Cash crm


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CashCRM custom software from Salesforce instantly updates your business processes, combining them with people and technology to reveal more about your customers and their behaviour with deeper analysis and insight into critical sales and customer metrics. This software not bound with individual module like payable or receiveable of cash, moreover it also work on inflow and outflow of cash for the entire system.

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Cash crm

  1. 1. Your own sub headline This is an example text. Go ahead and replace it with your own text. Templates Your Logo
  2. 2. About Sysuniverse  Sys Universe is an IT services provider headquartered in Chicago with operations across the world. We provide outsourcing services including innovative consulting, technology, and implementation. We achieve this by focusing on industry verticals where we have strong domain expertise. we believe true value from technology requires an in-depth understanding of business strategy.  Our consulting services help you craft a vision for your institution and then provide a specific, practical business and technology framework that will make that vision a reality. Our consulting competencies spread across business, process, quality and technology consulting.  Our mission is to provide innovative solutions to our customers, consistently outperforms our peers and provides a dynamic and challenging environment for our employees. Our extensive IT experiences bring more innovation, newer technology, thus new products and services. We strive to build long-term client relationships based on mutual trust and respect and adding value with efficient and cost-effective service and solutions for our customers.
  3. 3. Products of Sysuniverse About Sysuniverse
  4. 4. About Cash CRM CashCRM Solutions is a leading Indian company, catering customers globally, pioneering in providing software solutions on the cloud. It is headquartered in Chicago, US and started operations in 2008.  It’s very popular flagship product .Cash CRM software is a well researched, well developed, cost effective enterprise suite which is specifically intended to target the growing and potential SME segment. The product not only takes care of day to day business transactions, monitors sales force activities, manages quotations etc but also provides in depth analysis, alerts, reminders and reports. It helps in enhancing the efficiency of the sales team at all level, executive to manager to general manager & directors. Cash forecasting is an intuitive and natural byproduct of FinancialForce Accounting’s single ledger. Because the system is holistic and not bound by individual software modules such as payables or receivables, you can easily see cash inflows and outflows across the entire system, including exposure by currency sorted by due date.
  5. 5. MODULES
  6. 6. MODULES
  7. 7. • Cash CRM manages product details and all information about the product. It also maintainces inquiry,Sales approval,Request Quotation,etc. Inquiry Inquiry sales Approval Request Quotion Quotion for sales Quotion sales Approval Sales Order With Quotation Sales Order without Quotion Goods Issues Goods Issues Without SO Invoice Against with SO Invoice Against Without SO Customer Payment Product Master
  8. 8. • This module contains the datas about the purchased products like item name, purchase detail, quantity of the product, cost of that product, etc., Requisition Approval Request For Quotation Quotation Quotation Comparison Quotation Approval Purchase Order With Quotation Purchase Order Without Quotation Purchase Order Approva Goods Receipt Goods Receipts Without PO Goods Receipts With PO (Std) Goods Return Purchase Requisition
  9. 9. Invoice Against PO Goods Return Vs Invoice Invoice Payment Invoice Against GRN Without PO
  10. 10. • The HR is for maintaining staff details , their designation,etc . So that staffs entered here can access personal login to your domain. Category Master Holiday Calendar Financial Year Department Master Leave Master Incentive Master Loan Master Staff payScale Allowance & Deductions Actual Feed Entry Form IT Slab Master Staff Application Define Fiscal Year
  11. 11. Staff Appointment Staff Master Leave Application Leave Approval Form Holiday Duty Application Holiday Duty Approval Staff Selection Comp Off Appliction Loan Application Loan Approval Staff Confirmation Staff Promotion Staff Resignation Resignation Approval Staff Incentives Staff Incentive Approval Staff In Out Pay Roll Salary Advance Application Salary Advance Approval
  12. 12. • This module is mainly used to store the details about the lead customers. Based on the lead product, the customer are converted into lead, details stored such as lead name, product, status, package etc., • Customer & invoice module contains the customer details such as customer name, product category, product name, package, etc,. This module is also used to generate the bill or invoice details about the customer. Terms of payment are also mentioned in this invoice module.
  13. 13. • Inventory module is used to track the sales and available inventory i.e. details about the amount to be collected from the customer for the product. Item Master Item Opening Quality Entry Sheet Document Type NumberGeneration Package Information Requisition Issue Department Receipts Against Issue Stock Transfer Department Receipts Against Transfer Item Issued To Staff Item Category
  14. 14. • This module contains all the payment details of the customer for the product, it contains detail such as customer name, customer number, amount paid, remaining amount to be paid and the status of the customer. • Accounts module allows you to define all your company's accounts and their hierarchical relationships. This module is used to show the revenue, expenses, assets and libilities of the company for financial management purposes and also provide the data needed to draw up accurate financial reports.
  15. 15. Voucher Number Generation Vendor/Customer Category Ledger Account Vendor Master Bank Master Bank Branch Master Bank Account Master Day Book Entry Contra Entry - Cash Contra Entry - Bank Adjustment Journals Financial Parameter Settings Financial Year Bank Account Type Vendor Payment
  16. 16. • This module having the daily work or task that has been allocated for every employee of the company. It contains the task detail, staff name, duration for the task to complete and also having the invoice detail from both the customer as well as from the vendors. Project cost sheet Billing infomation Invoice to customer Invoice from vendor Staff Task Information Staff Time Sheet Information Manager Approval Information Project wise staff report
  17. 17. • This module is mainly used to trace the employee attendance based on year and period wise. Attendance module will synchronize with the employee payroll which is used for maintain the account details of the company. • This module is mainly used to enhance merchant-customer relationships, encourage new customers and rekindle old customers to purchase products, posting advertisements through sms & emails by companies for their customers.
  18. 18. •This module contains the material to the customer about the product. It provides author and publisher information for of the product and also provides online documents for the products. This module is used for advertising the product based on product category. Business Development Material Category Business Development Material Master Business Development Material Issue Online Documents Author Information Publisher Information Advertisement Details Excel Import Advertisement Details
  19. 19. • In this module it contain the company information, currency type i.e whether using dollar or indian rupee and also used for currency exchange calculation. This module is also used to generate the number where it requires and it can able to change the date format, logo position, group code etc., Company Information Global Setting Number Generation Currency Exchange Rate
  20. 20. • User management module is used to create groups such as guest, employee and main admin of the company. Based on each group it provides the access for the modules. It also contains access permission for main menu, sub menu and it provides service for user maintenance. User Group Module Access Main Menu Access Sub Menu Access User Maintenance User Access Maintenance
  21. 21. Lead Status Wise Report Department Wise Stock Report Requisition Approval Report Customer Product/Package Wise Quotation Report Quotation Approval Report Department Wise Requisition Report Staff Department Wise Report Purchase Order Report Staff Wise Customer Report Purchase Order Approval Report Goods Receipts Report Staff Particular Report Customer Fee Paid Report • Report module plays a vital role for all the other modules of this software. In this module the report for every other modules are generated and it also requires regular updating of data for this module. It also allow the user to save, mail and print the reports for their use.
  22. 22. Goods Return Report Invoice Report Business Development Material Details Report Business Development Material Issue Report Item Details Report Follow Up Details Report Stock Ledger - Item Categorywise Report Stock Transfer Report Customer Due List Report Customer Discontinued Report Item Wise Department Stock Financial Staff Attendance Report Stock Ledger (Summary) Report Follow Ondate Report Stock Issue Against Requisition Report
  23. 23. Trial Balance Report Bank Account Master Report Cash and Bank Report Customer DateWise Fee Report Day Book Report Adjustment Journal Report Balance Sheet Report Income and Expenditure Report
  24. 24. Question Type Question Bank Test Sections List Staff Training Question Import •This module is used to train our staff by conducting some test process. It provides questions for the staff which is improves the staff skills or also used to evaluate the staff efficiency based on their test performance.
  25. 25. Office address : Sysuniverse, NO-3 Thiruvalluvar street, Kaviya garden,(near ICICI bank) Porur,Chennai-116 +91-843-801-5505 044-6526-5505 Email : Head Office: Sysuniverse Inc, One Wood Field Place, 1701 East wood field road,Suit#209, Schaumberg IL,ZIP-60173.