Customer Relation Management

Ant My ERP helps you to keep track of all your business contacts along with all the branches at a single place.

You can keep a track of all your contacts like prospective customers, existing customers, vendors, trading partners, agents and transporters. Tracking pre sales process from Lead capturing, tracking, Proposal and Contracting.

Highlights

• Contact Management
• Account Mapping
• Goal Management
• Account Activity - Follow Up, Activity, Notes, Meeting, Expenses on Particular Clients
• Lead and Opportunity- Capture Leads, Leads Value, Source, etc
• Qualified Lead
• Proposal - Sales, Service, AMC, Visit, and MPS. With edited history
• Contract and Order to Execute - Digitalise your Client Contract / Agreement
• Reports and Analytics
• Dashboard

Permission

• Permission as per hierarchy for
• Leads view
• Contact View
• Proposal View
• Exports of Lead

Optional

• Integration with your Website
• Self Branding
• Certain customization is possible, please speak to us

 

Operation & Supply Chain Management

Operations and Supply Chain Management (OSCM) involves the functions of sourcing, materials management, operations planning, distribution, logistics, retail, demand forecasting, order fulfilment, and more.

It covers everything along the path goods travels from suppliers to eventual consumers. This function to be effective has to collaborate with other functions of the business process

Highlights

• Manage Logistics Company
• Gives insight about the pending delivery
• Printing of the Logistics Labels
• Manage your internal and external delivery
• Gives insight into the in-transit delivery
• Informs your client about the delivery at each stage
• Digitalization of your delivery notes
• Visibility to Pending Pickup
• Accurate logistics transactions and invoice process
• Inbuilt Integration of Delivery with Service for Auto Service Call Logging.
• Manage your Outward and Inward Delivery Note
• Real-Time data of Inventory and Pending Orders
• Helps to make a value-based decision

Optional

• Certain customization is possible, please speak to us

In-Built Integrated Apps

Manage all your Service Functions with just ONE SOFTWARE

Ant My ERP is a Complete Service CRM which integrates AMC Management, Field Service Management, Warranty Management, Customer Service Management and Spare Parts Management with innovative technology and deep understanding of needs

Ant My ERP is truly a Complete Service ERP.

In-Built Integrated Apps

Highlights

AMC and Warranty Management

• AMC / Contract Renewal Management
• Care Pack Management
• Purchase Warranty and Sales Warranty Management
• Monthly And Yearly income report in a click

Spares Parts Management

• RMA - Return Material Authorization
• Defective Return Management
• Request, Approval, Procurement, Dispatch, Reassign, Close
• Advance Spare tracking

Automation

• Automated emails or actions at different stages of ticket resolution
• Auto preventative maintenance alerts
• Auto Assign maintenance calls basis sr.no.
• Automated ticket to Service Engineer as per GPS location
• Centralized Knowledge Base - Solve problems efficiently and effectively
• Auto Invoice Creation and follow-ups

Field Service Management

• Field Engineer Live Location along with Movement History - GPS Mobile Apps
• Instant Field Engineer Performance
• Provide accurate account and equipment history to the field technician
• Expense Voucher from Mobile

Anywhere, Anytime Working

• Employee Login as per Permission given by Super Admin
• Client Login Portal - Logging of Service Ticket
• Vendor Login Portal - Self Service
• Task Management with Collaboration

Alerts, Reports, and Analytics

• Centralized Client Records for easier Preventive and Break service
• SLA and Multiple Level Escalation
• Realtime Open and Total Service Analysis
• Profitability Report by Sr.No. / AMC Contract / Client
• Tools Management
• Compare Multiple Engineers on KPI

How it Works

Handling Service Calls

Receive Service Calls
Launch the Apps to start getting Visit Service Calls

Accept the Service Calls
Accept the Service Calls to receive the Client Details

Reach at Service Sites
Through GPS Navigation system reach Client Sites

Resolve Service Calls
Call resolve and ready for new call

Upload Service Report
Digital sign of the service Tickets or Manually upload the service ticket

Record Expense Voucher
If an expense is done voucher should be made for approval and payment

Rating by Client / Coordinate Client
Coordinate Provides Rating and close the service Ticket

Assets Management

With Ant My ERP you can maintain fixed asset records like computers, spares, furniture, cars, etc. and manage their depreciations, sale, or disposal.

You can track the locations of the assets or keep records of employees who are using the asset. You can also manage the maintenance details of the assets.

Comprehensive Assets Management is possible only when Assets, Vendors, and Delivery Notes are managed in One Software. This is possible with Ant My ERP

Highlights

• Procuring an Assets
• Selling an Assets
• Assets with Categorization and Value
• Assets with Live Location
• Assets Maintenance
• Assets Movement
• Depreciation
• Scraping
• Warranty and Life Cycle Management
• Entire Life Cycle of the Assets

Optional

• Certain customization is possible, please speak to us

In-Built Integrated Apps

Purchase Management

Purchasing is one of your core business activities and hence your suppliers are as important as your customers.

Ant My ERP will help you right from Requisition, Procurement, Quotation, Ordering, Receipt and Invoicing. You will 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. With Ant My ERP you can take better purchase decisions to acquire resources at the lowest cost and the best quality.

Highlights

• Purchase Requisition
• Requisition Approval
• Request for Quotation
• Vendor Quotation Comparison
• Purchase Order
• Approval of Purchase Order
• Tracking of pending materials
• Tracking of pending documents like Invoice and Delivery note
• Digital Approval of Invoices.
• One-Click Vendor Payment Downloads via Enet Forms
• No repeated data entry
• Low Stock Purchase
• Supplier Analysis
• Performs Receipts with real-time reflection on inventory
• Generates Material Receipt Notes and Vendor invoice
• Supports Vendor Contracts, Landed Costs, Return as well as
• Rejected Return Orders.
• One-click navigation from order to receipt
• All the steps of the purchase cycle are covered
• Easily manage suppliers & purchase orders
• Improve your supply chain & inventory performance
• Get statistics on your purchases
• Analyze, forecast, and efficiently plan your orders

Optional

• Integration with your Website
• Self Branding
• Certain customization is possible, please speak to us

In-Built Integrated Apps

Task Management

Task management is more than a to-do list. It means tracking tasks from beginning to end, delegating subtasks to teammates, and setting deadlines to make sure Task get done on time.

Ant My Erp Task management software empowers teams to work more productively and efficiently.

Highlights

• Keep all Task in One Place
• Prioritize your Task
• Improve Collaboration
• Delegating to Increase Productivity
• Built with rating to motivate Team
• Reduce Waste
• Track due dates and deadlines
• Smart Search
• Notes with History
• Upload any documents inside your
• Task Activity
• Multiple Watch list
• Recurring Task
• Set Reminder
• Integrated with Calendar
• Convert Email to Task
• Task Management for External Users- Client and Vendor Portal
• Task Reports
• View Team Task Calendar

Optional

• Certain customization is possible, please speak to us

In-Built Integrated Apps

Inventory Management

Inventory Management is crucial for growing a business. It will directly impact your cash flow and profitability.

With Ant My ERP you can increase your sales and keep track of every unit with our powerful stock management, procurement, order fulfillment, and inventory control software. With inbuilt integrated accounting and CRM. This integration results in an actual end to end inventory tracking and profitability from supplier to customer

Highlights

• Live location of inventory i.e. office, branch or customer HO, customer branch.
• Inventory with product category with drill down to product and its sr.no.
• Inventory movement analysis
• Real-Time sales orders and fulfilments
• Inventory movement analysis with full history
• Inventory valuation at multi-location
• Manage inventory with OEM serial number, self-created serial number, and without serial number
• Bar code enabled tracking
• Multiple Item categories and groups supported
• Expiry control and warranty tracking
• Images, descriptions, specifications, and technical drawings can be attached
• Maintain a stock journal and stock transfer
• Optimize stock levels by providing real-time information via reports.
• Provide valuation of each product.
• Real-Time data of Inventory for smart decision
• Inventory adjustments
• Build product by combining multiple serial numbers of other products

Optional

• Certain customization is possible, please speak to us

In-Built Integrated Apps

Mobile Apps

Currently we have Mobile apps (Android and IOS) to perform HR Functions and Service functions.

Mobile Apps help to capture many data which will be useful for improvement of service functions of the organisation. With our Real Time GPS Based Mobile Apps, you can actually use Google Services as your Service Coordinator

How it Works

HR Mobile App Process

Attendance: Check-In
Check-In along with your Current Location and Remark

Attendance: Check Out
Check Out along with your Current Location and Remark

Manage Leave
Apply and Manage your Leave from Mobile Apps

Manage Salary
View, download, and share your Salary from Mobile Apps

Manage Expense Voucher
Submit and manage all your expense vouchers from Mobile Apps

Team Member
View all your Team Members inside your Mobile Apps

In-Built Integrated Apps

Finance and Accounting

For any organization what matters at the end of the day is the bottom line. To get correct financial indicator your application has to be integrated with other functions of your organization.

If your business does not have an effective method for recording and analysis of financial data, chances are your numbers might get affected. Finance is the outcome and core of the entire business process and hence need to be tightly integrated.

Highlights

• Auto invoicing is the heart of Ant My ERP. No human require to make your invoice.
• Auto invoice can be created for any invoice type- Sales, Service, AMC, Rental, Recurring, etc.
• Auto creation of detail and professional invoice in seconds
• Account Activity - Follow Up, Activity, Notes, Meeting, Expenses on Particular Clients
• Attach the file in Invoice
• Auto creation invoice results in faster payment of dues.
• Debtors and Creditors aging
• The auto reminder of outstanding.
• Configuration of chart of accounts
• Unlimited number of account groups
• Multiple voucher types- Sales, Purchase, Payment, Receipt, Contra, Journal and Stock adjustment with attachments and digitalization
• Drill down facility
• Exporting data from external sources like excel sheets etc.
• Expense voucher with cost center
• Tally Integration with our inbuilt API

Optional

• Certain customization is possible, please speak to us

In-Built Integrated Apps

Reports & Others

Reporting tools allow you to extract and present data in charts, tables, and other visualizations so users can find useful information.

The purpose of reporting tools and business intelligence tools are to translate data into actionable information.

Reports & Others

• Client Login Portal
• Vendor Login Portal
• Document Management - Save time recording bills, scanning contracts, approving documents, and become a paperless company.
• Instant Search to perform functions
• Integration - Google Map, Tally, Sms, Email.
• Compare Service Engineers
• Device consumption reports with Yearly View
• Spares consumption reports with Yearly View
• Care pack consumption reports with Yearly View
• Toner consumption reports with Yearly View
• MPS Business Analysis
• MPS Counter Management
• MPS Counter Analysis
• ASP Business Analysis
• Meeting Reports
• Dispatch TAIT
• Profitability Report
• One Page Live Service Dashboard
• One Page Client Association Reports
• Plotting of your Vendor, Machine and Clients on Google Map for better business decision.
• Email and Sms Templates
• Meeting with MOM
• Rating - Internal & External
• Integration with Google Map and Tally.
• And much more

In-Built Integrated Apps