Users and Contacts managament
Organize your employees, offices, branches, clients, partners and collaborators to work efficiently from everywhere and collaborate in real-time across time-zones and locations.
IT companies can benefit from the advanced Commercial, HR, Contacts, Projects and Digital Assets management functionalities of Profuz LAPIS. LAPIS stands out as a solution that adapts to the needs and growth of an organization seamlessly, intelligently and affordably. The technology behind the product is a result of many years of practice, research, and ideation. Profuz LAPIS provides a central way and environment through which to control Management, Structure, Usage, Storage, and Security of various data and processes.
Benefits
Projects and Tasks Management
Plan, coordinate, monitor and execute your projects and tasks in real-time. With LAPIS Project Management you always have an overview of where your development and services are.
Digital Asset Management
Organize, track and monitor the valuable company physical and digital assets.
Functionalities
Your own workspace
- Customizable workspaces help improve employees’ efficiency
- Personalized dashboards for different user groups
- Possibility to easily customize your individual dashboard and layout using widgets, query containers, views, searches, etc.
- Dynamically adjustable working area at every step of your job
Projects Managament and Monitoring
- Multi-layer structuring of Projects, Subprojects, Tasks and Subtasks
- Create, read, update, link, and delete Projects, Subprojects, Tasks and Subtasks
- Projects overview with overall progress bar
- Built-in views: Calendar, List, Grid, Tree, Gantt, Chart
- Custom views and filters (e.g. past, due, late tasks, Kanban, etc.)
- Quickly and easily change statuses and task owners
- Resource profile creation, classification based on various parameters, planning, allocation, overlapping management and workload monitoring
- Time Tracking – estimated time versus time spent
- Automatic suggestion or assignment of appropriate resources based on Task properties or other data
- Task, Subtask, % completion calculated in the overall task
Easy Collaboration & Communication
- Work collaboratively on Projects by assigning Tasks to one another
- Edit content simultaneously
- Collaborate on anything in real time
- Live comments
- 1-1 or group chats
Notifications
- Email and in-the-app notifications
- Notifications for Task assignments, updates or completions
- Notifications for upcoming due dates
- Custom notifications possible per client-defined rules and triggers on any type of activity in the system
Workflow Management
- Workflow Management for Project-specific Tasks or between Projects and other elements of the system or connected external systems.
- Multiple ways for approvals and validations of Tasks, Projects, documents or any other work
Access, Permissions, Entablements
- Simplified control through complex user rights for viewing, editing or changing tasks and projects together with the related documents or files
- Hierarchical inheritance of rights for connected objects and containers
- Linked objects and containers can inherit rights
Sales, Purchasing and Inventory Management
- Sales and Purchasing Deals, quotes, orders, contracts, pricelists, documents and activities management
- Payments tracking including payment terms, payment methods and due dates
- Create and assign unlimited number of products and services to one or multiple pricelists
- Statistics and Reporting based on templates or generated on-the-fly
- Various levels of approvals as per your need
- Documents 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 creation date, creator, owner or other parameters added to documents metadata as per your needs
- Watermarking of documents for confidentiality or other purposes
- .Conversion of DOC files to PDF
- All popular document file formats are supported
- Task templates can be assigned to a service in order to automatically create the corresponding service task type needed to fulfill the required service
- 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
- Multiple Warehouses definition and management – physicial or logical
- 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, batches and services
- Manage company’s internal and remote stocks and assets
- Manage purchasing and selling pricelists, including pricelists in multiple currencies
- Easy API integration with other procurement, financial, business, accounting, CRM apps to centralize the management of all data and processes under one roof