Are you a service entity and need to manage your customer base more efficiently ?

With ERPNext and TjomTek Solutions you can😀

From customer leads to customer invoicing , invoicing on projects or time sheets ERPNext can do it all. Set up subscription based plans for your services, build rapport with regular customers and follow-ups, set up maintenance schedules and visits to your customers.

Manage your customers

Assign dedicated sales executives to manage customers and build a strong customer rapport.

Use multi-currencies for your overseas customers, and the exchange rates will be calculated automatically.

Set credit limits on customers to prevent further sales for customers who have reached their buying spend, thus eliminating any bad debts. Let your customers place orders, view their statement using the customer portal.

Email Campaigns

No longer is there a need to go from door to door, in our digital age marketing can be handled via email campaigns and who better to do this but with ERPnext. Send emails to multiple leads and manage each thread separately.

Subscription

Set up different subscription plans and assign them to customers. Set a trial period for your subscriptions. Taxes and discounts can also be added to your subscriptions, just like any other regular item. The subscriptions can be repeated at varying intervals, daily, monthly, or once per few years. After the trial, invoices will be generated automatically.

Project management

Manage internal and external projects efficiently. Bill your customers for the employees you've sent to their site using the Time Sheets feature. Create and track tasks to keep your employees on their toes during important projects.

Gantt charts and Kanban boards help you track and visualize tasks for a quick and easy holistic view of your progress.

Help desk

Usually, a services company will get more issues than a product company. We understand this, so we've created lots of features to organize and manage incoming issues.

With features like 'Append To', issues are automatically created in ERPNext when customers email issues to a configured email address. Classify issues by leads, projects, or companies. Record quality with information like minutes to first response and service level agreement

Service level agreement

Offering quick and quality resolutions to incoming issues is not easy. That's why we have a Service Level Agreement feature to help you set and adhere to standards and keep your customers happy.

With service levels measuring time to respond and resolve, you can set targets and take appropriate actions to make sure customers are satisfied. SLAs can be automatically applied to new incoming issues. Support hours can also be set to properly communicate expectations with your customers

Record warranty claims

Easily record and manage warranty and annual maintenance contracts for different serialized items sold to customers. With serialized inventory, you can learn exactly which units are in or out of warranty/AMC.

For valid claims, set resolution and customer details. If an item is large or installed at the customer's location, this can be handled with the Maintenance Visits feature.

Maintenance visit

When an item cannot be brought to your center, or you need to service it at the customer's site, maintenance visits are absolutely necessary. Record the progress of the visits, scheduled or unscheduled. Record the person performing the visit and the work done.

Maintenance schedule

With an annual maintenance contract, regular maintenance visits are required to keep the service up and running at the customers' end. Record these visits easily with maintenance schedules. With predefined periods, the schedule can be generated automatically

Billing and pricing

Handle your customer subscription billing lifecycle from end to end. Invoice your customers and chase receivable payments easily, with payment requests and notifications via email or SMS reminders. Create custom print templates for bills (using Jinja or HTML) and set up defaults in no time.

ERPNext is the world's best 100% Open Source ERP Solution

Open Source Software for Modern Businesses

Accounting

Get a real time view of your cash flow. Full fledged accounting module covering every aspect of book keeping.

HR & Payroll

Manage full employee life cycle right from onboarding, payroll, attendance, expense claims, assets to separation.

Manufacturing

Effectively maintain and manage multilevel bill of materials, production planning, job cards & inventory.

Sales & Purchase

Increase productivity and lower costs by managing your sales and purchase cycles, from purchase to sales orders

CRM

Win and retain more customers by optimizing sales process. Track leads, opportunities and send the quotes on the go.

Projects

Deliver both internal and external projects on time, budget and profitability. Track tasks, timesheets and issues by project.

Helpdesk

Deliver a better service experience with an intuitive issue tracker and integrated knowledge base.

Asset Management

Maintain and Manage details of assets, their movement, value adjustment and depreciation.

Website

ERPNext comes with a fully featured content management with blogs, web pages and forms.