Name: effitrac-erp
Author: Effitrac Solutions India

Communications Outsourcing

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Java Technologies

Software Repositories

Development

Business Intelligence (BI)

Collaboration

Contract Management

Electronic Signature

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Mapping

Data Observability

Data Privacy Management

Fraud Detection

Governance, Risk & Compliance

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

Operating Systems

Packet Analyzer

Single Sign-On

Smart Contracts

Software Defined Storage (SDS)

Software Distribution

Solid State Drives

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Content Creation

Digital Signage

Email Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Animation

Building Information Modeling (BIM)

Equipment Rental

Insurance Suites

Investment Portfolio Management

Legal Billing

Public Sector Software

Tax Practice Management

Vertical-Specific

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Effitrac-ERP is a customized enterprise resource planning (ERP) solution designed to assist businesses in managing and optimizing their operations. It caters to organizations of all sizes, including small, medium, and large enterprises, across various industries such as manufacturing, services, retail, e-commerce, construction, engineering, and professional services.

## Key Features

**No Code Low Code Platform**: Effitrac-ERP offers a user-friendly, no-code/low-code platform that empowers businesses to customize the system according to their specific requirements. This flexibility allows businesses to adapt the ERP system as their needs evolve, without the need for extensive development efforts.

**Template Driven Signup**: Effitrac-ERP simplifies the onboarding process by providing ready-to-use templates for quick system setup. These templates are pre-configured based on industry best practices, enabling businesses to save time and effort during implementation.

**Compliance**: Effitrac-ERP includes built-in compliance features to ensure businesses stay compliant with regulations such as GST, income tax, and HR regulations. The system facilitates the generation of necessary reports and filings to meet compliance requirements.

**Multi lingual**: Effitrac-ERP supports multiple languages, allowing users to switch to their preferred language within the system. This feature caters to businesses operating in diverse regions and enables a seamless user experience for teams working in different locations.

**Powerful Dashboards**: Effitrac-ERP provides comprehensive dashboards that consolidate data from various modules. Users can customize these dashboards to display key performance indicators (KPIs) and metrics relevant to their roles and responsibilities, enabling informed decision-making.

**Automation**: Effitrac-ERP offers automation capabilities to streamline workflows and optimize business processes. Businesses can automate routine tasks, notifications, approvals, and more, reducing manual effort and minimizing the risk of errors.

**Migrate data from Tally**: Effitrac-ERP simplifies the data migration process from Tally, a widely used accounting software. Businesses can seamlessly migrate their existing data with just a few clicks, eliminating the need for manual data entry and reducing the risk of errors.

Effitrac ERP has proven to be highly beneficial for users in automating various processes, resulting in significant time savings. Customers have praised the efficiency of the Accounting module, which effectively manages financial transactions and records. The CRM module has greatly improved customer relationship management capabilities for customers, while the Human Resources module streamlines employee data management and HR processes. Users have found the Inventory Maintenance module to be highly efficient in tracking and managing inventory levels, and the Manufacturing module optimizes production processes and improves overall efficiency. The Project Management module effectively plans, executes, and monitors projects, while the Sales and Marketing module enhances sales efforts and contributes to increased revenue. Additionally, the Supply Chain module improves supply chain management processes, leading to better inventory control and reduced costs. Users appreciate Effitrac ERP's user-friendly screens, making it easy to learn and navigate the system. Overall, customers express satisfaction with Effitrac ERP as their IT partner, attributing increased efficiency within their company to the software's tools and capabilities.

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

Standard

Custom

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Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

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effitrac-erp

Enterprise Resource Planning (ERP) helps to integrate and manage an organization's core business processes. It is a software system acting as a central nervous system, connecting functions like finance, human resources, supply chain, and manufacturing into a single, unified platform. ERP systems provide a single source of truth, automating workflows and offering real-time data to improve efficiency and decision-making across the enterprise. Compare ERP tools based on verified user reviews and find the best fit for your business needs.

Enterprise Resource Planning (ERP)

Effitrac Solutions India

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.

Security

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

effitrac-erp

Overview

What is effitrac-erp?