Client Management Solutions (CRM-ERP)

Our client management solutions assist organisations ease the way they do business while providing assistance to comply with the General Data Protection Regulation (GDPR). Our solutions are comprehensive and easy-to-use from desktop to mobile.

Standard

  • 5 users included
  • Up to 500 members or contacts
  • 5 GB of storage
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Professional

  • 10 users included
  • Up to 5,000 members or contacts
  • 15 GB of storage
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Ultimate

  • > 10 users
  • > 15,000 members or contacts
     
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Features Standard Professional Ultimate
Website with content management system
Sales Opportunities
Sales Activity
Web enquiry forms
Document management
Invoicing
Built-in internal messaging

Responsive (Access on mobile devices)

Membership management
Event management
Sales forecast
Members/Client areas
Advanced document management
Help-desk
Newsletters option
Timesheet option
Expenses option
Purchasing option
Bizoneo GDPR-GRC included Standard (*) Professional (*) Ultimate (*)
Training management 25 staff 80 staff
Holidays management 10 staff 25 staff 80 staff
Work time attendance 10 staff 25 staff 80 staff
Bank reconciliation
Advanced Purchasing
Recruitment
e-Commerce option option option
Ticketing option
Phone recordings option
Configuration & Support Standard Professional Ultimate
Email support Business hours Business hours 24/7
Phone support Business hours
Support tickets 1 per month 2 per month 5 per month
No compromise on privacy nor on security Standard Professional Ultimate
Security groups for segregation of duties
Control panel access through TLS 1.2 encryption
Daily encrypted backups
Guaranteed EU hosting (in Ireland).

(*) Onboarding not included

Consultancy available on-demand