CRM & sales
Pipeline, activities, quotations and sales orders.
SyNex ERP brings CRM, orders, inventory, projects, invoicing and accounting into one modular workspace.
Choose the modules and workflows you need. The system can be tailored to your operations, user roles and integration requirements.
Customer, product, order and invoicing data form a single traceable chain.
Access can be controlled by company, role and module.
Pipeline, activities, quotations and sales orders.
Supplier products, purchase orders, receipts and supplier invoices.
Multiple warehouses, balances, reservations, transfers and valuation.
Tasks, budgets, time entries, approvals and billability.
Allowances, mileage, receipts and OCR assistance.
Sales, advance and credit invoices plus recurring invoicing.
Journal entries, VAT, dimensions, fiscal years and reports.
Receivables, payables, inventory value, time and financial reports.
Sales, purchase and travel invoices can be posted using consistent rules. Entries, revisions and reversals form a traceable whole.
Role and module-based permissions, company-specific data isolation, event logs and AES-256-GCM encrypted attachments.
Let’s review the modules, workflows and implementation starting point together.