Business Automation System

BAS is a customer management, billing and accounting automation solution

KEY Features

Customers

Instantly access all pertinent important information about your clients, including invoices, payments, subscriptions, outstanding tasks, documents, contacts, and tickets.

Super search means you will find information in seconds
A 360 degree view of all important client details
Keep track of important documentation such as contracts
Take care of your customer’s information like never before

Suppliers

BAS helps you keep track of profit and loss which means input versus output. Get Total control of your input costs and spending by keeping all your supplier invoices in one easy place to find.

Easily categorize and route supplier invoices
Keep track of spending per supplier
High visibility on expenses and overheads
Important documents such as price lists all kept in one place

Accounting

BAS has a chart of accounts that is activated for automatic routing. That means as transactions are imported from the bank they can be automatically filed as expenses, sales, or vendor purchases.

Managing income and expenses like never before
Route transactions as they appear on your bank statement
Customize the Chart of Accounts to fit your exact needs
Real-time Profit and Loss reports will keep you on top of of your game at all times

E-commerce

Quickly bootstrap a subscription business by creating products and plans. See them magically appear on the front-end of your system and start selling services today.

Multiple payment methods
Instant e-commerce activation
Subscriptions invoices are generated automatically
Simple yet effective layout with pricing and features

Sales

BAS helps you keep track of sales. All leads are fed through a funnel meaning you never have to loose track of a sales lead again. Create beautiful quotes with perfectly formatting and display both once-off or recurring service information neatly laid out.

Lead capturing
Contact management
Beautiful quote creation
Lead to Project conversion simplifying onboarding

Support

Automatically route email directed to your firm to the right department and timeously keep track of queries. BAS includes a help desk making issue tracking a breeze.

Automatic ticket creation
Capture and store attachments
Assign followers to tickets
Block SPAMmers

Many more Features...

The Business Automation System has many more features that will help you make your business a digital success.

This is software that will take you to the next level.