Secre

Secre is a software solution designed to efficiently control and manage projects, handle invoicing and installments, streamline document management, manage bank transactions, maintain a CRM database, provide mobile management capabilities, facilitate treasury management, and optimize purchasing and sales processes. According to the vendor, Secre caters to a wide range of professions and industries, including engineering firms, advertising agencies, IT companies, cleaning services, printing and graphic arts companies, construction companies, tradespeople, painters and decorators, landscapers and gardeners, mechanical workshops, service sector businesses, architectural studios, and engineering studios.

Key Features

Project Management: According to the vendor, Secre allows users to create project structures, assign tasks, track progress and costs, and generate comprehensive project reports and analysis.

Invoicing and Installments: The vendor claims that Secre enables users to generate one-time or installment-based invoices, automate the invoicing process, send invoices via email from the program, create maintenance contracts with periodic installments, and track profitability per client and installment.

Document Management: According to the vendor, Secre allows users to easily attach documents and files to different sections of the management program, upload files directly from their mobile phones to the document management system, and access their document management files anytime, anywhere.

Bank Control: The vendor states that Secre helps users effectively manage collections, payments, and banks by monitoring bank balances, performing bank remittances, linking with the Cuaderno 43 for accurate bank reconciliation, and accessing filters and lists of bank transactions.

CRM: According to the vendor, Secre provides a powerful database to register and manage customer and supplier contacts, conduct segmented and personalized email campaigns, send SMS directly from the program, and classify and categorize customers and suppliers in a personalized manner.

Mobile Management: The vendor claims that Secre allows users to access the program from any mobile device, perform operations on the go using the mobile app, track costs, create purchases, and attach files to the document management system. Users can assign permissions and restrict tasks per user, and the program is compatible with various devices and operating systems.

Treasury Management: According to the vendor, Secre helps users efficiently manage collections, payments, and banks, perform bank remittances, control bank balances, and access filters and lists of bank transactions. The program also seamlessly links with the Cuaderno 43 for quick and accurate bank reconciliation.

Mobile App: The vendor states that Secre provides a mobile app that allows users to access the management program from any mobile device, perform agile and convenient operations on the go, track costs, create purchases, and attach files to the document management system.

Purchasing and Sales Management: According to the vendor, Secre enables users to register purchases and sales, generate various types of documents, control inventory, automate purchasing and sales movements, create invoices, quotes, delivery notes, credit notes, installments, and more. Users can also perform multiple or grouped invoicing for enhanced efficiency.

Project Control: The vendor claims that Secre allows users to create projects, assign tasks to their team, track project costs and progress in detail, generate project reports and analysis, and maintain control over project profitability and deviations.

Maintenance Management: According to the vendor, Secre helps users control and schedule customer notifications and maintenance, create maintenance contracts with periodic installments, assign notifications to technicians, track their status, track costs, and generate maintenance invoices.