About Enterprise - Take your business to the
next level
SoEasy’s Enterprise versions include a high level of systems
infrastructure, which provide you with tools to help build your business
foundation faster.
Ideal for keeping up-to-date with your
cash book, customer database, stock, jobs, quotes, debtors, creditors, and
incorporates marketing tools to help you sell more.
Designed for non-accountants so it's very easy to use and provides you
with a professional environment that helps you manage your business better.
Time saving features help you do more in less time, which gives you more
time to work on your business.
Available in single or multi user versions. Multi user comes standard with
a 3 user network licence and may be increased at any time.
SoEasy Enterprise versions include
- Advanced marketing techniques to help build sales.
- Advanced job fulfilment and delivery processes to cope with growth.
- Advanced CRM database functions to help you manage and sell more.
- Special email automation to deliver quotes and invoices faster.
- Advanced sales reporting specialised dashboards that show key
performance indicators to staff so they can monitor their performance.
If you want to build your business faster, SoEasy Enterprise is the place
to start.
Features and Benefits of the Enterprise
versions
- With the Enterprise Version a higher level of productivity is achievable
and, if using the network version, your team can all access centralised
data and improve efficiencies.
- Easy to use.
- Fast update of your Cash Book.
- Import your transactions from your bank's web page saving you hours of
input and also update your creditors and debtors accounts.
- Built-in Artificial Intelligence helping you to avoid mistakes.
- Automatic budget manager helping you to manage your cash flow.
- Paperless Office Technology enabling you to reduce paper usage, email
documents and save time.
- CRM database providing you easy access to customers' and suppliers'
details as well as trading history.
- Produce Quotations in minutes.
- Invoicing features enable you to make sure you are always making a
profit.
- Specialist debtors management tools help you receive money faster.
- Easily import and update products registers from spreadsheets.
- Manage your creditors and plan your bill payments.
- Special marketing features enabling you to sell more and increase
profitability.
- Project management features to help you keep on-top of the work flow.
- Advanced marketing features help you sell more.
Features
| Cash Book |
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| Built-in security |
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| Cash Book |
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| GST Reporting |
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| Artificial Intelligence |
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| Chart of Accounts |
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| Dissection of transactions |
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| Memorised transactions |
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| Budget creator and manager |
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| Import transactions from Bank's web page |
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| Cash flow predictor |
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| Reports |
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| Export transactions and most reports to spreadsheet |
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| Trial Balance |
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| Statement of Financial Position |
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| Monthly analysis |
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| Email reports |
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| Platform |
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| CRM Database |
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| Newsletters |
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| Products register and stock control |
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| Print barcode labels |
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| Order system |
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| Quotations |
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| Deposit requests |
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| Invoicing |
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| Statements |
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| Debtors Management |
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| Creditors Management |
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| Basic marketing tools |
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| Email invoices/statements |
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| Email functions |
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| Diary |
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| Special Functions of Enterprise |
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| Advanced marketing functions |
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| Sentinel |
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| Bulk email function |
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| Repeat (automatic and manual) billing for warranty or
subscription based billing |
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| Progress payments |
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| Advanced job costing |
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| Advanced project management |
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| Linking of documents to customers, quotes and invoices |
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| Advanced commission functions |
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| Multiple identities |
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| Points system |
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| Special import functions |
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| Call Centre |
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Upgrades
Upgrade to any other version of SoEasy at any time.
Support
A support contract is available and includes
- Reasonable amount of general support.
- Remote Assistance where we can connect to your PC over the Internet.
- Access to our online resources including video tutorials.
- Access to our user forum.
- All updates including yearly upgrades.
- Frequent newsletters.
- FREE 2 GB off site back-up service.
For detailed information on support contract terms and conditions, please
go to
http://www.soeasy.co.nz/supportcontract/
Training & Set up service
Training is available as well as assistance to set up your SoEasy system.
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