Getting it Done, Quickly and Efficiently
A seamless cycle of operations from planning to revenue tracking.
Comprehensive tools designed to streamline every aspect of your business.
Macra BMS CRM is a complete business relationship system that follows customer interactions from registration to service provision. The Sales person creates an account for every new customer, registering their location, type of trade, payment number and other necessary details. From this profile, the business manages every interaction, including sales, payments, invoicing and account management.
The system tracks every resource spent, calculating monies across all operational expenditure. It also tracks approvals, complete with time stamps, authorizing people and recipients. This process gives the business clarity, and also tracks accounting numbers which makes auditing easier. If done consistently over time, the business can use the data to plan and budget for funds.
Turn an accepted quotation into an invoice in one step, then track every payment received against it. Large orders can be split into a downpayment invoice and a final balance invoice, with running balances calculated automatically as payments come in. Invoices, quotations and payment receipts are all available as shareable PDF documents.
Oversight managers such as the CFO and CEO find this sector important as it shares the financial health of the company. It interprets planning and execution in literal terms, giving light on which function needs more resourcing, readjustment or removal. In the long run, this information makes it possible to plan ahead, grow and expand.
As an extension of the sales function, every resource within the system can order, pre-order and align with the stock availability anywhere any time. For sales people, they have a visual of what to sell and when to do so. Procurement can know when to order, what to order and the frequency. More importantly, the store management team can plan stock fulfilment.
Raise a delivery note for every dispatch, complete with driver and vehicle details, shipping address and contact person. Recipients can sign off on delivery, giving the business a clear, auditable record of what left the store and when it was received.
Record and categorize every business expense, attach a receipt image for the record, and see spend broken down by category. Combined with Budget Oversight, this gives management a clear view of what has been spent against what was planned.
Give each staff member their own login under your company account, with Admin and standard roles controlling what they can see and do. Every action taken in the system is logged, so you always know who did what and when.
Welcome to the World of Efficiency and Streamline Your Business Processes Today
Businesses are dynamic; offering different services with unique business models. Regardless of the basic business structure, there are features of a business management system that should take precedence. At Macra, we have done our analysis and developed an all-round system that can work with any business.