01↗
Customer Management
Keep customer information, contacts, business activity and transaction history organised in one place.
- Customer profiles
- Interaction history
- Business activity
- Outstanding visibility
Opsify ERP / Features
One connected view of how your business moves.
Opsify ERP connects customers, enquiries, quotations, orders, dispatches, invoice records and payments into one business workflow.
Core capabilities
Built around the way supply businesses actually work.
Instead of forcing your business into a generic workflow, Opsify keeps the important pieces connected from the first enquiry to payment.
02↗
Enquiries
Capture incoming enquiries and keep every opportunity connected to the customer it belongs to.
- Log enquiries
- Customer-linked records
- Follow-up visibility
- Status tracking
03↗
Quotations
Create professional quotations quickly with dynamic tax calculations and customer-specific details.
- Dynamic tax calculation
- Professional PDFs
- Customer-linked quotations
- Quotation history
04↗
Orders
Turn confirmed business into organised order records and keep the entire workflow connected.
- Order management
- Linked quotations
- Customer history
- Order status
05↗
Dispatches
Keep track of what has been dispatched against your orders, including orders fulfilled in stages.
- Dispatch tracking
- Order-linked records
- Partial fulfilment visibility
- Dispatch history
06↗
Invoice Tracking
Record invoice details from your existing accounting software and track them alongside the rest of the customer workflow.
- Invoice records
- Accounting-software workflow
- Payment status
- Customer-linked history
07↗
Payments & Outstanding
Know what has been received, what remains outstanding and which customer accounts need attention.
- Payment records
- Outstanding amounts
- Customer balances
- Payment history
08↗
Dashboard & Visibility
See business activity across customers, enquiries, orders, dispatches and payments from a central dashboard.
- Business overview
- Activity visibility
- Outstanding overview
- Connected records
Customer Tracking Portal
Give customers visibility without giving them access to your ERP.
Share a record-specific tracking link with your customer so they can follow the progress of their business without needing an ERP account.
✓Record-specific customer links
✓Clear order and dispatch visibility
✓Reduce repetitive status enquiries
✓Keep internal ERP access private
Customer tracking
Order #OP-10482
✓
Order confirmed
Completed
✓
Processing
Completed
•
Dispatch
In progress
○
Delivered
Pending
Shared tracking link
track.opsifylab.com/OP-10482
See it in action
See how Opsify ERP fits into your workflow.
Get a walkthrough of the system and see how it can simplify the way your business manages customers and operations.