Platform functionalities

ERP, CRM, BI

SocrateCloud provides a rich and fully integrated functionalities ERP & CRM & BI, easy to use, ensuring business performance, no matter how large or fast the business grows. Available in both public or private cloud, SocrateCloud sustains the management of companies with 10 employees, as well as of those with 300000 employees.

SocrateCloud Business Platform Functionalities ERP CRM BI

SocrateCloud ERP & CRM benefits

Quick selection process
Integrated functionality
Industry focused

Short implementation time
Automated software upgrades
Automatic scalability and provisioning

No upfront capital costs
Low ongoing subscription fee
Data and application protection

ERP & CRM broad capabilities

SocrateCloud functionality includes ERP & CRM (Enterprise Resource Planning and Customer Relationship Management).

Purchasing

Automate all steps from procurement to payment.

Project Management

Define, manage, track and report on projects

Service Management

Manage the entire service delivery life cycle. Track internal and external requests and ensure timely responses.

Materials Management

Manage inventory receipts, shipments, moves and counts across your warehouses, suppliers, customers.

Time Management

Record and manage the employees and subcontractors time, spent on each project, phase, task

Lead and opportunity management

Manage and automate your sales process, register opportunity info, status, attach documents, generate offers, schedule follow -ups and appointments, view the sales history in the easiest way.

Order Management

Create quotes, book orders, manage materials, generate invoices and collect cash.

Fleet Management

Manage the “means of conveyance”, track the related costs and consumptions

Marketing campaigns

Manage campaigns and marketing channels and track the related costs.

Asset Management

Track all the organization assets, group and classify the fixed assets according to the existing law.

Warehouse Management

Improve warehouse productivity by automating inbound and outbound logistics.

Standard Reports

Report and manage the performance using standard reports and integrated reporting tools.

Financial Management

Automate the processes of your business solution and manage your financial records.

Manufacturing

Control manufacturing with material planning, production scheduling & shop floor execution capabilities.

Business Intelligence

Analyze, report and monitor the business at 360 degrees.

Global Ready

Multi

LANGUAGE

Multi

TENANT

Multi

ACCOUNTING

Multi

ORGANIZATION

Multi

CURRENCY

Multi

COSTING

Multi

TAX

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