Enterprise CRM System

Unified CRM for Enterprise Operations

Unified CRM for Enterprise Operations

  • End-to-End management from Demand to Payment
  • Improve operational efficiency and financial control
  • Realtime Dashboard for Sales, Finance & PMO
crm.innotech.vn/dashboard
Overview
Customers
Projects
Finance
Sales Dashboard
AD
Expected Revenue
5.2B VND
+12%
Open Opportunities
24
This month
Receivables (AR)
1.8B VND
Overdue: 3
Monthly Performance
Recent Contracts
Techcom Contract
#CNT-2024-001
Enterprise Challenges

Enterprise Challenges

When data is scattered, revenue and receivables become difficult to control.

Scattered Data

Leads, opportunities and contracts spread across Excel, Email, Chat, hard to consolidate.

Broken Processes

Projects, acceptance and invoicing not connected, prone to data errors.

Timesheet Reconciliation

Staffing and Timesheet in separate HR systems, time-consuming T&M billing reconciliation.

Lack of Forecast

No realtime reports, difficult to forecast cash flow and make timely decisions.

Solution Overview

One Unified Platform

Seamless end-to-end operational workflow.

Lead
Opportunity
Contract
Project
BBNT
Invoice
Payment
Core Modules

Functional Modules

Flexible modular structure, meeting in-depth management needs.

Sales

Sales Management
  • Lead Scoring & SLA
  • Pipeline Forecast
  • Customer 360 View

Contract

Contract & Appendix
  • Version Control
  • Approval Workflow
  • Billing Limits

Delivery

Project & Resource
  • T&M Project Management
  • Staffing & Timesheet
  • Resource Planning

Acceptance

Acceptance & Billing
  • Milestone Acceptance
  • Auto Invoice Generation
  • Timesheet Data Reconciliation

Finance

Finance & Receivables
  • AR & Aging Tracking
  • Payment Recording
  • Financial Audit Log

Dashboard

Management Reports
  • Project P&L
  • Cash Flow Report
  • Multi-dimensional Analysis
Project Management

Visual Project Statistics

Track progress, resources and backlog with advanced Dashboard.

Statistics
List
Gantt Chart
My Projects
Mobile App MVP
Website Corp
CRM Project Overview
Phase: Development
Total Budget
1.2B VND
Used: 45%
Total Tasks
142
Completed: 86
Staff (FTE)
5.5
Full-time Equiv.
Risk
High
2 Issue Critical
Progress by Sprint
Sprint 1Sprint 2Sprint 3Sprint 4
Resource Allocation
Backend80%
Frontend60%
Mobile Application

Manage Anytime, Anywhere

Never miss any business opportunity or important approval with dedicated mobile app for iOS and Android.

  • Real-time notifications for new Leads and Tasks

  • Quick approval of Contracts & Acceptance

  • Convenient GPS Check-in & Timesheet logging

Good morning,
Nguyen Van A
NA
New Leads
12
Pending
5
Create Lead
Approve
Check-in
More
New Notifications View All

Contract #2024 needs approval

5 min ago • Admin

New Lead from Website

1 hour ago • System

Timesheet Reminder

Yesterday • HR

Home
Jobs
Noti
Profile
Why Choose Us

Why Choose Kingwork CRM?

In-depth management solution for software service industry.

Outsource DNA

Designed based on actual operations of large software companies.

End-to-End Flow

Data flows from Lead to Payment, eliminating manual data entry.

T&M Ready

Integrated automatic Timesheet for accurate Billing calculation.

Audit-Ready

Track all data changes, ensure financial transparency.

Featured Clients

Trusted by reliable enterprises

FAQ

Frequently Asked Questions

Does the system support On-premise deployment?
Yes, Innotech CRM supports both Cloud and On-premise deployment depending on enterprise security requirements.
Can it integrate with existing accounting systems?
Yes, the system has ready APIs to integrate with popular accounting software like MISA, SAP, Oracle.
How does CRM help manage Sales Pipeline?
The system allows tracking each stage of sales opportunities, enabling accurate revenue forecast and increased closing rate.
Enterprise Solution

Solutions
Building the Future

Accompanying Industry 4.0 enterprises on their comprehensive digital transformation journey.

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