Pipalia CRM is a useful tool for small and medium sized businesses with an user friendly interface. It can be fully customized to your business needs.

PIPALIA CRM - FEATURES

Orders:

• Sales Order Processing
• Purchase Order Processing
• Manage Monthly/Batch Invoicing

Customers/Suppliers:

• Create Customers, Multiple Contacts, Multiple Delivery Addresses
• Customer Discounts
• Create Supplier/Contact o Track Account Activity
• Credit Control

Product/Stock:

• Create Products o Manage Stock

Reports:

• Email/Fax Invoices and Statements (PDF format)
• Daily/Monthly/Yearly Sales Report by Product and by Customer
• Print Delivery and Complimentary Labels
• Generate your own reports in Microsoft Word using MS Word Templates

Admin:

• Manage Configuration settings with ease
• Pump information into Sage

Other Features:

• Create Processes
• Document Management
• Manage Employee Holidays and Fixed Holidays using a Calendar
• Build eCommerce website using the CMS module
• Process Web Customers and Web Orders into Pipalia CRM, which are then automatically pumped into Sage

PIPALIA CRM - CASE STUDY

http://pipalia.co.uk/case%20study/pipalia_case_study.pdf

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• Functional details

  • Sales Order Processing
  • Purchase Order Processing
  • Manage Monthly/Batch Invoicing
  • Create Customers, Multiple Contacts, Multiple Delivery Addresses
  • Customer Discounts
  • Create Supplier/Contact
  • Track Account Activity
  • Credit Control
  • Create Products
  • Manage Stock
  • Email/Fax Invoices and Statements (PDF format)
  • Daily/Monthly/Yearly Sales Report by Product and by Customer
  • Print Delivery and Complimentary Labels
  • Generate your own reports in Microsoft Word using MS Word Templates
  • Manage Configuration settings with ease
  • Pump information into Sage
  • Create Processes
  • Document Management

• Business problem

  • Process large number of transactions
  • Unifying solution resulting in reduced errors and eliminating redundant data
  • Searching is very quick and fairly easy to use
  • Integration with Sage Accounting Packages as well as website

• Business opportunity

  Customer Feedback: "We worked with Pipalia to develop an Order Processing system (Pipalia CRM - Based on Lotus Notes). We were using Sage Line 50 which was not able to handle our increasing volume of business as it was grinding to a halt and didn't have the scope to develop our business. We can now process orders quickly and efficiently in Samir Pipalia's CRM system which has been tailored to our needs. We still use Sage Line 50 for all the pure financial/accounting stuff as the CRM system connects easily with Sage. The system is very versatile and Samir pays a lot of attention to detail, nothing is hard coded. For example when the VAT rate was changed from 17.5 to 15% all we had to do was change the rate in a configuration document and the system did the rest. Lotus Notes is great platform for building Databases and everything has been fully integrated with our website which is now bringing us a lot of new business."

• Return on investment

  Feedback from Marc Narbeth at Fast Key Services Ltd: “Samir has done an excellent job for us over the years and has helped by building a valuable infrastrucure. This has had a direct impact by giving the tools to focus on our business and helped us acheive 10% growth this year and 30% last year."

• Competitive advantage

  Intelligent Sage pump updating only changed data, takes less than 30 minutes, whereas similar products in the market can take up to 5 hours

• Industries

  Industrial Products Industry
     Other Process
  

• Solution areas

  Cross industry
     Business Process Management and Integration
        Inventory/Warehouse and Shipping Mgmt
        Other
     Customer Relationship Management
        Other
     Document Management
        Workflow
        Other
     e-Business/e-Commerce
        Billing Systems
        Internet Selling: Business to Consumer
  

• Customer size

  Very Small Business (Less than 50 employees)
  Small Business (50 to 99 employees)
  Midmarket Business (100 to 499 employees)
  Midmarket Business (500 to 1000 employees)
  

• Languages supported

  English
  

• Countries/regions available for distribution

  Europe

  United Kingdom

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• Hardware/OS platforms

  Windows Server 2003 (inclusive)
     Dell servers
  

• Services

  Services: Application Implementation
  Services: Custom Application Development
  Services: Integration
  Small & Medium Business Solutions
  

• Software

  Lotus
     IBM Lotus Domino
     IBM Lotus Domino Designer
     IBM Lotus Domino Express
     IBM Lotus Notes