Focal Suite ERP is here to transform how you manage your business. With a variety of services packed into one easy-to-use platform, Focal Suite ERP streamlines your essential processes. How? With the use of five core functions covering project management, HRM, CRM, accounting, and POS. Discover how Focal Suite ERP’s core functions can simplify and improve your business operations.

Accounting Core Functions

Among the core functions, the accounting core function is designed to streamline your financial operations efficiently. It offers advanced technology for managing revenue and accounting tasks, ensuring smooth business operations. That said, here is what you can expect from the add-on and how it works:

Simplified Accounting and Billing

With Focal Suite’s Accounting core function, you can simplify your accounting and billing processes effortlessly. Set financial goals, automate taxes, and streamline your money management. Easily control your inventory by creating categories, adding products, adjusting prices, assigning SKUs, and setting tax rates. Seamlessly take projects from proposal to payment—create templates, pitch to clients, convert proposals into invoices, send reminders, and get paid quickly—all in one platform.

Comprehensive Reports

Expect detailed transaction reports with easy filtering options. Download account statements in PDF, CSV, or Excel formats, and access reports on income, expenses, taxes, invoices, and bills. Customize your view by filtering data by accounts, categories, and customers. Benefit from a graphical Income vs. Expense chart and detailed Profit and Loss calculations. Filter tax summaries and Income vs. Expense charts by financial year for precise insights.

A Helpful Budget Planner

Expect an intuitive Budget Planner that helps you manage your working capital efficiently over a set period. This feature lets you set and adjust budgets on a monthly, quarterly, semi-annual, or annual basis, tailored to your business objectives. Manage budgets by categories like “Income” and “Expense,” with options to edit, update, or delete sub-categories as needed. This ensures a steady flow of capital and aligns your financial planning with your business goals.

Comprehensive Tools

Enjoy a suite of tools to streamline your financial management. Our solution offers efficient accounting, seamless inventory handling, and smooth project transitions from proposal to payment. Effortlessly manage billing and accounting by setting financial goals and automating taxes. Handle inventory tasks easily, and take projects from proposal to payment—all in one platform. Simplify your financial processes and make informed decisions with ease.

CRM Core Functions

Transform your leads into deals effortlessly with our powerful CRM tool. Designed to manage multiple leads, gain valuable insights, and streamline your lead management process, our CRM core function optimizes customer relationships. Simplify managing customer interactions, enhance communication, and boost satisfaction. Here is what to know and expect:

Improve Your Sales

Expect to assess lead value, cultivate promising opportunities, and gain clear action plans for smarter decision-making. Expand globally with multilingual support and handle payments in various currencies. Save money and boost productivity through automated processes. Never miss an opportunity with automated follow-ups and reminders, ensuring timely communication and a smooth sales process.

Get a View of All Your Leads

With our management tool, view and manage all your leads from one place. Track leads through different pipeline stages with precision and handle clients, deals, and users efficiently. Control user roles and permissions easily, and generate tailored reports using an intuitive interface. Make informed decisions and streamline your sales process with graphical data and a drag-and-drop system.

Helpful Tools

Our Kanban board lets you easily manage deals with a drag-and-drop system, streamlining your workflow. Furthermore, the CRM offers a unified dashboard for actionable insights into leads, deals, users, invoices, and products. You can set deal limits, configure payment options, and more—all from one central platform.

HRM Core Functions

Effortlessly manage your workforce with Focal Suite’s comprehensive HRM solution. Whether you run a small team or a large organization, our platform streamlines employee management from recruitment to salary administration. Simplify your HR processes and support your team’s success with a solution designed for businesses of all sizes. Here is what to know and expect:

Effortless HR Management

Effortlessly manage HR tasks with our comprehensive feature set. Track promotions, transfers, work trips, and terminations smoothly. Create and update employee profiles with ease, including positions, salaries, and career progress. Speed up recruitment with tools for job openings, application management, and hiring. Simplify payroll by calculating salaries, scheduling deposits, and ensuring timely payments, while keeping detailed records of all transactions.

A Streamlined System

Expect a streamlined HR system that consolidates all your essentials in one place. Save on hiring costs by handling recruitment, from creating job openings to managing applications, within the HRM system. Boost productivity with training schedules, performance tracking, and custom KPIs.

Seamless Recruitment Tools

With our HRM system, you can streamline your recruitment process effortlessly. Expect to create and manage job openings with built-in hiring features that make filling positions quicker and easier. Schedule interviews, craft tailored interview questions, and assign interviewers—all with just a few clicks. This efficient process helps you grow your team faster and more effectively.

POS Core Functions

Say hello to our POS add-on, your key to effortless sales management. With an intuitive dashboard and dynamic chart, tracking revenue, managing products, and processing orders is simple. Ideal for both small retailers and busy restaurants, Focal Suite’s POS Module ensures smooth transactions and streamlined operations from start to finish. Here is what to know and expect:

Real-Time Revenue Tracking