All use cases
ERP
Off-the-shelf ERP makes you bend your process to fit the software. CloudShope builds the ERP around your process instead: the modules you need — finance, inventory, procurement, sales and orders, HR and payroll — configured to your workflows, your approvals and the reports you actually file. It stays in step with Tally for accounting, shares an account with your CRM and customer communication, and gives every team one system to work from instead of a spreadsheet each.
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Benefits
What a CloudShope ERP covers
The modules most businesses need, configured to your workflows and kept in step with Tally and the rest of your CloudShope account.
- 01Built to your processesWe map how your business runs — its approvals, its documents, its stages — and configure the ERP to match. You are not rebuilding your operations to suit a template.
- 02Two-way Tally integrationLedgers, invoices, vouchers and payments stay in step with Tally, so your accountant keeps the tool they know while the rest of the business works in the ERP. No re-keying, no month-end reconciliation marathon.
- 03Finance and accountingInvoicing, receivables and payables, GST, cost centres and the statements your finance team files — in one place, updated as the work happens rather than after it.
- 04Inventory and stockTrack stock across locations, get low-stock and reorder alerts, and value inventory on the method you actually use. Every movement is logged and traceable.
- 05Procurement and purchase ordersRaise requisitions, run approvals, issue purchase orders and match them against goods received and supplier invoices — three-way matching without the paper trail.
- 06Sales orders and billingQuote, confirm, dispatch and invoice from one flow, with pricing, discounts and credit limits applied automatically and nothing re-entered between steps.
- 07HR and payrollEmployee records, attendance, leave and payroll runs, with payslips and statutory reports generated from the same data your finance module already holds.
- 08Reports and dashboardsLive dashboards for the numbers each team runs on, and exportable reports for the ones you have to file. Drill from any summary straight to the transaction behind it.
- 09One system, one source of truthFinance, operations, sales and HR read and write the same records, so the stock figure, the invoice and the ledger entry can never quietly disagree.
- 10Connected to the rest of your stackThe ERP shares an account with your CRM and customer communication, so a sales order, the customer it is for and the conversation about it are one click apart.
- 11Rollout and support includedWe handle data migration, configuration and training, and stay on after go-live — the engagement is an implementation, not a download.
Other use cases
- Sales & Lead GenerationAutomate the sales and lead generation process on a unified communication platform to identify and nurture potential prospects.
- Track Marketing ROILink every online and offline campaign to a virtual business number, then monitor and track what each one actually returned.
- Customer Service & SupportCollate customer calls from scattered sources onto one platform, and track, record and analyze each one in real time.
- Remote Work SolutionSet your team up to take business calls from anywhere, with the same routing, recording and reporting they had in the office.
- Logistics & DeliveryKeep customers updated on every order, and let delivery teams reach them without either side exposing a phone number.
- Automated Calls, Surveys & FeedbackRun surveys and collect feedback over automated calls, and keep every answer in one place.
- Security & ComplianceRun an agile, encrypted communication workflow on a compliant platform, without adding infrastructure.
- SIP & VoIP ServersRent dedicated physical servers for SIP termination, VoIP applications and call processing — configured to your traffic, on a flexible rental plan.
Ready to put ERP on AUTOCIA?
Start a free trial on any service, or tell us what you're trying to fix and we'll tell you what we'd do about it.