Name: ChiefEx
Author: Chiefex Technologies

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Mobile App Development

Push Notifications

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Embedded Business Intelligence (BI)

Org Chart

Procurement

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Compliance Consulting

Cybersecurity Consulting

Data Virtualization

Dynamic Application Security Testing (DAST)

Electronic Data Interchange (EDI)

Fraud Detection

HTML Editors

IT Service Management (ITSM)

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Network Performance Monitoring

Password Management System

Relational Databases

Remote Monitoring and Management

Software Defined Networking (SDN)

Traffic Switching

Virtual Private Network (VPN)

Virtualization Management

Voice Recognition

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Email Marketing

Heatmap and Session Recording

Landing Page

Marketing Automation

Marketing Resource Management

Mobile Marketing

Presentation

Social Login

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Antivirus

User and Entity Behavior Analytics (UEBA)

Security

Auto Repair

Equation Editors

Insurance Agency Management

Legal Research

Library Management

OSS/BSS (Operations Support/Business Support)

Real Estate Property Management

Vertical-Specific

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ChiefEx is a cloud ERP application designed to automate business processes and enhance efficiency for small and medium-sized enterprises (SMEs). This solution caters to entrepreneurs, business owners, sales and marketing professionals, finance and accounting professionals, as well as the retail and e-commerce industries. According to the vendor, ChiefEx can streamline operations, improve productivity, and assist with making informed business decisions.

## Key Features

**Contacts Management**: According to the vendor, ChiefEx allows for easy management and categorization of contacts, including company contacts, investors, and vendors. The product is said to keep records updated, safe, and easily accessible.

**Lead Management**: The vendor claims that ChiefEx automates the management of leads from various channels and enables direct follow-up within the software. The product is said to provide access to data on every communication with contacts, facilitating effective marketing campaigns and deal closures.

**Inventory Management**: According to the vendor, ChiefEx offers real-time tracking and control of inventory. The product is said to assist in identifying low inventory, excess inventory, and items with the highest sales. It aims to streamline order processes and facilitate efficient inventory management.

**Sales and Purchase Management**: ChiefEx reportedly provides access to crucial data for purchase inquiries, purchase orders, sales quotations, sales returns, and more. The product aims to simplify document creation and management, while effectively managing sales and purchase processes.

**Communication Automation**: According to the vendor, ChiefEx offers automation of communication strategies with customers, vendors, and other stakeholders. This feature is said to enhance engagement and satisfaction by streamlining email communication and centralizing all business emails in one place.

**Integration with Favorite Apps**: ChiefEx is designed to seamlessly integrate with other apps, enabling enhanced productivity and connectivity with preferred business tools. The vendor claims that users can access all important apps from a single platform.

**Easy to Use**: According to the vendor, ChiefEx features a simple and user-friendly interface, allowing users to quickly insert required details and start using the application without complex setup or training.

**All-in-One Solution**: ChiefEx is positioned as a comprehensive cloud ERP application tailored specifically for SMEs. The vendor claims that it offers all essential business functions in one place, customized to suit specific business needs.

**In-depth Insights**: ChiefEx is said to provide detailed and accurate reports for daily tasks, securely accessible from anywhere with cloud access. According to the vendor, these insights can help businesses make informed decisions.

**Productivity Enhancement**: The vendor claims that ChiefEx automates repetitive tasks, allowing users to submit data once and access it anytime. The product aims to streamline workflow and improve overall productivity.

SIX ERP

GlassManager

ChiefEx

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Chiefex Technologies

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

Capital Project Management

Customer Contract Compliance

Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms

ChiefEx

Overview

What is ChiefEx?