VelocityERP
Efficiency, Integration, Automation.
Core tools for successful business operations today.
Velocity ERP - Enterprise Resource Planning
Taking the core components of every ERP system, and boiling them down to 3 main categories that are the cornerstone of almost every business, Velocity ERP is as easy to understand as it is to use.
Our system focuses on three core areas:
CRM & Sales
Marketing & Automation
Inventory Management
And unlike a lot of our competition, we have chosen to keep our offerings focused on the task, rather than bloating them with unneeded features that look good on paper, but you will never use.
Of course, if you want to combine any two, all three, or maybe need a solution that is tailored to your unique business, we can do that too, using the same KISS design philosophy that drives everything we do.
Talk to us today to organise a demons and learn more about what VelocityERP can do for your business.
Solid Backbone
We've chosen to build our ERP system on the highly popular and flexible Odoo platform backbone, developing and expanding it to deliver an exceptional experience.
Full Support
Understanding the importance of being comfortable with your tools. We provide full training and ongoing support, so you never feel out in wilderness.
CRM
You have customers and need to manage the relationships. Built to be as simple as possible while still focusing on a solid core sets of features:
Manage customers
Sales pipelines and reprts
Quote conversion
If you're struggling to manage customer engagement then you need a CRM.
VelocityERP - CRM
Product Features
CLOSE
Customer Relationship Management
VelocityERP-CRM is a fully featured system, offering you business all the advanced features you need to effectively manage your customer relationships.
| Standard Features |
|
| No. of Users |
Unlimited |
| Dashboard |
✓ |
| Contacts |
✓ |
| Calendar |
✓ |
| Notes |
✓ |
| Discuss |
✓ |
| Communication |
✓ |
|
✓ |
|
✓ |
|
Unique to velocityERP CRM
|
|
WordPress to VelocityERP CRM lead capture integration. |
|
WHMCS to VelocityERP CRM client import |
|
Lead Capture |
|
Sales Teams |
|
Reports |
|
Meeting Scheduling |
|
Reminders/ Followup |
|
Email Templates |
|
Email Triggers |
Full VelocityERP CRM Feature List
| Sales | Opportunities | Customers | Reporting | Communication |
|---|---|---|---|---|
| Sell faster with electronic signatures. | Activities & Call Management. | Address Book | Opportunities Analysis. | Chatter |
| Communicate quickly and efficiently. | Pipeline management Get a clear overview of the opportunity pipeline. | Customer Preferences. | Leads Analysis | Email GateWay |
| Sales warning | Meeting Scheduling | Multi-Address | Cohort Analysis | Alerts |
| Quotation Builder | Customize your pipeline by adding description on stages. | Full History | CRM Dashboard | |
| Quotation Template | Plan next actions and schedule your daily work. | Email Templates | ||
| Pro-forma | Log calls or trigger VoIP calls in just a few clicks. | |||
| Upselling | Analyze lost reasons on your opportunities. | |||
| Sales Orders | Tags. | |||
| Manage Invoicing from Sales Orders | ||||
| Customer Portal | ||||
| Order-Specific Routes | ||||
| Contracts | ||||
| eSignature | ||||
| Incoterms® | ||||
| Product Variants | ||||
| Product Types | ||||
| Shipping Cost | ||||
| Product Configuration | ||||
| Price lists | ||||
| Discounts | ||||
| Third-Party Shipper | ||||
| Coupons | ||||
| Units of Measure | ||||
| Trackable KPIs | ||||
| Next Activities | ||||
| Order & Invoicing Analysis |
CLOSE
Marketing
Marketing can be many things to many people so we’ve boiled things down to these core services:
Individual email and campaigns
Individual sms and campaigns
Surveys
All designed to be connected with automation triggers, link tracking and reporting.
VelocityERP - Marketing
Product Features
CLOSE
Marketing Management
VelocityERP-CRM is a fully featured system, offering you business all the advanced features you need to effectively manage your customer relationships.
| Standard Features |
|
| No. of Users |
Unlimited |
| Dashboard |
✓ |
| Contacts |
✓ |
| Calendar |
✓ |
| Notes |
✓ |
| Discuss |
✓ |
| Communication |
✓ |
|
✓ |
|
✓ |
|
Unique to velocityERP Marketing
|
|
Survey Automation: |
|
Mass Email: Resend Unopened Emails |
|
Mass Email: Enhanced Drag/ Drop Template Creation |
Full VelocityERP CRM Teature List
| Design Control | Customer Lists | Mail Out | Reporting | SMS |
|---|---|---|---|---|
| Drag & drop editor Use our pre-made building blocks to structure your email. Insert headers and footers, calls-to-action, images, links, snippets and many more in just a few clicks. | Opt-out Automatically remove from your mailing list the contacts who opted out | Fully responsive Display optimally your email on whatever screen: desktop, laptop, tablet or mobile. | Tracking links Add a tracking code to the links within your email campaigns and get a complete view of the performances for each campaign on a dedicated dashboard. | Send SMSs to your contacts A new action button is added to your Contacts app. With it, you can select multiple contacts and send an SMS to all of them. |
| Themes Pick one of our awesome themes and change the layout of your email according to your taste without losing time starting from scratch. | Reply to Specify an email to which the recipient can reply by clicking on the “Reply to” button from his inbox | Mail server Set up several email servers with their own IP/domain to optimize open rates. | Measure your revenues Follow your opportunities through Odoo CRM and analyze the conversion rate, the expected revenue and the generated revenue of each of your campaigns. Use filters for more in-depth analysis | Undelivered SMSs Track last undelivered SMSs and get notified why they failed. |
| Personalize Add your text and graphics in real-time directly within the editable content of your building blocks and get a live preview of what your email will look like. | Import contacts Easily import your contacts to Odoo from any CSV document | Undelivered emails Track last 24 hours undelivered emails, and get notified why they failed. | Link tracker Share the links you want to track by creating a short link that includes analytics trackers and get a complete view of the links’ performances on a dedicated dashboard. | Buy credits for SMS in-app The SMSs you send are paid with credits that you can buy directly from the app. |
| Templates Save your emails as a template and reuse them for your future campaigns.) | Create custom mailing lists Segment your subscriber's database by assigning them to one or several mailing lists. You can also select your customers, leads or opportunities from Odoo CRM as the recipients of your campaigns. | Archive your campaigns Keep track of all emails sent and stock them in Odoo’s database | Measure your revenues Follow your opportunities through Odoo CRM and analyze the conversion rate, the expected revenue, and the generated revenue of each of your campaigns. Use filters for more in-depth analysis. | |
| Action Button Actions - like approvals - are immediately available in the email notifications. | A/B testing Send your email to a fraction of your email list. | |||
| Sample testing Send a sample of your mailing to selected email addresses to get a preview before actually launching it to your whole mailing list. | Schedule Select a time and date to schedule your campaign to be sent later. |
CLOSE
Inventory
Have an existing e-Commerce or physical store/warehouse in need of integrated inventory? We can connect to existing platforms like Woocommerce, Shopify, BigCommerce, or work with you to integrate into your specific solution.
Our system offers:
Stock control for single or multiple locations.
Order management.
Reporting - know whats going on with a few simple mouse clicks.
Velocity Inventory helps you becomes hand's off.
VelocityERP - Inventory
Product Features
CLOSE
Inventory Management
VelocityERP-Inventory is a fully featured system, offering your business, be it retail or warehouse based advanced features to effectively control all aspects of your inventory.
| Standard Features |
|
| No. of Users |
Unlimited |
| Dashboard |
✓ |
| Contacts |
✓ |
| Calendar |
✓ |
| Notes |
✓ |
| Discuss |
✓ |
| Communication |
✓ |
|
✓ |
|
✓ |
Full VelocityERP Inventory Feature List
| Product Control | Inventory Control | Customers | Reporting | Shipping |
|---|---|---|---|---|
| Minimum Stock Have proposition of purchase orders (or request for quotations) created based on your future stock forecast. | Double Entry Inventory The unique double entry inventory management allows full traceability from the supplier to the customer. Nothing is lost, everything is moved. | Customer Portal Your customer can track their order status into the customer portal: orders, invoices, delivery order status, etc. | Smart Scheduler The scheduler will trigger all operations automatically for you based on product availabilities and forecasts of orders. | Put away & Removal strategies Define your own storage and removal strategies; fifo, nearest available zone, lifo, etc. |
| Scrap Products Scrap products in just a few clicks and get clear reports on scrap: their costs, reasons and volumes. | Stock Transfers Use the simple transfer interface to move products from one location to another. | Request for Quotations Want to negotiate a price with suppliers every time you buy a specific product? Odoo can trigger request for quotations automatically based on future needs. | Custom Alerts Define alerts on products or suppliers that should appear for a salesperson when they make quotations. | Pick - Pack - Ship Design your own order process flow. Deliver to customers in one step (delivery order) or several steps: picking, packing, shipping. |
| Make-to-Order Purchase raw materials or manufacture products to order. Define your own routes specific to warehouses, products, orders, etc. | Flexible Easily manage a single inventory or a complex multi-warehouses environment by activating features on demand. | Drop-shipping Deliver to customers straight from your supplier based on products, orders or customers. | Powerful search Search documents to process easily. Just scan a barcode or filter based on any criteria: customer, product, etc. | Push & Pull Routes Design your own product routes to automate transfer orders between warehouses or locations. |
| Serial Numbers Tracking Tracks manufacturer lots with barcode or serial numbers. Define and choose which transactions require tracking (delivery orders, receptions, internal moves, etc.) | Inventory Adjustments Do an inventory for a zone, a specific product, a lot or a pallet/box; vERP-Inventory prepares cycle counts for you. | Corrected posted transactions You are now able to update any transaction (picking, manufacturing order) after being posted through the new lock/unlock button. | Multi-Warehouses Manage all your warehouses with the same system and define replenishment rules between warehouses. |
|
| Product Types Supports for several product types that have different behaviour: physical products, consumables, services, digital products. | Multiple Locations Use hierarchical locations to structure your warehouse: zones, rows, shelves, etc. | Activity Log Have the history of all operations attached to every document (picking, delivery order, quality control) for full traceability. | Cross-Docking Unload incoming material and directly transfer to outbound gates with little to no storage in between. |
|
| Custom fields Add as many custom fields as you want on products to handle your business needs. | Receipts Control incoming products and compare to what was ordered from the supplier. | Dashboard Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team | Delivery Orders Pack orders and deliver with or without barcode scanners. vERP-Inventory prepares delivery orders for you based on availabilities. |
|
| Expiration Dates Track expiration dates on products. | Perpetual Valuation Get your inventory valuation posted in real time in your accounting software for an accurate balance sheet in real time. | Packing Pack products in just a click and assign barcodes to packs for an easy tracking of the orders. |
||
| Multiple unit of measures Supports multiple unit of measures and converts automatically for you: buy per tons and sell in kg. | Perpetual Inventory Valuation Set up perpetual (real time, automated) or periodic inventory valuation mode by product. | |||
| Multiple barcodes Create custom barcodes with specific codes to implement desired behaviors, such as a specific promotion. | Inventory Forecast Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves. | |||
| Costing Methods Supports FIFO, Average Cost (AVCO) and Standard Price for product costing methods. | ||||
| Landed Costs Reincorporate landed costs into your product cost to get an accurate valuation of your inventory. | ||||
| Valuation Methods Use continental or Anglo-Saxon accounting (to record cost of goods sold) |
CLOSE
Custom
No two businesses are the same, and while our three ERP systems are designed to fulfill the needs of the vast majority, we also understand that your business might need more.
Combine any two, or all three, and have them deployed as a single solution:
CRM
Marketing
Inventory
Or talk to us about tailoring a solution to your business needs.
Get in touch to talk ERP!