes are Qualification, Sent to Client, Reviewed by Client, Approved/Declined) and there is a possibility to add or remove stages if needed during system setup or after deployment without losing information
- Multiple parameters for filtering quotes such as Date Created, Creator, Owner, Currency, Payment Method, Payment Terms, Shipping Methods, Amounts, etc.
- Quote generation in pdf format based on provided by your organization quote template(s) and sending e-mail with attached pdf through the system
- Possibility to have multiple quote templates to choose from, if needed
- Reports in multiple formats such as bar charts, pie charts, tables, etc.
- Real-time reporting using search templates, search sessions, advanced search parameters and filtering
- Custom views and dashboards are possible for sales team and sales managers
Sales Calendar
- Scheduling meetings, calls, follow ups, to dos, etc.
- Reminders
- Daily, weekly, monthly and 3-months activities monitoring
- Filtering of calendar activities based on sales person, period, type of activity, etc.
- Email notification for upcoming activities, due dates, follow ups, etc.
Document Management
- Create, Edit, Approve and other collaborative operations on generating quotes, contracts with clients or other document files
- History of changes
- Search and filtering of documents based on date of creation, creator, owner or other parameters added to documents metadata as per your needs
- Watermarking of documents for confidentiality or other purposes
- OCR
- Conversion of DOC files to PDF
- All popular formats are supported
Social Media Management
- Plan, categorize and manage social media channels and schedules
- Daily, weekly, monthly, and quarterly views and filtering based on multiple criteria
- Default fields include Social Media Channel, News Text, News Images, News Videos, Publishing Date and Time, Person in Charge, Approval Status, and Publishing Status
- Activity log, Change Log, Live Collaboration through comments
Sales and Purchases Invoicing
- Invoices tracking
- Create Invoice from Order, from scratch or import it from external sources ( manually and automatically)
- Invoices approvals
- Automatic workflows as per your needs
- Payments tracking including payment terms, payment methods and due dates
- Interactive Dashboards to manage every single step and aspect of the process
- User rights management for creation, editing, downloading, sending or any other operation up to a specific property
- Import/Export Invoices from/in Excel
- In-app or by email notifications
Purchasing Process Management
- Keep track of Suppliers, including Companies and individuals
- Manage Negotiations with Suppliers
- Create and manage multiple purchasing pricelists
- Automatic pricelist allocation based on preconfigured criteria
- Describe the products and services with default and custom parameters
- Create and assign unlimited number of products and services to one or multiple pricelists
- Predefined products and services parameters include Name, Description, Units, Icon or Image, Quantity Calculator, Permissions, Creator, Owner, Supplier(s),
- Recommended purchase price, standard discount, stock and service type, available items quantity
- Parameters can be removed if not needed and new ones can be created and added
- Task templates can be assigned to a service in order to automatically create the corresponding service task type needed to fulfill the required service
- Manage the complete purchasing process from requests through ordering, invoicing, payment and delivery
- Negotiate, review, approve, order, track delivery and payment of goods and services
- Create purchasing request in the app or from an email
- Manual or automatic purchasing request assignment for review and further processing
- Purchasing request review and approval management by customer defined rules
- Customizable requests, order parameters and status list
- Create, update, execute and track Purchasing Orders
- Purchase Orders categorization based on predefined or customer-specific criteria such as status, urgency or other
- Purchases categorization for accounting purposes and based on rules defined by the accounting
- Currency conversions
- Main and multiple currencies supported
- Integration with external accounting software or data import/export in variety of formats such as xml, Еxcel, csv, and more
Purchase Order Management
- Create Purchase Order from a Deal/Quote
- Create new Purchase Order from scratch
- Keep track of Purchase Orders relations with Deals, Contracts, Invoices and related financial documents
- Purchase Order may include Products and Services coming from preassigned Price List or custom Items manually created when needed
- Products and Services management with their appropriate parameters
- Management of Purchase Order status, currency, payment terms, payment status, shipping terms, conditions and contacts, pricelists, person in charge, start date, due date, delivery date, etc.
- Possibility to customize order’s status list, payment terms list, payment rules or any other element of the Order definition and workflow
- Notifications for upcoming deadlines, dues, over-dues and delivery
Suppliers Management
- Vendor/Supplier contacts management including individual and company contacts
- Predefined parameters include Address, Email, Social Media accounts, Website(s), Phone Number(s), Logo(s), and more
- Track single deal negotiation with a supplier or general terms & conditions
- Keep track of suppliers’ pricelists, shipment methods, payment terms, payment methods and products/services lists
- Classification and categorization of suppliers by as many criteria as needed
- Pricelists updates including import from external files
- User rights and permissions for accessing and editing pricelists
Inventory Management
- Multiple Warehouses definition and management including Name, Location, Supervisor or other custom defined parameters
- Physical and virtual warehouses definition
- Suppliers’ systems can be connected and accessed directly from Profuz LAPIS
- Book, transfer between warehouses, assign assets and sell products and services
- Create and track single and compound stocks and batches
- Manage company’s internal and remote stocks and assets
- Manage purchasing and selling pricelists, including pricelists in multiple currencies
Logistics Management
- Plan, execute and track deliveries
- Tracking multiple shipping methods and suppliers
- Shipping documentation management
Financial Management
- Expenditures control and approvals
- Scheduling and tracking of payment schedules
- Orders’ and Invoices’ payments approvals and tracking
- Multiple currencies
- Receivables and payables monitoring
- Interactive Dashboard for financials with predefined and custom parameters
Reporting
- Predefined or ad hoc reports and statistics to quickly generate any type of information required by the management
- Insightful real-time reports to generate accurate statistics in every moment
- Simple reports generation and customization
- Cross-modules and cross-systems reports and statistics including all the data and information – internal and from connected sources
- Interactive dashboards to know the status of any request at a glance
Event Management
- Plan, categorize and manage events such as trade shows
- Daily, weekly, monthly, and quarterly views and filtering based on multiple criteria such as start date/time, end date/time, location, type of audience, etc.
- Default fields include Event Name, Location, Start Date, End Date, Budget, Person in Charge, Event Audience, Status and Related Activities such as business trips
- Track all resources, e.g. reservations and attachments.
Third-Party Integrations
- Easy API integration with other procurement, financial, business, accounting, CRM apps to centralize the management of all data and processes under one roof