Dashboard
The Dashboard is your control center, providing a high-level overview of your business’s key metrics and performance indicators. Here, you can monitor revenue, expenses, outstanding invoices, and much more in real-time. This centralized view allows you to track business health at a glance and quickly access detailed data in each module as needed.
Key Modules and Their Functions
Each module in CloudOnex serves a specific purpose in managing your business operations. Below is an overview of each module and its main functions.
1. Sales Module
The Sales Module helps you manage the complete sales cycle, from lead generation to final invoicing. This module is essential for tracking revenue, managing customer relationships, and maintaining accurate records of all transactions.
Main Functions:
- Quotes and Estimates: Create quotes and estimates for prospective clients. Once approved, quotes can be easily converted into invoices.
- Invoices: Generate professional invoices and track payments. Use recurring invoices for subscription services.
- Sales Orders: Process sales orders to manage customer purchases and streamline the fulfillment process.
- Customer Management: Store customer information, transaction history, and communication logs, providing a 360-degree view of each client.
- Payment Tracking: Record received payments, track outstanding balances, and send reminders for overdue invoices.
2. Purchases Module
The Purchases Module simplifies supplier management, purchase orders, and expense tracking. This module is vital for managing business expenses and ensuring timely payment to suppliers.
Main Functions:
- Purchase Orders: Create and manage purchase orders for vendors. Track order status and maintain records for inventory.
- Supplier Management: Store vendor details, contact information, and purchasing history, enabling efficient supplier relations.
- Expenses: Track and categorize all business expenses to monitor spending and manage cash flow effectively.
- Bill Management: Record and organize bills received from suppliers and vendors, ensuring timely payments.
3. Accounting Module
The Accounting Module provides essential tools to handle all aspects of your business’s finances, including revenue tracking, expense management, and comprehensive financial reporting.
Main Functions:
- Transactions: Record all transactions and track the financial health of your business with a complete view of income, expenses, assets, and liabilities.
- Financial Reports: Generate balance sheets, profit and loss statements, cash flow statements, and custom reports to gain insights into your financial position.
4. CRM (Customer Relationship Management) Module
The CRM Module is designed to strengthen customer relationships by organizing all interactions, tracking leads, and managing customer-related tasks.
Main Functions:
- Lead Management: Capture and organize leads, assigning them to team members and tracking progress through the sales pipeline.
- Customer Segmentation: Group customers based on preferences, purchase history, and other criteria for targeted marketing.
- Task Management: Assign tasks to team members to follow up on leads or manage customer inquiries.
- Support Ticketing: Provide customer support by organizing and tracking tickets submitted by clients for issues or service requests.
5. Project Management Module
The Project Management Module enables you to manage and track project tasks, deadlines, and team collaboration. Ideal for service-based businesses, this module ensures project deliverables are met on time and within budget.
6. HR
The HR and Payroll Module helps manage employee information, track attendance, and process payroll. This module is essential for efficient human resource management.
Main Functions:
- Employee Records: Store detailed employee profiles, including contact information, job roles, and employment history.
- Attendance Tracking: Record and monitor employee attendance and leave requests.