Bizstack

Financial/Accounts Management

• Tax Management
  Fully GST-ready for generating compliant sales and purchase invoices with automated tax calculations.
• Fixed Asset Management
  Tracks company assets and equipment within the accounting ledger for depreciation and valuation.
• General Ledger
  Centralized accounting for receipts, payments, and journals with real-time P&L updates.
• Bank Reconciliation
  Matches bank statements with ledger entries for accurate cash flow and accounting oversight.
• Budgeting And Forecasting
  MIS and business reports help owners forecast revenue and plan future stock purchases.
• Accounts Payable & Accounts Receivable
  Outstanding Reports' provide clear visibility into receivables and payables tracking.
• Multi-Currency Support
  Facilitates international business by managing accounts and invoices in multiple currencies.

Human Resource Management (HRM)

• Payroll Management
  Manages employee salary structures and attendance integrated with accounting for seamless payouts.
• Performance Management
  Dashboards track individual sales targets and overall business MIS performance metrics.
• Time and Attendance
  Integrated module for tracking staff hours and attendance for accurate payroll processing.
• Employee Information Management
  Digital employee database storing personal records, contracts, and attendance history.
• Recruitment and Onboarding
  Basic HR tools to manage the transition from hiring to active payroll status.
• Learning Management
  Training programs and skill assessments.

Supply Chain Management

• Demand Planning
  Aligns stock levels with sales pipeline data to ensure critical items are never out of stock.
• Inventory Management
  Real-time stock inward/outward tracking with automated updates from sales and purchase orders.
• Transportation Management
  Manages logistics, shipment tracking, and carrier performance for efficient delivery.
• Supplier Relationship Management
  Procurement module tracks vendor history, purchase orders, and outstanding payables.
• Procurement and Purchasing
  Streamlines the P2P cycle from purchase requisition to invoice matching.
• Logistics and Distribution
  Tracks item-wise and location-wise stock movement across multiple warehouses.
• Route Planning
  Optimizes delivery routes to minimize costs and ensure timely deliveries.

Manufacturing

• Work Order Management
  Tracks sales and purchase orders from requisition to final fulfillment and invoicing.
• Material Requirement Planning (MRP)
  Basic stock summary reports help calculate material needs based on active orders.
• Production Planning and Scheduling
  Resource allocation and timeline planning.
• Bill Of Materials (BOM)
  Manage components and materials for product creation.
• Quality Control Management
  Tools for tracking and enforcing production standards.
• Shop Floor Management
  Integration with IoT for real-time production data.
• Maintenance Management
  Tracks and schedules maintenance tasks to ensure equipment reliability and reduce downtime.

Customer Relationship Management (CRM)

• Contact Management
  Stores unlimited contacts and tracks full interaction timelines, reminders, and customer history.
• Lead Management
  Captures and assigns leads from Indiamart, Facebook, and websites with real-time tracking.
• Marketing Automation
  Features email and WhatsApp broadcasts, drip sequences, and template-based messaging.
• Audience Segmentation
  Groups leads and customers for targeted email and WhatsApp marketing campaigns.
• Sales Pipeline Management
  Visual lead-to-conversion pipeline with automated WhatsApp and email follow-ups.

Project Management

• Time Tracking
  Activity Tracking' monitors task progress and team productivity across sales and support functions.
• Collaboration Tools
  Includes task tracking, history comments, and shared calendars to keep teams aligned.
• Resource Management
  Manages products, services, and human task allocation within the unified ERP workspace.
• Task Scheduling
  Built-in calendar for scheduling follow-ups, meetings, and project milestones.
• Cost Management
  Purchase analysis and MIS reports help track vendor costs and improve profit margins.

Reporting and Analytics

• Predictive Analytics
  Performance Insights' analyze sales and stock trends to help managers make data-driven decisions.
• Sales Reports
  Detailed visual reports on sales by date, customer, and product performance.
• Dashboards
  Unified visual interface providing high-level summaries of business health and MIS data.
• Financial Reports
  Generates balance sheets, trial balances, and P&L statements with one-click accuracy.
• Business Intelligence
  MIS reports provide management-level summaries of operational and financial trends.
• Custom Reports
  Flexible report engine allows users to filter and export data based on specific business KPIs.
• Regulatory Compliance Reports
  Generates GST-ready invoices and compliance-ready account registers and books.
• Real Time Reports
  Live data synchronization ensures stock and financial reports are updated instantly.

Integrations

• Customer Support
  Integrated tools for query resolution, follow-ups, and customer engagement to drive satisfaction.
• Payment Gateway Integration
  Integrates with digital payment platforms to automate receivables and invoice settlements.
• API Integration
  Custom REST APIs allow developers to connect Bizstack with existing websites or mobile apps.
• Third Party Integration
  Natively connects with Indiamart, Facebook, Instagram, Google Ads, and WhatsApp.
• Ecommerce Integration
  Pulls orders and customer data directly from websites into the sales and inventory pipeline.

Security and Compliance

• Disaster Recovery
  Cloud-hosted with regular data backups and security protocols to ensure business continuity.
• Data Encryption
  Enterprise-grade security for data at rest and during transit between devices.
• Audit Management
  Maintains a 'Tracking History' of comments and changes for accountability across modules.
• GDPR and Other Compliance
  Adheres to modern data privacy standards for protecting customer and business info.
• Role-Based Access Control (RBAC)
  Granular permissions for users.

Administrative Features

• Workflow Automation
  No-code triggers for sending automated notifications, reminders, and status updates.
• Data Import/Export
  Supports bulk migration of leads, products, and contacts via standard CSV/Excel formats.
• Admin Panel
  Centralized dashboard for managing users, permissions, and global company settings.
• User Access Management
  Granular role-based permissions to control who can view or edit sensitive financial data.
• Workflow Approval
  Internal request and approval flows for purchase requisitions and sales quotations.
• Centralized Database
  A single source of truth connecting sales, inventory, accounting, and marketing.

Alerts & Notifications

• Email and SMS Notifications
  Instant alerts for order approvals, payment receipts, and low stock warnings.
• Security Alerts
  Immediate notifications for system anomalies or unauthorized access attempts.
• Custom Event Alerts
  User-defined triggers for specific milestones like lead status changes or order approvals.
• Non-Compliance Issues
  Flags and resolves regulatory or policy breaches for compliance adherence.