Groupion - Business Groupware and CRM for the Cloud

International

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Groupion combines all features of Groupware , CRM and ERP in one modular platform. Gain more time for your actual work and increase your efficiency!

All the Features you need!

Businesses have a lot of different requirements, ranging from standard applications, such as e-mail and shared calendar, to complex billing processes. Groupion unites this broad set of features in one sophisticated and user-friendly platform.

All Features

Assignment of Tasks

Timekeeping. Target-performance comparison. Creation of project trees.

Shared Calendar

Invite and manage participants Identify free time slots for meetings Classify and categorize event types

Reminder and Follow-ups

Progress control. Follow-up of dead-lines and due dates. Associate reminder with affected objects and transactions.

Business-oriented E-mail

Access POP3 and IMAP accounts. Archive and organize your electronic correspondence. Flexible storage for shared and personal messages.

Lead Management

Gathering and evaluation of leads and opportunities. Gathering of sales activities and communication. Fast review of the complete sales pipeline.

Offer Management and Billing

Use articles directly from the stock calculation module. Strict separation of data and representation. Customizable workflows and feature, such as currency conversion, down-payments, etc. Definition of individual PDF output formats.

Stock Management

Manage multiple stocks. Management of reclamations.

Individual Reports

Create individual charts for your portal view Generate custom reports as CSV, XML, PDF or spreadsheet.

Object-orientation

Compact business logic, structured into 23 object classes. Creation of loose associations between different objects. Each object can be extended with additional data fields, functions and events.

Individual APIs

Communication with external systems via customised interfaces or web services. Easy integration of web forms. Define custom export templates.

Case Management

Central management of all business cases and service incidents. Record working times, material and expenses. Automated billing.

Newsletter Management

Create mailing lists based on contact groups and categories. Send newsletters. Extensible with individual add-ons or functions, e.g. tracking of mailing receivers or generation of individual content.

Telephony Integration

Connection of telephone appliances via individual APIs. Auto-dial function. Export of address books for telephone handsets.

Customer Management

360-degree view on all customer processes. Management of payment conditions and locations Overview on contact persons within the company.

Campaign Management

Central management of all relevant information to run a marketing campaign. Distribution of campaign-specific tasks. Recording of costs and efforts. Evaluation of campaign results and recipient feedback.

Contract Management

Central management of all contracts. Definition of individual contract classes and forms. Creation of custom PDF print-outs.

Stock Evaluation

Verwaltung von Bestellungen und Lieferungen.

Transaction Monitoring

Check transactions based on the serial number of the articles.

Assembly Management

Management of orders and deliveries. Fast recording of articles with barcode scanners.

Procurement

Management of orders and deliveries. Fast recording of articles with barcode scanners. Examination of deliveries, quality and punctuality.

Filtering and Search

System-wide tagging for all Groupion object. Individual filters and search for views. Object-based criteria such as category, status or group allocation.

Central Contact Management

Separated data management for companies and individuals. Representation of complex contact structures. Management of contract groups.

Data Import and Export

Support of vCard, iCal, CSV or XML. XML-based definition of individual export formats.

Central File Repository

Integration versioning system File sharing

Notes and Bookmarks

Storage of personal and shared notes. Shared bookmark management.

Individual Portals and Mash-ups

Create custom Gadgets for the Groupion portal page. Enhance existing Groupion objects by adding custom Gadgets to each object view. Integrate external functions and display additional information.

iPhone and Android Support

Native iPhone support with special Groupion Mobile touch interface. Stay connected with every Internet-enabled device!

Flexible Group and User Management

Innovative 3-tier permission system. LDAP support. Supports temporary accounts for customers and suppliers.

Multiple Languages

Switch language with a single click. 10 different languages. UTF-8 support incl. Asian symbols.

True Mobility

Thanks to modern web 2.0 technologies you can directly access your Groupion platform through your iPhone, iPad or Google Android smartphone. This way you can access all core functions – from e-mail to billing – anytime and anywhere.