CRM (Customer Relationship Management)
The unit "CRM" allows to manage your contact network, your market research and your business expenses:
  • Contact management
  • Third-party management: third-party data, association of contacts and third-parties, third-party management by field of activity, third-party assessment management
  • Market research management
  • Business expenses management
This unit includes a EDM (Electronic Document Management) to store the ad hoc documents.
BeWin Solutions - CRM
BeWin Solutions - Projets
PROJECTS
The unit "Projects" allows to manage the complete follow-up of your company's projects:
  • Project management
  • Project estimation
  • Customer orders
  • Financial guarantees
  • Planning of the project tasks
  • Progress follow-up
  • Progress invoicing
  • Quality follow-up
  • After-sales service
  • Mission orders for workers
  • Services provided (time sheets)
This unit includes a EDM (Electronic Document Management) to store the documents related to each project.
MANAGEMENT
The unit "Management" allows to manage the administrative tasks of your company(ies):
  • Accounting: input of accounting documents, edition of reports, adaptable chart of accounts, official and customized reports
  • Invoicing
  • Back pay management
  • Tasks management among colleagues
  • Document management allowing to store the administrative documents of your company(ies).
BeWin Solutions - Administration
BeWin Solutions - Ressources Humaines
HUMAN RESOURCES
The unit "Human Resources" allows to manage the information regarding the partners of your company(ies):
  • Colleague management
  • Planning management
  • Services provided (time sheets)
This unit includes a EDM (Electronic Document Management) to store the administrative documents of each colleague.
DASHBOARD
The unit "Dashboard" allows to get results immediately to help you manage your company(ies) as effectively as possible:
  • CRM: Market research to predict the future trend of the turnover and margin
  • Projects: Estimation vs orders, dashboard of the ongoing projects, budgetary control of the projects
  • Companies: financial indicators, financial statements
BeWin Solutions - Dashboards