Kafinea: 100% Cloud ERP for SMEs
A single solution for all your ambitions
Kafinea’s main features
Discover the power of our ERP through each of its interconnected applications.
The Purchasing application allows you to manage all your interactions with suppliers: purchase orders, invoices, credit notes, payments, etc.
Powered by Kafinea’s automation processes, it is directly connected to the Sales application. You can perform complex operations in one click, such as placing a supplier order based on a customer purchase order.
The Finance application is a very powerful accounting management tool that automates your accounting. This automation provides you with a 360° real-time view of your finances. No need to wait for your year-end balance sheet to make important decisions.
This application also includes innovative features such as semi-automatic settlement of invoices following incoming payments, export of accounting in FEC format, or generation of VAT declarations in a few clicks.
The Project Management application offers a global view of ongoing projects. Its Project Tasks and Project Milestones modules allow you to assign specific tasks to individuals or groups and track the overall project progress at key dates. It is therefore closely linked to the Human Resources application, as it allows for monitoring the attendance, absences, and delays of project participants.
Thanks to the interconnection of Kafinea applications, you can create a quote, a purchase order, or a customer invoice from a project in one click.
The Inventory Management application is a high-performance logistics tool that allows you to manage your storage sites and locations, your stock movements and transfers, and your incoming and outgoing deliveries.
Thanks to the Electronic Document Management integrated into Kafinea, lost delivery notes and goods receipt notes are a thing of the past. A simple photo from a smartphone and an upload from the extranet are enough to keep track of all your documents.
Kafinea’s Marketing application is a true CRM integrated into your management software. You can manage your leads, sales opportunities, and email or SMS campaigns, as well as create personalized conversion funnels.
The interconnection of Kafinea applications enables powerful actions such as the rapid conversion of a lead into a customer account, the creation of a sales opportunity in one click, and many more!
The HR application is an interface for managing your employees, from their hiring to managing their absences, signing their employment contracts, tracking their training, and processing their expense reports.
One of the flagship modules of this application is the Timesheets module. Timesheets report the time spent by each employee on a specific task. They can be added up and automatically accounted for in a given project to calculate its HR cost and even be used for time-based invoicing.
The Customer Service application replaces traditional customer relationship solutions. You can not only respond to your customers’ requests via a ticketing system but also provide them with a personalized extranet with their quotes and invoices, warranties, service contracts, etc. You choose what information appears on this customer portal.
This application retrieves all the information and history you need in the Customer Accounts module to respond quickly and efficiently to your customer’s request.
The Sales application allows you to manage your customers, as well as your quotes, purchase orders, invoices, and credit notes. These documents are highly customizable thanks to Kafinea’s PDF designer.
You can perform all types of sales with this application, from simple invoicing to consumption-based invoicing, recurring invoicing, and progress invoicing. The issuance of electronic invoices is natively integrated.
