Idari Online System works over the Internet and is specialized in organizing the Customer Relationship Management (CRM) and financial and task management with sales force automation and expenses. Idari online comes with the ability to use the stock system to manage your warehouses and branches and a special ability to perform booking for specific item for rental such as car rental or hotel room rental or equipment rental.

Since the system works over the Internet server that leads to the special characteristics:

1-      Online Access: Access the application anywhere anytime using the username and password for each user. That means you don't have to physical be at the company to access your information.

2-      Open License: there is no need to setup the application on any computer or server in your company. You simply use the system using any Internet browser. No need to buy license for every computer you use.

3-      Single Database: using one online database unifies the data for your company if you have multiple branches. They all work on the same database real time.

4-      Easy contacts: using the built in online email system you can send emails to all your customers any time you wish with a single click.

5-      Fast support: the online system makes it easy to achieve sales and customer support.

6-      Ease of use: the system offers ease of use and precision in achieving targets.

Idari Online offers the ability to switch between English and Arabic Languages (and soon French and Spanish) and change background color for the system. It allows for  setting permissions for each user and monitoring their daily log file. The system allows you to create cash boxes and bank accounts to link it directly to your financial activities such as payments or receivables. Idari Online also organizes task management between users within the company since it allows each user to send and receive tasks with a nice calendar to show tasks on daily, weekly or monthly format. It also allows for easy filter for reporting to all aspects of your activities such as customer and sales reports or suppliers or expenses. It also allows you ease of contact with your customers or public relations through sending direct emails after using the filter to get a specific range of customers. It also allows the transfer of customers from one sales person to another which leads to quick management of your sales team as a marketing manager.

General Specs:

1-      Multi Currency

2-      Exchange Rates

3-      Option for TVA (Tax) or no TVA (Tax)

4-      Ease of update for Company logo and information

Users:

1-      Create users as supper admin or regular users

2-      Set permissions for regular users

3-      Log file for user activities

Financial Boxes and Banks:

1-      Create multiple financial boxes

2-      Create multiple bank accounts

3-      Link payments and deposits to both financial boxes and bank accounts

4-      Enter checks directly and link it to payment vouchers

Phone Book:

1-      Use phone book for general contacts (non customers) for public relasions through entering name, phone number, email and other info for any person you wish to contact.

2-      Organize contact through detailed list of choices

Task Management (between users):

1-      Create actions (categories) for tasks (example: phone call or email or meeting…)

2-      List of tasks created by you

3-      List of tasks sent to you

4-      Task calendar that lists tasks sent to you on daily, weekly or monthly format

5-      Create task to one or multiple users (CC) with setting the deadline for each task and listing information and attachment for each task

Branches:

1-      List of branches

2-      Create new branches

Projects (to link it to sales and expense):

1-      List of projects

2-      Create new projects

Stocks:

1-      Categories for products

2-      List of stock

3-      Adding new stocks with 3 options:

a.       Stock item

b.      Service item

c.       Booking item

4-      List of stock items (filtered by branch)

5-      Move stock between branches

Booking:

1-      Booking information

2-      List of booking

3-      Adding new booking for any item that is set as booking

Employees:

1-      List of employees with view of monthly salary history for each employee

2-      Enter salary for each employee

3-      Make payment for each employee with payment voucher

Customers:

1-      Manage types (example: doctor, engineer, computer company…)

2-      Manage status (example: customer, prospect, VIP…)

3-      Manage religions

4-      Manage geographic locations

5-      Add new or prospect customers with detailed information

6-      Create new sales invoice with stock or services

7-      Create new receivable voucher

8-      Edit sales invoice

9-      Return sales invoice

Suppliers:

1-      List of suppliers

2-      Create new supplier

3-      New purchase invoice from supplier (with stock entered to system)

4-      Return invoice

5-      New payment voucher to supplier

Expenses:

1-      Set new companies for expense

2-      Add new expense purchase

3-      Return expense

4-      Payment voucher for expense account

Reports:

1-      General reports

a.       Filter options

                                                               i.      Branch

                                                             ii.      User

                                                            iii.      Project

                                                           iv.      Financial box

                                                             v.      From date to date

                                                           vi.      Employee or customer

                                                          vii.      Expense or supplier

                                                        viii.      Invoices, payments or return

                                                           ix.      Balance or account

                                                             x.      Date ascending or date descending

b.      List report items

                                                               i.      Filter options

1.       Branch

2.       User

3.       Project

4.       From date to date

5.       Specific item

Tools:

1-      Search customers

2-      Export data

a.       From phone book or from customers

b.      Set user

c.       Choose type

d.      Choose phone numbers only or emails only

e.      Export to excel

3-      Send direct email after filter options

4-      Transfer customers from one user to another

5-      History of customer transfers

6-      Create backup for database

HR:

1-      Job categories

2-      Job departments

3-      Enter detailed info for each applicant with attach for CV as pdf or work

4-      Search and edit