Sales, financial, procurement, logistics and marketing departments, agencies and organizations can benefit from the advanced Contacts, Sales, Purchasing, HR, Inventory, Reporting, Content, Project and Workflow Management capabilities to coordinate their business processes and improve efficiency.
Profuz LAPIS provides high-end capabilities at a fraction of the cost, compared to other enterprise level products, and with even more agility and style.
The Profuz LAPIS system adapts to the needs and growth of your organization seamlessly, proficiently and affordably. The technology behind the product is a result of many years of practice, research, and conceptualizing.
Benefits
Customer Relationship Management
Supply Chain Management
Functionalities
Contacts Management
- Affiliate and external contacts
- Individual and company contacts and connection between them
- Leads, prospects, clients, partners, suppliers
- Active/inactive contacts
- Tags, categories, folders, parameters and attributes for custom contacts classification as per your company needs
- Activities list for history of changes, communication and live comments
- Custom Fields defined by user
- Easy creation of users accounts from contacts
- Monitoring of tasks, projects, orders, deals, invoices, documents in which contacts are involved
- Import/Export of contact databases
- Manage and track Subscribe/Unsubscribe activities from sources such as newsletters, product announcements, promotions or overall e-mail marketing
- Add / Remove subscription criteria and monitoring parameters
- Import / Export contacts for email marketing programs or automatic synchronization with a client-preferred email campaign management tools such as Mailchimp, SendinBlue, etc.
Social Media Publications Management
- Plan, categorize and manage publications to social media channels
- Daily, weekly, monthly, and quarterly views and filtering of scheduled publications 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 Process Management
- Sales Deals tracking, management and reporting
- Reporting and statistics per sales person, deal source, stage, due date, payment terms, payment methods and other criteria
- Automatic creation of sales quotes based on information from the sales deals
- Customization of sales deal parameters and stages to reflect your organization sales process and needs
- Sales Pipeline including quotes tracking, management and reporting based on currency, sales person, due date, stage, validity, client, etc.
- Multiple parameters for filtering quotes such as Date, Creator, Owner, Currency, Payment Method, Payment Terms, Shipping Methods, Amounts, etc.
- Sales Quote generation in pdf format based on provided by your organisation quote template(s) and sending e-mail with attached pdf through the system
- Possibility to have multiple sales 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 and advanced search parameters
- Scheduling meetings, calls, follow ups, to dos, etc.
- Reminders
- Daily, weekly, monthly and quarterly sales activities monitoring
- Filtering of sales activities based on sales person, period, type of activity, etc.
- Email notification for upcoming sales activities, due dates, follow ups, etc.
- Document management – create, edit, approve and other collaborative operations on generating quotes, contracts with clients or other text files
- Versioning and History of changes
- Search and filtering of documents based on creation date, creator, owner or other parameters if added to documents metadata
- Watermarking of documents for confidentiality or other purposes
- Conversion of DOC files to PDF
Events Management
- Plan, categorize and manage events such as trade shows and business trips
- Daily, weekly, monthly, and quarterly views and filtering based on multiple criteria such as event start date/time, end date/time, location, type of audience, etc.
- Track all event resources, e.g. reservations and attachments
Procurement Management
- Keep track of Suppliers, manage negotiations and keep accurate Purchasing Price Lists
- Describe the Products and Services with default and custom parameters
- Manage the complete purchasing process from Requests through Ordering, Invoicing, Payment Tracking and Delivery
- Negotiate, review, approve, order, track delivery and payment of goods and services
- Create Purchasing Requests in the app or from an email
- Manual or automatic Purchasing Request assignment for review and further processing
- Create, update, execute and track Purchasing Orders
- Order categorization based on predefined or customer-specific criteria such as status, urgency or other
- Purchases categorization for accounting purposes and based on rules defined in the accounting software
- Main and additional multiple currencies supported
- Multiple physical or logical Warehouses definition and management including Name, Location, Supervisor or other custom defined parameters
- Book, transfer between Warehouses, assign Assets and sell Products and Services
- Create and track single and compound stocks and batches
- Manage company internal and remote stocks and company assets
- Create, review and approve contracts
- Collaboration on Contracts including Activity Log, Change Log and Comments
- Classify, organize, store and archive Contracts by any number of Categories
- Document metadata extraction during document upload
- Manual or automatic import of documents in the system
- Multiple Document formats such as doc, docx, pdf, xls, xlsx, txt, odt are supported
- Create workflows including other elements of the system
- Track, classify and manage approvals for Quotes
- Track Quote currency, Supplier name, Payment terms, Payment methods, Delivery terms and methods, Contact persons, single prices, Quantities and Discounts, Person in charge, and more
- Create Order from Quote
- Keep relations with Orders, Contacts, related documents and files
- Create Order from a Deal/Quote or from scratch
- Keep track of Order relations with Deals, Contracts, Invoices and related financial documents
- Order may include Products and Services coming from preassigned Price List or custom Items manually created when needed
- Management of Order statuses, currency, Payment terms, Payment statuses, shipping terms, conditions and contacts, Price Lists, person in charge, start date, due date, delivery date, etc.
- Possibility to customize Order status lists, Payment terms lists, Payment rules or any other element of the Order definition and workflow
- Notifications for upcoming deadlines, dues, over-dues and delivery
- Purchase Invoice tracking
- Create Invoice from Order, from scratch or import it from external sources.
- Invoices tracking and approvals
- Payments tracking management including Payment terms, methods and due dates
- Interactive Dashboards to manage every single step and aspect of the process
- Export Invoices in excel
- Plan, execute and track deliveries
- Shipping Documentation Management
- Predefined or ad hoc reports and statistics to quickly generate any type of information required by the management