DBP ERP


Professional Services

Clients today are looking for proactive and speedy service provision. To quickly respond to customer requests, service companies are facing challenges in streamlining operations, improving coordination and managing assignments effectively. Many of them are still using general office applications or multiple disconnect systems to perform these duties. DBP ERP offers an integrated solution for service providers to manage assignments and relevant billings; tracking and sharing all customer related information, communications, tasks and documents in real-time; as well dynamically managing and tracking the relationships between contacts at organization or individual level.

Service providers can manage everything anywhere from customer relationships, lead follow-up, service order entry to invoice scheduling, invoicing, accounts receivable, accounts payable and general ledger. The solution helps to reduce administrative works so that service providers can focus more on offering value-added services and developing customer relationships.

CONTACT MANAGEMENT

Manage contacts and track the interaction with each of them, share customer information, communications, documents and tasks.

  • Track Organizations / Individuals
  • Assign Contacts by Team

  • Google Map
  • Batch Import from Excel     
  • Company Data Snapshot
  • Blacklist Customers / Suppliers
  • Dynamic Contact Relationship Management 
  • View Communications by Contact
  • View Tasks by Contact
  • View Files by Contact

COMMUNICATION MANAGEMENT

View, share and search all communication logs by contact / company.

  • Store Phone Recaps
  • Meeting Outcomes & Email Messages
  • Attach Supporting Files
  • Send and Receive Emails Directly
  • Communication Templates

DOCUMENT MANAGEMENT

Store and organize all contact related documents of any file formats in one place.


INQUIRY HANDLING

Manage pre-sales and track the progress of inquiries per contact.


SERVICE ORDER MANAGEMENT

Fully integrated sales, invoicing and accounting. Automate business operations from inquiry handling through payment collection.

  • Auto Create Sales Order from Quote
  • Monitor Progress of Sales Orders
  • Record Cancellation
  • Force Complete     
  • Surcharge Support
  • Process Deposit Invoices
  • Duplicate Sales Order
  • Manage Tasks by each Sales Order
  • Track Order Related Documents
  • Support VAT / Sales Tax
  • Track Invoice Schedules
  • Auto Create Invoice from Invoice Schedules

ACCOUNTING

Auto Create Voucher for ARs, APs and Sales. Save 65% time entering voucher related to order processing.


GENERAL OPERATIONS

User friendly data searching, quick charts/ reports, batch approval / printing, task management, etc. Streamline daily operations and make informed decision