Yendo Dashboard

The Yendo dashboard brings everything together about the performance of your business into one place.

The Yendo ERP platform allows you to easily manage every aspect of your business in real-time. Different functions in your business are all brought together into the Yendo dashboard which summarizes sales, projects, customer service and financials into one place.

  • See key metrics about your sales performance in real-time
  • Monitor projects and tasks as they are completed
  • Manage customer service requests in real-time
  • Track your monthly sales and purchasing

 

Sales & CRM

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The Yendo CRM solution allows you to track sales performance throughout the pipeline. It also suports generating quotations and eventual conversion to invoices.

  • See key metrics about your sales performance in real-time
  • Manage opportunities throughout the sales pipeline
  • Create customer quotations and invoices
  • Monitor projects and tasks as they are completed
  • Track your monthly sales and purchasing
  • Prospect & Contact Management
  • Import Contacts
  • Opportunity Pipeline
  • Activity Tracking & Scheduling
  • Create & Send Quotes
  • Convert Quotes to Invoices
  • Performance Reporting

 

Projects

Yendo Projects streamelines your project management processes by tracking project, status, activity, timesheets and tasks in one place.

  • Track progress on project tasks and milestones
  • Centrally store all project documentation
  • Generate project invoicing based on budgets and timesheet activity

The comprehensive timesheeting functionality streamlines project activity from tracking budget against actual through to generation of customer invoices

  • Capture detailed timesheets on all project activity
  • Record time against projects, tasks or support tickets
  • All project time is assigned to activity categories allowing for detailed reporting

 

Financials

The Yendo Financials module is a complete accounting system for your business.

Yendo Financials is an end-to-end accounting solution that manages your finances including purchasing and sales through to accounting reports such as balance sheet and profit & loss.

  • See key metrics about your sales performance in real-time
  • Monitor projects and tasks as they are completed
  • Track your monthly sales and purchasing
  • Branded Sales Invoices
  • Multi-Currency Invoicing
  • Send Invoice Reminders
  • Send Customer Statements
  • Record Purchases
  • Record Expense Claims
  • Manage Customers & Suppliers
  • Fixed Asset Register
  • Create Accounting Journals
  • Manage Bank Accounts
  • Record Customer & Supplier Payments
  • Manage Chart of Accounts
  • Export Invoices & Payments to Excel
  • Standard Product Price List
  • Project Accounting
  • Over 50 Detailed Accounting Reports
  • Project Profit & Loss Reporting
  • Debtor & Creditor Management
  • Sales Commission Reporting
  • Budgeting & Forecasting
  • Bank Reconciliation

 

Services

The Yendo service module streamlines your customer service and support activity.

Create and manage customer support tickets that are fully integrated with your ongoing projects.

Create a unified customer view that spans sales, projects, invoicing and customer support.

  • Raise Support Tickets
  • Prioritise/Categorise Tickets
  • Add Notes & Attachments to Tickets
  • Report on Service Levels

 

Payments

The Yendo payments module allows you to facilitate your customers making payments on their invoices.

Attach a PayPal or Credit Card payment link to your outbound sales invoices.

Integrated tracking of payments in your financials to update your debtors.