Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are similar in many ways, as they are both used to increase the overall profitability of a business.
A CRM Software at its simplest is systems and processes for managing a company’s interactions with current and potential customers. CRM software is used to:
- Automate and synchronise sales
- Marketing and customer service
Where CRM manages the customer, ERP is used to manage the business. ERP is a system for improving the efficiency of business processes. Like CRM, ERP allows for the rapid sharing of standardised information throughout all departments.
Employees all enter information into the ERP system, creating a real-time, enterprise-wide snapshot.
- Automated quotes & invoicing
- Regularly updated digital dashboard
- Better control of outstanding debtors
- Better stock control
- Better integration between key internal functions
- Lower costs with better financial controls
- Improved customer satisfaction
- Digitised Information
Odoo is initially an Open-Source software package of integrated management including many modules to meet many needs of business management (ERP), or customer relationship management (CRM).
There is a Free Community version under LGPLv3 license, and a Proprietary Odoo Enterprise Edition License.
Can be harder to get going with, but has more features and advanced Apps. For fast growing companies, or those with at least 5 employees, this is what we usually recommend in compliance with Swiss standards.
Server Side installation is advanced. The Software requires a Linux server (Debian or Ubuntu) and PostgreSQL. It does not require Apache Web server to run.
Dolibarr ERP CRM is an Open Source, free software package for SMEs. It includes different features for enterprise resource planning (ERP) and customer relationship management (CRM) and other activities.
The software is free under GNU General Public License. It’s a Web-Based Application provide as a SaaS Service.
It is modular and is thus characterised by a standard server-side installation and ready-to-use. A large number of features can be added according to the customer needs. It can automate many processes, including sending out invoices. Very good for very small teams.
It is compliant with Swiss standards.
Crésus is an accounting management software in compliance with Swiss standards for small and medium companies. Additional modules extend Crésus to a handy ERP. Technology: The software is available as a local install application (for Windows and OS X). The user feedback about the Cloud Version has not yet given convincing results.
The main disadvantages of local installations are related to updates, bugs and other operational matters. In any Cloud Version (SaaS), on the other hand, there is no installation to perform, no major troubles related to the Operating System (OS) on the user’s personal computer.
Of course, any Cloud service is supposed to provide good security and confidentiality in the processing, transmitting and storing data.
EZYcount is a cloud-based accounting software, possibly with an integrated billing module, and the assurance of some great support. The personal touch and interesting pricing plans make this one to consider.
It’s an online accounting and invoicing platform aimed at SMEs and the self-employed. It ensures users can streamline their administrative tasks in a quick and efficient manner online.
The Cloud service allows employees to work together online and directly with your fiduciary without sending accounting and other sensitive information through insecure protocols such as e-mails or other devices.
We offer companies a range of cloud-based (SaaS) Enterprise Resource Planning (ERP) systems providing:
- Needs Analysis:
We listen to you and ask questions to understand the nature of your business to understand the context and what system would be best for you. Our experts are know about business processes as well as technical requirements. You are not tied to one system; we can help you choose the most appropriate solution for your needs. Our team of specialists have a wide variety of competencies for you use.
- Deployment Assistance:
Implementing new systems can be a daunting experience. We not only deal with the technical side of any transition, but also help coach your staff on how to best use the new systems. We are ready to help you deploy the relevant system to ensure the most effective returns on your investment in the future.
- Support & Maintenance:
For over 10 years ARTELABS has built its reputation on providing superior support to customers and we test and ensure proper technical security policies are in place before delivery. After that we provide ongoing maintenance for future updates and to ensure consistent uptime.
- Ease of Use:
You don’t need to install the system, we will do it for you. We can even help transition from your existing accounting systems and suggest new documented processes and procedures that allow you to work better with the new system.
- Quality Hosting:
We are ready to help you deploy the relevant system to ensure the most effective returns on your investment in the future.
- Data Protection & Privacy:
Our Servers are based in Switzerland with top level support and a reliable backbone. We can also provide our custom service on other servers worldwide.
- QR-bills or E-bills (a Swiss standardisation for paying invoices).