ERP for financial advisors
Keeping a perfect overview of all your clients, contracts, amounts, dates and deadlines – this is also a prerequisite for success in financial consulting.
Our ERP for financial advisors will help fulfill this assumption.
Advantages of this Open Source ERP
Financial counseling cannot be done without mutual trust, or without knowing all the details about the client’s personal and financial situation. AutomaticERP helps you collect all relevant customer data and allows you to handle it much more efficiently.
Among the features of this ERP, which every financial institution and individual advisor will surely appreciate, are:
Unified database
Everything about your customers - their contracts, transactions and personal data - is organized here in one place. You or your employees can thus immediately get a perfect overview of each client's profile and their needs. For example, you can easily transfer an existing client to a new consultant.
More efficient planning
Combining the needs of individual clients and managing another agenda is extremely difficult! Take the help of software that is designed precisely to make everything easier for you. AutomaticERP offers functions for efficient planning of your work and automation of routine tasks. At the same time, he never forgets to remind you of important deadlines and priorities.
Possibility of integration with other programs
AutomaticERP can be integrated with a variety of other banking and financial software as needed. Our team can help you with such an implementation if you are at a loss.
Analytics
A good ERP is not just a pile of data in one place, but also its analysis and effective work with it. AutomaticERP brings a number of analytical tools that will help you identify the best opportunities or conduct effective marketing towards your clients.
Customer portal
You don't have to be the only one to benefit from this program. AutomaticERP allows you to create a special customer portal where your clients can access their contracts or use it for invoicing and communication with you.
ERP for finance that adapts to your needs
AutomaticERP is an open source system that can be adapted to the needs of small and large companies of various orientations. It offers dozens of functions both for more efficient building of relationships with customers, and for better marketing, automation and planning as well as communication both within the company and externally to clients and business partners.
However, you do not need all of these functions as a financial advisor. A big advantage of AutomaticERP is precisely its modularity – you can perfectly customize this software (or we can customize it for you) so that it contains only those functions that are useful and necessary for the performance of your work.
Keep AutomaticERP always at hand. On a computer, laptop, tablet and smartphone. AutomaticERP is compatible with various devices, so you can carry your entire business right in your pocket.
How satisfied are our customers?
After several months of market research, we decided to use the system from AutomaticERP, because we have the opportunity to develop the system ourselves, create our own entities, and mainly automate processes. After the first year of full use, we have created at least twice as many entities as we started and counted on at the beginning. Due to the positive experience we have gained so far, we have decided to integrate the AutomaticERP information system into our second company. Last but not least, I would like to highlight the technical support from AutomaticERP developers, which is key for us.
Price list of individual solutions
Below you will find the AutomaticERP purchase prices according to the size of the company and according to the cloud hosting variant with monthly fees / one-time internal implementation of the entire system.
Are you a sole proprietor, a small business?
Start AutoERP – contains a complete ERP system
- Database of Leads = Potentials = Demands
- project management with kanbanboard, tasks
- Email client
- Call center, meetings, calls, calendar
- Business opportunities
- Connection to Živéfirmy.cz
- Clear history of communication and planned activities for each client and prospect
- Unlimited number of users
- and much more
The price is calculated from the amount of data in the system and consists of a one-time fee for implementing and customizing the system. Then from the regular monthly fee for administration, cloud, updates, security and backup of the entire system and all its modules.
We do not require any additional license or user fees during use.
Are you interested in a system presentation or a free demo? Please contact us
Are you a medium-sized, large business, corporation or public sector?
The price for NoCode AutoERP is always decided individually.
What modules can you use?
- ERP system – a complete system of customers, suppliers and partners
- Document system
- Newsletter system
- Project management software
- Workflow software, automation
- Bidding and invoicing system
- Reporting system
- Warehouse system, production system
- Commission system (MLM system option)
- Call center system
- Sophisticated chat
- And much more, since it is a modeler
The price consists of a one-time fee for the implementation and customization of the system. Then from the regular monthly fee for administration, cloud, updates, security and backup of the entire system and all its modules.
We do not require any additional license or user fees during use.
Are you interested in a system presentation or a free demo? Please contact us
Of course, we are ready to provide you with full assistance in choosing the most suitable ERP modules for you, as well as in introducing and running the entire system to your complete satisfaction.
A preliminary meeting where we get to know the services you offer as well as your expectations of the ERP software will be ideal for custom ERP design. Make an appointment for this preliminary meeting and have an offer put together that really makes sense for you.
Bára Ondroušková
Support manager
