Impact ERP

Open the app and get straight to work: qualify leads, build offers, and close deals without jumping between tools. Import contacts, tag them by segment, and schedule follow-ups so no opportunity goes cold. Draft a quote with price rules and discounts, then send it for digital approval. Once signed, convert it to a sales order and invoice in a click. Track every touchpoint—calls, emails, demos—on a single timeline. Use the pipeline board to spot stalled deals, assign next actions, and forecast revenue. Sales managers can review performance by rep, product, or region and adjust goals based on what’s actually moving.

Operations teams keep goods flowing with clear handoffs. Set reorder levels and generate purchase requests when stock dips below target. Compare vendor pricing, issue purchase orders, and receive items by scanning barcodes—lots and serials included. Plan production with bills of materials, reserve components, and record consumption as work advances. On completion, finished goods are added to stock with full traceability. Move items across warehouses, create pick lists, and organize packing and shipping. Supply chain views show where materials are, what’s delayed, and which orders need priority so you can respond before customers feel it.

Finance runs on live data from every transaction. As orders ship and bills arrive, ledgers, receivables, and payables update instantly. Reconcile bank statements, schedule payments, and automate reminders for overdue invoices. Track expenses by project or department, manage budgets, and see actuals versus plan without exporting to spreadsheets. Build dashboards with KPIs like inventory turnover, on-time delivery, gross margin, cash runway, and aging. Drill down from a metric to the underlying entries, share snapshots with stakeholders, and set alerts when thresholds are breached.

People and assets stay organized across their lifecycles. HR posts roles, screens applicants, issues offers, and onboards new hires with tasks, documents, and checklists. Manage attendance, leave, and payroll in one place. Keep a complete asset register with assignments, depreciation, and maintenance tickets so equipment stays productive. Project leads can plan sprints or phases, assign tasks, map dependencies with a Gantt view, track time, and monitor costs against milestones. Getting started is simple: migrate data via CSV or API, map roles and permissions, and enable approvals where needed. Train teams with built-in guides, use audit trails to stay compliant, and iterate your setup as your processes mature.