Accounting Management
mez eSoft CRM provides a comprehensive solution for users to easily perform invoicing and accounting transactions. Users can create invoices by selecting services or products from the menu within CRM.
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Accounting Management Feature
In mez eSoft CRM, the payment status of customers can also be tracked within CRM and reminders can be sent when necessary. In terms of income and expense tracking, mez eSoft offers detailed reporting to users. Users can easily enter income and expense items into the system and check them with reports. These reports provide a valuable resource to better understand the financial situation of the company and shape decisions accordingly.
Collection management can also be performed effectively within CRM. Users can track open invoices of customers and record payments in the system. In addition, payment reminders can be sent to customers and processed when payment is received.
The services rendered are recorded in mez eSoft CRM and the invoicing process is initiated based on this information. The invoice customized according to the service type, amount and customer is reflected in the accounting section. It shows collection management and many details. Unpaid overdue invoices appear not only through the customer but also through the system, showing the deficiencies and providing an accurate report. All this process, that is, the process of accounting of invoices within CRM, is also carried out in an integrated manner.
mez eSoft CRM enables businesses to manage their accounting processes more efficiently by facilitating them. Basic accounting transactions such as invoicing, income and expense tracking and collection management are performed in an integrated manner within CRM and strengthen the financial management of the business.
with mez eSoft CRM
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Features We Offer to Our Customers
mez eSoft CRM system has the most useful panel serving the entire industry.
Form Management
Ensuring that the lead data received through form management is transferred and displayed at the client management.
Client Management
In client management, incoming client information is verified, distributed to roles and gets organised.
Customer Management
Managing interactions with potential customers and maintaining one-to-one contact with them
Role Management
With role management, selecting the fields that each user can view and providing role-specific task definitions.
Task Management
With task management, defining user-specific tasks, determining and tracking their duration and task priority given.
Reporting and Analysis
Follow-up of campaigns, follow-up of financial income and expenses, company analysis.
