Name: Unbox ERP
Author: UnboxERP

Help Desk

Web and Video Conferencing

Customer Support

Learning Management

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

Environmental, Social, and Governance (ESG)

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Blockchain Analysis

Cloud Management

Cloud Storage

Composable Infrastructure

Container Security

Data Center Backup

Data Integration

Electronic Data Interchange (EDI)

Enterprise Printing

Event Monitoring

Fraud Detection

Function as a Service (FaaS)

Industrial IoT

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Managed Security Service

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

SQL Server Performance Monitoring

Secure Web Gateway

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Creative Management

Customer Advocacy

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Marketing Resource Management

Mobile Marketing

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Dialer

Sales

Application Security

Cloud Security Posture Management

Security

Card Management

Clinical Data Management

Donor Management

Text Analysis

Warranty Management

Vertical-Specific

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Unbox ERP is an enterprise resource planning (ERP) and customer relationship management (CRM) system offered by Unbox ERP and CRM Solutions. According to the vendor, Unbox ERP helps companies manage and integrate important parts of their businesses. It provides a unified interface for managing external interactions and relationships, including sales, customer service, marketing, and more. The product is targeted towards small to medium-sized businesses in industries such as manufacturing, retail, wholesale, e-commerce, and service-based businesses.

**SAAS ERP Solutions**: According to the vendor, Unbox ERP offers SAAS (Software as a Service) ERP solutions, allowing businesses to access and use the ERP system through the cloud. This eliminates the need for companies to invest in hardware and software infrastructure.

**On-Premise Distribution**: Unbox ERP provides on-premise distribution of their ERP system, allowing companies to install and host the software on their own servers. According to the vendor, this gives businesses more control over their data and infrastructure.

**Customizable Application**: Unbox ERP offers a customizable ERP application, allowing businesses to tailor the system to their specific needs. The vendor claims that companies can enable and configure features that match their requirements, ensuring they are only paying for the applications they need.

**Over 30 Base Modules**: Unbox ERP provides over 30 base modules for various business functions, including sales, customer service, marketing, finance, and more. According to the vendor, these modules cover essential aspects of business operations, allowing companies to streamline their processes.

**Over 500 Addons**: Unbox ERP offers over 500 addons that can be integrated with the ERP system to expand its functionality. According to the vendor, these addons provide additional features and capabilities to meet specific business requirements.

**Supports All Industry Segments**: Unbox ERP is designed to support businesses across various industry segments. According to the vendor, whether it's manufacturing, retail, wholesale, e-commerce, or service-based industries, the ERP system can be adapted to meet the specific needs of each sector.

**Flexible Integration Features**: Unbox ERP provides flexible integration features, allowing businesses to connect their ERP system with other applications and services. According to the vendor, this enables seamless data exchange and streamlines workflows between different systems.

**Multilanguage and Multicurrency Features**: Unbox ERP offers multilanguage and multicurrency features, making it suitable for businesses operating in multiple countries or serving customers from diverse linguistic and currency backgrounds. According to the vendor, this ensures that the ERP system can accommodate global operations.

Free Forever

CRM Bundle

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ActiveCampaign

Unbox ERP

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

UnboxERP

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

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

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

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.

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.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Unbox ERP

Overview

What is Unbox ERP?