H-Office is XRM ( extended CRM) software design to automate entire business process with it's integrated 20+ modules. H-Office is very cost effective software which can be deploy and implemented very easily.
H-OFFICE TMSPEED UP THE GROWTHwww.H-OfficeCRM.comTM
H-OFFICE TMSingle comprehensive platform for all thebusiness operations!H-Office: Your Trusted Business Monitor“A revolutionary business management software integrating CRM, XRM, PM and E-commerce with the richlibrary of 30 Add-On modules with global and mobile accessibility”“A solution designed after harvesting decades of technical and functional knowledge with experience ofworking with various business verticals and challenges in different scales”“A highly scalable software- capable of handling large data, covering all the departments and businessactivities by providing a single comprehensive platform to all the stockholders of the company”“Global accessibility ensure online business platform to perform without geographical barrier with the greatreliability and power full security to address the organization’s challenge for anxieties of real time information”“An implementation strategy designed by the core experience team ensures the best utilization of tools at aminimum cost and time investment which will explore and touch various macro level processes throughout theorganization”“An enforcement and user training will be hassle free, quick and most effective with the new tactics, trainingcenters and H-Office video libraries”.“A dedicated support team to always help you out whenever you have a need of it”“A customization or industry to industry optimization is quick and effective in a standard line of processes bycustom and user defined fields and document report templating”“An optional auditing services to improve the quality of data and system usability to avoid the junk / garbage andto take the best benefit out from the adopted technology”“The H-Office in nutshell nothing greater than the great piece of continues researchand development to simplify the business puzzles!”
`H-Office: Your Trusted Business Monitor“A revolutionary business management software integrating CRM, XRM, PM and E-commerce with therich library of 30 Add-On modules, global and mobile access with push technology”“A solution designed putting decades of technical and functional knowledge and experience ofworking with various kind of industries and challenges of different scales and verticals”“A highly scalable software, capable of handling large data, covering all the departments and businessactivities providing a single comprehensive platform for all the employees, vendors, customers andassociates overcoming all geographical barrier to work upon a platform with the convenience of theirtime and place with the great reliability and power full security to access a user friendly interface ofsoftware which is been continuously strengthen to address the organization’s information anxietiesand expectations”“An implementation strategy designed by the core experience team ensures the best utilization oftools at a minimum cost and time investment which will explore and touch various macro levelprocesses throughout the organization”“An enforcement and user training will be hassle free, quick and most effective with the new tactics,training centers and H-Office video libraries”.“A dedicated support team to always help you out whenever you have a need of it”“A customization or industry to industry optimization is quick and effective in a standard line ofprocesses by custom and user defined fields and document report templating”“An optional auditing services to improve the quality of data and system usability to avoid the junk /garbage and to take the best benefit out from the adopted technology”“The H-Office in nutshell nothing greater than the great piece of continues researchand development to simplify the business puzzles!”H-OFFICE TMSave: TimeIncrease: Efficiency and ProductivityReduce: Operational Cost and Response TimeGain: Profitability, Larger Customer Acquisition,High Business Volume and High ProductionImprove: Organization Knowledge and Skill Setand Market Reach
Provide the option of cloud computing (our hostedserver) or Local hosting at your office to suite yourbusiness need. Manage security on every IP,contacts, interaction, functionality, modules withsingle click "Role" based policy assignment.H-office offers the optional customization tooptimize as per the organizations need.Electronic reminders (E-mail & SMS) alerts areintegrated throughout the software on all importantevents which saves a great communication timeand increase the quality and response time.The commercial structure of the solution is verysimple and standard. Select no’s of users andmodules as per organization growing need andreducing cost of acquisition and reoccurring cost isalso very low.It’s a truly web based application operate usingbrowser; it is easy to deploy, upgrade and supportand you won’t require any server / client licenses torun this particular application.H-OFFICE TMIncredible benefits lead your effortstowards success!Virtual Office&Paperless OfficeSingle PlatformGlobal & MobileAssecibilitySclability&CustomizableNoMaintainenceLaw Cost ofAcqusitionCustomerCentricApproachKeeping ‘Contact’ as a centre to capture all business interaction pertaining to their task, sales, purchase, supportsand account through single windows makes a company customer centric and when you go to the customer screen,you will find all the information related to that customer. It works on managements concept of 4C.Central repository for scanned and electronically generated papers with user define keyword to retrieve documentbased on set security standards makes an office a “paperless office”.You can monitor all business activities online, acts as “virtual office”. Offer unlimited group of companies andbranch office support with global and smart phone accessibility for seamless business operations.It encompasses wide range of business activities empowering all departments and employees of the organizationto work on a single platform results into high efficiency for saving customers and saving of time.Software Provide the option of cloud computing (our hosted server) or a local hosting at your office to suite your
H-OFFICE TM Hosted Mail Server @ Amazon Auto Back in clouds Non Discloser Agreement and highlysecured database structure Free Upgrades Local Hosting Facility Vernacular Language Support Volume Based Discounting
`H-OFFICE TMEnjoy the benefits of future ofsoftware technology “SaaS”(Software as a service) withAmazon Cloud!AffordableQuicktodeployZeroInfrastructuresSeamlessUpgradesGuaranteedLevelsofServiceBackupsandDatarecoveryalldoneforyouWorkAnywhereSecurityHighAdoptionRateLongTermCustomerRelationship
H-OFFICE TMAmazing features empower businessoperations run faster and sharper!Key Features at a GlanceCRM* Dashboard with 50+ user selectable gadgets Electronic reminders, alerts & system notifications Repetitive reminders for multiple parties and stack holders Multi lingual support Centralized contact management system Birthday & Anniversary auto greeting E-mails & SMS Envelop & Label Printing E-mail & SMS* Bulk E-Mail & Bulk SMS* Import & Export utility for Excel Bulk contact hand over facility Contact categorization / grouping Multiple time zone management Contact reference management Contact privacy settings Contact communication preference management Google map integration for contact address mapping Custom groups & fields for capturing additional (customized) information Document template Competitor information management Contact notes Contact remarks Individual & Company contact management settings Contact relationship builder (C2C, C2I, I2I) Image upload & cam snap facility Contact wise interactions and transactions managementContinued…1
Continued… Advance Search Product management Product List & Tree View with unlimited sub category creation option Product import from excel utility Product price update utility from excel Bulk tax apply utility for applying tax to multiple products at a time All type of product / service creation facility (Manufacturing, Trading, Dummy /Samples, BOM, Service etc.) Product privacy settings Product divisions creation facility Price list management Product activation settings for sales, purchase & support User defined forms and fields creation facility for capturing and maintainingadditional product related information Product warranty management (Vendor & Customer Warranty Both) Batch & Serials management Product picture gallery Product wise transactions and interactions management Task management for internal communication and work delegation Task auto drafting facility Task priority and Task deadline management Task grouping & categorizing Numeric reports on task Task status tracking Replies & progress management on Task Task on Behalf facility Private messages on task Task Alerts & Reminders Timesheet & cost center E-mail & SMS monitoring Organization hierarchy Daily work report Daily digest Roles & Rights management Employee profile management 4 color themes (Red, Green, Blue, Classic Black) Setup Appointment & Time Management Calendar (Task, Task Replies, Warranty Expiry, Birthday & Anniversary,Appointment) Graph, Chart & Reports
Continued…DMS Centralized document repository Document read / write rights Document physical location management Document custom fields Document search Electronic alerts on various actions like create, update, delete etc. Noting and commenting on document Document multiple version management Document access log Folders / Sub Folders management Interlinking of DMS throughout the software Any type of document management Access document from any where Compress and zip document facility Flow document management Approval flow / process on document Download statisticMarketing Pre – Prospect / Prospect & Suspect data management DND data management Campaign management and auto data distribution policy Follow Up management mechanism Lead (Inquiry) management Customizable inquiry forms (General and Product Specific) Auto lead revoke policy Sales forecasting & forecast report Lead follow up system Cost center on leads Sales funnel Lead status tracking & outcome based funnel mapping Lead wise expense analysis Quotation creation option based on lead parameters Lost reason & lost analysis Business intelligence Industry, employee, group, product category, area, region wise analyticalreports etc.23
Continued…Sales Quotation Sales Order Sales Invoice Pick List Delivery Challan Payment Receipt Sales Return Credit Note Quotation – Sales Order – Sales Invoice – Pick list – Delivery Challan onclick creation facility Credit limit management (amount, days) Sales transaction locking (Customer and Product wise) Multiple price list management Customer & Product wise sales preferences settings (Form, Invoice type,Tax group etc.) Discounts & Discounting structure management (employee, product andcontact wise) Amount wise sales process approval flow and multiple approval authoritysettings (For Quotation, Sales Order and Sales Invoice) HTML templates for user define print formats (For Quotation, PerformaInvoice and Sales Invoice) Word interface for designing user defined print formats* Amount based sales incentive calculation Terms & Conditions template (Quotation, Sales Order, Sales Invoice,Delivery Challan) Cover letter templates Various printing options of Quotation, Sales Order, Performa Invoice andfor Sales Invoice (pre-printed, with image, with product wise tax break up,with grand total and tax summary) Payment schedule planning and notifications Delivery schedule planning and notifications Sales account mapping* Sales expiry notifications and based upon auto lead creation facility Expense analysis on sales process Copy, Revise and Edit quotation options4
Continued… Quotation register Quotation analytics (category, industry, territory etc) Sales order with purchase order linking Sales order wise status tracking (payment, delivery) Sales order register Sales order analytics Sales invoice register Sales invoice analytics User defined invoice creation types User defined DC creation types DC Edit log DC register Customer and product wise sales transaction plug ins Employee wise sales report Product wise sales report Sales order pending for invoices report Sales order pending for delivery report Payment collection report (Employee wise, Branch wise, Team wise) LI (Lead to Invoice) Report*Purchase Purchase Order Goods Receive Note (GRN) Purchase Invoice Payments Purchase Return Debit Note Vendor price list import from excel utility Purchase transaction locking (Vendor and Product wise) Vendor & Product wise purchase preferences settings (Form, Invoicetype, Tax group etc.) Amount wise purchase process approval flow and multiple approvalauthority settings (For Quotation, Sales Order and Sales Invoice) Word interface for designing user defined print formats* Terms & Conditions template for purchase order Various printing options of PO (pre-printed, with image, with product wisetax break up, with grand total and tax summary)5
Continued… Payment schedule planning and notifications Delivery schedule planning and notifications Purchase account mapping* Supplier’s product wise supply related information management Primary supplier setting option for quick order placing Vendor’s warranty tracking on purchase items Copy PO option Stock unit conversion facility at purchase time* PO creation time stock, stock on PO, and stock on SO visibility on lineitem level* Purchase invoice to stock location sheet creation facility* Purchase order wise status tracking (payment, delivery) Purchase order register Material inward register PO wise material inward register Purchase invoice versus GRN imbalance reportBasic Accounts with Voucher Management Multiple beneficiary accounts for customers Opening utilities Party ledger and sub ledgers management On account, sales outstanding and purchase outstanding JV Contra Account group and account ledger master Party ledger report Accounts mapping for Tally Integration Expense voucher creation facility on user level Voucher creation facility for employee and for contacts with beneficiaryaccount selection Expense type wise maximum expense limit Voucher approval process Voucher payment rights Voucher print Employee wise, category wise, type wise, activity / task, lead, supportrequest wise expense analysis Voucher summary report6
Continued…Stock & Inventory Branch and Company wise stock management Stock location tracking Stock movement tracking Item wise stock minimum – maximum mapping and alerts Stock on PO and Stock on SO tracking Inter branch stock transfer utility Stock opening excel utility Manual stock add, open, remove option Inventory location import utility Dummy goods inventory management Purchase time item unit conversion facility Threshold stock report Stock summary reports (Branch wise, Product wise) Stock valuation reportSupport & Knowledge Management Support call management Support solutions Support articles Support ticket generation and customer intimation via E-mail & SMS Call Auto assignment and distribution policy (Designation andDepartment wise) Engineer work load management Bulk request assignment option based upon the various filtered criteria Request status tracker Support call priority and deadline management Various call supportive request views for the engineer and manager Pre-defined fields selection setup for support request User define fields creation facility for user input call type, priority, requestmode, category and sub category Timesheet management Cost center and expense analysis Sales bill mapping with support request Sales history and support history of customer and product and plug-in insupport request78
Continued… Engineer’s action update to customer Approval process in support request Customer satisfaction tracking (call wise) Support status graph Employee work load graph Call report Support summary report Product and request wise solution and articles (guideline andknowledgebase for engineers) Contract management (coming soon) RMA*Tally Extender & Tally Integration Contacts, Products and Bank’s masters auto creation from H-Office toTally All SO’s & PO’s push from H-Office to Tally (in case of Tally extendermodule)* All H-Office sales, purchase, voucher, JV, contra transaction auto pushfrom H-Office to Tally (in case of Tally integration module)* Multi company integration support of H-Office with Tally. Account group, account ledger and voucher type push from H-Office toTally to sync* Tally MIS report display in H-Office**Stock and inventory will not be pushed from H-Office to TallyProject Portal Project dashboard Project overview Project planner Milestone Todo List Todo Deadline planner for milestones and todo’s Project Messaging910
Continued… Todo commenting Document management Project wise categories for todo and messages Real time project status tracking Login and work assignment facility for customers and third parties inproject Search utility Project timesheet management Project daily / weekly / monthly progress digest in mail Project progress report (project wise)Client Portal Unlimited web page creation facility On click product publish from product master to portal with product image/ gallery, short description, long description and MRP price (optional) Product browsing and category sub category of product wise site mapcreation Secure client login Custom and multiple inquiry form creation facility Portal inquiry to lead functionality mapping Customer end support ticket generation facility from portal Request status tracking and actions display in portal Support article publish functionality on portal Search functionality for portal(coming soon) Customized web development and integration with concept web, e-commerce portal payment gateway etc.*Incoming E-mail Multiple IMAP mail account configuration facility From e-mail to lead, support request and task creation facility E-mail attachment facility with task, lead, quotation, sales order, deliverychallan, sales invoice, purchase order and support request Auto e-mail attachment with contacts and suspects All incoming e-mail hierarchy wise monitoring and access1112
Continued…IVRS & CTI Pre- recorded interactive / non interactive message playing at call landing Text to speech voice message composition (coming soon) For working hours and non working hours wise call escalation policy Auto system dial out to mobile / landline on non response configurablepolicy All incoming / outgoing call recording and attached plug in with contactand suspects Call play back facility Click to call from system Contact name flash and contact detail page auto open on incoming calland on call pick up Predictive dialer and campaign management for outbound calling* (addon plug in)GPS Mobile Tracking Employee real time location tracking Alert on GPS disable Only office time employee location tracking configuration policy Previous date locations log Location track frequency setting Offline track buffer and data push to server when net connectmechanismMulti Company and Multi Branch Support Multiple group company creation facility multiple company data push in tally companies Multi branch support Branch wise user access policy Branch wise and company wise analytical reports151314
Multi Currency and Multi Time Zone Support Multi company sales / purchase transactions Customer wise master currency mapping Customer wise time zone mapping Employee wise time zone mappingAppointment & Time Management Appointment / Visit / Meeting / Event planning User define appointment category, type and priority Appointment privacy settings Appointment time slot sharing via calendar and plot view Daily / Weekly / monthly visit planning Appointment status tracking Customer, lead, support request wise appointment analysis Appointment replies Appointment wise expense analysis* Appointment timesheet Appointment / event / meeting wise lead generation statisticsInformation KIOSK Unlimited browsing page creation facility On click product publish from product master to KIOSK with productimage / gallery, short description, long description and MRP price(optional) Product browsing and category sub category of product wise site mapcreationPOS Client for Quick Billing Speedy entry with minimum key strokes Barcode support Printing support on various printers (Tharmal, Dot Matrix, Laser with Pre-printed and plain paper support)161718Continued…19
Thanks SMS alert configuration on transaction Data Sync / upload utility Thin client machine support*Excise Billing Support Generates Excise Invoice raised by first and second stage registereddealers to pass on CENVAT Credit Allows Batch-wise Inventory details Provides option to print details of Manufacturer / Supplier and all otherrelevant particulars of the corresponding purchase invoice Tracks item history of excisable goods, right from the instance ofpurchase till the time of sale / passing / termination of CENVAT Credit. Generates statutory returns and excise related reports as mandated,which are Form 2 and Stock Register Company wise / branch wise / product wise preference settings Taxable & non taxable group excise summary20
H-OFFICE TMSolution which could be implemented nearly in anymanufacturing, trading, marketing, service or project basedindustries!
H-OFFICE TMExpand and enrich continuously….Our development team dedicatedly works on the product for365 days a year. We continuously do the research anddevelopment to enrich the functionalities and to expand thehorizon of the software. We develop so many new featuresand update all our customers in each new update for themto take the maximum benefits of the tools and technology.We do this exercise every month which is encompassed ofthree basic components: Enhancement, Bugs Resolutionsand New Development.The best part for a customer is that, he will get lakhs ofrupees features for free of cost once he has been migratedto H-Office platform. We update our entire customer basevia release note which we prepare along with the every newupdate to let them know about the progress I software.Apart from this we also run small patches once or twice aweek to give and update small corrections andimprovements.NewDevelopmentEnhancementImprovmentBug FixingVersion Updates and Release Note
H-OFFICE TMvBible 1.0 – The Complete Video TutorialLiberaryBelieve is in “Coaching” rather than “Training”!We have a full proof training kitWe have experienced and skilled team of trainersWe understand every users work profileWe prepare presentation and training kit according to their profilesWe have video tutorials for self and easy learningWe have a back office team for providing remote trainingWe audit and support till the time user got acquainted with the new systemWe are also designing tutorials in regional languagesWe have a dedicated support team for user’s query resolutionWe develop a training center in each city where we workWe do arrange refresh training on regular basisCost of training is affordableAdmin training availableExamination & Certification process*UnderstandingWork ProfileSelf LearningToolsExamination Certification Audit
H-OFFICE TMYour Business is a reflection of you;Your Success is a reflection of your customer Relationship!relationshipAbout UsH-Office CRM is leading provider of customer relationship management (CRM), SFA (sales force automation)and SRM (Support/Service request management) for midcap companies. Our continuous focus is to makeapplication easy to use, smaller learning curve and being cost effective at same time.We have seen all ups/downs in marketing, support, sales and IT industry from 1992. All our learning is used tocreate H-Office and its been by your requests and suggestions.H-Office CRM came into life in 2008. But its not a single day result. Our team has done lots of workand analysis for bringing a perfect solution for business. The most important thing is, it’s not child ofIT Solutions Company, which comes with great product. Its been designed by Industry People forIndustry People. So we can understand the real pain of yours in day to day life and can offer muchbetter product.If we speak about our team then, "our team of dedicated and highly qualified professionalsconverges to produce and maintain an always-on, real-time product that is constantly improved."Our Mission and ValuesOur corporate mission is to deliver perfect and all in one business monitoring solution for eachindustry vertical, at every level. Our entire team is engaged to achieve this goal. Our foundation isbased upon Customer Centric Approach, Continuous Improvement and Total Quality Management.PresenceRight now we are providing our service in India, USA and UAE. But our application is designed to beaccessed globally. Our SAAS based approach enables you to access application from anywhereanytime.
HEAD QUARTERFF-1, Narayan Krupa Avenue,Opp. Prernatirth Jain Derasar,Satellite, Ahmedabad – 15www.hoffice.inContact: Mr. Darshan Sanghavi9327058088, firstname.lastname@example.org.H-OfficeCRM.comTM