IMPROVE YOUR OPERATIONAL EFFICIENCY, STREAMLINE WORKFLOWS, AND ENHANCE OVERALL PRODUCTIVITY
Automate your operations and gain reliability, availability, productivity, performance, and cost reduction.
Agile Project Management
Use Agile methodology to manage on-going projects in unityBMS. Agile project management is a modern, flexible approach to project management which allows you to break large projects down into more manageable tasks, which are tackled in short iterations or sprints. This enables your team to adapt to change quickly and deliver work fast. Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
- Manage projects using a flexible Agile workflow
- Break work into small tasks and sprints
- Assign multiple team members to tasks
- Track time and expenses easily
- Generate invoices from project data
Inventory Management
Easily keep track of your inventory and fulfil your orders on time without worrying about replenishment with unityBMS Inventory management. Never worry about inventory shortage, maintain the quality of incoming and outgoing stock, use all kinds of measurements, manage returns easily, and more. unityBMS helps simplify inventory management so you can stock exactly what you need.
- Track Serial Number
- Accounts Payable
- Warehousing
- Delivery Tracking
- Vendor Management
- Batched Items
- Stock alerts
Client Portal
Client Portal allows your customers to keep track of all the transactions that have taken place between them and your business. Bid goodbye to lengthy emails and collaborate efficiently like never before. unityBMS Client dashboard displays important details such as, outstanding invoices and customers’ account and your organization’s details.
- Documents & Contracts
- Approval & Workflow
- Projects & Proposals
- Dashboard & Reports
- Performa Invoices
- Payment & Invoices
- Expenses
- Discussion
Documents & Contracts
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry. unityBMS document management module gives users the ability to track important documents related to Clients & Contacts. Keep track of document expiry and renewal, if documents have an expiry date like a contacts passpoprt expiry or visa expiry.
- Automatic Opportunity Creation on expiry
- Contract Expiry Notification
- Document Management
- Streamlined Contact and Lead Management
- Contract Management
- File Uploads
Time Tracking & Billing
Track expenses and time spent on tasks and bill your customers. In the unityBMS project management module, invoices can be generated based on time tracked within projects.
- Invoice add Task Hours
- Project Tasks and Task Template
- Task Billing
Do all of this and more with your unityBMS operations module
unityBMS is packed with intelligent features designed to streamline operations, boost productivity, and support business scalability. From project management and finance to CRM and automation, every tool works together in one seamless platform.
To Do List
unityBMS helps you to stay on top of your personal To Do lists. unityBMS To Do list can be used to take care of your personal day-to-day activities or any tasks or reminder related that need to be taken care by you.
Discussions
Customer Discussions connect you with other customers to share your questions, insights, and views about products or projects. unityBMS Client portal allow clients to connect with the assigned project agents.
Warehousing
Manage multiple warehouses and generate reports to get better insights about warehouse management, with unityBMS Inventory. Control the flow of stock between warehouses, located at different locations with a single application.
Automation
unityBMS flexibility in configuration helps you adapt your CRM to the way your team works. Control how information passes through with automation like creating opportunities automatically when a document/contract is expired.
Delivery Tracking
One late delivery is all it might take for a client to ditch your business. Fulfill orders from purchase to delivery in unityBMS using delivery tracking. Receive purchase invoices from unityBMS and verify correct product and quantity are packed.
Notification
Setup Realtime Notifications with Pusher.com for real-time notifications means that you won’t need to refresh the page in case there is a notification. This allows users to track the activities and collaborate in real-time.
Other Features
unityBMS is packed with intelligent features designed to streamline operations, boost productivity, and support business scalability. From project management and finance to CRM and automation, every tool works together in one seamless platform.
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