Average Ratings 20 Ratings

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Average Ratings 0 Ratings

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Description

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Description

Profitaa serves as an innovative Agentic Business Operating System and a robust cloud-based ERP solution tailored to enhance enterprise operations and automate accounting processes for small businesses and microfinance institutions. Adhering to stringent security measures that align with the Nigeria Data Protection Act (NDPA 2023) and utilizing AES-256 bit encryption, Profitaa features a distinctive zero-install WhatsApp accounting companion. This allows field staff and business owners to conveniently send messages to log customer expenses, create PDF receipts, monitor loan repayments, and access real-time financial ledger reports whenever needed. Furthermore, Profitaa is designed to seamlessly scale for multi-branch retail operations, cooperative societies, and microfinance organizations through specialized modules that securely manage member savings deposits, facilitate withdrawals, oversee investment capital, and automate alerts for overdue loans. This comprehensive solution not only simplifies financial management but also enhances operational efficiency across various sectors.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

3CLogic Yes 
ATSTimeWork OnDemand Yes 
Aline Yes 
Alteryx Yes 
CAP Platform Yes 
Datto RMM Yes 
Freshservice Yes 
HaloITSM Yes 
IDL Designer Yes 
Inogic Kanban Board Yes 
Keros Yes 
MappyField 365 Yes 
MedScout Yes 
Nomentia Yes 
Nominow Yes 
Qollabi Yes 
RELAYTO Yes 
Stuut Yes 
Visual Planning Yes 

Integrations

3CLogic No 
ATSTimeWork OnDemand No 
Aline No 
Alteryx No 
CAP Platform No 
Datto RMM No 
Freshservice No 
HaloITSM No 
IDL Designer No 
Inogic Kanban Board No 
Keros No 
MappyField 365 No 
MedScout No 
Nomentia No 
Nominow No 
Qollabi No 
RELAYTO No 
Stuut No 
Visual Planning No 

Pricing Details

$190 per user per month
Free Trial No 
Free Version No 

Pricing Details

$7/month per user
Including all features and multi-agents
Free Trial Yes 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com

Vendor Details

Company Name

Profitaa Limited

Founded

2024

Country

Nigeria

Website

profitaa.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Budgeting

"What If" Scenarios No 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control No 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Business Management

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

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
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 Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
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 Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools Yes 
Visitor Identification No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

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