Scaleup Software

Features & Modules

Scaleup software's features and modules are crafted around the concept of activity-based selling. We firmly believe that in sales, marketing, account management, HR, and inventory, you may not always have direct control over the final outcomes. However, by concentrating on and managing the actions that drive deals towards completion, you can significantly influence results. Here's an overview of our modules:

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Marketing Module

Sales Module

Inventory Module

Accounting Module

HRMS Module

Marketing Module

Create targeted campaigns, track marketing activities, and analyze campaign performance to attract, engage, and retain customers effectively

Cold Calling (on Raw Data):

Reach out to potential customers using raw data lists, initiating conversations and nurturing leads to drive sales growth.

E-mail Marketing:

Create, send, and track targeted promotional emails to engage prospects and customers, boosting brand visibility and fostering relationships.

WhatsApp Marketing:

send bulk messages to your target audience using Scaleup Software's WhatsApp marketing feature. Easily create and manage broadcast lists, personalize messages, and track campaign performance to engage with your customers and drive results effectively.

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marketing-module

Sales Module

Efficiently manage leads and opportunities, track sales activities, and streamline the sales process to drive revenue growth and improve customer relationships.

Analytics and Reporting:

Monitor key performance metrics across sales, marketing, accounts, HR, and inventory activities, enabling data-driven decision-making and strategy optimization.

Multi-User Permissions:

Control access to sensitive data and features based on roles within your organization, enhancing security and ensuring compliance with privacy regulations.

Pipeline Management (Status, Reminder, Categorize & Tags):

Organize and track deals or projects through various stages, setting reminders and categorizing tasks for efficient workflow management.

Mobile CRM (Cloud-based CRM):

Access CRM tools on-the-go via smartphones or tablets, enabling seamless collaboration and productivity regardless of location.

Follow-Up Automation:

Streamline follow-up tasks by automating scheduling and communications based on predefined triggers, saving time and ensuring timely engagement with prospects

Integrations (Facebook, Instagram, GoogleAds, WebAPI, etc.):

Sync data and leverage additional functionalities from popular platforms and services, centralizing information and enhancing overall sales and marketing efforts.

Call Logging:

Record and track inbound and outbound calls, maintaining a comprehensive history of communications to facilitate follow-ups and improve customer service.

Inventory Module

Manage stock levels, track inventory movements, and optimize supply chain processes to ensure timely fulfillment and minimize stockouts, reducing costs and improving customer satisfaction.

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Reporting and Analysis

Reach out to potential customers using raw data lists, initiating conversations and nurturing leads to drive sales growth.

Inventory/Services Management:

This module enables businesses to manage their inventory or services efficiently. It includes features such as tracking stock levels, managing product/service details, and facilitating order fulfillment.

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Sales Summary:

The sales summary module provides an overview of sales activities, including total revenue, sales trends, top-selling products/services, and customer acquisition metrics. It helps businesses monitor sales performance and identify opportunities for growth.

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Quotation:

This module allows businesses to create and manage quotations for products or services offered to customers. It includes features for generating quotes, customizing pricing, and tracking quote status.

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Purchase Orders:

The purchase orders module facilitates the creation and management of purchase orders for procuring goods or services from vendors. It helps businesses streamline the procurement process, track order status, and manage vendor relationships.

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marketing-module

Accounting Module

Centralize customer data, manage accounts receivable and payable, and track financial transactions to ensure accurate billing and optimize financial performance.

Invoice Generation:

This feature automates the process of creating invoices for goods or services sold to customers.

Expenses:

It allows businesses to track and manage various expenses incurred during operations, such as overhead costs, utilities, and travel expenses.

Customization:

This feature enables businesses to customize their accounting processes, charts of accounts, and financial reports according to their specific needs.

Company Profile:

Managing essential company information, such as contact details, legal documents, and organizational structure.

Delivery Challan:

This feature helps businesses generate and manage delivery challans or receipts for goods delivered to customers or received from suppliers.

Time Tracking:

It enables businesses to track and record employee work hours for accurate payroll processing and project costing.

Payment Tracking:

This feature allows businesses to track and manage incoming and outgoing payments, including invoice payments, refunds, and outstanding balances.

Send Invoice Over Email and Save PDF:

It facilitates the distribution of invoices to customers via email and allows businesses to save invoices as PDF documents for record-keeping and sharing.

HRMS Modules:

Streamline human resource processes including employee onboarding, payroll management, and performance evaluation, fostering a productive and engaged workforce.

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Payroll:

This feature helps businesses track employee attendance, including clock-in/out times, absences, and leaves

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Onboarding:

It streamlines the process of onboarding new employees by providing tools for completing paperwork, setting up employee accounts, and delivering orientation materials.

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Attendance Management:

This feature helps businesses track employee attendance, including clock-in/out times, absences, and leaves.

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Compensation:

This feature allows businesses to manage employee compensation, including salary structures, bonuses, incentives, and benefits.

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Document Management:

It provides a centralized repository for storing and managing employee documents, such as resumes, contracts, performance reviews, and training certificates.

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Onboarding Time Tracking:

This feature allows businesses to track the time spent by new employees on onboarding activities, helping to streamline the process and improve efficiency.

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Performance Management:

It facilitates the ongoing assessment and feedback process for employees, including setting goals, conducting performance reviews, and identifying development opportunities.

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Applicant Tracking:

This feature helps businesses track and manage job applicants throughout the recruitment process, from initial application to hiring or rejection.

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Task Management:

It enables businesses to assign, track, and manage tasks and projects across teams, ensuring efficient collaboration and productivity.

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