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CashCRM custom software from Salesforce instantly updates your business processes, combining them with people and technology to reveal more about your customers and their behaviour with deeper analysis and insight into critical sales and customer metrics. This software not bound with individual module like payable or receiveable of cash, moreover it also work on inflow and outflow of cash for the entire system.
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CASH CRM
About Sysuniverse
Sys Universe is an IT services provider headquartered in Chicago with operations
across the world. We provide outsourcing services including innovative consulting,
technology, and implementation. We achieve this by focusing on industry verticals
where we have strong domain expertise. we believe true value from technology
requires an in-depth understanding of business strategy.
Our consulting services help you craft a vision for your institution and then provide a
specific, practical business and technology framework that will make that vision a
reality. Our consulting competencies spread across business, process, quality and
technology consulting.
Our mission is to provide innovative solutions to our customers, consistently
outperforms our peers and provides a dynamic and challenging environment for our
employees. Our extensive IT experiences bring more innovation, newer technology,
thus new products and services. We strive to build long-term client relationships
based on mutual trust and respect and adding value with efficient and cost-effective
service and solutions for our customers.
Products of Sysuniverse
About Sysuniverse
About Cash CRM
CashCRM Solutions is a leading Indian company, catering customers globally, pioneering in
providing software solutions on the cloud. It is headquartered in Chicago, US and started
operations in 2008.
It’s very popular flagship product .Cash CRM software is a well researched, well developed, cost
effective enterprise suite which is specifically intended to target the growing and potential SME
segment. The product not only takes care of day to day business transactions, monitors sales
force activities, manages quotations etc but also provides in depth analysis, alerts, reminders and
reports. It helps in enhancing the efficiency of the sales team at all level, executive to manager to
general manager & directors.
Cash forecasting is an intuitive and natural byproduct of FinancialForce Accounting’s single
ledger. Because the system is holistic and not bound by individual software modules such as
payables or receivables, you can easily see cash inflows and outflows across the entire system,
including exposure by currency sorted by due date.
MODULES
MODULES
ORDER TO CASH
• Cash CRM manages product details and all information about the product. It also maintainces inquiry,Sales approval,Request Quotation,etc.
Inquiry
Inquiry sales Approval
Request Quotion
Quotion for sales
Quotion sales Approval
Sales Order With Quotation
Sales Order without Quotion
Goods Issues
Goods Issues Without SO
Invoice Against with SO
Invoice Against Without SO
Customer Payment
Product Master
PURCHASE TO PAY
• This module contains the datas about the purchased products like item name, purchase detail, quantity of the product, cost of that product, etc.,
Requisition Approval
Request For Quotation
Quotation
Quotation Comparison
Quotation Approval
Purchase Order With Quotation
Purchase Order Without Quotation
Purchase Order Approva
Goods Receipt
Goods Receipts Without PO
Goods Receipts With PO (Std)
Goods Return
Purchase Requisition
PURCHASE TO PAY
Invoice Against PO
Goods Return Vs Invoice
Invoice Payment
Invoice Against GRN Without PO
HUMAN RESOURCE(HR)
• The HR is for maintaining staff details , their designation,etc . So that staffs entered here can access personal login to your domain.
Category Master
Holiday Calendar
Financial Year
Department Master
Leave Master
Incentive Master
Loan Master
Staff payScale
Allowance & Deductions
Actual Feed Entry Form
IT Slab Master
Staff Application
Define Fiscal Year
HUMAN RESOURCE(HR)
Staff Appointment
Staff Master
Leave Application
Leave Approval Form
Holiday Duty Application
Holiday Duty Approval
Staff Selection
Comp Off Appliction
Loan Application
Loan Approval
Staff Confirmation
Staff Promotion
Staff Resignation
Resignation Approval
Staff Incentives
Staff Incentive Approval
Staff In Out
Pay Roll
Salary Advance Application
Salary Advance Approval
LEAD
CUSTOMER & INVOICE
• This module is mainly used to store the details about the lead customers. Based on the lead product, the customer are converted into lead, details stored such as lead name, product, status, package etc.,
• Customer & invoice module contains the customer details such as customer name, product category, product name, package, etc,. This module is also used to generate the bill or invoice details about the customer. Terms of payment are also mentioned in this invoice module.
INVENTORY
• Inventory module is used to track the sales and available inventory i.e. details about the amount to be collected from the customer for the product.
Item Master
Item Opening Quality Entry Sheet
Document Type
NumberGeneration
Package Information
Requisition Issue
Department Receipts Against Issue
Stock Transfer
Department Receipts Against Transfer
Item Issued To Staff
Item Category
COLLECTION
• This module contains all the payment details of the customer for the product, it contains detail such as customer name, customer number, amount paid, remaining amount to be paid and the status of the customer.
ACCOUNTS
• Accounts module allows you to define all your company's accounts and their hierarchical relationships. This module is used to show the revenue, expenses, assets and libilities of the company for financial management purposes and also provide the data needed to draw up accurate financial reports.
Voucher Number Generation
Vendor/Customer Category
Ledger Account
Vendor Master
Bank Master
Bank Branch Master
Bank Account Master
Day Book Entry
Contra Entry - Cash
Contra Entry - Bank
Adjustment Journals
Financial Parameter Settings
Financial Year
ACCOUNTS
Bank Account Type Vendor Payment
DAILY STAFF TASK MANAGEMENT
• This module having the daily work or task that has been allocated for every employee of the company. It contains the task detail, staff name, duration for the task to complete and also having the invoice detail from both the customer as well as from the vendors.
Project cost sheet
Billing infomation
Invoice to customer
Invoice from vendor
Staff Task Information
Staff Time Sheet Information
Manager Approval Information
Project wise staff report
ATTENDANCE
• This module is mainly used to trace the employee attendance based on year and period wise. Attendance module will synchronize with the employee payroll which is used for maintain the account details of the company.
SMS & EMAIL
• This module is mainly used to enhance merchant-customer relationships, encourage new customers and rekindle old customers to purchase products, posting advertisements through sms & emails by companies for their customers.
BUSINESS MATERIAL
• This module contains the material to the customer about the product. It provides author and publisher information for of the product and also provides online documents for the products. This module is used for advertising the product based on product category.
Business Development Material Category
Business Development Material Master
Business Development Material Issue
Online Documents
Author Information
Publisher Information
Advertisement Details Excel Import
Advertisement Details
GLOBAL SETTING
• In this module it contain the company information, currency type i.e whether using dollar or indian rupee and also used for currency exchange calculation. This module is also used to generate the number where it requires and it can able to change the date format, logo position, group code etc.,
Company Information
Global Setting
Number Generation
Currency Exchange Rate
USER MANAGEMENT
• User management module is used to create groups such as guest, employee and main admin of the company. Based on each group it provides the access for the modules. It also contains access permission for main menu, sub menu and it provides service for user maintenance.
User Group
Module Access
Main Menu Access
Sub Menu Access
User Maintenance
User Access Maintenance
RECORDS
Lead Status Wise Report
Department Wise Stock Report
Requisition Approval Report
Customer Product/Package Wise
Quotation Report
Quotation Approval Report
Department Wise Requisition Report
Staff Department Wise Report
Purchase Order Report
Staff Wise Customer Report
Purchase Order Approval Report
Goods Receipts Report
Staff Particular Report
Customer Fee Paid Report
• Report module plays a vital role for all the other modules of this software. In this module the report for every other modules are generated and it also requires regular updating of data for this module. It also allow the user to save, mail and print the reports for their use.
Goods Return Report
Invoice Report
Business Development Material Details Report
Business Development Material Issue Report
Item Details Report
Follow Up Details Report
Stock Ledger - Item Categorywise Report
Stock Transfer Report
Customer Due List Report
Customer Discontinued Report
Item Wise Department Stock
Financial Staff Attendance Report
RECORDS
Stock Ledger (Summary) Report Follow Ondate Report
Stock Issue Against Requisition Report
RECORDS
Trial Balance Report
Bank Account Master Report
Cash and Bank Report
Customer DateWise Fee Report
Day Book Report
Adjustment Journal Report
Balance Sheet Report
Income and Expenditure Report
STAFF TRAINING
Question Type
Question Bank
Test Sections List
Staff Training
Question Import
• This module is used to train our staff by conducting some test process. It provides questions for the staff which is improves the staff skills or also used to evaluate the staff efficiency based on their test performance.
Office address :Sysuniverse,NO-3 Thiruvalluvar street,Kaviya garden,(near ICICI bank)Porur,Chennai-116+91-843-801-5505044-6526-5505Email : [email protected]
Head Office:Sysuniverse Inc,One Wood Field Place,1701 East wood field road,Suit#209,Schaumberg IL,ZIP-60173.
THANK YOU!
