XRM

Witness the magic of popular applications seamlessly intertwined with H-Office. From finance to marketing, HR to analytics, our powerful integrations empower your business processes across diverse domains. Elevate your efficiency and unlock new horizons with the perfect synergy of H-Office and your favorite apps.

XRM Package Includes

Craft, Customize, and Close Deals Seamlessly

Quotation Automation

Welcome to the future of quotations! H-Office’s Quotation Automation section empowers you to streamline your sales processes and make a lasting impression on your clients. Create beautifully designed quotations, automate calculations, and manage every detail with precision. Boost your efficiency and win more deals with ease.

Custom Quotation Formats
Dynamic Masters
One-Click Quotation Copy
Quotation Revision
Lead to Quotation Automation
Multiple Pricelist Management
Auto Discounting
Approval Workflow
Real-time Profitability Calculator
Auto Tax Applicability
Attachment Options

Insightful Intelligence

Sales Order Management

Take control of your sales process and streamline your order management effortlessly with H-Office’s Sales Orders Management. From designing professional sales order formats to optimizing profitability and managing transactions, this feature-rich tool ensures you handle sales orders with precision, efficiency, and ease.

Microsoft Word Integration
Proforma Invoice Format Design
Dynamic Masters for Terms & Conditions
One-Click Copy of Sales Orders
Sales Order Revision
Quotation to Sales Order Automation

Optimize Your Financial Management

Finance & Accounting

H-Office XRM’s Finance & Accounting module stands as a cornerstone of efficient financial management, offering a comprehensive suite of features to streamline your operations. Beyond just managing multiple invoice types and customizing sales preferences, this module empowers you to optimize every aspect of your financial processes. By automating sales order to invoice conversions and ensuring precise payment and receipt management, H-Office ERP minimizes manual errors and enhances compliance with financial regulations. Moreover, the module provides robust reporting capabilities, offering detailed insights into your financial performance and highlighting areas for improvement. With H-Office ERP, you have the tools to not only streamline your financial operations but also to drive strategic decision-making, ultimately fueling growth and profitability for your business.

Multiple Invoice Type Management
Party & Product Wise Sales & Purchase Preference Settings (Form, Invoice Type, Tax Group)
Dynamic Masters for Terms & Conditions, Cover Letters, and Product Annexures
One-Click Copy Invoice Option
Edit Invoice Functionality
Multiple Price List Management