Koho ERP

Koho ERP is a cloud-based system designed to enhance business functions, project management, and time tracking. It is suitable for companies of all sizes and is commonly used by software companies, engineering offices, consulting firms, project organizations, and accounting firms. According to the vendor, Koho ERP offers a range of features that can streamline CRM and sales processes, facilitate efficient project management, enable accurate time tracking, simplify invoicing, provide robust reporting capabilities, offer a ticketing system, and foster collaboration through a dedicated portal.

Key Features

CRM and Sales: According to the vendor, Koho ERP allows users to invoice projects, work hours, and contracts in various ways. It also enables the creation of projects directly from tenders and automates contract invoicing. The system offers project management capabilities that allow businesses to manage projects phase by phase and make informed resourcing decisions, with the goal of improving profitability through real-time reporting.

Project Management: Users can create project plans quickly and easily, defining budgets and schedules for each phase. The system provides multiple visualization options, such as tree view, GANTT chart, or KANBAN view, to monitor project progress, profitability, and key metrics. Additionally, a collaboration space can be shared with customers for seamless communication and file sharing, according to the vendor.

Time Tracking: Koho ERP allows for the tracking of work time and flexi-time of employees through various entry methods. According to the vendor, businesses can easily collect work time entries into counter rows for invoicing and effectively monitor workload and resource projects. The system also offers automation for contract invoicing with a single click.

Invoicing: According to the vendor, Koho ERP enables businesses to automatically create invoices based on work time entries, projects, contracts, and products. The system allows for the collection of work time entries, expenses, products, projects, and recurring services to invoices. Invoices can be easily sent through financial management software, aiming to speed up cash flow with efficient invoicing processes.

Reporting: Users have access to pre-made reports with key figures and graphs, which can be customized with filters, according to the vendor. The system allows for the export of reports to Excel or PDF, facilitating real-time monitoring of employee, project, and customer profitability. Additionally, businesses can generate custom reports and integrate with external BI systems for enhanced insights.

Ticketing: Koho ERP provides a ticketing feature to manage recurring work and track completed or uncompleted tasks, according to the vendor. The system aims to help businesses efficiently report and budget work orders, optimize work-time planning and resourcing, and track what should or has not yet been billed. The system also includes personal to-do lists and facilitates easier collaboration.

Portal: According to the vendor, users can share a common collaboration space with customers through the portal feature. This allows for seamless communication and file sharing related to projects. Additionally, the portal displays project progress and information, aiming to improve customer experience and streamline communication.

Integrations: Koho ERP offers two-way integration (REST) and connectivity with other software, according to the vendor. This allows businesses to seamlessly run their operations with the best available software. Integration with popular CRM systems aims to facilitate a smooth sales process, while the ability to import entries from Exchange or Google Calendar simplifies work time tracking. Furthermore, the system integrates with financial management systems for seamless invoicing.

Deployment: The vendor states that Koho ERP provides dedication, a clear action plan, and continuous support for successful onboarding. The system aims to ensure a smooth deployment process, even with extensive projects, and offers tailor-made solutions to meet company-specific needs. Extensive customization of default settings and functions, as well as the creation of tailored workflows, aim to streamline processes.