Question About CRM & Accounting

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    • #77876
      Omnia Creative
      Participant

      Hello –

      Was curious to know if someone has the answers to these questions:

      1. We have recurring services like website maintenance and on-going marketing, is there a way to set up recurring invoices to be automatically sent on a specific date that we set?

      2. Has anyone set up a “client dashboard” page that shows things such as services they’ve subscribed to, tickets (Awesome Support), Payment Accounts (stored billing info that they can update themselves), Team Members (additional account contacts), etc.?

      3. Is it possible to have sub-users of an account to be able to submit tickets and pay invoices on behalf of the Owner? We typically have business owners that are the “owners” of the account, but maybe they have an in-house marketing person or office manager that handles submitting tickets about website changes or the manager has billing questions.

      Thanks in advance.

    • #77982
      Richard Carreno
      Participant

      Hi.
      7 days and I have not had a reply from Mahedi. They are working?
      Is any support person working? I have tried to contact them around here creating a ticket by mail and nothing unanswered.
      They are not working? I need an answer.
      Am I attentive if someone knows about WP ERP what is happening?

    • #77983
      Omnia Creative
      Participant

      @Richard –

      I have not heard anything and I even emailed them separately and not a single peep out of anything. Not really a good sign for me to sign on to WP ERP, I am quickly losing confidence in making the switch to this platform.

    • #78007
      Mehedi Hasan
      Moderator

      Hell Omia and Richard,

      Sorry to both of you that you had to wait for a wait to get a reply from us! I understand this is unexpected but actually, we got our Eid-Ul-Adha holidays in between the time which made us kinda slower then usual. You know Eid is an most important religious festival for us. I hope you’ll consider 🙂

      However, here is the answers based on your query:

      1. I’m sorry but no, we do not have the recurring invoice feature for now but we are also concerned about this and hoping to coniser this in the future.

      2. Customer or Client doesn’t have any portal/page by default. As our accounting solution is for the B2B business, it’s all about the company Managing peoples.

      3. No, Managers are managers, they have all the access. Then the other user roles. We have the following user permissions:
      a. Admin- he has all the access
      b. HR Manager
      c. CRM Manager
      d. Accounting Manager
      e. HR Recruiter
      f. CRM Agents

      Thanks

    • #78859
      John987wick
      Participant

      To hire the right designer or developer for your website, you first need to understand what you are trying to accomplish with your website. Yoi can even hire the best web development company usa

    • #78877
      friscoroofingpro
      Participant

      Good post

    • #85248
      sheetalkamble
      Participant

      exactly what I was looking for. Thanks!

    • #85249
      Omnia Creative
      Participant

      @Mehedi

      It is unfortunate that you are not able to create automatic invoices set by date time frames. Having to do this manually for 100’s of clients would be a nightmare. Definitely need to have some sort of scheduling of invoices.

      Right, B2B is what we are and what the original question was about. In our current platform, there is a Primary Contact (Owner) and then you can assign other contacts (whether it is an office manager or 3rd party marketing personnel) with Support or Billing Roles and customize access to certain features within the client dashboard. With your platform, there is not a place for them to log into to view or do certain account actions like paying an invoice or submit a ticket? Little confused about your answer.

      The User Roles you have listed all look like internal Roles? Please clarify.

      Thanks

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