ERP and CRM for a medical equipment distributor · ERP

The company sells equipment, rents it out, lends it for trials and repairs it, and part of its sales come from public tenders. Each type of contract has its own paperwork and deadlines, which are easy to lose track of.

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What we delivered

Contents of the delivery9 components

01Customer record with the history of interactions and a dashboard for each sales agent.
02Quotes from templates, an alert when a quote is about to expire and quote requests coming straight from the website.
03Public tenders with lots, deadline, value, person in charge and the reason a tender was lost.
04Sales, rental, demo and service contracts, with recurring rent invoices and an expiry alert.
05Deliveries with FAN Courier AWBs and routes calculated on the map.
06Each customer's installed equipment, with interventions, diagnostics and service quotes.
07Invoices through FGO or SmartBill, while incoming ones are downloaded from SPV and read automatically.
08Contracts and PDF product lists are imported with AI, and goods receipts are matched against the invoice.
09An AI assistant answers questions about the company's data, with a link to the record, and finds a product from a photo.

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TOVeziv IT Services

Tell us which process you want to put in order.

In a demo we show you the modules on an example close to your company and talk about what would need adapting.

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