H office broucher

H-OFFICE TM

SPEED UP THE GROWTH

www.H-OfficeCRM.com

TM

H-OFFICE TM Single comprehensive platform for all the business operations!

H-Office: Your Trusted Business Monitor “A revolutionary business management software integrating CRM, XRM, PM and E-commerce with the rich library of 30 Add-On modules with global and mobile accessibility” “A solution designed after harvesting decades of technical and functional knowledge with experience of working with various business verticals and challenges in different scales” “A highly scalable software- capable of handling large data, covering all the departments and business activities by providing a single comprehensive platform to all the stockholders of the company” “Global accessibility ensure online business platform to perform without geographical barrier with the great reliability and power full security to address the organization’s challenge for anxieties of real time information” “An implementation strategy designed by the core experience team ensures the best utilization of tools at a minimum cost and time investment which will explore and touch various macro level processes throughout the organization” “An enforcement and user training will be hassle free, quick and most effective with the new tactics, training centers and H-Office video libraries” . “A dedicated support team to always help you out whenever you have a need of it” “A customization or industry to industry optimization is quick and effective in a standard line of processes by custom and user defined fields and document report templating”

“An optional auditing services to improve the quality of data and system usability to avoid the junk / garbage and to take the best benefit out from the adopted technology”

“The H-Office in nutshell nothing greater than the great piece of continues research and development to simplify the business puzzles!”

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H-Office: Your Trusted Business Monitor “A revolutionary business management software integrating CRM, XRM, PM and E-commerce with the rich library of 30 Add-On modules, global and mobile access with push technology” “A solution designed putting decades of technical and functional knowledge and experience of working with various kind of industries and challenges of different scales and verticals” “A highly scalable software, capable of handling large data, covering all the departments and business activities providing a single comprehensive platform for all the employees, vendors, customers and associates overcoming all geographical barrier to work upon a platform with the convenience of their time and place with the great reliability and power full security to access a user friendly interface of software which is been continuously strengthen to address the organization’s information anxieties and expectations”

“An implementation strategy designed by the core experience team ensures the best utilization of tools at a minimum cost and time investment which will explore and touch various macro level processes throughout the organization” “An enforcement and user training will be hassle free, quick and most effective with the new tactics, training centers and H-Office video libraries” . “A dedicated support team to always help you out whenever you have a need of it”

“A customization or industry to industry optimization is quick and effective in a standard line of processes by custom and user defined fields and document report templating”

“An optional auditing services to improve the quality of data and system usability to avoid the junk / garbage and to take the best benefit out from the adopted technology”

“The H-Office in nutshell nothing greater than the great piece of continues research and development to simplify the business puzzles!”

H-OFFICE TM

Save: Time Increase: Efficiency and Productivity Reduce: Operational Cost and Response Time Gain: Profitability, Larger Customer Acquisition, High Business Volume and High Production Improve: Organization Knowledge and Skill Set and Market Reach

Provide the option of cloud computing (our hosted server) or Local hosting at your office to suite your business need. Manage security on every IP, contacts, interaction, functionality, modules with single click "Role" based policy assignment.

H-office offers the optional customization to optimize as per the organizations need.

Electronic reminders (E-mail & SMS) alerts are integrated throughout the software on all important events which saves a great communication time and increase the quality and response time.

The commercial structure of the solution is very simple and standard. Select no’s of users and modules as per organization growing need and reducing cost of acquisition and reoccurring cost is also very low.

It’s a truly web based application operate using browser; it is easy to deploy, upgrade and support and you won’t require any server / client licenses to run this particular application.

H-OFFICE TM Incredible benefits lead your efforts towards success!

Virtual Office

&

Paperless Office

Single Platform

Global & Mobile Assecibility

Sclability

&

Customizable

No Maintainence

Law Cost of Acqusition

Customer Centric

Approach

Keeping ‘Contact’ as a centre to capture all business interaction pertaining to their task, sales, purchase, supports and account through single windows makes a company customer centric and when you go to the customer screen, you will find all the information related to that customer. It works on management's concept of '4C'.

Central repository for scanned and electronically generated papers with user define keyword to retrieve document based on set security standards makes an office a “paperless office”.

You can monitor all business activities online, acts as “virtual office”. Offer unlimited group of companies and

branch office support with global and smart phone accessibility for seamless business operations.

It encompasses wide range of business activities empowering all departments and employees of the organization to work on a single platform results into high efficiency for saving customers and saving of time.

Software Provide the option of cloud computing (our hosted server) or a local hosting at your office to suite your

H-OFFICE TM

Hosted Mail Server @ Amazon Auto Back in clouds Non Discloser Agreement and highly

secured database structure Free Upgrades Local Hosting Facility Vernacular Language Support Volume Based Discounting

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H-OFFICE TM

Enjoy the benefits of future of software technology “SaaS” (Software as a service) with Amazon Cloud!

Affordabl

e

Quick to deploy

Zero Infrastructure

s

Seamless Upgrade

s

Guaranteed Levels

of Service

Backups and Data recovery all done for you

Work Anywher

e

Securit

y

High Adoption Rate

Long Term Customer Relationship

H-OFFICE TM Amazing features empower business operations run faster and sharper!

Key Features at a Glance

CRM*

Dashboard with 50+ user selectable gadgets

Electronic reminders, alerts & system notifications

Repetitive reminders for multiple parties and stack holders

Multi lingual support

Centralized contact management system

Birthday & Anniversary auto greeting E-mails & SMS

Envelop & Label Printing

E-mail & SMS*

Bulk E-Mail & Bulk SMS*

Import & Export utility for Excel

Bulk contact hand over facility

Contact categorization / grouping

Multiple time zone management

Contact reference management

Contact privacy settings

Contact communication preference management

Google map integration for contact address mapping

Custom groups & fields for capturing additional (customized) information

Document template

Competitor information management

Contact notes

Contact remarks

Individual & Company contact management settings

Contact relationship builder (C2C, C2I, I2I)

Image upload & cam snap facility

Contact wise interactions and transactions management

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Advance Search

Product management

Product List & Tree View with unlimited sub category creation option

Product import from excel utility

Product price update utility from excel

Bulk tax apply utility for applying tax to multiple products at a time

All type of product / service creation facility (Manufacturing, Trading, Dummy / Samples, BOM, Service etc.)

Product privacy settings

Product divisions creation facility

Price list management

Product activation settings for sales, purchase & support

User defined forms and fields creation facility for capturing and maintaining additional product related information

Product warranty management (Vendor & Customer Warranty Both)

Batch & Serials management

Product picture gallery

Product wise transactions and interactions management

Task management for internal communication and work delegation

Task auto drafting facility

Task priority and Task deadline management

Task grouping & categorizing

Numeric reports on task

Task status tracking

Replies & progress management on Task

Task on Behalf facility

Private messages on task

Task Alerts & Reminders

Timesheet & cost center

E-mail & SMS monitoring

Organization hierarchy

Daily work report

Daily digest

Roles & Rights management

Employee profile management

4 color themes (Red, Green, Blue, Classic Black)

Setup

Appointment & Time Management

Calendar (Task, Task Replies, Warranty Expiry, Birthday & Anniversary, Appointment)

Graph, Chart & Reports

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DMS

Centralized document repository

Document read / write rights

Document physical location management

Document custom fields

Document search

Electronic alerts on various actions like create, update, delete etc.

Noting and commenting on document

Document multiple version management

Document access log

Folders / Sub Folders management

Interlinking of DMS throughout the software

Any type of document management

Access document from any where

Compress and zip document facility

Flow document management

Approval flow / process on document

Download statistic

Marketing

Pre – Prospect / Prospect & Suspect data management

DND data management

Campaign management and auto data distribution policy

Follow Up management mechanism

Lead (Inquiry) management

Customizable inquiry forms (General and Product Specific)

Auto lead revoke policy

Sales forecasting & forecast report

Lead follow up system

Cost center on leads

Sales funnel

Lead status tracking & outcome based funnel mapping

Lead wise expense analysis

Quotation creation option based on lead parameters

Lost reason & lost analysis

Business intelligence

Industry, employee, group, product category, area, region wise analytical reports etc.

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Sales

Quotation

Sales Order

Sales Invoice

Pick List

Delivery Challan

Payment Receipt

Sales Return

Credit Note

Quotation – Sales Order – Sales Invoice – Pick list – Delivery Challan on

click creation facility

Credit limit management (amount, days)

Sales transaction locking (Customer and Product wise)

Multiple price list management

Customer & Product wise sales preferences settings (Form, Invoice type,

Tax group etc.)

Discounts & Discounting structure management (employee, product and

contact wise)

Amount wise sales process approval flow and multiple approval authority

settings (For Quotation, Sales Order and Sales Invoice)

HTML templates for user define print formats (For Quotation, Performa

Invoice and Sales Invoice)

Word interface for designing user defined print formats*

Amount based sales incentive calculation

Terms & Conditions template (Quotation, Sales Order, Sales Invoice,

Delivery Challan)

Cover letter templates

Various printing options of Quotation, Sales Order, Performa Invoice and

for Sales Invoice (pre-printed, with image, with product wise tax break up,

with grand total and tax summary)

Payment schedule planning and notifications

Delivery schedule planning and notifications

Sales account mapping*

Sales expiry notifications and based upon auto lead creation facility

Expense analysis on sales process

Copy, Revise and Edit quotation options

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Continued…

Quotation register

Quotation analytics (category, industry, territory etc)

Sales order with purchase order linking

Sales order wise status tracking (payment, delivery)

Sales order register

Sales order analytics

Sales invoice register

Sales invoice analytics

User defined invoice creation types

User defined DC creation types

DC Edit log

DC register

Customer and product wise sales transaction plug ins

Employee wise sales report

Product wise sales report

Sales order pending for invoices report

Sales order pending for delivery report

Payment collection report (Employee wise, Branch wise, Team wise)

LI (Lead to Invoice) Report*

Purchase

Purchase Order

Goods Receive Note (GRN)

Purchase Invoice

Payments

Purchase Return

Debit Note

Vendor price list import from excel utility

Purchase transaction locking (Vendor and Product wise)

Vendor & Product wise purchase preferences settings (Form, Invoice

type, Tax group etc.)

Amount wise purchase process approval flow and multiple approval

authority settings (For Quotation, Sales Order and Sales Invoice)

Word interface for designing user defined print formats*

Terms & Conditions template for purchase order

Various printing options of PO (pre-printed, with image, with product wise

tax break up, with grand total and tax summary)

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Continued…

Payment schedule planning and notifications

Delivery schedule planning and notifications

Purchase account mapping*

Supplier’s product wise supply related information management

Primary supplier setting option for quick order placing

Vendor’s warranty tracking on purchase items

Copy PO option

Stock unit conversion facility at purchase time*

PO creation time stock, stock on PO, and stock on SO visibility on line

item level*

Purchase invoice to stock location sheet creation facility*

Purchase order wise status tracking (payment, delivery)

Purchase order register

Material inward register

PO wise material inward register

Purchase invoice versus GRN imbalance report

Basic Accounts with Voucher Management

Multiple beneficiary accounts for customers

Opening utilities

Party ledger and sub ledgers management

On account, sales outstanding and purchase outstanding

JV

Contra

Account group and account ledger master

Party ledger report

Accounts mapping for Tally Integration

Expense voucher creation facility on user level

Voucher creation facility for employee and for contacts with beneficiary

account selection

Expense type wise maximum expense limit

Voucher approval process

Voucher payment rights

Voucher print

Employee wise, category wise, type wise, activity / task, lead, support

request wise expense analysis

Voucher summary report

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Continued…

Stock & Inventory

Branch and Company wise stock management

Stock location tracking

Stock movement tracking

Item wise stock minimum – maximum mapping and alerts

Stock on PO and Stock on SO tracking

Inter branch stock transfer utility

Stock opening excel utility

Manual stock add, open, remove option

Inventory location import utility

Dummy goods inventory management

Purchase time item unit conversion facility

Threshold stock report

Stock summary reports (Branch wise, Product wise)

Stock valuation report

Support & Knowledge Management

Support call management

Support solutions

Support articles

Support ticket generation and customer intimation via E-mail & SMS

Call Auto assignment and distribution policy (Designation and

Department wise)

Engineer work load management

Bulk request assignment option based upon the various filtered criteria

Request status tracker

Support call priority and deadline management

Various call supportive request views for the engineer and manager

Pre-defined fields selection setup for support request

User define fields creation facility for user input call type, priority, request

mode, category and sub category

Timesheet management

Cost center and expense analysis

Sales bill mapping with support request

Sales history and support history of customer and product and plug-in in

support request

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8

Continued…

Engineer’s action update to customer

Approval process in support request

Customer satisfaction tracking (call wise)

Support status graph

Employee work load graph

Call report

Support summary report

Product and request wise solution and articles (guideline and

knowledgebase for engineers)

Contract management (coming soon)

RMA*

Tally Extender & Tally Integration

Contacts, Products and Bank’s masters auto creation from H-Office to

Tally

All SO’s & PO’s push from H-Office to Tally (in case of Tally extender

module)*

All H-Office sales, purchase, voucher, JV, contra transaction auto push

from H-Office to Tally (in case of Tally integration module)*

Multi company integration support of H-Office with Tally.

Account group, account ledger and voucher type push from H-Office to

Tally to sync*

Tally MIS report display in H-Office*

*Stock and inventory will not be pushed from H-Office to Tally

Project Portal

Project dashboard

Project overview

Project planner

Milestone

Todo List

Todo

Deadline planner for milestones and todo’s

Project Messaging

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Continued…

Todo commenting

Document management

Project wise categories for todo and messages

Real time project status tracking

Login and work assignment facility for customers and third parties in

project

Search utility

Project timesheet management

Project daily / weekly / monthly progress digest in mail

Project progress report (project wise)

Client Portal

Unlimited web page creation facility

On click product publish from product master to portal with product image

/ gallery, short description, long description and MRP price (optional)

Product browsing and category sub category of product wise site map

creation

Secure client login

Custom and multiple inquiry form creation facility

Portal inquiry to lead functionality mapping

Customer end support ticket generation facility from portal

Request status tracking and actions display in portal

Support article publish functionality on portal

Search functionality for portal(coming soon)

Customized web development and integration with concept web, e-

commerce portal payment gateway etc.*

Incoming E-mail

Multiple IMAP mail account configuration facility

From e-mail to lead, support request and task creation facility

E-mail attachment facility with task, lead, quotation, sales order, delivery

challan, sales invoice, purchase order and support request

Auto e-mail attachment with contacts and suspects

All incoming e-mail hierarchy wise monitoring and access

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Continued…

IVRS & CTI

Pre- recorded interactive / non interactive message playing at call landing

Text to speech voice message composition (coming soon)

For working hours and non working hours wise call escalation policy

Auto system dial out to mobile / landline on non response configurable

policy

All incoming / outgoing call recording and attached plug in with contact

and suspects

Call play back facility

Click to call from system

Contact name flash and contact detail page auto open on incoming call

and on call pick up

Predictive dialer and campaign management for outbound calling* (add

on plug in)

GPS Mobile Tracking

Employee real time location tracking

Alert on GPS disable

Only office time employee location tracking configuration policy

Previous date locations log

Location track frequency setting

Offline track buffer and data push to server when net connect

mechanism

Multi Company and Multi Branch Support

Multiple group company creation facility

multiple company data push in tally companies

Multi branch support

Branch wise user access policy

Branch wise and company wise analytical reports

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Multi Currency and Multi Time Zone Support

Multi company sales / purchase transactions

Customer wise master currency mapping

Customer wise time zone mapping

Employee wise time zone mapping

Appointment & Time Management

Appointment / Visit / Meeting / Event planning

User define appointment category, type and priority

Appointment privacy settings

Appointment time slot sharing via calendar and plot view

Daily / Weekly / monthly visit planning

Appointment status tracking

Customer, lead, support request wise appointment analysis

Appointment replies

Appointment wise expense analysis*

Appointment timesheet

Appointment / event / meeting wise lead generation statistics

Information KIOSK

Unlimited browsing page creation facility

On click product publish from product master to KIOSK with product

image / gallery, short description, long description and MRP price

(optional)

Product browsing and category sub category of product wise site map

creation

POS Client for Quick Billing

Speedy entry with minimum key strokes

Barcode support

Printing support on various printers (Tharmal, Dot Matrix, Laser with Pre-

printed and plain paper support)

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Thanks SMS alert configuration on transaction

Data Sync / upload utility

Thin client machine support*

Excise Billing Support

Generates Excise Invoice raised by first and second stage registered

dealers to pass on CENVAT Credit

Allows Batch-wise Inventory details

Provides option to print details of Manufacturer / Supplier and all other

relevant particulars of the corresponding purchase invoice

Tracks item history of excisable goods, right from the instance of

purchase till the time of sale / passing / termination of CENVAT Credit.

Generates statutory returns and excise related reports as mandated,

which are Form 2 and Stock Register

Company wise / branch wise / product wise preference settings

Taxable & non taxable group excise summary

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H-OFFICE TM Solution which could be implemented nearly in any manufacturing, trading, marketing, service or project based industries!

H-OFFICE TM Expand and enrich continuously….

Our development team dedicatedly works on the product for 365 days a year. We continuously do the research and development to enrich the functionalities and to expand the horizon of the software. We develop so many new features and update all our customers in each new update for them to take the maximum benefits of the tools and technology. We do this exercise every month which is encompassed of three basic components: Enhancement, Bugs Resolutions and New Development. The best part for a customer is that, he will get lakhs of rupees features for free of cost once he has been migrated to H-Office platform. We update our entire customer base via release note which we prepare along with the every new update to let them know about the progress I software. Apart from this we also run small patches once or twice a week to give and update small corrections and improvements.

New Development

Enhancement

Improvment

Bug Fixing

Version Updates and Release Note

H-OFFICE TM vBible 1.0 – The Complete Video Tutorial Liberary

Believe is in “Coaching” rather than “Training”!

We have a full proof training kit

We have experienced and skilled team of trainers

We understand every users work profile

We prepare presentation and training kit according to their profiles

We have video tutorials for self and easy learning

We have a back office team for providing remote training

We audit and support till the time user got acquainted with the new system

We are also designing tutorials in regional languages

We have a dedicated support team for user’s query resolution

We develop a training center in each city where we work

We do arrange refresh training on regular basis

Cost of training is affordable

Admin training available

Examination & Certification process*

Understanding Work Profile

Self Learning Tools

Examination Certification Audit

H-OFFICE TM Your Business is a reflection of you; Your Success is a reflection of your customer Relationship! relationship

About Us H-Office CRM is leading provider of customer relationship management (CRM), SFA (sales force automation) and SRM (Support/Service request management) for midcap companies. Our continuous focus is to make application easy to use, smaller learning curve and being cost effective at same time. We have seen all ups/downs in marketing, support, sales and IT industry from 1992. All our learning is used to create H-Office and it's been by your requests and suggestions.

H-Office CRM came into life in 2008. But it's not a single day result. Our team has done lots of work and analysis for bringing a perfect solution for business. The most important thing is, it’s not child of IT Solutions Company, which comes with great product. It's been designed by Industry People for Industry People. So we can understand the real pain of yours in day to day life and can offer much better product. If we speak about our team then, "our team of dedicated and highly qualified professionals converges to produce and maintain an always-on, real-time product that is constantly improved."

Our Mission and Values Our corporate mission is to deliver perfect and all in one business monitoring solution for each industry vertical, at every level. Our entire team is engaged to achieve this goal. Our foundation is based upon Customer Centric Approach, Continuous Improvement and Total Quality Management. Presence Right now we are providing our service in India, USA and UAE. But our application is designed to be accessed globally. Our SAAS based approach enables you to access application from anywhere anytime.

HEAD QUARTER FF-1, Narayan Krupa Avenue,

Opp. Prernatirth Jain Derasar,

Satellite, Ahmedabad – 15

www.hoffice.in

Contact: Mr. Darshan Sanghavi

9327058088, [email protected]

www.H-OfficeCRM.com

TM