All you need is Berberis

CRM / ERP Berberis



1. Full evidence of customers and other entities

  • Evidence of people, companies, departments and employees
  • Hierarchical visualization of companies structure
  • Photographs attached to personal data
  • Identification of addresses on a digital map
  • Data on payments, outstanding payments, credits, etc.
  • Business dependencies between the companies
  • Customers described and categorized by arbitrary, user-defined fields
  • Detailed information on goods bought by customers (serial numbers)
  • Access to the Berberis address book from MS Outlook (through the LDAP server)

2. Personal organizer

  • Convenient, interactive dashboard
  • Separate windows or tabs based user interface
  • Configurable docklet of Apple Mac-type
  • Everyday 'To do' task list
  • Configurable 'To do' task reminder
  • Reminders in different colors depending on their status
  • Convenient user's calendar
  • Team calendar to coordinate tasks of selected users
  • Synchronization ofmany user's reminders
  • Long-term calendar
  • Cyclic reminders
  • Easy sending of reminders to many users
  • Built-in Communicator (enabling composing short messages, transferring documents, confirming receipts, arranging remote conferences, etc.)
  • Preview of invoices, offers, store documents, etc. on the project tree
  • Convenient personal desk to work with various documents
  • Editor to edit notes, offers, descriptions of products etc., supporting advanced formatting and many languages spellchecking
  • Notice-board

3. Workflow, archiving and document flow

  • Passing tasks and documents among users
  • Defining templates of business processes
  • Workflow diagrams
  • Assigning reference numbers to documents
  • Full page scanner support
  • Handwriting recognition (Windows 7 and later)
  • Support of mobile devices voice recorders offering speech recognition
  • Centralized content search tool (including external files, doc, pdf, etc.)
  • Comfortable search tool offering a quick access to the documents stored

4. Evidence of events

  • Evidence of events (business contacts and other activities)
  • Events described and categorized by arbitrary, user-defined fields (attributes)
  • Recorded voice messages and phone calls attached to events
  • External attachments - files or (scanned) paper documents
  • Work time and extra costs registration
  • Convenient calendar to present events data
  • Events accompanied by user-defined forms to be printed out

5. Events grouped into repertories

  • Evidence of repertories
  • Automatic repertory numeration
  • Promoting repertories to project stages
  • Planning and monitoring time, budget, income and costs
  • Allocation of human and material resources and monitoring their use
  • Repertories described and categorized by arbitrary, user-defined fields
  • Monitoring changes of those fields and of event attachments
  • Multilevel repertory grouping
  • Fixed contracts (lump sums)
  • Assigning repertories to employees
  • Notifying on upcoming repertories closure dates

6. Repertories grouped into projects

  • Evidence of projects (putting together repertories of various customers)
  • Project management
  • Budget planning
  • Project tree view
  • Gantt diagram of activities
  • History of Gantt diagram changes
  • Automatic project numeration
  • Assigning stores to projects
  • A special project grouping contractors not assigned to any other project

7. Marketing activities

  • Customer related price lists
  • Marketing campaigns
  • Privileged customers with special discounts
  • Sales planning
  • Sales pipelines to visualize quick data analyses
  • Sales perspective providing a synthetic quantitative view of sales activities, to be accessed from various parts of the system

8. Serial mailing and marketing campaigns

  • Groups of recipients created with respect to various attributes
  • Support of conventional mail, e-mail and SMS
  • Letterheads and address labels printing
  • E-mail individualization by means of active stationeries
  • E-mail and serialization
  • Date and time planning
  • Registering serial mailing participants
  • Planning campaigns and their stages
  • Call center support
  • weBBell service available

9. Built-in e-mail client

  • Standard look and functionalities (stationeries, signatures, etc.)
  • Automatic identification of e-mail senders
  • Incoming e-mails turned into events on demand
  • Central address book
  • Spellchecking based on the Open Office dictionaries
  • Several outgoing e-mail addresses for each user
  • Receipt confirmation
  • Convenient mailbox search tool

10. Know-how database

  • Storing important notes made by employees
  • Files in an arbitrary format attached to notes
  • Generation of keywords
  • Advanced search tools
  • Sorting notes with respect to dates or searched word ranks

11. Support of telephone switches

  • Native Slican, X-Lite and Skype support
  • Support of TAPI interface to be used by e.g., Asterisk server
  • Automatic dialing
  • Identification of incoming calls
  • Redirecting calls to other users
  • Call history showing incoming, outgoing, answered, missed, and rejected calls

12. Warehouse management

  • Arbitrary number of warehouses
  • Evidence of goods, services, manufacturers and deliverers
  • Product managers In-stock quantities
  • Many different names of the same good assigned to different customers
  • Goods and services described and categorized by arbitrary, user-defined fields
  • Items, serial numbers and lot numbers
  • Various prices and discounts
  • Evidence of deliveries and other store operations
  • Warehouse documents and warehouse orders
  • Supply orders generated automatically
  • Standard reports
  • Bill of consignment
  • Mobile barcode reader support

13. Sales and invoicing

  • Evidence of purchase orders
  • Orders queuing and splitting
  • Various kinds of invoices (incl. pro forma, advance etc.), receipts and respective corrections with all the necessary processing
  • Various numeration schemes
  • Order confirmations
  • Monitoring of customer's payments and credibility
  • Various currencies, exchange rates and bank accounts
  • Order number and customers’ address on the purchase order
  • Open account support
  • Intrastat
  • Tmeplates of orders and invoices in English, German and Polish (other languages available on request)
  • Support of several types of fiscal printers

14. Customer support

  • Evidence of services
  • Evidence of devices to be serviced
  • Evidence of customers' claims
  • Service orders
  • Planning calendar
  • Workflow
  • Monitoring technicians' activities
  • Accounting costs
  • Generating invoices and store documents

15. Dues and liabilities

  • Evidence of dues and liabilities
  • Evidence of payments
  • Support of GRN and GDN documents
  • Cash documents
  • Cash reports
  • Quick access from payments to the event list
  • Costs allocation

16. Manufacturing

  • Operation sheets
  • Planning and ordering components and raw materials
  • Allocating human and machine resources
  • Manufacturing orders
  • Operations performed simultaneously by several employees
  • Operations continued by other shifts and operators
  • Operations performed by subcontractors
  • Automatic in-stock quantities updates
  • 'On the fly' assembly
  • Quality control after each operation on demand
  • Work time and extra costs reporting
  • Alterations costs reporting
  • Ramus Factor –an easy tool to register work time and duration of operations by means of barcode readers

17. Finance

  • Billing work time and extra expenses
  • Multilevel approval
  • Internal and external staff rates
  • External rates dependent on customers and repertories
  • Rates history
  • Reports for customers and for the company
  • Current monitoring of customers’ dues
  • Expenditure documents based on events

18. Analysis and reports

  • Preconfigured categories and groups of reports
  • User-defined reports
  • Convenient selection of columns, filters, sorting order and aggregations
  • MS Excel support (including view formatting templates)
  • Reports generated automatically at a given time and sent by e-mail to the chosen receipients

19. Configurability

  • User-defined supplementary data fields (text, number, date-time, list selection)
  • Static user rights – granted by the administrator
  • Dynamic user rights – granted by authorized users who can change access privileges to particular documents independently of the original static rights
  • Modifying names of interface elements
  • Modifying menu commands, layout of lists and elements of creators
  • User-defined fields and reference tables User-defined procedures to govern business processes
  • Support of holdings (several companies within a single business structure)
  • Flexible documents numbering schemes
  • User-defined printout templates of offers, invoices, contracts, notes etc.
  • User-defined data views
  • Dynamic calls of external applications (e.g., MS Excel) to interchange data with the system
  • Automated actions to be configured by users
  • Support of external PHP scripts to process data in a user-defined way
  • Data changes history – available for system administrator
  • 'Empty Functions' which originally do nothing, but can be filled in with user-specific instructions (they are not affected by software updates)
  • 'User-Ext' database scheme to store data highly specific for a particular company
  • Automatic data integrity checking
  • Data migration tools
  • Multipurpose Application Server using JSON protocol
  • System API
  • Multilingual support – currently English and Polish versions available

20. Support of external applications

  • Built-in data export to MS Word and MS Excel applications, as well as to HTML, XML and CSV formats
  • Address data accessed through LDAP servers
  • Synchronization with mobile phones and other mobile devices
  • Support of OCR servers (e.g., ABBYY Recognition Server)
  • Data interchange through the application server

21. Identifying website visitors

  • Identification of visitors – available for the weBBell service users only
  • Events corresponding to visits created automatically (visitors names and/or website addresses, webpages visited, duration)
  • 'To do' tasks based on visits parameters created automatically
  • Credits for visits automatically given to visitors and cancelled in case of a lack of further activities, both with respect to chosen criteria

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