We Drive Business Value Through Technology

Transcription

1 We Drive Business Value Through Technology

2 About Us Data Genesis Solutions Inc. (Data Genesis) is a Next Generation company providing Business Solutions through the best Information and Communication Technology can offer. The company ensures industry Best Practices are embodied in the business solutions it provides. Powered by: Data Genesis brings together experts in industries within ICT, BPO, Personal relations, Retail Logistics, Finance and Insurance with proven track records in business. The brains behind Data Genesis were behind multi-billion companies in the Philippines both in the private and public sector. Data Genesis Solution offers GenX the next generation ERP to help different business enterprise from any scale advance to newer heights of success. Noda and GenX GenX is powered by Noda Interaction platforms the best BPO Solution known in Eastern Europe and Asia. Boasting its All-in-One Solution capability on all aspect of BPO services, it boosts GenX to its fullest in making good businesses great and making business development plans to realilty Best Product of 2012 for Call Centers in Eastern Europe and Asia" award at CCWF 2012 to 2014 Crystal Headset /CCG Call Center Awards 2015 Honorable Mention

3 CRM The CRM Sales people love Track leads, close opportunities and get accurate forecasts Your sales funnel, the way you like it! Manage your entire pipeline. All in one place. Organize your opportunities and stay focused on your best deals. Manage all customer interactions like s, phone calls, internal notes, meetings and quotations. Get instant visual information about next actions, new messages, top opportunities and expected revenues. Adapt sales stages to your needs Customize your sales cycle according to your workflow and sales approach. Set up your own stages and indicate for each one of them the likelihood of closing deal. Get accurate forecasts to improve your sales performance at every stage of your customer relationship.

4 CRM Get a full picture of your sales cycle Better visualize your pipeline and opportunities as they progress from one stage to another. Work inside your sales funnel and get instant insights about next actions, new messages, top opportunities and expected revenues. Stay focus on growing your business Our CRM gives you everything you need to sell smarter Close more deals Accelerate buyers cycle and improve win rates by analyzing the quality of your leads through lead scoring and addressing their needs at the right time. Improve your sales process and avoid repetitive mistakes by always knowing why an opportunity was lost. Boost productivity Manage your sales funnel with no effort. Drag and drop your opportunities from one stage to another in just one click. Better manage your salesmen by having a complete overview of your teams and theirs pipes.

5 CRM Stop losing your time and money on poor quality leads and concentrate on the right opportunities. Advanced analytics reports Use actionable data to make better decisions Get the insights you need to make smarter decisions. Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reports and flow charts that anyone can create and share. Fully integrated with GenX Apps Get an awesome enterprise website. Fully customizable and SEO friendly. Create polished, professional proposals in minutes and let customers sign online. Boost engagement, promote smart objectives, reward and challenge your teams. Boost engagement, promote smart objectives, reward and challenge your teams.

6 POS GenX Point of Sale Run your physical store. Easy to use and compatible with any device. User-friendly Point of Sale GenX's online Point of Sale app is based on a smart interface that everyone can use without difficulty. The POS can be used online or offline and ipads, Android tablets or laptops. GenX POS is fully integrated with the inventory app and accounting app. It means that any transaction that you make with your the POS will automatically be input into your inventory management and accounting. Our POS includes extra features such as customer service and creation of invoices. You will be able to run real time statistics and consolidations across all your shops without the hassle of integrating several applications. An Interface Designed for Productivity Say goodbye to ugly, outdated POS systems and enjoy the GenX web interface designed for the modern retailer. Whether it's for a restaurant or a shop, you can activate multiple tickets in parallel so you won't keep your customers waiting. Scan products, browse through hierarchical categories or quickly get information about products with fast filtering across all your items.

7 POS Online or offline interface, compatible with any hardware GenX's Point of Sale stays reliable even if your connection is not Set up new stores quickly and easily with just an Internet connection. Then use your POS everywhere, anytime. While an Internet connection is required to start the Point of Sale, it will stay operational even after complete disconnection. Because it's extremely flexible, you can configure GenX POS to meet your precise needs. No installation and no specific hardware is required to use GenX POS. Our SAAS solution for point of sales is compatible with desktop PCs, ipads and other tablet computers, laptops and industrial POS machines. Keep in touch with your customers And keep them coming back with loyalty programs. Reward your loyal customers with points, gifts and discounts with GenX loyalty programs. The whole process is fast and can be entirely automated. Identifying your customers is even faster with loyalty cards and customer barcode ids. Register your customers to keep track of their buying habits. You can then send them special offers and sale notices with GenX Mailing. Register tax identifications for your business customers and give them invoices instantly (or send by ).

8 POS Integrated inventory management GenX Point of Sale will facilitate your inventory management Consolidate all your sales channels in real time: stores, e-commerce, inside sales. Get real time control of the inventory and accurate forecasts to manage procurements. GenX POS is fully integrated with other GenX apps. Your inventory app would automatically input any transaction from the POS in the stock. You will be able to see in real time the availability of products without losing time. Furthermore, the POS is compatible with GenX e-commerce solution. You won't need to setup separate stocks for the two apps and improve your process. Fully Integrated with GenX Apps Design efficient s campaigns. Send, convert and track your success. A revolutionary double-entry inventory management system. Create polished, professional proposals in minutes and let customers sign online. Boost your online sales with sleek product pages.

9 POS Deliver in-store customer services Repairs, warranties, deliveries, etc. Give your shopper a positive experience by improving your services. Handle refunds, track warranties, follow customer claims, plan order deliveries, etc... in one interface. Bring your sales at the next level, show that you follow your customers need and keep track of their needs. GenX POS can produce customer invoices in just a few clicks and send information to GenX Accounting. You don't need to record manually each transaction and send them to your accountant. The software will automatically send them for any transaction. Your accounting will be easier and more accurate. Our Point of Sales helps you to control sales and cash in real time but also to keep accuracy for your store. Unified data across all shops to improve your sales Sync products, prices and customers with no effort GenX POS implement various functionalities to improve your sales. New products, pricing strategies and promotions can be automatically applied to the selected stores. You can implement a global strategy across all your stores without difficulties. For example, being notified that some products will soon be out of date and setup a promotion to sell these. With GenX as a backend, you have a system proven to be perfectly suitable for all sizes - from small stores to large multinational corporations.

10 Sales Sell faster & more efficiently Create polished quotations, support electronic signature and online payments. Your quotes online from proposal to e-signature Design, share and upsell. Design quotations in minutes Create quotes in just a few clicks or a quotation template you can reuse in just a few clicks. Maximize profits by upselling Sell more: propose extra options, apply closing triggers, discounts and more. Communicate quickly and efficiently Get custom alerts for relevant activities, and use gateways to automatically attach communications to the right order. Communicate easily by designing templates for onboarding etc. Sell faster with electronic signatures Use GenX Sign and allow your customers to review and sign your quotations online.

11 Sales Easy, Streamlined Communications Faster communications, boosted sales Use templates to create polished, professional quotes in minutes. Send these quotations by and let your customer sign online. Everything you need to know can be found in one place. Send offers with clear pricing to your customers and let them accept it, reject it or ask for more information. Communicate with customers directly through the messaging software and see the whole history of the conversation in the quotation. No more time consuming communications, no more fax or scans in s. Great prices for great revenues Design, implement and adjust your pricing strategy to maximize benefits Use price list rules to compute the right price based on customers conditions. Convince customers with discounts and coupons.

12 Sales Orders and contracts sorted Automate operations and focus on relations and revenues From quotes to sales orders Convert quotation into sales order in a click or let the customer do it with electronic signature. Contracts management Invoice customers based on time and materials with contracts, easily record contracts and track invoicing phases, renewal and upselling and manage your subscriptions with GenX's recurring contracts. Benefit from more independent customers Customer portal gives your customers an access to their quotes, sales orders and delivery orders. Save time and use GenX Sign to easily get signatures on NDAs, contracts or any PDF document. Fully Integrated with GenX Apps Boost sales productivity, improve win rates, grow revenues. Get an awesome enterprise website. Fully customizable and SEO friendly. Boost your online sales with sleek product pages. Touchscreen point of sale based on ipad or Android tablets.

13 Project Management Work with employees simultaneously Chat in real time, share documents, integrate your s Forget endless follow-up meetings to keep track of projects. GenX Project Management allows you and your employees to work together on a task, write in etherpad, use live chat and share documents - all in a single interface! Modern interface with multiple view styles What you need, the way you need it Get organized as fast as you can think. This easyto-use interface takes no time to learn and every action you take is instantaneous. There's nothing standing between you and your productive flow. There s a kanban view with simple drag-and-drop to easily group tasks; a gantt chart to keep track of deadlines and progress; a Calendar to easily reschedule; and Graphs to for a clear overview of your workload. 3 rd Floor Concept Building GenX Project Management The #1 Project Management Software

14 Project Management Designed to fit your own needs Versatile and easy to use Organize projects around your own processes. Work on tasks and issues using the kanban view, schedule tasks in the gantt chart and control deadlines in the calendar view. Get a wide variety of tools and easily adapt them to fit your own processes. Create specific stages for each project, so all your teams can optimize their work in a simple and a professional way. Forecast needs and costs Integrated timesheets, contracts and invoices Projects are automatically integrated with customer contracts allowing you to prepare an invoice based on time and materials and to record timesheets easily. Plan ahead for upcoming projects with forecasts based on comparable projects, and allocate your workforce more easily. Give the best customer service Support services, helpdesk, bug tracker, etc. Integrate customer interaction on every issue and get accurate reports on the performance of your team. Keep mailboxes clean and well-organized thanks to a dedicated address for each project. Keep customers and employees updated with automated actions for status update, and automatically create a new issue from incoming .

15 Inventory Improve performance and process time Better organize your warehouse with the smart double entry inventory system GenX Inventory Modern and online warehouse management software. Get the most efficient stocking method and improve all your internal operations. Keep track of deliveries from your suppliers to your clients, all within a single application. GenX prepares all operations for you, according to your own logistic rules: push rules, pull rules, make-to-order, minimum stock rules, etc. Optimize the planning and jobs with the scheduler to reduce your process time. Reduce your stock level Fine-tune procurement methods according to your needs Reduce your stock while always staying replenished! You can set up minimum stock rules to have automatic procurements, with the right quantities computed to get to the optimum level specified. Get rid of stress and let the system help you with fulfillment propositions.

16 Inventory Enjoy advanced and automated functions The most advanced systems in very a simple user interface Drop-shipping Cross-docking Multi-warehouse In just a few clicks, you can set up drop-shipping rules for each product to automatically have them shipped to customers Order items by weight, size and quantity, and allocate a specific location to easily have each new shipment sent out to other locations. Create rules to automatically transfer items from one warehouse to another and keep stock levels optimum. Experience full traceability Nothing is lost, everything is moved Based on the double entry system widely used in accounting, GenX s inventory management software isn't about consumption, loss or missing products; products are just moved from one location to another.. Keep an eye on all your stock by tracing all your past and future inventory transactions. Track in detail all stock moves, in your warehouse and everywhere else your stock goes. Browse through the upstream or downstream traceability flows to get a clear view of what happened to a specific product or shipment

17 Inventory Get clear & complete reporting and dashboard Keep an eye on the efficiency of your warehouse Get the insights you need to make smarter decisions, using reporting and dashboards. Design custom dashboards to analyze your warehouse efficiency at a glance. Dig deeper with real-time reports that anyone can create and share. Fully Integrated with GenX Apps Sales Purchase Accounting Use sales orders to automatically schedule all your inventory operations. Get all the items you need for your projects by automating purchase orders from your suppliers. Get accurate accounting reports anytime thanks to a direct integration of your projects in your bookings.

18 Purchase Automated Procurement Propositions Reduce inventory level with simple procurement rules Get the right purchase proposition at the right time to reduce your inventory level in just a few clicks. Improve your purchase and inventory performance with procurement rules depending on stock levels, logistic rules, sales orders, forecast manufacturing orders, etc. Send requests for quotations or purchase orders to your supplier with just one click. Get access to details of products received and invoices from your purchase order. You can even contribute to the environment by going paperless and sending your RfQs by ! GenX Purchase Get the best from your supply chain and improve your inventory performance Control Products and Invoices Manage refunds, product receivables and quality control Choose the right method according to your needs: pre-generate draft invoices based on purchase orders and product receivables; create invoices manually and import lines from purchase orders, etc.

19 Purchase Get Supplier Price Lists and Product Availability Make smart purchase decisions using the best prices Easily import suppliers' price lists and references to make smarter purchase decisions based on promotions, quantities and special contract conditions. Keep track of product availability in your supplier s stock and check your order status from within the app. You can even base your sales price on your supplier's prices. Get Statistics On Your Purchases Analyze, forecast and efficiently plan your orders Get accurate statistics on your suppliers' performance through flexible reporting: delivery delays, negotiated discounts on prices, quantities purchased, etc. Integrate purchases with analytic accounting to analyze your contracts' profitability. Gather all communication in one place Write, read and automate s from within the module Integrate all communication from suppliers into the purchase orders for strong traceability on negotiation or after-sales service issues. Use the claim management module to track issues related to suppliers. Manage several companies in a single environment Save time and effort thanks to GenX s Multi Company Rules Use a single GenX instance to manage transactions between different companies within the same group. Create sales orders, share customers, suppliers and products and manage invoices for all companies at the same time. You can save even more time by automating the invoicing process between all the companies! Fully Integrated with GenX Apps Inventory Sales Accounting Invoicing A revolutionary double-entry inventory management system Create polished, professional proposals in minutes and let customers sign online. Integrate book keeping with all your operations to avoid double entry. Manage contracts, create recurring invoices, bill timesheets, get paid faster.

20 Manufacturing Efficiently schedule your manufacturing Keep track of resource capacities and avoid bottlenecks GenX Manufacturing Online and easy MRP application. Get a seamless and effective manufacturing process by automatically scheduling orders based on procurement rules, quantity forecasts and dependent demand. Define routings and plan the working time and capacity of your resources. Quickly identify resource requirements and bottlenecks to ensure production meets delivery schedule dates. Enjoy complete flexibility A simple and powerful user interface Manually edit all operations at any stage in the process. With GenX, you won t be frustrated by a rigid system. You can design specific templates for each operation and use the set of tools to find solutions for any issue. This open source software allows you to organize manufacturing orders and work orders in any way you like. Process upcoming orders from the List view, control in the Calendar view and edit the proposed schedule in the Gantt view.

21 Manufacturing Work with Lists, Calendars or Gantt charts Organize manufacturing orders and work orders in any way you like. Process upcoming orders from the List view, control in the Calendar view and edit the proposed schedule in the Gantt view. Define Flexible Master Data Products, bill of materials and routings Have the flexibility to create multi-level bills of materials, optional routing, version changes and phantom bills of materials. You can use BoM for kits or for manufacturing orders. Advanced analytic features Get accurate data on your process Track the changes in stock value according to the level of manufacturing activities as it progresses through the transformation process. Fully Integrated with GenX Apps Projects Purchase Inventory Accounting Enable your project right way Step by step get work done. Get the best from your supply chain. Improve your inventory performance. A revolutionary double-entry inventory management system. Integrate book keeping with all your operations to avoid double entry.

22 Employees GenX Employees Manage the most important asset in your company: People Successfully manage your employees Access all your employees at once Oversee all important information in your company's address book. Restrict some information to HR managers, and make others public for all employees to easily find their colleagues. Record employee contracts and get alerts when they have to be renewed. Leave Management Manage holidays, legal leaves and sick days Keep track of the vacation days taken by each employee. Employees enter their requests (paid holidays, sick leave, etc), and managers approve and validate them, all in just a few clicks. The agenda of each employee is updated accordingly. Track time and attendance Weekly or monthly timesheets with optional attendance tracking Keep track of the time spent by project, client or tasks. Easily access statistics to record timesheets and check each employee s attendance. Get your analytic accounting posted automatically based on the time spent on your projects. Integrated with other apps Human Resources, Accounting and Projects Record timesheets and track employee attendance, manage employee expenses, forecast needs for projects, organize appraisals, raise an employee social network and boost productivity through gamification.

23 Employees Boost Engagement With Social Tools Improve communication between employees and motivate them through rewards Enterprise Social Network Let employees collaborate across departments, locations and GenX modules by interacting in real time with live chat, sharing knowledge and best practices, following specific people or documents and joining groups of interests to share expertise and files. Gamification Inspire achievement with challenges, goals and rewards. Design your own targets, define clear objectives and provide real time feedback and tangible results. Showcase the top performers to the entire team and publicly recognize a job well done. Fully Integrated with GenX Apps Recruitment Appraisal Enterprise Expenses Streamline Your Recruitment Process Index resumes, track applicants, search profiles. Employees development followup Set-up appraisals and watch your employees evolution. Start the dialogue and share knowledge Information collection made easy. Have an overview of your employees expenses Access an accurate tracking tool.

24 Recruitment Manage your hiring process Organize your vacancies job applications Hiring Processes Made Easy From the sourcing to the contract, handle your recruitment process easily Set up your job board, promote your job listings and easily keep track of submitted applications. Follow every applicant and build a database of skills and profiles with indexed documents. No need to outsource your recruitment - handle everything internally in a simple and professional way. Publish job offers straight from the app Automatically publish on the best job boards like A new address is automatically assigned to every job offer in order to route applications directly to the right one. Whether applicants contact you by or using an online form, get all the data automatically indexed (resumes, motivation letter, etc.) and answered in just a click, using templates or personalized s.

25 Recruitment Customize your recruitment process Define your own stages and interviewers Create your own hiring strategies. Use the kanban view and customize the steps of your recruitments process: pre-qualification, first interview, second interview, negotiation, etc. Get accurate statistics on your recruitment pipeline. Use reports to compare the performance of postings you have made on different external job boards and easily change your strategy and recruitment plan based on the results. Simplify application management Index resumes, track applicants, search profiles Follow applicants in your recruitment process with the smart kanban view. Save time by using templates to automate some communication. Documents like CVs and motivation letters are indexed automatically, allowing you to easily search for specific skills and build up a database of profiles.

26 Recruitment Integrated Surveys Define your own online/offline surveys Create your own interview canvas based on your best practices. Use the survey designer to adapt questions to your own process. Ask the applicants to fill in the survey online or ask the interviewer to use it during real interviews. Fully Integrated with GenX Apps Attract more leads with a winning content marketing strategy. Create polished, professional proposals in minutes and let customers sign online. Oversee your employees directory Retain significant informations about your team. Create sleek and attractive event pages. Sell online and organize on site.

27 Expenses Save time on expense records Everything at one place Manage your employees' daily expenses. Whether it's travel expenses or any other costs, access all your employees fee notes and complete, validate or refuse them. No need to download any specialized software or program to manage expenses - everything can be done directly in the app! GenX Expenses Easily Manage Employees' Expenses Stop losing receipts Upload all receipts within expense records Allow employees to add copies of the receipts and proofs directly to the expense records to avoid losing them. Save time and increase your efficiency by keeping a clean and complete record of all expenses.

28 Expenses Manage expenses per team Have a clear overview of a team s spending As a manager, follow expenses recorded by a full team to keep an eye on the costs and make sure to keep to the target and budget. Share the workload between departments Get everyone involved to save time Draft and confirm expenses, and load receipts to the expense records Comment, validate or refuse expenses, and add or edit information Fully integrated with GenX Apps Record expenses in the books and proceed to the payments and invoicing. Oversee your employees directory Retain significant informations about your team. Enable your project right way Step by step get work done. Manage contracts, create recurring invoices, bill timesheets, get paid faster Fleet management at its top Take care of all actions regarding your fleet.

29 Appraisals Set up periodical employee evaluation GenX Appraisals Manage employee evaluations and create appraisals in minutes Strengthen your company's key asset : employees Maintain the motivational process in your company by doing periodical evaluations of your employees' performance. Regularly assess your human resources to bring benefits for your people as well as for your organization, whether it s a small businesses or a large corporation. Easy follow-up Clear calendar view Exportable answers Build the right appraisal Ask the right questions and collect insightful information Create the rightful survey to collect your employees answers. Prepare your own templates or choose from existing ones. Manage several types of evaluations: bottom-up, top-down, self-evaluations and final evaluation by the manager. Let employees create evaluations themselves to send them to subordinates, juniors as well as to their managers.

30 Appraisals Design your own survey Use templates or create them all the way Create your own surveys to gather important information and/or opinions from your employees. Quickly add questions, edit pages and draft a useful survey, using great built-in templates or making your own design from scratch. Turn existing surveys into templates to use and modify them later. Proof your surveys before publishing them: get them reviewed by managers, supervisors or other employees and let them add comments before finalizing the surveys. You can even create several surveys for each evaluation step to send them to different people. Automate the evaluation process Make sure evaluations stick to the schedule Create evaluation plans with a clear schedule to automatically generate interview requests. Specify the employee, department or level in the hierarchy which can answer your surveys and allow managers to review the content and finalize the evaluation. Fully integrated with GenX Apps Oversee your employees directory Retain significant informations about your team. Have an overview of your employees expenses Access an accurate tracking tool. Streamline Your Recruitment Process Index resumes, track applicants, search profiles Start the dialogue and share knowledge Informations collection made easy.

31 Fleet GenX Fleet Manage your vehicles, contracts, costs, insurances and assignments without pain. Fleet management made easy You won't need any specialized tracking system for company vehicles - with GenX's smart app, can keep a close eye on your fleet in a few simple clicks. Manage everything through our userfriendly administrative system - fuel log entries, costs and many other features necessary for the management of your company's vehicles. Manage leasing and all other contracts Supervise all contracts for your vehicles and receive a warning when contracts reach their expiration date. Several visual tools are put in place to ensure that you'll remember to renew (or end) your contract. Organize the services around the vehicles and communicate with the qualified service providers; manage invoices and notes. Set up a vehicle policy within your company, as well as an insurance policy in order to manage your fleet in the most efficient way. Monitor all costs at once Identify and trace the money spent by your company for each of the fleet vehicles. Recurring costs of your contracts such as leasing and services contracts are automatically added to your accounting at the beginning of each period of the frequency specified in the contracts, while all other costs like fuel and repairs are automatically added to your report. Analysis and reporting Show all costs associated with a given vehicle or with a type of service. Compare different types of costs (which vehicles cost the most; which services have been performed on which vehicles; etc) by using the reporting tool. Get really helpful insights about the effective return of each vehicle in order to improve your fleet investments.

32 Marketing Marketing Grow your subscribers base with powerful marketing Build awesome campaigns in minutes Create professional-looking s in a few clicks. No technical knowledge required. Craft successful campaigns that resonate with your prospects without any IT knowledge. Get total control over your content and layout thanks to an intuitive and easy-to-use software. Reach your opportunities and stay in touch with your customers in a more effective way. Drag & Drop building blocks Creating your own personalized has never been so easy! Just choose your building blocks and drop them exactly where you want them to appear on your . Enrich your content with titles & subtitles, calls-to-action, social media buttons or footers in just one click. Send the right message to the right audience Segment your database for better open and click rates Optimize your results by sending your campaigns to targeted groups within your database. Group your contacts list by country, by date, by function and more, all designed to make sure you send your content only to the people you care about.

33 Marketing Track & improve your campaigns Rely on stats and data to send better s Optimize your results by sending your campaigns to targeted groups within your database. Group your contacts list by country, by date, by function and more, all designed to make sure you send your content only to the people you care about. Go one step further with advanced features Take full control of every aspect of your mailing campaigns Add a tracking code to all the links your send out and track the clicks, opportunities and revenues generated by your campaigns with GenX Link tracker Follow the opportunities generated from your campaigns through the whole sales funnel. See which campaigns are your most profitable, how many clients have been converted and how much revenue has been generated. Fully Integrated with GenX Apps Live Chat Lead Automation Events Survey Engage directly with Design campaigns, refine Create sleek and Raise high quality your website visitors segmentation, automate attractive event insights through to attract leads and actions and track pages Sell online surveys, a great way boost online sales. performance. and organize on to engage with site. prospects.

34 Events GenX Events Organize, promote and sell great events in line with your brand Host events that resonates with your audience Create great educational and networking opportunities for your brand and your contacts with no efforts One platform to manage it all. GenX's Events app covers all aspects of an event manager's work: organization, visibility, promotion and sale. This applies to any kind of event, including conferences, meetings, seminars, training and webinars. GenX's unique frontend and backend integration makes organization and publication extremely simple. Automatically display your event s agenda in a clear, classy design on your website. Allow your visitors to easily search and browse through the program and talks; filter by tags, locations or speakers. Easily design clear and visually appealing speakers' biographies talks descriptions. Fully Integrated with GenX Apps Get an awesome enterprise website. Fully customizable and SEO friendly. Enable your project right way. Step by step get work done. Design efficient s campaigns. Send, convert and track your success. Attract more leads with a winning content marketing strategy.

35 Invoicing Turn Quotes Into Invoices with minimal effort Print a hard-copy or send directly by Online invoicing made easy Manage contracts, create recurring invoices, bill timesheets, get paid faster Create invoices based on quotes sent to your clients. Send professional looking invoices directly to your clients in just a click. Automatically send them by as a PDF attachment or print and send them by post Get paid faster Online payments and automated follow-ups Accept online payments via Paypal, Ogone, Buckaroo or Adyen. Eliminate the stress of sending reminders for late or outstanding payments. Simply set-up and automate followups to get paid quickly.

36 Invoicing Simplify your accounting Keep track of bank account movements and the status of invoices Use a status overview to help keep track of drafts, paid and unpaid invoices. Automatically record all transactions from your bank accounts by importing and reconciling your bank statements. Analyze your sales Access insightful data to get the big picture Get direct access to key information with dynamic and customizable dashboards. Make your own definition and analyze your invoicing by product, customer, salesperson, etc. Integration with other apps GenX Invoicing is streamlined with Sales, Accounting and Purchase Bill automatically based on sales orders, delivery orders, contracts or time and material. Define repeat orders to produce recurring invoice automatically. Create invoicing for time and materials for Projects Record all invoices in your books and keep track of payments Keep track of spending for each project and for your company s own needs

37 Accounting Accounting made easy Beautiful, easy, and full featured Elegant and complete, our accounting software is for businesses of any size. Record transactions in a few clicks and easily manage all financial activities in one place. Automate basic day-by-day tasks and sync your bank statements within the app. Activate features on demand; from integrated analytic accounting to budget, assets and multiple companies consolidation. The user interface is designed with productivity in mind. GenX Accounting Beautiful and easy to use accounting software. Everything you need to grow Used by very small to very large organizations Manage your assets, track expenses, control budgets, multi-level analytic accounting; GenX has all the features you need to keep your business running smoothly. GenX supports multiple currencies, multiple users with different access rights, multiple companies with real-time consolidation and unlimited analytic plans. Dashboard and KPIs Analyse, forecast and keep track of all movements Get direct access to key information with dynamic and customizable dashboards. Analyse your financial activities with the drill-up, drill-down, drillacross and filter features. Integrate your analytic accounting operations with timesheets, projects, invoices, expenses, etc. No need to record transactions, all analytic entries are posted automatically following your business rules, in real time.

38 Accounting Manage several companies in a single environment Save time and effort thanks to GenX s Multi Company Rules Use a single GenX instance to manage transactions between different companies within the same group. Create sales orders, share customers, suppliers and products and manage invoices for all companies at the same time. You can save even more time by automating the invoicing process between all the companies! Integrated with other modules Have an overview of your employees expenses. Access an accurate tracking tool Create polished, professional proposals in minutes and let customers sign online. Schedule, organize, promote or sell events online; conferences, trainings, webinars, etc. Manage contracts, create recurring invoices, bill timesheets, get paid faster.

39 Productivity Real Time Online Chat Easy way to communicate with your employees, colleagues and other internal users of your system. GenX's live messaging software allows users to chat with each other in real time. Find other users easily and chat directly on yours sites. It support several chats in parallel. No need for external programs for live chats or any other apps - everything can be found in this web based real time chat See The Availability Of Others Solve Important Issues On The Go Internal Messaging Notes Personal to-do lists that boost productivity Better manage your tasks and projects Customize your notes and to-do lists Integrate GenX Notes into your workflow Showcase your services and features Are you a creative? Are you a frequent traveler? Are you a manager? Organize notes based on idea's maturity level: Draft ideas Mature ideas Specified to-do Organize your tasks based on the context to perform the task. U.S. office London's office To review during flights At home It is super easy to resize and/or duplicate each box. To-do today This week This month Late

40 Grow your Business with genx! Contact Us Now! ADDRESS: 3 rd Floor Concept Building 3450 Florida St., Makati City PHONE: WEBSITE: Next