h office broucher
DESCRIPTION
H-Office is XRM ( extended CRM) software design to automate entire business process with it's integrated 20+ modules. H-Office is very cost effective software which can be deploy and implemented very easily.TRANSCRIPT
H-OFFICE TM
SPEED UP THE GROWTH
www.H-OfficeCRM.com
TM
H-OFFICE TM Single comprehensive platform for all the business operations!
H-Office: Your Trusted Business Monitor “A revolutionary business management software integrating CRM, XRM, PM and E-commerce with the rich library of 30 Add-On modules with global and mobile accessibility” “A solution designed after harvesting decades of technical and functional knowledge with experience of working with various business verticals and challenges in different scales” “A highly scalable software- capable of handling large data, covering all the departments and business activities by providing a single comprehensive platform to all the stockholders of the company” “Global accessibility ensure online business platform to perform without geographical barrier with the great reliability and power full security to address the organization’s challenge for anxieties of real time information” “An implementation strategy designed by the core experience team ensures the best utilization of tools at a minimum cost and time investment which will explore and touch various macro level processes throughout the organization” “An enforcement and user training will be hassle free, quick and most effective with the new tactics, training centers and H-Office video libraries” . “A dedicated support team to always help you out whenever you have a need of it” “A customization or industry to industry optimization is quick and effective in a standard line of processes by custom and user defined fields and document report templating”
“An optional auditing services to improve the quality of data and system usability to avoid the junk / garbage and to take the best benefit out from the adopted technology”
“The H-Office in nutshell nothing greater than the great piece of continues research and development to simplify the business puzzles!”
`
H-Office: Your Trusted Business Monitor “A revolutionary business management software integrating CRM, XRM, PM and E-commerce with the rich library of 30 Add-On modules, global and mobile access with push technology” “A solution designed putting decades of technical and functional knowledge and experience of working with various kind of industries and challenges of different scales and verticals” “A highly scalable software, capable of handling large data, covering all the departments and business activities providing a single comprehensive platform for all the employees, vendors, customers and associates overcoming all geographical barrier to work upon a platform with the convenience of their time and place with the great reliability and power full security to access a user friendly interface of software which is been continuously strengthen to address the organization’s information anxieties and expectations”
“An implementation strategy designed by the core experience team ensures the best utilization of tools at a minimum cost and time investment which will explore and touch various macro level processes throughout the organization” “An enforcement and user training will be hassle free, quick and most effective with the new tactics, training centers and H-Office video libraries” . “A dedicated support team to always help you out whenever you have a need of it”
“A customization or industry to industry optimization is quick and effective in a standard line of processes by custom and user defined fields and document report templating”
“An optional auditing services to improve the quality of data and system usability to avoid the junk / garbage and to take the best benefit out from the adopted technology”
“The H-Office in nutshell nothing greater than the great piece of continues research and development to simplify the business puzzles!”
H-OFFICE TM
Save: Time Increase: Efficiency and Productivity Reduce: Operational Cost and Response Time Gain: Profitability, Larger Customer Acquisition, High Business Volume and High Production Improve: Organization Knowledge and Skill Set and Market Reach
Provide the option of cloud computing (our hosted server) or Local hosting at your office to suite your business need. Manage security on every IP, contacts, interaction, functionality, modules with single click "Role" based policy assignment.
H-office offers the optional customization to optimize as per the organizations need.
Electronic reminders (E-mail & SMS) alerts are integrated throughout the software on all important events which saves a great communication time and increase the quality and response time.
The commercial structure of the solution is very simple and standard. Select no’s of users and modules as per organization growing need and reducing cost of acquisition and reoccurring cost is also very low.
It’s a truly web based application operate using browser; it is easy to deploy, upgrade and support and you won’t require any server / client licenses to run this particular application.
H-OFFICE TM Incredible benefits lead your efforts towards success!
Virtual Office
&
Paperless Office
Single Platform
Global & Mobile Assecibility
Sclability
&
Customizable
No Maintainence
Law Cost of Acqusition
Customer Centric
Approach
Keeping ‘Contact’ as a centre to capture all business interaction pertaining to their task, sales, purchase, supports and account through single windows makes a company customer centric and when you go to the customer screen, you will find all the information related to that customer. It works on management's concept of '4C'.
Central repository for scanned and electronically generated papers with user define keyword to retrieve document based on set security standards makes an office a “paperless office”.
You can monitor all business activities online, acts as “virtual office”. Offer unlimited group of companies and
branch office support with global and smart phone accessibility for seamless business operations.
It encompasses wide range of business activities empowering all departments and employees of the organization to work on a single platform results into high efficiency for saving customers and saving of time.
Software Provide the option of cloud computing (our hosted server) or a local hosting at your office to suite your
H-OFFICE TM
Hosted Mail Server @ Amazon Auto Back in clouds Non Discloser Agreement and highly
secured database structure Free Upgrades Local Hosting Facility Vernacular Language Support Volume Based Discounting
`
H-OFFICE TM
Enjoy the benefits of future of software technology “SaaS” (Software as a service) with Amazon Cloud!
Affordabl
e
Quick to deploy
Zero Infrastructure
s
Seamless Upgrade
s
Guaranteed Levels
of Service
Backups and Data recovery all done for you
Work Anywher
e
Securit
y
High Adoption Rate
Long Term Customer Relationship
H-OFFICE TM Amazing features empower business operations run faster and sharper!
Key Features at a Glance
CRM*
Dashboard with 50+ user selectable gadgets
Electronic reminders, alerts & system notifications
Repetitive reminders for multiple parties and stack holders
Multi lingual support
Centralized contact management system
Birthday & Anniversary auto greeting E-mails & SMS
Envelop & Label Printing
E-mail & SMS*
Bulk E-Mail & Bulk SMS*
Import & Export utility for Excel
Bulk contact hand over facility
Contact categorization / grouping
Multiple time zone management
Contact reference management
Contact privacy settings
Contact communication preference management
Google map integration for contact address mapping
Custom groups & fields for capturing additional (customized) information
Document template
Competitor information management
Contact notes
Contact remarks
Individual & Company contact management settings
Contact relationship builder (C2C, C2I, I2I)
Image upload & cam snap facility
Contact wise interactions and transactions management
Continued…
1
Continued…
Advance Search
Product management
Product List & Tree View with unlimited sub category creation option
Product import from excel utility
Product price update utility from excel
Bulk tax apply utility for applying tax to multiple products at a time
All type of product / service creation facility (Manufacturing, Trading, Dummy / Samples, BOM, Service etc.)
Product privacy settings
Product divisions creation facility
Price list management
Product activation settings for sales, purchase & support
User defined forms and fields creation facility for capturing and maintaining additional product related information
Product warranty management (Vendor & Customer Warranty Both)
Batch & Serials management
Product picture gallery
Product wise transactions and interactions management
Task management for internal communication and work delegation
Task auto drafting facility
Task priority and Task deadline management
Task grouping & categorizing
Numeric reports on task
Task status tracking
Replies & progress management on Task
Task on Behalf facility
Private messages on task
Task Alerts & Reminders
Timesheet & cost center
E-mail & SMS monitoring
Organization hierarchy
Daily work report
Daily digest
Roles & Rights management
Employee profile management
4 color themes (Red, Green, Blue, Classic Black)
Setup
Appointment & Time Management
Calendar (Task, Task Replies, Warranty Expiry, Birthday & Anniversary, Appointment)
Graph, Chart & Reports
Continued…
DMS
Centralized document repository
Document read / write rights
Document physical location management
Document custom fields
Document search
Electronic alerts on various actions like create, update, delete etc.
Noting and commenting on document
Document multiple version management
Document access log
Folders / Sub Folders management
Interlinking of DMS throughout the software
Any type of document management
Access document from any where
Compress and zip document facility
Flow document management
Approval flow / process on document
Download statistic
Marketing
Pre – Prospect / Prospect & Suspect data management
DND data management
Campaign management and auto data distribution policy
Follow Up management mechanism
Lead (Inquiry) management
Customizable inquiry forms (General and Product Specific)
Auto lead revoke policy
Sales forecasting & forecast report
Lead follow up system
Cost center on leads
Sales funnel
Lead status tracking & outcome based funnel mapping
Lead wise expense analysis
Quotation creation option based on lead parameters
Lost reason & lost analysis
Business intelligence
Industry, employee, group, product category, area, region wise analytical reports etc.
2
3
Continued…
Sales
Quotation
Sales Order
Sales Invoice
Pick List
Delivery Challan
Payment Receipt
Sales Return
Credit Note
Quotation – Sales Order – Sales Invoice – Pick list – Delivery Challan on
click creation facility
Credit limit management (amount, days)
Sales transaction locking (Customer and Product wise)
Multiple price list management
Customer & Product wise sales preferences settings (Form, Invoice type,
Tax group etc.)
Discounts & Discounting structure management (employee, product and
contact wise)
Amount wise sales process approval flow and multiple approval authority
settings (For Quotation, Sales Order and Sales Invoice)
HTML templates for user define print formats (For Quotation, Performa
Invoice and Sales Invoice)
Word interface for designing user defined print formats*
Amount based sales incentive calculation
Terms & Conditions template (Quotation, Sales Order, Sales Invoice,
Delivery Challan)
Cover letter templates
Various printing options of Quotation, Sales Order, Performa Invoice and
for Sales Invoice (pre-printed, with image, with product wise tax break up,
with grand total and tax summary)
Payment schedule planning and notifications
Delivery schedule planning and notifications
Sales account mapping*
Sales expiry notifications and based upon auto lead creation facility
Expense analysis on sales process
Copy, Revise and Edit quotation options
4
Continued…
Quotation register
Quotation analytics (category, industry, territory etc)
Sales order with purchase order linking
Sales order wise status tracking (payment, delivery)
Sales order register
Sales order analytics
Sales invoice register
Sales invoice analytics
User defined invoice creation types
User defined DC creation types
DC Edit log
DC register
Customer and product wise sales transaction plug ins
Employee wise sales report
Product wise sales report
Sales order pending for invoices report
Sales order pending for delivery report
Payment collection report (Employee wise, Branch wise, Team wise)
LI (Lead to Invoice) Report*
Purchase
Purchase Order
Goods Receive Note (GRN)
Purchase Invoice
Payments
Purchase Return
Debit Note
Vendor price list import from excel utility
Purchase transaction locking (Vendor and Product wise)
Vendor & Product wise purchase preferences settings (Form, Invoice
type, Tax group etc.)
Amount wise purchase process approval flow and multiple approval
authority settings (For Quotation, Sales Order and Sales Invoice)
Word interface for designing user defined print formats*
Terms & Conditions template for purchase order
Various printing options of PO (pre-printed, with image, with product wise
tax break up, with grand total and tax summary)
5
Continued…
Payment schedule planning and notifications
Delivery schedule planning and notifications
Purchase account mapping*
Supplier’s product wise supply related information management
Primary supplier setting option for quick order placing
Vendor’s warranty tracking on purchase items
Copy PO option
Stock unit conversion facility at purchase time*
PO creation time stock, stock on PO, and stock on SO visibility on line
item level*
Purchase invoice to stock location sheet creation facility*
Purchase order wise status tracking (payment, delivery)
Purchase order register
Material inward register
PO wise material inward register
Purchase invoice versus GRN imbalance report
Basic Accounts with Voucher Management
Multiple beneficiary accounts for customers
Opening utilities
Party ledger and sub ledgers management
On account, sales outstanding and purchase outstanding
JV
Contra
Account group and account ledger master
Party ledger report
Accounts mapping for Tally Integration
Expense voucher creation facility on user level
Voucher creation facility for employee and for contacts with beneficiary
account selection
Expense type wise maximum expense limit
Voucher approval process
Voucher payment rights
Voucher print
Employee wise, category wise, type wise, activity / task, lead, support
request wise expense analysis
Voucher summary report
6
Continued…
Stock & Inventory
Branch and Company wise stock management
Stock location tracking
Stock movement tracking
Item wise stock minimum – maximum mapping and alerts
Stock on PO and Stock on SO tracking
Inter branch stock transfer utility
Stock opening excel utility
Manual stock add, open, remove option
Inventory location import utility
Dummy goods inventory management
Purchase time item unit conversion facility
Threshold stock report
Stock summary reports (Branch wise, Product wise)
Stock valuation report
Support & Knowledge Management
Support call management
Support solutions
Support articles
Support ticket generation and customer intimation via E-mail & SMS
Call Auto assignment and distribution policy (Designation and
Department wise)
Engineer work load management
Bulk request assignment option based upon the various filtered criteria
Request status tracker
Support call priority and deadline management
Various call supportive request views for the engineer and manager
Pre-defined fields selection setup for support request
User define fields creation facility for user input call type, priority, request
mode, category and sub category
Timesheet management
Cost center and expense analysis
Sales bill mapping with support request
Sales history and support history of customer and product and plug-in in
support request
7
8
Continued…
Engineer’s action update to customer
Approval process in support request
Customer satisfaction tracking (call wise)
Support status graph
Employee work load graph
Call report
Support summary report
Product and request wise solution and articles (guideline and
knowledgebase for engineers)
Contract management (coming soon)
RMA*
Tally Extender & Tally Integration
Contacts, Products and Bank’s masters auto creation from H-Office to
Tally
All SO’s & PO’s push from H-Office to Tally (in case of Tally extender
module)*
All H-Office sales, purchase, voucher, JV, contra transaction auto push
from H-Office to Tally (in case of Tally integration module)*
Multi company integration support of H-Office with Tally.
Account group, account ledger and voucher type push from H-Office to
Tally to sync*
Tally MIS report display in H-Office*
*Stock and inventory will not be pushed from H-Office to Tally
Project Portal
Project dashboard
Project overview
Project planner
Milestone
Todo List
Todo
Deadline planner for milestones and todo’s
Project Messaging
9
10
Continued…
Todo commenting
Document management
Project wise categories for todo and messages
Real time project status tracking
Login and work assignment facility for customers and third parties in
project
Search utility
Project timesheet management
Project daily / weekly / monthly progress digest in mail
Project progress report (project wise)
Client Portal
Unlimited web page creation facility
On click product publish from product master to portal with product image
/ gallery, short description, long description and MRP price (optional)
Product browsing and category sub category of product wise site map
creation
Secure client login
Custom and multiple inquiry form creation facility
Portal inquiry to lead functionality mapping
Customer end support ticket generation facility from portal
Request status tracking and actions display in portal
Support article publish functionality on portal
Search functionality for portal(coming soon)
Customized web development and integration with concept web, e-
commerce portal payment gateway etc.*
Incoming E-mail
Multiple IMAP mail account configuration facility
From e-mail to lead, support request and task creation facility
E-mail attachment facility with task, lead, quotation, sales order, delivery
challan, sales invoice, purchase order and support request
Auto e-mail attachment with contacts and suspects
All incoming e-mail hierarchy wise monitoring and access
11
12
Continued…
IVRS & CTI
Pre- recorded interactive / non interactive message playing at call landing
Text to speech voice message composition (coming soon)
For working hours and non working hours wise call escalation policy
Auto system dial out to mobile / landline on non response configurable
policy
All incoming / outgoing call recording and attached plug in with contact
and suspects
Call play back facility
Click to call from system
Contact name flash and contact detail page auto open on incoming call
and on call pick up
Predictive dialer and campaign management for outbound calling* (add
on plug in)
GPS Mobile Tracking
Employee real time location tracking
Alert on GPS disable
Only office time employee location tracking configuration policy
Previous date locations log
Location track frequency setting
Offline track buffer and data push to server when net connect
mechanism
Multi Company and Multi Branch Support
Multiple group company creation facility
multiple company data push in tally companies
Multi branch support
Branch wise user access policy
Branch wise and company wise analytical reports
15
13
14
Multi Currency and Multi Time Zone Support
Multi company sales / purchase transactions
Customer wise master currency mapping
Customer wise time zone mapping
Employee wise time zone mapping
Appointment & Time Management
Appointment / Visit / Meeting / Event planning
User define appointment category, type and priority
Appointment privacy settings
Appointment time slot sharing via calendar and plot view
Daily / Weekly / monthly visit planning
Appointment status tracking
Customer, lead, support request wise appointment analysis
Appointment replies
Appointment wise expense analysis*
Appointment timesheet
Appointment / event / meeting wise lead generation statistics
Information KIOSK
Unlimited browsing page creation facility
On click product publish from product master to KIOSK with product
image / gallery, short description, long description and MRP price
(optional)
Product browsing and category sub category of product wise site map
creation
POS Client for Quick Billing
Speedy entry with minimum key strokes
Barcode support
Printing support on various printers (Tharmal, Dot Matrix, Laser with Pre-
printed and plain paper support)
16
17
18
Continued…
19
Thanks SMS alert configuration on transaction
Data Sync / upload utility
Thin client machine support*
Excise Billing Support
Generates Excise Invoice raised by first and second stage registered
dealers to pass on CENVAT Credit
Allows Batch-wise Inventory details
Provides option to print details of Manufacturer / Supplier and all other
relevant particulars of the corresponding purchase invoice
Tracks item history of excisable goods, right from the instance of
purchase till the time of sale / passing / termination of CENVAT Credit.
Generates statutory returns and excise related reports as mandated,
which are Form 2 and Stock Register
Company wise / branch wise / product wise preference settings
Taxable & non taxable group excise summary
20
H-OFFICE TM Solution which could be implemented nearly in any manufacturing, trading, marketing, service or project based industries!
H-OFFICE TM Expand and enrich continuously….
Our development team dedicatedly works on the product for 365 days a year. We continuously do the research and development to enrich the functionalities and to expand the horizon of the software. We develop so many new features and update all our customers in each new update for them to take the maximum benefits of the tools and technology. We do this exercise every month which is encompassed of three basic components: Enhancement, Bugs Resolutions and New Development. The best part for a customer is that, he will get lakhs of rupees features for free of cost once he has been migrated to H-Office platform. We update our entire customer base via release note which we prepare along with the every new update to let them know about the progress I software. Apart from this we also run small patches once or twice a week to give and update small corrections and improvements.
New Development
Enhancement
Improvment
Bug Fixing
Version Updates and Release Note
H-OFFICE TM vBible 1.0 – The Complete Video Tutorial Liberary
Believe is in “Coaching” rather than “Training”!
We have a full proof training kit
We have experienced and skilled team of trainers
We understand every users work profile
We prepare presentation and training kit according to their profiles
We have video tutorials for self and easy learning
We have a back office team for providing remote training
We audit and support till the time user got acquainted with the new system
We are also designing tutorials in regional languages
We have a dedicated support team for user’s query resolution
We develop a training center in each city where we work
We do arrange refresh training on regular basis
Cost of training is affordable
Admin training available
Examination & Certification process*
Understanding Work Profile
Self Learning Tools
Examination Certification Audit
H-OFFICE TM Your Business is a reflection of you; Your Success is a reflection of your customer Relationship! relationship
About Us H-Office CRM is leading provider of customer relationship management (CRM), SFA (sales force automation) and SRM (Support/Service request management) for midcap companies. Our continuous focus is to make application easy to use, smaller learning curve and being cost effective at same time. We have seen all ups/downs in marketing, support, sales and IT industry from 1992. All our learning is used to create H-Office and it's been by your requests and suggestions.
H-Office CRM came into life in 2008. But it's not a single day result. Our team has done lots of work and analysis for bringing a perfect solution for business. The most important thing is, it’s not child of IT Solutions Company, which comes with great product. It's been designed by Industry People for Industry People. So we can understand the real pain of yours in day to day life and can offer much better product. If we speak about our team then, "our team of dedicated and highly qualified professionals converges to produce and maintain an always-on, real-time product that is constantly improved."
Our Mission and Values Our corporate mission is to deliver perfect and all in one business monitoring solution for each industry vertical, at every level. Our entire team is engaged to achieve this goal. Our foundation is based upon Customer Centric Approach, Continuous Improvement and Total Quality Management. Presence Right now we are providing our service in India, USA and UAE. But our application is designed to be accessed globally. Our SAAS based approach enables you to access application from anywhere anytime.
HEAD QUARTER FF-1, Narayan Krupa Avenue,
Opp. Prernatirth Jain Derasar,
Satellite, Ahmedabad – 15
www.hoffice.in
Contact: Mr. Darshan Sanghavi
9327058088, [email protected]
www.H-OfficeCRM.com
TM