What is ERP (Enterprise Resource Planning) and Why is It Important?

Enterprise resource planning is defined as the ability to deliver an integrated suite of business applications. ERP tools share a common process and data model, covering broad and deep operational end-to-end processes, such as those found in finance, HR, distribution, manufacturing, service and the supply chain. ERP uses the latest technologies such as machine learning and artificial intelligence to provide intelligence, visibility, and efficiency across every aspect of a business. ERP comprises of 

  • Purchasing
  • Human resources
  • Development
  • CRM
  • Finance Accounting
  • Project Management

Different Types of  Enterprise Resource Planning

 It’s very difficult to classify the category of ERP. ERP can be grouped by functional levels, business size, and deployment. To simplify the types, ERP can be grouped as follows:

  1. Generalist ERP
  2. Open-Source ERP
  3. Vertical ERP
  4. Small Business ERP

Benefits of Enterprise Resource Planning

Higher productivity:- It will help you to streamline and automate your core business processes to help everyone in your organization do more with fewer resources.

Better insights:- ESP will eliminate information silos, gain a single source of truth, and get fast answers to mission-critical business questions.

Accelerate the reporting:- It will provide you Fast-track business, financial reporting and easily share results. Also, it will act on insights and improves performance in real-time.

Lower risk:– It will maximize business visibility and control. While it will also ensure compliance with regulatory requirements, predict and prevent risk.

Simpler IT:- By using integrated ERP applications ESP share a database so that you can simplify IT and give everyone an easier way to work.

Improved agility:- It will provide efficient operations and ready to access real-time data. You can quickly identify and react to new opportunities.

Features of Enterprise resource planning

Feature of ERP (Point Of sale)

  • Billing and order processing
  • Sales monitoring and reporting
  • Inventory and stock management
  • Cross channel returns management
  • Customer relationship and experience
  • Employee management
  • Loyalty programs and gift cards

Feature of ERP (Subscriptions)

  • Well  designed Subscriptions Management Module
  • Online payment Support

Feature of ERP (Multiple Stores)

  • Creating multiple stores under one brand
  • Assigning stores to an employee

Features of ERP (INVOICING)

It generates automated sales invoices including calculating sales tax, finance charges, and discounts based on payment terms-either on a one-time or on a recurring basis.

  • Custom tax rate per products
  • Select Tax Type for invoices
  • Delivery Note
  • Proforma Invoice
  • Custom discount product per products
  • Integrated stock manager
  • Get online payment with unique invoice link
  • Decent invoice printing template.

Features of ERP (Quotations)

Quotations mean a standard process to invite suppliers into bidding on products or services and are often referred to as a request for quotation. It involves more than an item’s price and information such as quality, payment terms, and contract length are also included. 

  • Send Quotes with the proposal as Email
  • Convert quotes to invoices

Features ERP (Purchase Orders)

A purchase order system helps you reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Such as:-

  • Automatic Creation of Purchase Orders
  • Multilevel Approval
  • Partial and Consolidated Receipts and Vouchers
  • Integrated to Inventory Manager

Features ERP (Inventory Management)

It tracks the payments and flow of finances into your Accounts. Inventory management helps you avoid mistakes and take quick decisions. It enables the most efficient stocking methods for your inventory and helps improve all the internal operations, including:-

  • Track Stock worth category wise
  • Manage Product WareHouses
  • Manage products with live stock status
  • Auto Email/SMS Alert for low stock
  • Product variations – like color size

Features ERP (Customer Management)

  • Contact Management
  • Sales Team and Customer Opportunity Management
  • Lead Management for Determining High-Quality Leads
  • Reports and Dashboards
  • Sales Analytics.
  • Mobile CRM
  • Sales Force Automation
  • Sales Forecasting.

Features ERP (Supplier management)

Supplier management is a process that ensures that value is received for the money that an organization spends with its suppliers. It will makes sure that several activities occur like

  • Get Record Purchase orders
  • Payment record to supplier

Features ERP (Accounts)

Sharpen the company’s competitive edge through flexible, comprehensive and auditable accounting controls and real-time reporting.

  • Payment for invoice will reflected
  • Sales & Purchase is integrated to accounts

Features ERP (Transactions)

You can manage cheques easily, generate cash/cheque deposit slips and track them. Like you will get

  • All Payment activities record
  • Make Custom transactions

Features ERP (Data & Reports)

ERP offers analytical and shrewd reports relating to manufacturing accounting across the enterprise. Analytics and reports also help manufacturing businesses to implement some effective strategies for improving business efficiency such as

  • Company Complete Data & Reports
  • Accounts Statements
  • Income
  • Expenses
  • Sales & Purchase TAX Statement

Features ERP (HRM)

HRM maintains a complete employee database including contact information, salary details, attendance, performance evaluation and promotion of all employees. It refers to the systems and processes at the intersection between human resource management and information technology. Information are like

  • Employee Payroll
  • Employee Attendance, Holidays
  • Employee Salary
  • Employee Salary History & Increment

Features ERP (Project Manager)

Project management consists of a suite of applications around project portfolio management. It includes functionality for project costing and project resource management. This is useful and easy to use project management module is included with options like view and comment by Customer.

Features ERP (Task Manager)  

The task management system should be integrated with other computer programs such as accounting software, customer relationship management, and human resources (HR) management system and other software solutions that are used for running your business.  By this Business owner/manager can assign tasks to employees

  • Planning and scheduling
  • Assignment
  • Notification
  • Prioritization
  • Centrally controlled user permissions

Other Services of ERP

ERP is also providing SMS Integration, reCaptcha, Short invoice URL in SMS, Notes, and Documents. You can provide an invoice directly to your customer via mail. It is providing different types of services like:-

  • Multiple Payment Gateways
  • Mobile Friendly
  • Editable Email Templates
  • Backup systems

Requirements of ERP

  1. Files included : HTML, CSS, PHP, SQL
  2. Software framework: CodeIgniter
  3. Software version : PHP 7.x, MySQL 5.x
  4. Software updates version: Free
  5. Server: Cloud Server

Benefits of Using CRM

 There are so many reasons to use CRM software.CRM can be set up for insights, automation, integration, visibility, accessibility, and collaboration. It will result is increased productivity and more efficiency in your business.

Advantages of CRM software:

Well organized customer profiling

Customer profiling is a way to organize customers into specific groups that possess similar goals or characteristics. A customer profile can be based on a number of identifiers such as geography, age, gender, buying pattern or any custom rules. It will allow organizations to target products, services and communications in a consistent manner that resonates to a group of customers.

Boost sales opportunities 

If you have access to crucial information then it will empower you to enhance your strategies. It qualified leads and converts promising prospects to make sure you are spending time on valuable leads. You have to make the right approach at the right time when upselling or cross-selling. You can re-engage the customers by reaching out proactively.

Sales Forecasting

Sales forecasting is a process of estimating future sales. You can improve your forecasting through an efficient and transparent sales pipeline which will show you the tasks and deals that are incoming and going out. It will also help you to make changes to ensure your business goals are achieved.

Sales and marketing

Sales and marketing will improve your overall customer experience by sharing information about contacts, customer insights, and deals. Where marketing teams can help your sales team to increase their sales, the sales teams can empower marketing teams in their marketing strategies.

Monitoring social posts. 

You can manage the social media channels in a single platform which makes it easy to respond when a customer reaches out to you. You should know the sentiments of the customers and improve yourself for betterment. Further, you have to resolve and address the rants and issues thrown by your customers to enhance their experience.

Increase the rate of data collection. 

Mobile tools are part of your mobile CRM strategy that enables you to quickly gather and save data. You have to stay updated with real-time syncing. While the sales and marketing teams can respond immediately and campaigns at any time, anywhere.

What is CRM Software

Customer relationship management (CRM) is a technology that is used for managing the company’s relationships and interactions with customers and potential customers.  The aim of CRM is to improve business relationships.

CRM software is commonly used to manage a business-customer relationship. While it is also used in the same way to manage business contacts, employees, clients, contract wins and sales leads.

Features of CRM

  1. Contact management
  2. Account management
  3. Appointment management
  4. Lead Management
  5. Sales Process Automation
  6. Campaign Management
  7. Customer Segmentation
  8. Service Automation

Contact Management:-  It helps businesses to collect and organize customer data efficiently. It is used to track leads as it progresses through the sales pipeline and make the first purchase. Also, It manages customer profiles, relationships and communication history. CRM is used to give a complete picture of all customers.

Account Management:- It is used to capture and organize company or household information and manages the relationship.

Lead Management:– When the business does not nurture contacts or accounts properly, it will lose selling opportunity. Lead Management enables businesses to manage and monitor sales funnel and provides necessary info to complete the sales process.

Appointment management:- If any of the customers are trying to fix an appointment with you then CRM will automatically fix an appointment and a lot a representative towards the customers. 

Sales Process Automation:- This automation is one of the most important CRM features which automates and streamlines various sales functionalities to standardize business processes. Basically It is used to reduce human error and makes sales cycle shorter and improves lead to customer conversion ratio.

Campaign Management:- It plays an important role in any business. A marketing campaign is a very first step to reach potential customers with products and services. It will reduce campaign cost, analyzes campaign data and forecasts future marketing strategy.

Customer Segmentation:- Without proper customer segmentation, campaigning will never give you expected results So you need proper customer segmentation before executing any campaign. CRM is used to capture and analyze customer data coming from various sources. Further which divides customers into groups that share similar characteristics.

Service Automation:-Poor customer service is the main reason behind customer attrition. As per our research, 65% of consumers switch brands because of poor service.

How To Use CRM?

Login CRM  by using your Username & Password.

Dashboard:- After that Go on Dashboard, From where you can check your customers summary, SMS Credit, Campaign and Subscription. 

Features of Different types of tabs on CRM are described below:-

Add Customer:- Every Time when a customer will visit you have to Add Customer by using:-

  • Add Customer tab
  • Fill the Mobile Number
  • Enter the data of customer
  • Next Time just enter the number and all data will be fetched.
  • Don’t forget to enter if a customer purchase or just inquiry

Customer Tab:- In Customer Tab, you can view all customers, edit customers, send a message individually, check transactions of the customer and delete the customer.

  • Import Customer:- Download sample CSV file and import your customer data 
  • Export Customer:- You can download your customer data in CSV, excel, pdf and print data
  • Customer Group:- You can create multiple customer groups like prime customers etc. 

Campaign Tab:-  

  • Ad Campaign – You can create multiple campaigns for sending SMS in bulk
  • All Campaign – It will show All Campaign so that you can edit the campaign, delete campaign or run campaign immediately.

Loyalty Points Tab:-

It contains loyalty, view loyalty points, and loyalty settings.

  • Loyalty Settings:- You can set up your loyalty program and you can set 1 loyalty point = __ Rupees.
  • Loyalty:-You can send SMS individually.
  • Loyalty points:- You can check your customer Points by using this tab.

Birthday & Anniversary:-

By using Birthday you can view all customer birthday If Customer data have a birthday than auto-send birthday wishes or you can send birthday wishes.

Manually This same thing happens with the Anniversary section.

By using Whatsapp message you can send WhatsApp message to any customer or you can send WhatsApp message in bulk

Note – Whatsapp can take time to set up after installation.

Regain Lost Business:- 

It will show data that the customer  has not visited your store for a long time. By using this section you can check customer visit date or you can send SMS individually or in bulk using the campaign section.

Feedback Section:–

It shows your customer feedback and it depends on what you set in feedback settings. If you set feedback on the first visit then feedback SMS will be sent to the customer only in the first visit but If you set feedback on every time than the Customer will get feedback link every time.

SMS Credit:-

You can check your SMS credit or send the request to increase the limit.

You can add your store or business services that you want to provide to your customers. You can check all services from CRM.

You can create your package by using add package and You can set multiple services inside one package and with multiple quantities.

Sell Package:– You can sell your package from here.

All Package:– From here You can view all your packages

Redeem Package:– Once you sell the package to any customer than you can ask for the mobile number once you enter customer’s mobile number than customer get OTP after entering OTP – Redeem packages

Packages Report:– Check Package all reports


  • Manage Profile
  • Create/Manage Sub User
  • Create/ Manage Roles (Sub User’s)
  • Check Transaction Invoices
  • setup feedback settings
  •  Manage SMS Content