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Unique Selling Points
Pros
- Good to start with, fully featured for multiple employees or teams. The software grows with the stage of your business
- Modular structure
- Many features in one package
- Permissions at group and user level
- Flexible cost structure
Cons
- No explanation of the features within the system.
- No tour wizard for guidance
Clientbox at a glance
- Category: ERP system
- Indicative price: €1 or more per user per month
- Demo on request, cloud software, available in Dutch
Software info
With Clientbox you choose to work smarter and more efficiently. The software is built to get the most out of your time and to automate away whatever costs you time unnecessarily. One of our advantages is that you decide which tools you do and don't need. That way you put together a package with features you really need.
Clientbox integrates with accounting packages such as Exact Online, Snelstart, Moneybird and Twinfield. We also have various integrations with Mollie, VoIPGrid, WooCommerce, and Klippa for scan and recognise!
For accountants and bookkeeping firms we offer an environment in which they can manage their clients. You invite your contact person or contact persons to get access to your profile and you decide what they may and may not see!
That makes our software suitable for businesses at every stage.
Can we help you with anything? Our people can be reached quickly from Monday to Friday by email [email protected] and by phone 085 130 4373. We will of course help you in a language you understand
Clientbox features
- Relationship management
- Project management
- Quotations
- Time tracking
- Planning projects
- Capacity planning
- Invoicing
- Bookkeeping
- Production
- Inventory management
- Resource planning
- Digital personnel file
2 - 10 employeescheck
11 - 25 employeescheck
26 - 50 employeescheck
51 - 75 employeescheck
76 - 100 employeescheck
101 - 150 employeescheck
151 - 200 employeescheck
201 - 250 employeescheck
251 - 300 employeescheck
301 - 350 employeescheck
351 - 400 employeescheck
401 - 500 employeescheck
500 or more employeescheck
1 employeecheck
i Benchmark remove
- Benchmark
- Your own figures can be compared with the industry.
i Calculating scenarios remove
- Calculating scenarios
- Drawing up forecasts based on different future scenarios.
i Drillthrough remove
- Drillthrough
- Option to click through on a chart for a detailed view.
i Financial ratiosremove
- Financial ratios
- Reports on financial ratios such as liquidity, solvency and profitability.
Cost forecastsremove
i Revenue forecastscheck
- Revenue forecasts
- Use the software to make forecasts relating to revenue.
i Revenue reportscheck
- Revenue reports
- Reports on revenue from different product and/or service categories.
i Revenue reports per employeeremove
- Revenue reports per employee
- Reports on revenue from different product and/or service categories per employee.
Forecast balance sheetremove
Forecast cash flow statementremove
Forecast profit and loss accountremove
i Bookkeepingremove
- Bookkeeping
-
Manage your bookkeeping in the ERP system.
Benefits:
- No separate system needed for the bookkeeping.
- Financial data and operational data in one system.
i Relationship managementcheck
- Relationship management
-
Manage relationships and prospects centrally in the ERP system.
Benefits:
- Strengthen customer relationships through better follow-up and communication.
- Quickly gain insight into sales opportunities and historical transactions.
- Save time; all information about a relationship in one place.
Example:
When a customer calls with a question, every employee can see straight away which products the customer has bought, which earlier questions there have been and which remarks have been made in the past. This leads to fast, personal and efficient customer service.
i Project managementcheck
- Project management
-
Managing projects in the ERP system.
Benefits:
- Overview of all projects.
- Assigning tasks to employees.
- Insight into progress and budgets.
Who is it for?
- Teams who want to easily follow and steer their projects.
i Productionremove
- Production
-
This is how you plan production in the ERP system.
Benefits:
- You see at a glance what and how much you need to make.
- Distribute the work better and reduce waiting times.
- Produce more efficiently.
Who is it for?
- Manufacturing companies that want more insight into the production process.
i Inventory managementremove
- Inventory management
-
Managing inventory in the ERP system.
Benefits:
- Track your inventory in real time.
- Less chance of human error when keeping track of inventory.
- Place orders for new purchases directly from the ERP system
i Resource planningremove
- Resource planning
-
Resource planning helps you deploy resources smartly. Think of people, machines and materials and assigning them to different projects. This makes sure resources are available in the right place at the right time.
Benefits:
- Spot bottlenecks in time
- Better decisions about the deployment of resources
- Higher productivity
Example:
Imagine Jansen Construction has three building projects running at the same time. Without resource planning they could run into situations where excavators sit unused at one building site while they are urgently needed at another. Or where there is a shortage of tiles for Project A because they were accidentally delivered to Project B.
With the ERP system, Jansen Construction can see where each machine is, which materials have been delivered where, and whether staff are available to move between projects. This way they make sure every project runs smoothly and avoid costly delays and mistakes.
i Quotations check
- Quotations
-
Draw up and send quotations yourself from the ERP system.
Benefits:
- Your quotation looks professional straight away.
- The system links your quotations with customer information and possible orders.
Who is it for?- If you regularly have to make quotations.
- In markets with a lot of competition, a good quotation makes the difference.
i Time trackingcheck
- Time tracking
-
Record the hours worked per project in the ERP system.
Benefits:
- Know how much time is spent on each project.
Who is it for?
- Teams who want to manage their time efficiently.
- Companies that want to monitor hours and budgets accurately.
i Planning projectscheck
- Planning projects
-
Planning projects in the ERP system.
Benefits:
- Overview of all tasks and deadlines.
- Everything in one place: no more separate schedules.
- You know exactly who does what and when.
Who is it for?
- Teams who want to plan better.
- Organisations that want to keep an overview across several projects.
i Capacity planningcheck
- Capacity planning
-
View the planned capacity in the ERP system. This makes sure there is enough capacity available to meet demand. Think of machines, workstations and employees.
Benefits:
- Spot bottlenecks in the planning in time.
- Better decisions about the deployment of people and resources.
Who is it for:
- Companies that want to plan efficiently.
- Teams who want to deploy all their people optimally.
i Invoicingcheck
- Invoicing
-
Create and send invoices yourself from the ERP system.
Benefits:
-
The software picks up data from an order or project itself and puts it on the invoice. This means less investigation work and a smaller chance of errors.
-
Your invoice is ready in a few clicks, without having to enter all the details manually.
-
i Digital personnel file remove
- Digital personnel file
-
Keeping a digital personnel file in the ERP system.
Benefits:
- Quickly find what you are looking for: contracts, payslips or appraisals.
- All important HRM information is always available online, anywhere.
- Manage all HRM information securely.
- No separate system needed for HRM matters.
What do you need to know?
You are legally required to record certain information about your employees. For example:
- Personal details
- Employment contract
- Salary details
- Data on the registration of hours worked
i Backupscheck
- Backups
- A backup of all data is made on a separate server.
i IP address securitycheck
- IP address security
- Users can only access the software if the correct IP address is recognised.
i Data storage in Europe check
- Data storage in Europe
- The data is stored in Europe.
i Flexible user rights check
- Flexible user rights
- It is possible to give employees/users different user rights.
i Single Sign On (SSO)remove
- Single Sign On (SSO)
- Allows users to log in once, after which they automatically get access to multiple applications.
i Two-factor authenticationcheck
- Two-factor authentication
- Two-factor authentication is an extra layer of security when logging in to the software. For example a password and an SMS verification.
i Accountancy portal check
- Accountancy portal
- The accountant can be given access to the financial administration to communicate, support or carry out the financial administration.
i Assets moduleremove
- Assets module
- Registering investments in the financial administration and having them depreciated automatically.
i Balance sheetremove
- Balance sheet
- Gives insight into a company's assets, equity and debts.
i Importing bank statements remove
- Importing bank statements
- Bank statements can be imported automatically.
i Payment service modulecheck
- Payment service module
- Generating a payment file that can be read into the bank. This makes it possible to pay several invoices at once.
i Booking suggestions for bank statementsremove
- Booking suggestions for bank statements
- The software presents automatic booking suggestions when processing bank statements. This avoids processing complete bank statements manually and therefore saves a lot of time.
i Accounts payable management check
- Accounts payable management
- Insight into the open items per creditor and the ability to take action on them.
i Click through to the invoice check
- Click through to the invoice
- Click through from items and bookings to the underlying invoice.
i Year-end checklistremove
- Year-end checklist
- The software supports closing a financial year by means of a checklist.
i Broken financial yearremove
- Broken financial year
- Setting up broken financial years. A broken financial year is a financial year with a period from 1 July to 30 June inclusive.
i Generating annual accountscheck
- Generating annual accounts
- If you have a private limited company (BV), you have to file your figures with the Chamber of Commerce (KvK) every year. For that you need a KvK annual account. The KvK has drawn up a standard for this and software can automatically generate a standard annual account. This only applies to micro companies (up to €700.000 turnover) and small companies (up to €12 million turnover). For these categories you do not need an auditor's report.
i Cash flow statementremove
- Cash flow statement
- Gives insight into the cash flows within a company.
i Quality markremove
- Quality mark
- The accounting software holds the Reliable Bookkeeping quality mark (Keurmerk Betrouwbaar Boekhouden).
i Using cost centresremove
- Using cost centres
- A cost centre makes it possible to allocate costs to, for example, divisions, departments or teams.
i Cost centre reportsremove
- Cost centre reports
- Results can be displayed per department or branch.
i Locking periodsremove
- Locking periods
- Locking periods to prevent bookings in them.
i Period allocation on invoicesremove
- Period allocation on invoices
- Spreading an invoice over different periods.
i Current account moduleremove
- Current account module
- With several BVs it is possible to automatically determine/calculate the intercompany current account balance.
i Profit and loss accountremove
- Profit and loss account
- Gives insight into a company's revenue and costs.
i RGSremove
- RGS
- The software supports the Reference Chart of Accounts (Referentie GrootboekSchema, RGS). RGS is a chart of accounts based on a standardised coding of financial data.
i Foreign currenciescheck
- Foreign currencies
- The accounting software supports various foreign currencies. This means you do not have to convert the exchange rate yourself.
i Healthcarecheck
- Healthcare
- Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.
i Construction and installationcheck
- Construction and installation
- Examples: construction companies, painting companies, installation companies and insulation companies.
i Facility servicesremove
- Facility services
- Examples: cleaning companies and security companies.
i ITcheck
- IT
- Examples: software developers and website developers.
i Social servicescheck
- Social services
- Examples: social workers and voluntary work.
i Retailcheck
- Retail
- Examples: supermarkets, retail trade and craft businesses.
i Pharma and chemicalscheck
- Pharma and chemicals
- Examples: manufacturers of medicines and the chemical industry.
i Accountancycheck
- Accountancy
- Examples: accountancy firms and bookkeeping firms.
i Agricultural sectorcheck
- Agricultural sector
- Examples: agriculture and horticulture.
i Automotivecheck
- Automotive
- Examples: garages and car dealers.
i Educationcheck
- Education
- Examples: educational institutions, childcare and training institutes.
i Logisticscheck
- Logistics
- Examples: distribution centres and transport companies.
i Mediacheck
- Media
- Examples: broadcasters, radio stations and content development.
i Online servicescheck
- Online services
- Websites where a product or service can be purchased.
i Petroleum marketremove
- Petroleum market
- Examples: petrol stations and oil refineries.
i Recreationremove
- Recreation
- Examples: holiday parks, hotels, theme parks and museums.
i Temporary staffingremove
- Temporary staffing
- Examples: temporary employment agencies and secondment agencies.
i Tradecheck
- Trade
- Examples: wholesalers and trading companies.
i Industrycheck
- Industry
- Examples: mining and the metal industry.
i Governmentremove
- Government
-
Examples: ministries, water boards, provinces, municipalities, the UWV (Employee Insurance Agency), the police and institutions with a public task.
i Productioncheck
- Production
- Companies that make a physical product. For example clothing production, tool production and food production.
i Business servicescheck
- Business services
- Examples: consultancies, marketing agencies and law firms.
€1 to €5check
€5 to €10check
€10 to €25check
€25 to €50check
€50 to €75check
€75 to €100check
€100 or morecheck
i Visitor registrationcheck
- Visitor registration
- Visitors can be registered using the software.
i Communication via softwarecheck
- Communication via software
- Within the software it is possible to communicate about internal and external documents.
Sharing news itemscheck
i Internal chatremove
- Internal chat
- Internal chat function for chatting with colleagues.
i Logcheck
- Log
- Overview of who performed which actions and when.
i Online calendarcheck
- Online calendar
- Plan and follow meetings, tasks and events for yourself and other colleagues.
i Process alertsremove
- Process alerts
- The software gives a notification when an important event occurs.
i Timelinecheck
- Timeline
- Involving employees in the organisation through a timeline, where they can share content themselves, like posts and leave comments.
i Contract managementremove
- Contract management
- Recording contract details. The software automatically keeps track of contractual provisions.
i File management remove
- File management
- Managing a (digital) file of relationships.
i Email integration remove
- Email integration
- Sending and receiving emails from the software.
i Customer history insightcheck
- Customer history insight
- Insight into the sales/rental history of customers.
i Customer portalremove
- Customer portal
- You can give customers their own customer environment in the software in which they can arrange and change things themselves.
i KvK integration check
- KvK integration
- Creating relationships via a direct Chamber of Commerce (KvK) integration. This lets you search for relationships in the KvK database and take over their details directly in the software.
i Multiple contactscheck
- Multiple contacts
- Setting up multiple contacts per customer.
i Mobile appremove
- Mobile app
-
With a mobile app it is possible to arrange ERP matters anywhere and whenever you want. This is especially handy when you are on the move and need additional information about, for example, a project or a customer.
i Revenue distribution of customer portfoliocheck
- Revenue distribution of customer portfolio
- Gives insight into revenue per customer and/or customer group.
i Recording customer notescheck
- Recording customer notes
- Recording internal customer notes in the software. This gives everyone insight into what is going on with a customer.
i Categorising relationshipsremove
- Categorising relationships
- Categorising customers into groups. You may, for example, have different types of customers and want to divide your relationships up for the sake of clarity, or you may want to give your staff access to only a certain group of relationships, or you may want to send mailings to a certain group.
i Scanning business cardsremove
- Scanning business cards
- Business cards can be scanned into the software automatically using an app.
i Managing debtors check
- Managing debtors
- Overview of the invoices that have not yet been paid and easily carrying out follow-up actions on them.
i Payment reminders check
- Payment reminders
- It is possible to send a payment reminder or formal demand once the payment term has expired.
i Payment arrangementremove
- Payment arrangement
- Use the software to set up a payment arrangement for a customer who does not pay their invoices. With this function you can start a debt collection process yourself and charge collection costs for it, without needing a debt collection agency.
i Cash forecasting remove
- Cash forecasting
- Estimating whether a debtor is going to pay based on data in the software.
i Debtor filecheck
- Debtor file
- The software keeps a file on a debtor. This can also be handed over to a bailiff.
i Debtor notescheck
- Debtor notes
- It is possible to make internal notes for colleagues per invoice. This way everyone knows what is going on with a debtor.
i Dialogue at invoice levelcheck
- Dialogue at invoice level
- With this function debtors can enter into an online dialogue about an invoice. Debtors quickly and easily post a response to an invoice. They can indicate, for example, why payment has not yet been made and when they will pay.
i Bad debt invoicecheck
- Bad debt invoice
- Automatically settling bad debt invoices in the VAT return.
i Approval workflow remove
- Approval workflow
- Option to set up a workflow for getting expense claims approved.
i Automatic foreign VAT refundremove
- Automatic foreign VAT refund
- Automatic foreign VAT refund for credit card payments.
i Automatic mileage calculationremove
- Automatic mileage calculation
- Automatic mileage calculation based on an online maps service.
i Requesting business tripsremove
- Requesting business trips
- Business trips can be requested in the approval workflow.
i Credit card integrationremove
- Credit card integration
- Credit card payments can be linked automatically to an expense claim.
i Approving expense claims via an appremove
- Approving expense claims via an app
- Supervisors/managers can approve/reject invoices/receipts via an app.
i Expense claim cost centresremove
- Expense claim cost centres
- Expense claims can be registered to different cost centres.
i Submitting expense claims via an app remove
- Submitting expense claims via an app
- Users can scan and submit receipts or invoices via an app.
i Feedback notesremove
- Feedback notes
- Adding a feedback note to a rejected expense claim.
i Mileage claims remove
- Mileage claims
- Users can claim mileage.
i Expense claims for out-of-pocket costscheck
- Expense claims for out-of-pocket costs
- Claim expenses digitally, such as travel costs, tools or lunch costs.
i Real-time currency conversionremove
- Real-time currency conversion
- An expense claim can be submitted in different currencies and is converted immediately. This can be handy when claims are submitted in different currencies.
i Viewing the status of expense claimsremove
- Viewing the status of expense claims
- Option to follow the status of submitted expense claims.
i Authentication methodremove
- Authentication method
- Choosing the authentication method per signatory.
i Digital signaturecheck
- Digital signature
- Documents can be signed digitally.
i Advanced signingremove
- Advanced signing
- Signed documents are legally valid.
i Multiple documents remove
- Multiple documents
- Several types of documents can be signed.
i Multiple signatoriesremove
- Multiple signatories
- Several signatories can be included in the signing process.
Sending attachmentscheck
i Signing progressremove
- Signing progress
- Insight into who still has to sign the document.
i Forms and templatesremove
- Forms and templates
- In the software it is possible to use or design standard (web) forms and/or templates.
i Storing documentsremove
- Storing documents
- Option to store internal documents (digitally).
i Applying VAT ratescheck
- Applying VAT rates
- Invoicing with the relevant VAT rates.
i Saving draft invoicescheck
- Saving draft invoices
- Easily save draft invoices and finish them later.
i Credit notescheck
- Credit notes
- Generating credit notes and sending them.
i Own house style on invoicescheck
- Own house style on invoices
- It is possible to design the invoices entirely yourself based on a house style.
i Scheduling invoicescheck
- Scheduling invoices
- Automatically sending invoices at scheduled times.
i Invoicing in multiple languagescheck
- Invoicing in multiple languages
- The option to set a different language or add an extra language for invoicing abroad.
i Invoicing with subscriptions check
- Invoicing with subscriptions
- It is possible to invoice periodically via subscriptions.
i Invoicing at a fixed pricecheck
- Invoicing at a fixed price
- Invoicing with an (agreed) one-off price for a product or service.
i Invoicing with tiered pricingremove
- Invoicing with tiered pricing
- Adding tiered pricing to products or services and easily invoicing this to customers. This rewards customers for buying several products or services.
i Invoicing by customer group remove
- Invoicing by customer group
- Sending invoices per customer group. For example invoicing a certain sector or invoicing customers with whom a different arrangement has been made.
i Using invoice templatesremove
- Using invoice templates
- Using preset invoice templates.
i Invoicing with iDEALcheck
- Invoicing with iDEAL
- Adding the payment option "iDEAL" to an invoice.
i Discounts and totalscheck
- Discounts and totals
- Showing discounts and (sub)totals on an invoice so that customers get a better overview of the pricing.
i Cost types on invoicecheck
- Cost types on invoice
- Including registered cost types (automatically) on the invoice. Cost types are, for example, personnel costs and costs of raw materials and consumables.
i Invoicing based on post-calculationcheck
- Invoicing based on post-calculation
- Invoicing based on post-calculation. Post-calculation is a calculation after the fact. Once the work is done, you calculate what the production of a product really cost or what a delivered service really cost.
i Online invoicecheck
- Online invoice
- The invoice can be opened and paid via the web browser.
i PayPal on the invoiceremove
- PayPal on the invoice
- Adding the payment option "PayPal" to an invoice.
i Periodic invoicingcheck
- Periodic invoicing
- Invoicing periodically according to a period you set yourself.
i Self-billingremove
- Self-billing
- With self-billing you have suppliers and external contractors invoice you in line with your specifications. This means the check takes place first and only then is the invoice sent. This makes sure you get a correct invoice that fully meets your wishes.
i Adding an attachmentcheck
- Adding an attachment
- Adding an extra attachment to an invoice. For example an attachment with extra information about the service delivered.
i UBL invoicingcheck
- UBL invoicing
- It is possible to create a UBL (Universal Business Language) invoice. UBL is a standard format for electronic invoicing and makes it possible to send invoices from one accounting package to another.
i Creating a consolidated invoicecheck
- Creating a consolidated invoice
- Easily create a consolidated invoice with the software. Consolidated invoices are invoices drawn up after delivery. Instead of an invoice being drawn up after each individual delivery, one invoice follows for all deliveries in a period of time.
Approving via a mobile appremove
i Automatic booking suggestionsremove
- Automatic booking suggestions
- Presenting automatic booking suggestions.
i Authorisation workflowcheck
- Authorisation workflow
- Invoices must be authorised before they continue in the process.
i Setting up authorisationscheck
- Setting up authorisations
- Assigning authorisation rules so that invoices reach the right user.
i Submitting invoices digitallycheck
- Submitting invoices digitally
- Invoices can be submitted to the software using a unique email address.
i Matching invoicescheck
- Matching invoices
- Purchase orders and goods receipts can be matched to the invoice.
i Invoice notescheck
- Invoice notes
- Adding a feedback note to an invoice.
i Submitting via a mobile app remove
- Submitting via a mobile app
- Users can scan and submit receipts or invoices via an app.
i Scan & recognisecheck
- Scan & recognise
- The software can recognise invoices and receipts in the software.
i Submitting multiple invoicescheck
- Submitting multiple invoices
- Invoices can be submitted in bulk to the software.
i Processing multiple invoices at oncecheck
- Processing multiple invoices at once
- Booking multiple invoices at once based on automatic recognition.
i Online archivecheck
- Online archive
- Invoices can be stored online.
i Splitting and merging remove
- Splitting and merging
- It is possible to split and merge invoices.
Viewing the status of an invoicecheck
i Processing UBL invoicescheck
- Processing UBL invoices
- The software is able to recognise and process UBL (Universal Business Language) invoices.
i Dividend tax returnremove
- Dividend tax return
- Integration with the Dutch Tax Administration (Belastingdienst). Send the dividend tax return directly from the software to the Tax Administration.
i Payroll tax returnremove
- Payroll tax return
- Integration with the Dutch Tax Administration (Belastingdienst). Send the payroll tax return directly from the software to the Tax Administration.
i VAT return remove
- VAT return
- Integration with the Dutch Tax Administration (Belastingdienst). Submit the VAT return directly to the Tax Administration.
i VAT overview check
- VAT overview
- It is possible to generate a VAT overview.
i Income tax returnremove
- Income tax return
- Integration with the Dutch Tax Administration (Belastingdienst). Send the income tax return directly from the software to the Tax Administration.
i KOR insightremove
- KOR insight
- The software makes the Small Business Scheme (Kleine Ondernemersregeling, KOR) simple and transparent.
i ICP return remove
- ICP return
- The ICP return is the declaration of all supplies and services to other EU countries.
i PKIoverheid certificate remove
- PKIoverheid certificate
- The software has a PKIoverheid certificate. PKIoverheid is the public key infrastructure (PKI) of the Dutch government.
i VAT supplementary return remove
- VAT supplementary return
- Integration with the Dutch Tax Administration (Belastingdienst). Send the supplementary return directly from the software to the Tax Administration. A VAT supplementary return is a correction to the VAT return.
i Deferral arrangement remove
- Deferral arrangement
- Automatically requesting a deferral from the Tax Administration.
i Provisional income tax assessment returnremove
- Provisional income tax assessment return
- Integration with the Dutch Tax Administration (Belastingdienst). Send the provisional income tax assessment return directly from the software to the Tax Administration. The provisional assessment is an estimate, based on the tax assessment you received for the previous year.
i Provisional corporate income tax assessment returnremove
- Provisional corporate income tax assessment return
- Integration with the Dutch Tax Administration (Belastingdienst). Send the provisional corporate income tax assessment return directly from the software to the Tax Administration. The provisional assessment is an estimate, based on the tax assessment you received for the previous year.
i Corporate income tax returnremove
- Corporate income tax return
- Integration with the Dutch Tax Administration (Belastingdienst). Send the corporate income tax return directly from the software to the Tax Administration.
i Employment contractremove
- Employment contract
- Automatically generating an employment contract.
i Company propertyremove
- Company property
- Employees can request services and goods such as a mobile phone or a laptop.
i Emergency registrationremove
- Emergency registration
- Generating a report of who is on the company premises.
i Contract managementcheck
- Contract management
- Recording contract details. The software automatically keeps track of contractual provisions.
i Employee Self Serviceremove
- Employee Self Service
- Option for employees to arrange certain HR matters themselves. Think of requesting payslips, requesting leave and viewing holiday hours.
i HR reportscheck
- HR reports
- Gives insight into HR-related reports. Think, for example, of the male/female ratio and age structure.
i Mobile appremove
- Mobile app
- Option for employees to arrange certain HR matters themselves via an app. Think of requesting payslips, requesting leave and viewing holiday hours.
i Organisation chartremove
- Organisation chart
- An organisation chart is generated based on the entered data of employees, managers and departments.
i Employee profilescheck
- Employee profiles
- Insight into the employee profiles within the organisation. This contains, for example, information about education and training, competencies, knowledge and expertise.
i Multiple leave typescheck
- Multiple leave types
- The software supports multiple types of leave such as statutory and extra-statutory holiday hours, ATV hours and overtime.
i MSSremove
- MSS
- Option for managers to arrange certain HR matters themselves. These can be things such as approving leave and/or managing the personnel file.
i MSS appremove
- MSS app
- Option for managers to arrange certain HR matters themselves via an app. These can be things such as approving leave and/or managing the personnel file.
i PDP reportsremove
- PDP reports
- Overviews of employees relating to objectives, competencies and development.
i Job profile templatesremove
- Job profile templates
- Setting up job profile templates.
€0check
€1 to €100check
€100 to €500check
€20.000 or moreremove
€5.000 to €20.000remove
€500 to €5.000check
i Complaint registrationremove
- Complaint registration
- Registering internal or external complaints.
i Process descriptions remove
- Process descriptions
- Option to draw up and describe processes.
i Registering inspectionsremove
- Registering inspections
- Registering, for example, workplace inspections.
i Improvement proposalsremove
- Improvement proposals
- Submitting improvement proposals for a process.
i Work instructions remove
- Work instructions
- Drawing up and recording work instructions for processes.
i Terms and conditionscheck
- Terms and conditions
- Terms and conditions can be sent along (automatically) when sending a quotation.
i Own house style on quotationscheck
- Own house style on quotations
- Quotations can be designed entirely yourself based on your own house style.
i Online quotation dialogueremove
- Online quotation dialogue
-
Use the ERP system to ask and answer questions online about a quotation that has been sent to the customer.
i Grouping productscheck
- Grouping products
- Grouping products, items or services on a quotation.
i Discounts and totalscheck
- Discounts and totals
- Showing discounts and (sub)totals on a quotation so that customers get a better overview of the pricing.
i Converting a quotation into an invoice check
- Converting a quotation into an invoice
- A quotation can be converted into an invoice.
i Accepting a quotation online check
- Accepting a quotation online
- Approving a quotation digitally.
i Quotation templatescheck
- Quotation templates
- Using preset quotation templates.
i Quotation status overviewcheck
- Quotation status overview
- A simple overview of the status of all quotations: whether they have been approved, rejected or are awaiting a response.
i Showing 3D visualisationsremove
- Showing 3D visualisations
- The software can show 3D visualisations of products.
i From quotation to contractremove
- From quotation to contract
- Option to convert accepted quotations into contracts.
i From quotation to projectcheck
- From quotation to project
- Converting the quotation into an order, work order or project so that employees can get started straight away.
i Version controlcheck
- Version control
- Easily draw up a new version of the quotation for the customer.
i Pre-calculationremove
- Pre-calculation
- Use the software to make a pre-calculation for drawing up a quotation.
i Evaluation of trainingremove
- Evaluation of training
- Find out how people experience training, what they expect from it or how they rate the organisation.
i Training purchasing costsremove
- Training purchasing costs
- Managing all costs relating to suppliers of courses and training.
i Insight into study progressremove
- Insight into study progress
- Access to completed, ongoing and still-to-be-followed training.
i Training registrationremove
- Training registration
- Registration relating to training, for example waiting lists, cancellations and rescheduling.
i Managing trainingremove
- Managing training
- Managing training, such as creating and using templates, processing enrolments and authorising training requests.
i Scheduling trainingremove
- Scheduling training
- Scheduling teachers, locations and materials.
i Training management for employeesremove
- Training management for employees
- Insight into which training employees have completed, are following or will follow.
i Training reportsremove
- Training reports
- Gives insight into training-related reports. Think, for example, of attendance rates and pass rates.
i Website integrationremove
- Website integration
- Integrating the course offering on your own website.
i Working with study materialsremove
- Working with study materials
- Option to work with teaching materials.
i Checking availability remove
- Checking availability
- Employees can indicate when they are available.
i Repeating shifts remove
- Repeating shifts
- If an employee has the same working hours every week, they do not have to be scheduled again each week.
i Optimal staffing levelremove
- Optimal staffing level
- In many cases a staff schedule has to meet a certain staffing level. To make this easy to check, it is possible to set a staffing level so that it can be checked against easily.
i Onboarding schedulesremove
- Onboarding schedules
- Creating onboarding schedules for new employees.
i Multiple locations/departmentsremove
- Multiple locations/departments
- It is possible to create multiple branches for different staff schedules.
i Open shiftsremove
- Open shifts
- Employees can sign up for open shifts.
i Call-out notificationsremove
- Call-out notifications
- Employees can be contacted with a notification asking whether they want to take over a shift.
i Calculating breaks remove
- Calculating breaks
- Breaks can be calculated automatically based on the working hours laid down by law.
i Staff schedulingcheck
- Staff scheduling
- It is possible to create rosters.
i Scheduling based on budgetremove
- Scheduling based on budget
- Set maximum scheduled budgets. A notification appears when the budget is exceeded.
i Scheduling based on expected wage costsremove
- Scheduling based on expected wage costs
- In the schedule the expected revenues are visible and a roster can be made based on the wage cost percentage.
i Allowancesremove
- Allowances
- For working irregular hours, for example in the evenings, at night or at weekends, it is possible to schedule a variable allowance.
i Weather forecast remove
- Weather forecast
- The weather forecast for the coming days can be loaded in and the staff schedule can be made based on it.
i Swapping working hours/shifts remove
- Swapping working hours/shifts
- Employees can swap working hours with each other. The changes are automatically applied to the roster and you may receive a request to approve or reject the swap.
i API remove
- API
- An API (in full: application programming interface) is a foundation on which computer programs can communicate with each other.
i Cloudcheck
- Cloud
- The business software can be accessed via the browser.
i Sandboxremove
- Sandbox
- A test environment within the software in which functionalities or actions can be tested.
i Serverremove
- Server
- The business software can be installed on your own server.
i Self-learning softwareremove
- Self-learning software
- The software works with one online platform. This means that all information used to recognise documents from one customer is immediately available for all other customers as well.
i Subscriptioncheck
- Subscription
- Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
i One-off paymentremove
- One-off payment
- With this you only have to pay an (agreed) amount once for the software. You may still have to take out a maintenance contract for it.
i Freemiumremove
- Freemium
- With freemium the software can be used for free. If you want to use more options, you have to pay for them. Examples of freemium products are Spotify and YouTube.
i Free trial accountremove
- Free trial account
- It is possible to test the software for free using a trial account. This is for a limited period, often between 7 and 30 days.
i On requestremove
- On request
- The prices of this software are available on request. These prices are usually tailored to your company.
i Per unitremove
- Per unit
- Paying for the software when you actually use it. For example paying per quotation drawn up, per invoice, per transaction, per signed document, etc. With this pricing model you are not tied to recurring costs when you do not use the software.
i Simulationremove
- Simulation
- The ability to simulate changes. A simulation schedules different orders as efficiently as possible.
i Bill of materials managementremove
- Bill of materials management
- Insight per product into which parts have been incorporated in it and which operations have been carried out.
i Outsourcing of activitiesremove
- Outsourcing of activities
- The software supports outsourcing of activities or (sub)systems. Outsourced work is linked to the schedule so that it fits in with internal production or assembly.
i Project phasesremove
- Project phases
-
Divide project work into phases with the ERP system.
What is the purpose?
- Breaking a project down into clear, manageable pieces.
- Each phase has specific tasks and milestones.
Benefits:
- Clear overview of progress per phase.
- Easier to spot and address risks and delays.
- Teams know exactly what is expected of them in each phase.
Example:
The ERP system can divide a project into different phases. For example: 1) Concept & Design, 2) Development, 3) Testing, and 4) Launch. Specific tasks are assigned in each phase. This way the design team can concentrate on the first phase without worrying about the testing phase. The development team knows when they can start and when their deadline is. When each phase has been completed, the project team can evaluate progress before moving on to the next phase.
Utilisation rate reportsremove
i Budget monitoring check
- Budget monitoring
- Managing and monitoring the budget per assignment, task or project. This lets you spot problems early and, if necessary, adjust the project.
i Purchase invoices on projectscheck
- Purchase invoices on projects
- Easily place a purchase invoice under a project to keep a good overview of the costs.
i Employee productivitycheck
- Employee productivity
- Insight into the productivity of employees and/or teams.
i Work-in-progress positionremove
- Work-in-progress position
- Insight into the work-in-progress position overall and/or per project.
Project resultscheck
i Project templatesremove
- Project templates
- Using project templates in which the structure and phasing are set up in advance. This saves time and prevents errors when setting up a project.
i Project templatesremove
- Project templates
- Designing your own project templates.
i Rate structureremove
- Rate structure
- Setting different rates per employee or discipline.
i Team managementcheck
- Team management
- Linking employees to projects or putting together project teams per project.
i Time tracking check
- Time tracking
- Insight per project into whether agreed deadlines are being met.
i Cancellingremove
- Cancelling
- With the software it is possible to automatically create a cancellation invoice based on the configured cancellation policy.
i Availability remove
- Availability
- Option to view availability per rental unit.
i Check-in & check-out remove
- Check-in & check-out
- A receptionist has an overview of arrivals and departures, can check the payment status and see whether all tasks have been completed.
i Integration with tour operatorsremove
- Integration with tour operators
- Real-time integration with tour operators. Thanks to the integration, changes in prices, accommodation or promotions are immediately available to all parties.
i Booking system remove
- Booking system
- A search-and-book system that can be integrated into a website and makes booking easy.
i Automatic mileage trackingremove
- Automatic mileage tracking
- The software automatically calculates the kilometres driven using GPS.
i Invoicing tripscheck
- Invoicing trips
- Passing trips on to the customer in an invoice.
i Registering tripsremove
- Registering trips
- Registering trips (manually).
i Track and traceremove
- Track and trace
- Objects can be tracked in real time via GPS.
i Automatic step increaseremove
- Automatic step increase
- The software makes sure employees automatically get a step increase when applicable.
i Adding your own arrangementsremove
- Adding your own arrangements
- It is possible to add company arrangements relating to salaries.
i Salary payment fileremove
- Salary payment file
- The salary payments can be paid in one go by means of a batch (SEPA file).
i Payroll processingremove
- Payroll processing
- Payslips are provided digitally to the employees.
i Pay scale integration remove
- Pay scale integration
- The software has an automatic integration with collective labour agreement (CAO) scales.
i Pro forma remove
- Pro forma
- A pro forma payslip is a trial payslip based on the proposed agreements on gross salary and any allowances. With the software it is possible to make a pro forma calculation.
i Retroactive calculations (TWK)remove
- Retroactive calculations (TWK)
- Retroactive effect (terugwerkende kracht): it is possible to calculate changes with retroactive effect.
i WKR remove
- WKR
- Work Costs Scheme (werkkostenregeling): automatically calculating the work costs scheme.
i Analyse conversions remove
- Analyse conversions
- This gives you immediate insight into which actions have led to leads and you gather knowledge to make your next actions even more effective.
i Creating an email campaign remove
- Creating an email campaign
- It is possible to create email and marketing campaigns.
i Lead managementcheck
- Lead management
- Digitalisation of the lead management process, in which the tasks of a sales opportunity are tracked automatically.
i Live chatremove
- Live chat
- Chat with visitors to your website to increase conversions.
i Outstanding vouchersremove
- Outstanding vouchers
- Insight into outstanding vouchers, gift vouchers and credit vouchers.
i Personalisationremove
- Personalisation
- Personalising the content of messages based on the customer's interests.
i Q&A knowledge baseremove
- Q&A knowledge base
- A knowledge base with frequently asked questions and answers on the website.
i Dividing the sales process into phasesremove
- Dividing the sales process into phases
- Dividing the sales process into different phases to keep an overview of the sales process.
i Loyalty programmes remove
- Loyalty programmes
- The software offers the option to set up loyalty programmes for customers.
i Vouchersremove
- Vouchers
- Vouchers, gift vouchers and credit vouchers that you issue yourself.
i Trackingremove
- Tracking
- Receiving notifications when a customer views an email or quotation.
i SLA monitoringremove
- SLA monitoring
- A Service Level Agreement (SLA) records all agreements. The software monitors these agreements.
i Installed base managementremove
- Installed base management
- The software keeps track of where products are located and the history of service contacts.
i Registering materialscheck
- Registering materials
- Registering the materials used to keep track of how many materials have been used and what this has cost.
i Self-service portalremove
- Self-service portal
- Users can register problems in processes and/or systems themselves.
i Service tasksremove
- Service tasks
- The employee has an overview of which tasks have to be carried out and by whom.
i Service requestsremove
- Service requests
- Recording requests from customers in order to resolve problems in processes and/or systems efficiently.
i Ticket managementcheck
- Ticket management
- Recording requests from employees in order to resolve internal problems in processes and/or systems efficiently.
i Analysis and reportingcheck
- Analysis and reporting
- Reporting software provides automatic, valuable insights into your business by linking multiple data sources together.
i Deliveryremove
- Delivery
- With delivery software you use software to organise your own meal delivery.
i Accountingcheck
- Accounting
- With accounting software you automate your company's financial housekeeping by digitally keeping track of and accounting for all purchases, bank transactions and sales.
i CRMcheck
- CRM
- CRM software stands for Customer Relationship Management software and helps companies manage relationships. These are, for example, customers, suppliers or other partners. With CRM software you have an overview of your entire customer portfolio and insight into what is going on with a customer.
i Accounts receivablecheck
- Accounts receivable
- Accounts receivable management is the policy a company follows with regard to its debtors, also known as credit management. The aim is to make sure outstanding invoices are paid. Having a good debtor policy also ensures that you can pay your own bills on time.
i Expense claimscheck
- Expense claims
- Expense claim software makes the process of claiming expenses simple and fully digital. With a mobile app, employees claim payments and expenses from their employer. Keeping receipts, checking them or processing them in the accounts is no longer necessary. When employees pay for a business lunch or fuel costs, they take a photo of the receipt with the mobile expense claim app. The software automatically links the receipt to the financial transaction and, after checking, books it into the financial administration with one click.
i Digital signingcheck
- Digital signing
- With digital signing software you place a digital signature under a digital document. This is an electronic version of the physical signature with pen and paper. It lets customers, suppliers, employees and other parties sign your documents easily and quickly.
i Document managementremove
- Document management
- With document management software, all documents in a company are stored centrally. The software makes sure these documents are easy to find, that employees can work on documents at the same time and that new versions are saved automatically.
i EHRremove
- EHR
- With EHR (electronic health record) software, medical patient data is stored and made available in digital form. Patients can get access to the record to, for example, schedule appointments or supply or request information about ongoing treatment.
i ERPremove
- ERP
- ERP stands for “Enterprise Resource Planning” and is also called “all-in-one” software. ERP software digitises multiple business processes, with all employees working from one system and all information flows stored in one database.
i Invoicingcheck
- Invoicing
- Invoicing software helps with creating, tracking and sending digital invoices. You can see exactly which invoices have been sent and which have been collected. With invoicing software you can send invoices directly from the system to customers. You can create your own layout, with the software taking into account all the legal requirements a digital invoice must meet.
i Invoice processingcheck
- Invoice processing
- Invoice processing software supports companies throughout the entire process of digitally processing purchase invoices, sales invoices, receipts and other documents. Invoice processing software automatically reads the relevant data from an invoice.
i Taxremove
- Tax
- Tax software reduces the administrative burden of a tax return by making it faster and easier.
i Flexible payrollremove
- Flexible payroll
- With flexible payroll software, employees decide for themselves when they get their salary paid out. This means employees no longer have to wait until the end of the month.
i Helpdeskcheck
- Helpdesk
- A helpdesk is a location or person where questions can be asked, faults can be reported or advice can be obtained about a certain product or service.
i HRMcheck
- HRM
- HRM software stands for Human Resource Management software and automates HR matters such as requesting leave, expense claims and equipment on loan. It also keeps the personnel file up to date, such as contracts, appraisals, payslips and other important forms.
i Integration softwarecheck
- Integration software
- With integration software you connect software packages to each other yourself, with little or no programming experience. This software offers ready-made building blocks to easily link mobile apps, cloud applications and on-premise packages to each other.
i Annual accountsremove
- Annual accounts
- Annual accounts software is for preparing and compiling financial reporting. The software has been developed for accountants and/or financial professionals.
i POSremove
- POS
- POS software, also called a POS system, digitises the checkout process in a shop or hospitality venue.
i Quality managementremove
- Quality management
- Quality management software focuses on controlling and optimising business processes, with the aim of making errors and waste visible and continuously improving products and services.
i Quotationcheck
- Quotation
- With quotation software you quickly and easily draw up error-free quotations with unique features, such as multiple house styles, interactive elements and handy statistics.
Training managementremove
i Staff schedulingcheck
- Staff scheduling
- Staff scheduling software makes scheduling staff easier and faster, to find the right balance between staffing needs and staff availability. With staff scheduling software you create a clear work schedule online based on, for example, availability and budgets. Employees always have access to the work schedule via a mobile app.
i Process managementremove
- Process management
- Process management software is used to clearly map, evaluate and optimise all processes within a company.
i Product configurationcheck
- Product configuration
- Configure Price Quote (CPQ) or product configurator software helps companies easily create quotations based on fluctuating prices and varying costs. With (visual) product configuration software, companies can easily configure products that are easy to see through 2D and 3D visualisations. This software is often used in manufacturing, engineering and industrial environments.
i Production planningremove
- Production planning
- Production planning software helps companies schedule (production) work based on sales and expected sales orders. It takes into account available materials, delivery times, capacity and staff.
i Project managementcheck
- Project management
- A project management tool helps companies set up, manage and steer projects. The aim of a project management tool is to bring structure to extensive work in which several disciplines often have to play a role.
i Recruitmentremove
- Recruitment
- With recruitment software it is possible to draw up multiple vacancies and profiles and match candidates to them. You also have a complete picture of all important characteristics of candidates.
i Bookingremove
- Booking
- With booking software you automate the booking process from the reservation on the website to the end of the visitor's stay. The software takes into account visitors' availability, wishes and requirements, as well as bookings via other tour operators.
i Mileage trackingremove
- Mileage tracking
- Mileage tracking software is a vehicle tracking system for mileage and trip registration. Vehicle trips are tracked live and kilometres are registered automatically.
i Payrollremove
- Payroll
- With payroll software you automate the entire process of paying your employees. Such as generating payslips, automatically filing the payroll tax return and automating the payment of all your employees.
i Salescheck
- Sales
- With sales software you automate the sales process from winning a customer to closing a deal and make it visible to the whole organisation. Communication with potential customers is easily tracked, so you never miss a deal again.
i Service managementremove
- Service management
- With service management software, customers or employees get in touch online to report a service task. The software then supports you in managing and scheduling these service tasks. This makes it possible to stay focused on your current work and then easily set priorities for your follow-up work.
i Talent managementremove
- Talent management
- Talent management software aims to make the best possible use of employees' potential and to develop it. To this end the software offers handy tools to make this process run as well and as efficiently as possible.
i Time trackingcheck
- Time tracking
- With time tracking software, employees record the time spent on an activity. This gives you an overview of which work employees do and when they do it. Time can be recorded in minutes, hours or half-days.
i Absencecheck
- Absence
- With leave and absence software you have an overview and tools to deal with leave and absence in a targeted way, such as a medical file, a scheduling tool and leave and absence statistics.
i Inventory managementremove
- Inventory management
- With inventory management software the stock level is tracked and you receive a notification when a product needs to be purchased. It also keeps track of where a product is in the warehouse and makes it quick to find out how much a stock is worth. An inventory management system is also called a warehouse management system (WMS).
i Webshopscheck
- Webshops
- With webshop software you easily create your own webshop for your shop, and it is accessible to people with little technical knowledge and experience with web design.
i Work ordersremove
- Work orders
- Work order software helps automate work orders and everything that comes with them, such as scheduling, tracking and reporting service requests, dispatching employees to jobs and keeping track of service quality.
Chat with an employeeremove
Chatbotcheck
Knowledge baseremove
Email/message via websitecheck
i Software democheck
- Software demo
-
The software supplier gives a demonstration/explanation of the software's capabilities:
- you get an (online) walkthrough and explanation of the software from the software supplier
- Software demos can be requested without obligation
- It is the best way to be sure whether the software suits your company
Telephone helpdeskcheck
i Creating taskscheck
- Creating tasks
- Creating tasks per employee, supervisor and working group.
i External party login remove
- External party login
- External parties can be given their own login to manage open tasks.
i Status of ongoing taskscheck
- Status of ongoing tasks
- Employees have insight into each other's tasks and their status.
i Task overviewcheck
- Task overview
- Overview of all open tasks.
i Assigning rolescheck
- Assigning roles
- The software makes it possible to set up different roles.
Arabicremove
Danishremove
Germanremove
Englishcheck
Finnishremove
Frenchremove
Italianremove
Mandarinremove
Dutchcheck
Norwegianremove
Polishremove
Portugueseremove
Russianremove
Spanishremove
Czechremove
Turkishremove
Swedishremove
i 360-degree feedback remove
- 360-degree feedback
- The ability to receive feedback from several people inside or outside the organisation.
i Feedback between employees check
- Feedback between employees
- Employees can give colleagues positive or negative feedback on individual employees, working groups or projects.
i Game-based assessmentsremove
- Game-based assessments
- Using games to discover employees' talents.
Conversation cycleremove
i Personal development planremove
- Personal development plan
- Drawing up a personal development plan to manage employees' knowledge, competencies and goals.
i Performance management remove
- Performance management
- It is possible to design an appraisal cycle.
i SMEscheck
- SMEs
- Small and medium-sized enterprises. These are companies with at most 250 employees.
i Non-profitcheck
- Non-profit
- Examples: government bodies, charities, associations and foundations.
i Large companycheck
- Large company
- Companies with more than 250 employees.
i Multinationalsremove
- Multinationals
- A large enterprise with branches and employees in several countries.
i Start-upcheck
- Start-up
- A new entrepreneur or business.
i Foundationcheck
- Foundation
- A foundation is an organisation with a public-interest, social or idealistic purpose.
i Associationcheck
- Association
- An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.
i Freelancercheck
- Freelancer
- Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.
i Approving hourscheck
- Approving hours
- Project managers can approve hours logged by employees before they are charged to the customer.
i Activity timercheck
- Activity timer
- Digital timer in the software for keeping an accurate time record.
i Absence registrationcheck
- Absence registration
- Employees can report or request absence themselves.
i Automatic time trackingremove
- Automatic time tracking
- Automatically tracking time while employees are working on documents, email and meetings.
i Collective labour agreement (CAO) rulesremove
- Collective labour agreement (CAO) rules
- CAO rules are automatically linked to employees' time tracking. This tells employees when they need to take a break or when the maximum number of hours worked has been reached.
i External hours validationremove
- External hours validation
- Hours booked for work can be reviewed and checked by a customer.
i Matching time to a customercheck
- Matching time to a customer
- Tracking time while employees are working on documents, emails and meetings and automatically matching it to a customer.
i Clocking incheck
- Clocking in
- Employees can clock in using a time clock system. This way you know exactly when your employees arrived and when they leave.
i Insight into hours balancescheck
- Insight into hours balances
- Employees have insight into hours balances such as statutory and extra-statutory holiday hours, ATV (working time reduction) and overtime.
i Mobile appremove
- Mobile app
- Staff can register the number of hours worked themselves via a mobile app.
i Plus and minus hours check
- Plus and minus hours
- Employees' plus and minus hours are tracked automatically. Minus hours are the hours you work less than the number of hours laid down in your employment contract. If you work more than you have agreed contractually, these are plus hours (also called overtime). Outstanding plus and minus hours may offset each other.
i Time trackingcheck
- Time tracking
- Staff can register the number of hours worked themselves.
i Occupational physician login remove
- Occupational physician login
- It is possible to create a separate login for the occupational physician, for example to grant authorisation.
i Third-party login remove
- Third-party login
- A third party, such as the UWV (Employee Insurance Agency), can log in to the software.
Separation of medical and non-medical datacheck
i Status overview per employee check
- Status overview per employee
- Employees can be classified into an absence status.
Absence fileremove
i Absence protocol in line with the Gatekeeper Actremove
- Absence protocol in line with the Gatekeeper Act
- The software has been built on the basis of the Gatekeeper Act (Wet verbetering poortwachter).
i Absence reports check
- Absence reports
- Gives insight into leave and absence figures.
i Employee logincheck
- Employee login
- Employees have their own portal to view their absence file.
i Stock alertremove
- Stock alert
-
Receive an alert when stock is low with the ERP system.
Benefits:
- Preventing shortages
- Ordering in time
i Stock locationsremove
- Stock locations
-
Manage inventory across several locations with the ERP system.
What does this involve?
- Central overview of all inventory, spread across different locations.
- Visibility of where specific stock items are located.
i Automatic order listremove
- Automatic order list
-
The ERP system automatically generates a list of products that need to be ordered. Based on current stock levels and future demand, the software makes sure the inventory is always optimal.
Benefits
- Users can receive notifications (for example by email) when it is time to place an order. This reduces the chance of products selling out.
- Saves time because you no longer have to check stock levels manually.
i Generating a stock listremove
- Generating a stock list
-
This function provides a clear list in the ERP system of all items/products currently in stock.
Benefits:
- Provides a clear overview of what is in stock and where it is located.
- Users can export the list to various file formats such as CSV, PDF, etc.
i Expiry dateremove
- Expiry date
-
The ERP system makes it possible to enter the expiry date of each product. Based on this, the system keeps track of when a product is close to or past its expiry date.
Benefits
- Users can receive automatic notifications (for example by email) when a product is nearly or fully past its date, which minimises waste.
- Improves food safety and product quality by preventing the sale or use of products that are past their date.
- Saves time and reduces errors, because you no longer have to check the expiry dates of products manually.
i Inventory valuationremove
- Inventory valuation
-
With this function you can easily calculate what your inventory is worth in the ERP system.
There are different methods for calculating the value of inventory:
- FIFO (First In, First Out)
- LIFO (Last In, First Out)
- Average cost method.
Most ERP systems support one of these three methods.
Handy for your tax return:The ERP system helps you keep track of the tax depreciation for each product in stock. This is handy for companies with many different products in stock. By keeping track of the tax depreciation of each product, you know more precisely what the inventory is worth. This makes it easier to do your tax return.
i Purchasing managementremove
- Purchasing management
-
The ERP system simplifies the process of placing purchase orders with suppliers.
Benefits:
- Automatic sending of purchase orders to suppliers, often by an email from the software or possibly via an electronic purchasing system.
- The software recognises the chosen suppliers, which limits manual entry.
- When products are received, the software records this and a goods receipt can be created.
i Optimal order picking routeremove
- Optimal order picking route
-
With the best order picking route function in the inventory management software, you improve the route for employees. This function calculates by itself which route is best. This way it takes less time and effort to pick orders.
i Order picking locations remove
- Order picking locations
-
The ERP system offers the option to create specific order picking locations.
Benefits:
- Structures and organises the warehouse.
- Simplifies the picking process for employees.
- Ensures faster identification of and access to products.
i Scanning in delivery notesremove
- Scanning in delivery notes
-
Use the ERP system to easily scan in delivery notes using a scanner.
Benefits:
- Speeds up and automates the processing.
- Reduces the chance of human error.
- Provides a streamlined, digital record of goods received.
i Processing returnsremove
- Processing returns
-
The ERP system makes it easy to register and process returned items.
Benefits:
- Efficient handling of returns.
- Automatic updates of stock levels for returned items.
- Clear registration helps in analysing return reasons and patterns.
- Improves customer service through faster, streamlined returns processes.
i Serial and batch numbers remove
- Serial and batch numbers
- Serial and batch numbers can be assigned to the product.
i Tracingremove
- Tracing
- Tracing shows where the product is, from placement to final destination.
i Processing sales ordersremove
- Processing sales orders
- Processing sales orders and sending them.
i Designing and adapting workflowsremove
- Designing and adapting workflows
- Designing and adapting workflows for an efficient work process.
i Workflow management remove
- Workflow management
- Workflow management ensures an efficient work process by automating actions and tracking the status of these processes.
Clientbox integrations
See which systems the software integrates with
Prices
Pricing models:
Subscription i
- Subscription
- Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
Indicative cost from p/m:
On request
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Description
Find out with SoftwareWatcher whether Clientbox is right for your organisation. Read genuine reviews from users and experts and compare all relevant software features. We give an overview of all the software features relevant to your business processes. Clientbox has the following modules:
Analysis and reporting
Accounting
CRM
Accounts receivable
Expense claims
Digital signing
Invoicing
Invoice processing
Helpdesk
HRM
Integration software
Quotation
Staff scheduling
Product configuration
Project management
Sales
Time tracking
Absence
Webshops
With SoftwareWatcher you can find out how Clientbox saves you time. By digitising your organisation with Clientbox, you cut costs and bring structure to your organisation.
Compare Clientbox and get advice
Compare Clientbox with other software for your industry and company size. Based on software features and prices, you can quickly and easily see whether the software is right for you. SoftwareWatcher offers a simple selection guide, so you can choose the best software yourself even without any knowledge of software. Do you need advice on whether Clientbox suits your organisation? The SoftwareWatcher experts will be happy to help and advise you on your choice. We ask you the right questions and check whether the software suits you. This is free and without obligation. Want to know whether the software integrates with other systems in your organisation? The SoftwareWatcher integrations overview shows you straight away whether the software integrates with your existing systems. Is your existing software not in the overview? Then other solutions are always possible. Please contact the software supplier about this.
Clientbox demo or trial period
Want to get a real impression of Clientbox? You can often request a trial period or a software demo for this. With a trial period you get access to the software for a number of days and can test for yourself whether it suits you. If you request a software demo, the software supplier explains the software to you personally. During a software demo you can ask all your questions about the software, which tells you how good the software is. Are you looking for alternatives to Clientbox? SoftwareWatcher gives an overview of the best software alternatives, so you know straight away which systems to compare with each other.
Clientbox - frequently asked questions
keyboard_arrow_down How many employees is Clientbox suitable for?
check 1 employee
check 2 - 10 employees
check 11 - 25 employees
check 26 - 50 employees
check 51 - 75 employees
check 76 - 100 employees
check 101 - 150 employees
check 151 - 200 employees
check 201 - 250 employees
check 251 - 300 employees
check 301 - 350 employees
check 351 - 400 employees
check 401 - 500 employees
check 500 or more employees
keyboard_arrow_down What pricing models does Clientbox offer?
check Subscription i
- Subscription
- Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
keyboard_arrow_down Which languages does Clientbox support?
check Dutch
check English
keyboard_arrow_down What support does Clientbox provide?
check Telephone helpdesk
check Chatbot
check Email/message via website
check Software demo i
- Software demo
-
The software supplier gives a demonstration/explanation of the software's capabilities:
- you get an (online) walkthrough and explanation of the software from the software supplier
- Software demos can be requested without obligation
- It is the best way to be sure whether the software suits your company
keyboard_arrow_down Which industries is Clientbox suitable for?
check Industry i
- Industry
- Examples: mining and the metal industry.
check Trade i
- Trade
- Examples: wholesalers and trading companies.
check Production i
- Production
- Companies that make a physical product. For example clothing production, tool production and food production.
check Business services i
- Business services
- Examples: consultancies, marketing agencies and law firms.
check Healthcare i
- Healthcare
- Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.
check Construction and installation i
- Construction and installation
-
Examples: construction companies, painting companies, installation companies and insulation companies.
check IT i
- IT
- Examples: software developers and website developers.
check Social services i
- Social services
- Examples: social workers and voluntary work.
check Retail i
- Retail
- Examples: supermarkets, retail trade and craft businesses.
check Pharma and chemicals i
- Pharma and chemicals
- Examples: manufacturers of medicines and the chemical industry.
check Agriculture sector i
- Agricultural sector
- Examples: agriculture and horticulture.
check Automotive i
- Automotive
- Examples: garages and car dealers.
check Media i
- Media
- Examples: broadcasters, radio stations and content development.
check Logistics i
- Logistics
- Examples: distribution centres and transport companies.
check Education i
- Education
- Examples: educational institutions, childcare and training institutes.
check Online services i
- Online services
- Websites where a product or service can be purchased.
check Accountancy i
- Accountancy
- Examples: accountancy firms and bookkeeping firms.
keyboard_arrow_down What types of company is Clientbox suitable for?
check SMEs i
- SMEs
- Small and medium-sized enterprises. These are companies with at most 250 employees.
check Start-up i
- Start-up
- A new entrepreneur or business.
check Freelancer i
- Freelancer
- Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.
check Association i
- Association
- An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.
check Foundation i
- Foundation
- A foundation is an organisation with a public-interest, social or idealistic purpose.
check Large company i
- Large company
- Companies with more than 250 employees.
check Non-profit i
- Non-profit
- Examples: government bodies, charities, associations and foundations.
keyboard_arrow_down What are the implementation costs for Clientbox?
check €1 to €100
check €0
check €100 to €500
check €500 to €5.000
keyboard_arrow_down Is it possible to integrate Clientbox with other software?
See the integrations for this
keyboard_arrow_down Is Clientbox available online?
Yes
