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Description

A business automation system leverages technology and integration tools to handle both repetitive and intricate tasks efficiently. This user-friendly system links various tools and functionalities to streamline data management and automate processes across business operations, including accounting, records management, employee oversight, and regular analytical reporting. Our business process automation software enhances daily operations by increasing cost efficiency through time savings and improved productivity. By transforming businesses of all sizes, the process automation software allows staff to allocate their reduced workload towards generating more sales and concentrating on growth strategies. Ultimately, this shift not only optimizes operations but also fosters a culture of innovation within the organization.

Description

XT-ERP is a versatile management software designed for businesses of all sizes, featuring a variety of specialized modules. Built specifically for SaaS deployment, XT-ERP effectively consolidates and disseminates information throughout your organization. Its user-friendly interface and streamlined processes lead to significant time savings, enhanced operational efficiency, increased revenue, better cash flow, and a clear outlook for both the short and medium term. With no need for hardware investments or technical maintenance, the virtual installation offers a hassle-free experience. Utilizing a SaaS model not only accelerates return on investment but also conserves internal resources. The system's adaptability enables users to easily scale its functionalities up or down based on evolving business needs or workforce changes. Furthermore, XT-ERP keeps a close watch on sales and purchases to fine-tune Working Capital Requirements (WCR). The Workflow feature streamlines the sales process and allows for the evolution of commercial documents through a simple "drag and drop" mechanism, all while adhering to the predefined rules that your organization has established. This comprehensive approach ensures that businesses can maintain agility and responsiveness in a dynamic market environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cordis Technology

Founded

2009

Country

United States

Website

www.cordis.us

Vendor Details

Company Name

Adler Technologies

Founded

1997

Country

France

Website

www.adlertechnologies.eu

Product Features

Barcoding

Barcode Generation No 
Barcode Scanning No 
Custom Labels No 
Inventory Management No 
Label Templates No 
RFID No 
Receiving Labels No 
Serial Number Tracking No 
Shipping Labels No 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

ERP

Accounting Integration Yes 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management Yes 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Food Delivery

Delivery Tracking No 
Dispatch Management No 
For Restaurants No 
Gift Card Management No 
Menu Management No 
Online Ordering No 
Order Management No 
Routing No 
Sales Trend Analysis No 
Supports Loyalty Program No 

Learning Management Systems (LMS)

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Corporate / Business No 
Customizable No 
Gamification No 
Learner Portal No 
Mobile Learning No 
Open Source No 
SCORM Compliance No 
Synchronous Learning No 
Video Conferencing No 
eCommerce No 
eLearning Companies No 

Maintenance Management

Asset Tracking No 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management No 
Inventory Control No 
Inventory Management No 
Key & Lock Management No 
Mobile Access No 
Planning Calendar No 
Predictive Maintenance No 
Preventive Maintenance No 
Purchasing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management No 
Dues Management No 
Email Marketing No 
Event Management No 
Member Directory No 
Member Portal No 
Member Types No 
Membership Database No 
Nonprofit Membership No 
Payment Processing No 
Website Management No 

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

Team Management

Assignment Management No 
Commenting / Notes No 
Goal Setting / Tracking No 
Messaging No 
Productivity Analysis No 
Progress Tracking No 
Project Planning No 
Resource Management No 
Task Management No 
Third Party Integration No 
Time Tracking No 

Work Order

Contract Management No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

ERP

Accounting Integration No 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management No 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management No 
Live Chat Yes 
Multi-Channel Communication Yes 
Multiple Brands / Products No 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing Yes 
Calibration Management Yes 
Dispatch Management No 
Inventory Control No 
Inventory Management Yes 
Key & Lock Management Yes 
Mobile Access Yes 
Planning Calendar No 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Mobility

App Management Yes 
Barcode Scanning Yes 
Compliance Management Yes 
Content Management Yes 
Data Collection Yes 
Data Management Yes 
File Management Yes 
Forms Automation Yes 
Mobile Messaging Yes 
Remote Access Yes 
Remote Systems Monitoring Yes 

Purchasing

Catalog Management No 
Compliance Management Yes 
Contract Management Yes 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Stock Portfolio Management

Billing & Invoicing Yes 
Client Management Yes 
Data Warehousing Yes 
For Investment Advisors Yes 
For Traders Yes 
Order Management Yes 
Portfolio Accounting Yes 
Portfolio Rebalancing Yes 
Risk Management Yes 
Tax Management Yes 
Technical Analysis Yes 
Wash Sale Detection Yes 

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