Complimentary
Key Factors to consider ERPCA for your practice
- No Setup Cost
- No Hidden Charges
- Dedicated account manager
- Support for setting up the entire office configuration
- Personalised training for your account
- Queries will be handled on priority.
- Fast resolution on queries (15 Mins to 1 Hrs on working days)
- A WhatsApp group for prompt handling of queries and sharing product updates
- We accept all Suggestions towards product improvement
- Process document to use the software
- Regular follow-up with all the team members
- Free Training of new modules on a regular basis
- Unlimited Storage
- FREE MOBILE APP for ANDROID / IOS Users
All Plan include following features
- ACL (Access Control Level) management
- Bulk Import users
- Leave management
- Productivity analysis
- Performance monitoring
- Reward programme
- Easily transfer tasks
- Reset user access to account
- OTP based login
- Group Management
- Branch wise Customer Management
- Web-Portal access to customer
- Customer File management
- Customer multiple contact management
- Automated customer index
- Single click access of customer's task, bills, receipts, hrs log, email summaries, etc
- Customer communication
- Automated work updates to customers
- Access to Ready to use workflow templates with the checklist
- Create customized Workflows
- Setup recurring workflows
- Tag customer with recurring workflow
- Recurring Task automation
- Task creation (Manual)
- Assign task to Multiple team member
- Assign task to single team member
- Customizable task status
- Taskboard (Bird Eye View)
- Bulk actions on Task(s) like Task Closure, Reassigning, Status change, etc.
- Setup reminders for client work
- Communication with client for task
- Resource Load Analysis
- Task Review process (Maker-Checker)
- Manual mode of daysheet filling by team member
- Time Tracker (Auto Time Tracking)
- Day Planner for team members
- Automated notifications on Daysheet update
- Team's Daysheet Review Process
- Advanced Geo-Location based attendance system
- Manage Expenses incurred on behalf of the client
- Government / Non-Government Categorisation of expense
- Claim expense reimbursement in the bill
- Approval Cycle
- Generate Expense Voucher
- Track paid/unpaid expense voucher
- Setup Multiple company for billing
- Task based billing
- Non-Task based Billing
- Bulk Billing (Multiple customer - Multiple task(s))
- Import Bill(s) from excel
- Bill-to-bill wise receipt entry
- Claim expense reimbursement in the bills
- Advance receipt management system
- Export GST Filing ready billing data
- Automated Email/SMS to customer on bill creation
- Automated Email/SMS to customer on receipt entry
- Send Bill due reminders (Email)
- Send Bill due reminders (SMS)
- Bill format (Regular)
- INR / USD / AED currency enabled
- Maintain Inward / outward register
- Send an acknowledgement email to the client
- Generate the PDF receipt for acknowledge
- Tag direct inward with task(s) required document.
- Keep track of inwards files by tagging the inward location
- Create / Import DSC data
- Maintain custodian of DSC
- Automated alerts on DSC expiry
- DSC Renewal Process
- Generate DSC Consent forms (Annexure I & II)
- Track DSC Usage
- Integrate Dropbox / Onedrive / Google Drive
- Centralised document repository
- Instant E documents to client instantly
- Auto-structuring of documents based on the task period
- Create customized folders to store document
- Unlimited storage
- Automated reminders for work updates
- Automated alerts on overdue tasks
- Automated email/sms for bills & Receipts
- Automated emails to clients for recurring task
- Monthly due date calendar to clients
- Send bulk email to clients for compliance update
- Setup Account-wise SMTP
- Setup company-wise SMTP
- Setup SMTP for Billing & Non-billing activities
- Dropbox / OneDrive / Google Drive Integration
- Integrate RAZORPAY / PAYPAL for online payment
- Install ERPCA Tally plugin to bring ERPCA invoices to your TALLY
- Android / IOS mobile app for all your users