CRM & Sales Representatives
An intelligent CRM system designed to convert prospects into real customers fully integrated into the sales and accounting ecosystem. Combined with a centralized notification engine and a secure internal messaging system, BAR ERP ensures seamless communication and complete operational visibility.
CRM System
CRM in BAR ERP is not just a contact management tool. It acts as the intelligent conversion layer that transforms a prospect into a real customer fully integrated into sales and accounting.
- Leads & Prospects: Capture and manage potential customers.
- Sales Representatives: Assign and manage sales teams and territories.
- Opportunities: Track deals through configurable sales stages.
- Quotations: Create and manage customer quotations.
- Deal Closure: Convert approved quotations into sales orders.
- Customer Conversion: Automatically create the customer in sales and accounting once a deal is closed.
- Accounting Integration: Activate customer accounts, receivables, invoicing, and collections automatically.
- Customer History: Preserve the full communication and sales history without re-entry.
- Sales Performance: KPIs and performance tracking per sales representative.
Global Notifications System
A centralized notification engine operating across the entire ERP system, delivering real-time alerts from all modules.
- Approval Notifications: Alerts for approvals and rejections across all modules.
- Financial Alerts: Invoices, payments, collections, and credit limits.
- Sales Alerts: New leads, quotation approvals, and deal closures.
- Operational Alerts: Tasks, operations, services, and workflows.
- Inventory Alerts: Low stock, reservations, and transfers.
- HR Alerts: Attendance, leaves, and payroll-related events.
- Custom Rules: User-defined notification triggers.
- Multi-Channel: In-system alerts, email, and mobile push notifications.
Internal Messaging System
A secure internal messaging system designed exclusively for communication between system users inside the ERP environment.
- System-Internal Messaging: Communication between users inside the system only.
- User-to-User & Department Messaging: Direct and group conversations.
- Contextual Messages: Messages linked to customers, invoices, operations, or tasks.
- No External Platforms: No emails, WhatsApp, or third-party tools.
- Message History: Full searchable conversation history.
- Read & Delivery Status: Track message delivery and read status.
- Security & Permissions: Role-based access control and data protection.