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Clientbox

ERP system
  • Freelancer
  • Start-up
  • SMEs
  • Cloud

Price On request

Compare with alternatives
Unique Selling Points

Pros

  • Good to start with, fully featured for multiple employees or teams. The software grows with the stage of your business
  • Modular structure
  • Many features in one package
  • Permissions at group and user level
  • Flexible cost structure

Cons

  • No explanation of the features within the system.
  • No tour wizard for guidance

Clientbox at a glance

  • Category: ERP system
  • Indicative price: €1 or more per user per month
  • Demo on request, cloud software, available in Dutch

Compare Clientbox with 35 other packages for ERP systems

Software info

With Clientbox you choose to work smarter and more efficiently. The software is built to get the most out of your time and to automate away whatever costs you time unnecessarily. One of our advantages is that you decide which tools you do and don't need. That way you put together a package with features you really need.

Clientbox integrates with accounting packages such as Exact Online, Snelstart, Moneybird and Twinfield. We also have various integrations with Mollie, VoIPGrid, WooCommerce, and Klippa for scan and recognise!

For accountants and bookkeeping firms we offer an environment in which they can manage their clients. You invite your contact person or contact persons to get access to your profile and you decide what they may and may not see!

That makes our software suitable for businesses at every stage.

Can we help you with anything? Our people can be reached quickly from Monday to Friday by email [email protected] and by phone 085 130 4373. We will of course help you in a language you understand

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Clientbox features

  • Relationship management
  • Project management
  • Quotations
  • Time tracking
  • Planning projects
  • Capacity planning
  • Invoicing
  • Bookkeeping
  • Production
  • Inventory management
  • Resource planning
  • Digital personnel file
2 - 10 employeescheck
11 - 25 employeescheck
26 - 50 employeescheck
51 - 75 employeescheck
76 - 100 employeescheck
101 - 150 employeescheck
151 - 200 employeescheck
201 - 250 employeescheck
251 - 300 employeescheck
301 - 350 employeescheck
351 - 400 employeescheck
401 - 500 employeescheck
500 or more employeescheck
1 employeecheck
i Benchmark remove
Benchmark
Your own figures can be compared with the industry.
i Calculating scenarios remove
Calculating scenarios
Drawing up forecasts based on different future scenarios.
i Drillthrough remove
Drillthrough
Option to click through on a chart for a detailed view.
i Financial ratiosremove
Financial ratios
Reports on financial ratios such as liquidity, solvency and profitability.
Cost forecastsremove
i Revenue forecastscheck
Revenue forecasts
Use the software to make forecasts relating to revenue.
i Revenue reportscheck
Revenue reports
Reports on revenue from different product and/or service categories.
i Revenue reports per employeeremove
Revenue reports per employee
Reports on revenue from different product and/or service categories per employee.
Forecast balance sheetremove
Forecast cash flow statementremove
Forecast profit and loss accountremove
i Bookkeepingremove
Bookkeeping

Manage your bookkeeping in the ERP system.

Benefits:

  • No separate system needed for the bookkeeping.
  • Financial data and operational data in one system.
i Relationship managementcheck
Relationship management

Manage relationships and prospects centrally in the ERP system.

Benefits:

  • Strengthen customer relationships through better follow-up and communication.
  • Quickly gain insight into sales opportunities and historical transactions.
  • Save time; all information about a relationship in one place.

Example:

When a customer calls with a question, every employee can see straight away which products the customer has bought, which earlier questions there have been and which remarks have been made in the past. This leads to fast, personal and efficient customer service.

i Project managementcheck
Project management

Managing projects in the ERP system.

Benefits:

  • Overview of all projects.
  • Assigning tasks to employees.
  • Insight into progress and budgets.

Who is it for?

  • Teams who want to easily follow and steer their projects.
i Productionremove
Production

This is how you plan production in the ERP system.

Benefits:

  • You see at a glance what and how much you need to make.
  • Distribute the work better and reduce waiting times.
  • Produce more efficiently.

Who is it for?

  • Manufacturing companies that want more insight into the production process.
i Inventory managementremove
Inventory management

Managing inventory in the ERP system.

Benefits:

  • Track your inventory in real time.
  • Less chance of human error when keeping track of inventory.
  • Place orders for new purchases directly from the ERP system
i Resource planningremove
Resource planning

Resource planning helps you deploy resources smartly. Think of people, machines and materials and assigning them to different projects. This makes sure resources are available in the right place at the right time.

Benefits:

  • Spot bottlenecks in time
  • Better decisions about the deployment of resources
  • Higher productivity

Example:

Imagine Jansen Construction has three building projects running at the same time. Without resource planning they could run into situations where excavators sit unused at one building site while they are urgently needed at another. Or where there is a shortage of tiles for Project A because they were accidentally delivered to Project B.

With the ERP system, Jansen Construction can see where each machine is, which materials have been delivered where, and whether staff are available to move between projects. This way they make sure every project runs smoothly and avoid costly delays and mistakes.

i Quotations check
Quotations

Draw up and send quotations yourself from the ERP system.

Benefits:

  • Your quotation looks professional straight away.
  • The system links your quotations with customer information and possible orders.
Who is it for?
  • If you regularly have to make quotations.
  • In markets with a lot of competition, a good quotation makes the difference.
i Time trackingcheck
Time tracking

Record the hours worked per project in the ERP system.

Benefits:

  • Know how much time is spent on each project.

Who is it for?

  • Teams who want to manage their time efficiently.
  • Companies that want to monitor hours and budgets accurately.
i Planning projectscheck
Planning projects

Planning projects in the ERP system.

Benefits:

  • Overview of all tasks and deadlines.
  • Everything in one place: no more separate schedules.
  • You know exactly who does what and when.

Who is it for?

  • Teams who want to plan better.
  • Organisations that want to keep an overview across several projects.
i Capacity planningcheck
Capacity planning

View the planned capacity in the ERP system. This makes sure there is enough capacity available to meet demand. Think of machines, workstations and employees.

Benefits:

  • Spot bottlenecks in the planning in time.
  • Better decisions about the deployment of people and resources.

Who is it for:

  • Companies that want to plan efficiently.
  • Teams who want to deploy all their people optimally.
i Invoicingcheck
Invoicing

Create and send invoices yourself from the ERP system.

Benefits:

  • The software picks up data from an order or project itself and puts it on the invoice. This means less investigation work and a smaller chance of errors.

  • Your invoice is ready in a few clicks, without having to enter all the details manually.

i Digital personnel file remove
Digital personnel file

Keeping a digital personnel file in the ERP system.

Benefits:

  • Quickly find what you are looking for: contracts, payslips or appraisals.
  • All important HRM information is always available online, anywhere.
  • Manage all HRM information securely.
  • No separate system needed for HRM matters.

What do you need to know?

You are legally required to record certain information about your employees. For example:

  • Personal details
  • Employment contract
  • Salary details
  • Data on the registration of hours worked
i Backupscheck
Backups
A backup of all data is made on a separate server.
i IP address securitycheck
IP address security
Users can only access the software if the correct IP address is recognised.
i Data storage in Europe check
Data storage in Europe
The data is stored in Europe.
i Flexible user rights check
Flexible user rights
It is possible to give employees/users different user rights.
i Single Sign On (SSO)remove
Single Sign On (SSO)
Allows users to log in once, after which they automatically get access to multiple applications.
i Two-factor authenticationcheck
Two-factor authentication
Two-factor authentication is an extra layer of security when logging in to the software. For example a password and an SMS verification.
i Accountancy portal check
Accountancy portal
The accountant can be given access to the financial administration to communicate, support or carry out the financial administration.
i Assets moduleremove
Assets module
Registering investments in the financial administration and having them depreciated automatically.
i Balance sheetremove
Balance sheet
Gives insight into a company's assets, equity and debts.
i Importing bank statements remove
Importing bank statements
Bank statements can be imported automatically.
i Payment service modulecheck
Payment service module
Generating a payment file that can be read into the bank. This makes it possible to pay several invoices at once.
i Booking suggestions for bank statementsremove
Booking suggestions for bank statements
The software presents automatic booking suggestions when processing bank statements. This avoids processing complete bank statements manually and therefore saves a lot of time.
i Accounts payable management check
Accounts payable management
Insight into the open items per creditor and the ability to take action on them.
i Click through to the invoice check
Click through to the invoice
Click through from items and bookings to the underlying invoice.
i Year-end checklistremove
Year-end checklist
The software supports closing a financial year by means of a checklist.
i Broken financial yearremove
Broken financial year
Setting up broken financial years. A broken financial year is a financial year with a period from 1 July to 30 June inclusive.
i Generating annual accountscheck
Generating annual accounts
If you have a private limited company (BV), you have to file your figures with the Chamber of Commerce (KvK) every year. For that you need a KvK annual account. The KvK has drawn up a standard for this and software can automatically generate a standard annual account. This only applies to micro companies (up to €700.000 turnover) and small companies (up to €12 million turnover). For these categories you do not need an auditor's report.
i Cash flow statementremove
Cash flow statement
Gives insight into the cash flows within a company.
i Quality markremove
Quality mark
The accounting software holds the Reliable Bookkeeping quality mark (Keurmerk Betrouwbaar Boekhouden).
i Using cost centresremove
Using cost centres
A cost centre makes it possible to allocate costs to, for example, divisions, departments or teams.
i Cost centre reportsremove
Cost centre reports
Results can be displayed per department or branch.
i Locking periodsremove
Locking periods
Locking periods to prevent bookings in them.
i Period allocation on invoicesremove
Period allocation on invoices
Spreading an invoice over different periods.
i Current account moduleremove
Current account module
With several BVs it is possible to automatically determine/calculate the intercompany current account balance.
i Profit and loss accountremove
Profit and loss account
Gives insight into a company's revenue and costs.
i RGSremove
RGS
The software supports the Reference Chart of Accounts (Referentie GrootboekSchema, RGS). RGS is a chart of accounts based on a standardised coding of financial data.
i Foreign currenciescheck
Foreign currencies
The accounting software supports various foreign currencies. This means you do not have to convert the exchange rate yourself.
i Healthcarecheck
Healthcare
Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.
i Construction and installationcheck
Construction and installation
Examples: construction companies, painting companies, installation companies and insulation companies.
i Facility servicesremove
Facility services
Examples: cleaning companies and security companies.
i ITcheck
IT
Examples: software developers and website developers.
i Social servicescheck
Social services
Examples: social workers and voluntary work.
i Retailcheck
Retail
Examples: supermarkets, retail trade and craft businesses.
i Pharma and chemicalscheck
Pharma and chemicals
Examples: manufacturers of medicines and the chemical industry.
i Accountancycheck
Accountancy
Examples: accountancy firms and bookkeeping firms.
i Agricultural sectorcheck
Agricultural sector
Examples: agriculture and horticulture.
i Automotivecheck
Automotive
Examples: garages and car dealers.
i Educationcheck
Education
Examples: educational institutions, childcare and training institutes.
i Logisticscheck
Logistics
Examples: distribution centres and transport companies.
i Mediacheck
Media
Examples: broadcasters, radio stations and content development.
i Online servicescheck
Online services
Websites where a product or service can be purchased.
i Petroleum marketremove
Petroleum market
Examples: petrol stations and oil refineries.
i Recreationremove
Recreation
Examples: holiday parks, hotels, theme parks and museums.
i Temporary staffingremove
Temporary staffing
Examples: temporary employment agencies and secondment agencies.
i Tradecheck
Trade
Examples: wholesalers and trading companies.
i Industrycheck
Industry
Examples: mining and the metal industry.
i Governmentremove
Government

Examples: ministries, water boards, provinces, municipalities, the UWV (Employee Insurance Agency), the police and institutions with a public task.

i Productioncheck
Production
Companies that make a physical product. For example clothing production, tool production and food production.
i Business servicescheck
Business services
Examples: consultancies, marketing agencies and law firms.
€1 to €5check
€5 to €10check
€10 to €25check
€25 to €50check
€50 to €75check
€75 to €100check
€100 or morecheck
i Visitor registrationcheck
Visitor registration
Visitors can be registered using the software.
i Communication via softwarecheck
Communication via software
Within the software it is possible to communicate about internal and external documents.
Sharing news itemscheck
i Internal chatremove
Internal chat
Internal chat function for chatting with colleagues.
i Logcheck
Log
Overview of who performed which actions and when.
i Online calendarcheck
Online calendar
Plan and follow meetings, tasks and events for yourself and other colleagues.
i Process alertsremove
Process alerts
The software gives a notification when an important event occurs.
i Timelinecheck
Timeline
Involving employees in the organisation through a timeline, where they can share content themselves, like posts and leave comments.
i Contract managementremove
Contract management
Recording contract details. The software automatically keeps track of contractual provisions.
i File management remove
File management
Managing a (digital) file of relationships.
i Email integration remove
Email integration
Sending and receiving emails from the software.
i Customer history insightcheck
Customer history insight
Insight into the sales/rental history of customers.
i Customer portalremove
Customer portal
You can give customers their own customer environment in the software in which they can arrange and change things themselves.
i KvK integration check
KvK integration
Creating relationships via a direct Chamber of Commerce (KvK) integration. This lets you search for relationships in the KvK database and take over their details directly in the software.
i Multiple contactscheck
Multiple contacts
Setting up multiple contacts per customer.
i Mobile appremove
Mobile app

With a mobile app it is possible to arrange ERP matters anywhere and whenever you want. This is especially handy when you are on the move and need additional information about, for example, a project or a customer.

i Revenue distribution of customer portfoliocheck
Revenue distribution of customer portfolio
Gives insight into revenue per customer and/or customer group.
i Recording customer notescheck
Recording customer notes
Recording internal customer notes in the software. This gives everyone insight into what is going on with a customer.
i Categorising relationshipsremove
Categorising relationships
Categorising customers into groups. You may, for example, have different types of customers and want to divide your relationships up for the sake of clarity, or you may want to give your staff access to only a certain group of relationships, or you may want to send mailings to a certain group.
i Scanning business cardsremove
Scanning business cards
Business cards can be scanned into the software automatically using an app.
i Managing debtors check
Managing debtors
Overview of the invoices that have not yet been paid and easily carrying out follow-up actions on them.
i Payment reminders check
Payment reminders
It is possible to send a payment reminder or formal demand once the payment term has expired.
i Payment arrangementremove
Payment arrangement
Use the software to set up a payment arrangement for a customer who does not pay their invoices. With this function you can start a debt collection process yourself and charge collection costs for it, without needing a debt collection agency.
i Cash forecasting remove
Cash forecasting
Estimating whether a debtor is going to pay based on data in the software.
i Debtor filecheck
Debtor file
The software keeps a file on a debtor. This can also be handed over to a bailiff.
i Debtor notescheck
Debtor notes
It is possible to make internal notes for colleagues per invoice. This way everyone knows what is going on with a debtor.
i Dialogue at invoice levelcheck
Dialogue at invoice level
With this function debtors can enter into an online dialogue about an invoice. Debtors quickly and easily post a response to an invoice. They can indicate, for example, why payment has not yet been made and when they will pay.
i Bad debt invoicecheck
Bad debt invoice
Automatically settling bad debt invoices in the VAT return.
i Approval workflow remove
Approval workflow
Option to set up a workflow for getting expense claims approved.
i Automatic foreign VAT refundremove
Automatic foreign VAT refund
Automatic foreign VAT refund for credit card payments.
i Automatic mileage calculationremove
Automatic mileage calculation
Automatic mileage calculation based on an online maps service.
i Requesting business tripsremove
Requesting business trips
Business trips can be requested in the approval workflow.
i Credit card integrationremove
Credit card integration
Credit card payments can be linked automatically to an expense claim.
i Approving expense claims via an appremove
Approving expense claims via an app
Supervisors/managers can approve/reject invoices/receipts via an app.
i Expense claim cost centresremove
Expense claim cost centres
Expense claims can be registered to different cost centres.
i Submitting expense claims via an app remove
Submitting expense claims via an app
Users can scan and submit receipts or invoices via an app.
i Feedback notesremove
Feedback notes
Adding a feedback note to a rejected expense claim.
i Mileage claims remove
Mileage claims
Users can claim mileage.
i Expense claims for out-of-pocket costscheck
Expense claims for out-of-pocket costs
Claim expenses digitally, such as travel costs, tools or lunch costs.
i Real-time currency conversionremove
Real-time currency conversion
An expense claim can be submitted in different currencies and is converted immediately. This can be handy when claims are submitted in different currencies.
i Viewing the status of expense claimsremove
Viewing the status of expense claims
Option to follow the status of submitted expense claims.
i Authentication methodremove
Authentication method
Choosing the authentication method per signatory.
i Digital signaturecheck
Digital signature
Documents can be signed digitally.
i Advanced signingremove
Advanced signing
Signed documents are legally valid.
i Multiple documents remove
Multiple documents
Several types of documents can be signed.
i Multiple signatoriesremove
Multiple signatories
Several signatories can be included in the signing process.
Sending attachmentscheck
i Signing progressremove
Signing progress
Insight into who still has to sign the document.
i Forms and templatesremove
Forms and templates
In the software it is possible to use or design standard (web) forms and/or templates.
i Storing documentsremove
Storing documents
Option to store internal documents (digitally).
i Applying VAT ratescheck
Applying VAT rates
Invoicing with the relevant VAT rates.
i Saving draft invoicescheck
Saving draft invoices
Easily save draft invoices and finish them later.
i Credit notescheck
Credit notes
Generating credit notes and sending them.
i Own house style on invoicescheck
Own house style on invoices
It is possible to design the invoices entirely yourself based on a house style.
i Scheduling invoicescheck
Scheduling invoices
Automatically sending invoices at scheduled times.
i Invoicing in multiple languagescheck
Invoicing in multiple languages
The option to set a different language or add an extra language for invoicing abroad.
i Invoicing with subscriptions check
Invoicing with subscriptions
It is possible to invoice periodically via subscriptions.
i Invoicing at a fixed pricecheck
Invoicing at a fixed price
Invoicing with an (agreed) one-off price for a product or service.
i Invoicing with tiered pricingremove
Invoicing with tiered pricing
Adding tiered pricing to products or services and easily invoicing this to customers. This rewards customers for buying several products or services.
i Invoicing by customer group remove
Invoicing by customer group
Sending invoices per customer group. For example invoicing a certain sector or invoicing customers with whom a different arrangement has been made.
i Using invoice templatesremove
Using invoice templates
Using preset invoice templates.
i Invoicing with iDEALcheck
Invoicing with iDEAL
Adding the payment option "iDEAL" to an invoice.
i Discounts and totalscheck
Discounts and totals
Showing discounts and (sub)totals on an invoice so that customers get a better overview of the pricing.
i Cost types on invoicecheck
Cost types on invoice
Including registered cost types (automatically) on the invoice. Cost types are, for example, personnel costs and costs of raw materials and consumables.
i Invoicing based on post-calculationcheck
Invoicing based on post-calculation
Invoicing based on post-calculation. Post-calculation is a calculation after the fact. Once the work is done, you calculate what the production of a product really cost or what a delivered service really cost.
i Online invoicecheck
Online invoice
The invoice can be opened and paid via the web browser.
i PayPal on the invoiceremove
PayPal on the invoice
Adding the payment option "PayPal" to an invoice.
i Periodic invoicingcheck
Periodic invoicing
Invoicing periodically according to a period you set yourself.
i Self-billingremove
Self-billing
With self-billing you have suppliers and external contractors invoice you in line with your specifications. This means the check takes place first and only then is the invoice sent. This makes sure you get a correct invoice that fully meets your wishes.
i Adding an attachmentcheck
Adding an attachment
Adding an extra attachment to an invoice. For example an attachment with extra information about the service delivered.
i UBL invoicingcheck
UBL invoicing
It is possible to create a UBL (Universal Business Language) invoice. UBL is a standard format for electronic invoicing and makes it possible to send invoices from one accounting package to another.
i Creating a consolidated invoicecheck
Creating a consolidated invoice
Easily create a consolidated invoice with the software. Consolidated invoices are invoices drawn up after delivery. Instead of an invoice being drawn up after each individual delivery, one invoice follows for all deliveries in a period of time.
Approving via a mobile appremove
i Automatic booking suggestionsremove
Automatic booking suggestions
Presenting automatic booking suggestions.
i Authorisation workflowcheck
Authorisation workflow
Invoices must be authorised before they continue in the process.
i Setting up authorisationscheck
Setting up authorisations
Assigning authorisation rules so that invoices reach the right user.
i Submitting invoices digitallycheck
Submitting invoices digitally
Invoices can be submitted to the software using a unique email address.
i Matching invoicescheck
Matching invoices
Purchase orders and goods receipts can be matched to the invoice.
i Invoice notescheck
Invoice notes
Adding a feedback note to an invoice.
i Submitting via a mobile app remove
Submitting via a mobile app
Users can scan and submit receipts or invoices via an app.
i Scan & recognisecheck
Scan & recognise
The software can recognise invoices and receipts in the software.
i Submitting multiple invoicescheck
Submitting multiple invoices
Invoices can be submitted in bulk to the software.
i Processing multiple invoices at oncecheck
Processing multiple invoices at once
Booking multiple invoices at once based on automatic recognition.
i Online archivecheck
Online archive
Invoices can be stored online.
i Splitting and merging remove
Splitting and merging
It is possible to split and merge invoices.
Viewing the status of an invoicecheck
i Processing UBL invoicescheck
Processing UBL invoices
The software is able to recognise and process UBL (Universal Business Language) invoices.
i Dividend tax returnremove
Dividend tax return
Integration with the Dutch Tax Administration (Belastingdienst). Send the dividend tax return directly from the software to the Tax Administration.
i Payroll tax returnremove
Payroll tax return
Integration with the Dutch Tax Administration (Belastingdienst). Send the payroll tax return directly from the software to the Tax Administration.
i VAT return remove
VAT return
Integration with the Dutch Tax Administration (Belastingdienst). Submit the VAT return directly to the Tax Administration.
i VAT overview check
VAT overview
It is possible to generate a VAT overview.
i Income tax returnremove
Income tax return
Integration with the Dutch Tax Administration (Belastingdienst). Send the income tax return directly from the software to the Tax Administration.
i KOR insightremove
KOR insight
The software makes the Small Business Scheme (Kleine Ondernemersregeling, KOR) simple and transparent.
i ICP return remove
ICP return
The ICP return is the declaration of all supplies and services to other EU countries.
i PKIoverheid certificate remove
PKIoverheid certificate
The software has a PKIoverheid certificate. PKIoverheid is the public key infrastructure (PKI) of the Dutch government.
i VAT supplementary return remove
VAT supplementary return
Integration with the Dutch Tax Administration (Belastingdienst). Send the supplementary return directly from the software to the Tax Administration. A VAT supplementary return is a correction to the VAT return.
i Deferral arrangement remove
Deferral arrangement
Automatically requesting a deferral from the Tax Administration.
i Provisional income tax assessment returnremove
Provisional income tax assessment return
Integration with the Dutch Tax Administration (Belastingdienst). Send the provisional income tax assessment return directly from the software to the Tax Administration. The provisional assessment is an estimate, based on the tax assessment you received for the previous year.
i Provisional corporate income tax assessment returnremove
Provisional corporate income tax assessment return
Integration with the Dutch Tax Administration (Belastingdienst). Send the provisional corporate income tax assessment return directly from the software to the Tax Administration. The provisional assessment is an estimate, based on the tax assessment you received for the previous year.
i Corporate income tax returnremove
Corporate income tax return
Integration with the Dutch Tax Administration (Belastingdienst). Send the corporate income tax return directly from the software to the Tax Administration.
i Employment contractremove
Employment contract
Automatically generating an employment contract.
i Company propertyremove
Company property
Employees can request services and goods such as a mobile phone or a laptop.
i Emergency registrationremove
Emergency registration
Generating a report of who is on the company premises.
i Contract managementcheck
Contract management
Recording contract details. The software automatically keeps track of contractual provisions.
i Employee Self Serviceremove
Employee Self Service
Option for employees to arrange certain HR matters themselves. Think of requesting payslips, requesting leave and viewing holiday hours.
i HR reportscheck
HR reports
Gives insight into HR-related reports. Think, for example, of the male/female ratio and age structure.
i Mobile appremove
Mobile app
Option for employees to arrange certain HR matters themselves via an app. Think of requesting payslips, requesting leave and viewing holiday hours.
i Organisation chartremove
Organisation chart
An organisation chart is generated based on the entered data of employees, managers and departments.
i Employee profilescheck
Employee profiles
Insight into the employee profiles within the organisation. This contains, for example, information about education and training, competencies, knowledge and expertise.
i Multiple leave typescheck
Multiple leave types
The software supports multiple types of leave such as statutory and extra-statutory holiday hours, ATV hours and overtime.
i MSSremove
MSS
Option for managers to arrange certain HR matters themselves. These can be things such as approving leave and/or managing the personnel file.
i MSS appremove
MSS app
Option for managers to arrange certain HR matters themselves via an app. These can be things such as approving leave and/or managing the personnel file.
i PDP reportsremove
PDP reports
Overviews of employees relating to objectives, competencies and development.
i Job profile templatesremove
Job profile templates
Setting up job profile templates.
€0check
€1 to €100check
€100 to €500check
€20.000 or moreremove
€5.000 to €20.000remove
€500 to €5.000check
i Complaint registrationremove
Complaint registration
Registering internal or external complaints.
i Process descriptions remove
Process descriptions
Option to draw up and describe processes.
i Registering inspectionsremove
Registering inspections
Registering, for example, workplace inspections.
i Improvement proposalsremove
Improvement proposals
Submitting improvement proposals for a process.
i Work instructions remove
Work instructions
Drawing up and recording work instructions for processes.
i Terms and conditionscheck
Terms and conditions
Terms and conditions can be sent along (automatically) when sending a quotation.
i Own house style on quotationscheck
Own house style on quotations
Quotations can be designed entirely yourself based on your own house style.
i Online quotation dialogueremove
Online quotation dialogue

Use the ERP system to ask and answer questions online about a quotation that has been sent to the customer.

i Grouping productscheck
Grouping products
Grouping products, items or services on a quotation.
i Discounts and totalscheck
Discounts and totals
Showing discounts and (sub)totals on a quotation so that customers get a better overview of the pricing.
i Converting a quotation into an invoice check
Converting a quotation into an invoice
A quotation can be converted into an invoice.
i Accepting a quotation online check
Accepting a quotation online
Approving a quotation digitally.
i Quotation templatescheck
Quotation templates
Using preset quotation templates.
i Quotation status overviewcheck
Quotation status overview
A simple overview of the status of all quotations: whether they have been approved, rejected or are awaiting a response.
i Showing 3D visualisationsremove
Showing 3D visualisations
The software can show 3D visualisations of products.
i From quotation to contractremove
From quotation to contract
Option to convert accepted quotations into contracts.
i From quotation to projectcheck
From quotation to project
Converting the quotation into an order, work order or project so that employees can get started straight away.
i Version controlcheck
Version control
Easily draw up a new version of the quotation for the customer.
i Pre-calculationremove
Pre-calculation
Use the software to make a pre-calculation for drawing up a quotation.
i Evaluation of trainingremove
Evaluation of training
Find out how people experience training, what they expect from it or how they rate the organisation.
i Training purchasing costsremove
Training purchasing costs
Managing all costs relating to suppliers of courses and training.
i Insight into study progressremove
Insight into study progress
Access to completed, ongoing and still-to-be-followed training.
i Training registrationremove
Training registration
Registration relating to training, for example waiting lists, cancellations and rescheduling.
i Managing trainingremove
Managing training
Managing training, such as creating and using templates, processing enrolments and authorising training requests.
i Scheduling trainingremove
Scheduling training
Scheduling teachers, locations and materials.
i Training management for employeesremove
Training management for employees
Insight into which training employees have completed, are following or will follow.
i Training reportsremove
Training reports
Gives insight into training-related reports. Think, for example, of attendance rates and pass rates.
i Website integrationremove
Website integration
Integrating the course offering on your own website.
i Working with study materialsremove
Working with study materials
Option to work with teaching materials.
i Checking availability remove
Checking availability
Employees can indicate when they are available.
i Repeating shifts remove
Repeating shifts
If an employee has the same working hours every week, they do not have to be scheduled again each week.
i Optimal staffing levelremove
Optimal staffing level
In many cases a staff schedule has to meet a certain staffing level. To make this easy to check, it is possible to set a staffing level so that it can be checked against easily.
i Onboarding schedulesremove
Onboarding schedules
Creating onboarding schedules for new employees.
i Multiple locations/departmentsremove
Multiple locations/departments
It is possible to create multiple branches for different staff schedules.
i Open shiftsremove
Open shifts
Employees can sign up for open shifts.
i Call-out notificationsremove
Call-out notifications
Employees can be contacted with a notification asking whether they want to take over a shift.
i Calculating breaks remove
Calculating breaks
Breaks can be calculated automatically based on the working hours laid down by law.
i Staff schedulingcheck
Staff scheduling
It is possible to create rosters.
i Scheduling based on budgetremove
Scheduling based on budget
Set maximum scheduled budgets. A notification appears when the budget is exceeded.
i Scheduling based on expected wage costsremove
Scheduling based on expected wage costs
In the schedule the expected revenues are visible and a roster can be made based on the wage cost percentage.
i Allowancesremove
Allowances
For working irregular hours, for example in the evenings, at night or at weekends, it is possible to schedule a variable allowance.
i Weather forecast remove
Weather forecast
The weather forecast for the coming days can be loaded in and the staff schedule can be made based on it.
i Swapping working hours/shifts remove
Swapping working hours/shifts
Employees can swap working hours with each other. The changes are automatically applied to the roster and you may receive a request to approve or reject the swap.
i API remove
API
An API (in full: application programming interface) is a foundation on which computer programs can communicate with each other.
i Cloudcheck
Cloud
The business software can be accessed via the browser.
i Sandboxremove
Sandbox
A test environment within the software in which functionalities or actions can be tested.
i Serverremove
Server
The business software can be installed on your own server.
i Self-learning softwareremove
Self-learning software
The software works with one online platform. This means that all information used to recognise documents from one customer is immediately available for all other customers as well.
i Subscriptioncheck
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
i One-off paymentremove
One-off payment
With this you only have to pay an (agreed) amount once for the software. You may still have to take out a maintenance contract for it.
i Freemiumremove
Freemium
With freemium the software can be used for free. If you want to use more options, you have to pay for them. Examples of freemium products are Spotify and YouTube.
i Free trial accountremove
Free trial account
It is possible to test the software for free using a trial account. This is for a limited period, often between 7 and 30 days.
i On requestremove
On request
The prices of this software are available on request. These prices are usually tailored to your company.
i Per unitremove
Per unit
Paying for the software when you actually use it. For example paying per quotation drawn up, per invoice, per transaction, per signed document, etc. With this pricing model you are not tied to recurring costs when you do not use the software.
i Simulationremove
Simulation
The ability to simulate changes. A simulation schedules different orders as efficiently as possible.
i Bill of materials managementremove
Bill of materials management
Insight per product into which parts have been incorporated in it and which operations have been carried out.
i Outsourcing of activitiesremove
Outsourcing of activities
The software supports outsourcing of activities or (sub)systems. Outsourced work is linked to the schedule so that it fits in with internal production or assembly.
i Project phasesremove
Project phases

Divide project work into phases with the ERP system.

What is the purpose?

  • Breaking a project down into clear, manageable pieces.
  • Each phase has specific tasks and milestones.

Benefits:

  • Clear overview of progress per phase.
  • Easier to spot and address risks and delays.
  • Teams know exactly what is expected of them in each phase.

Example:

The ERP system can divide a project into different phases. For example: 1) Concept & Design, 2) Development, 3) Testing, and 4) Launch. Specific tasks are assigned in each phase. This way the design team can concentrate on the first phase without worrying about the testing phase. The development team knows when they can start and when their deadline is. When each phase has been completed, the project team can evaluate progress before moving on to the next phase.

Utilisation rate reportsremove
i Budget monitoring check
Budget monitoring
Managing and monitoring the budget per assignment, task or project. This lets you spot problems early and, if necessary, adjust the project.
i Purchase invoices on projectscheck
Purchase invoices on projects
Easily place a purchase invoice under a project to keep a good overview of the costs.
i Employee productivitycheck
Employee productivity
Insight into the productivity of employees and/or teams.
i Work-in-progress positionremove
Work-in-progress position
Insight into the work-in-progress position overall and/or per project.
Project resultscheck
i Project templatesremove
Project templates
Using project templates in which the structure and phasing are set up in advance. This saves time and prevents errors when setting up a project.
i Project templatesremove
Project templates
Designing your own project templates.
i Rate structureremove
Rate structure
Setting different rates per employee or discipline.
i Team managementcheck
Team management
Linking employees to projects or putting together project teams per project.
i Time tracking check
Time tracking
Insight per project into whether agreed deadlines are being met.
i Cancellingremove
Cancelling
With the software it is possible to automatically create a cancellation invoice based on the configured cancellation policy.
i Availability remove
Availability
Option to view availability per rental unit.
i Check-in & check-out remove
Check-in & check-out
A receptionist has an overview of arrivals and departures, can check the payment status and see whether all tasks have been completed.
i Integration with tour operatorsremove
Integration with tour operators
Real-time integration with tour operators. Thanks to the integration, changes in prices, accommodation or promotions are immediately available to all parties.
i Booking system remove
Booking system
A search-and-book system that can be integrated into a website and makes booking easy.
i Automatic mileage trackingremove
Automatic mileage tracking
The software automatically calculates the kilometres driven using GPS.
i Invoicing tripscheck
Invoicing trips
Passing trips on to the customer in an invoice.
i Registering tripsremove
Registering trips
Registering trips (manually).
i Track and traceremove
Track and trace
Objects can be tracked in real time via GPS.
i Automatic step increaseremove
Automatic step increase
The software makes sure employees automatically get a step increase when applicable.
i Adding your own arrangementsremove
Adding your own arrangements
It is possible to add company arrangements relating to salaries.
i Salary payment fileremove
Salary payment file
The salary payments can be paid in one go by means of a batch (SEPA file).
i Payroll processingremove
Payroll processing
Payslips are provided digitally to the employees.
i Pay scale integration remove
Pay scale integration
The software has an automatic integration with collective labour agreement (CAO) scales.
i Pro forma remove
Pro forma
A pro forma payslip is a trial payslip based on the proposed agreements on gross salary and any allowances. With the software it is possible to make a pro forma calculation.
i Retroactive calculations (TWK)remove
Retroactive calculations (TWK)
Retroactive effect (terugwerkende kracht): it is possible to calculate changes with retroactive effect.
i WKR remove
WKR
Work Costs Scheme (werkkostenregeling): automatically calculating the work costs scheme.
i Analyse conversions remove
Analyse conversions
This gives you immediate insight into which actions have led to leads and you gather knowledge to make your next actions even more effective.
i Creating an email campaign remove
Creating an email campaign
It is possible to create email and marketing campaigns.
i Lead managementcheck
Lead management
Digitalisation of the lead management process, in which the tasks of a sales opportunity are tracked automatically.
i Live chatremove
Live chat
Chat with visitors to your website to increase conversions.
i Outstanding vouchersremove
Outstanding vouchers
Insight into outstanding vouchers, gift vouchers and credit vouchers.
i Personalisationremove
Personalisation
Personalising the content of messages based on the customer's interests.
i Q&A knowledge baseremove
Q&A knowledge base
A knowledge base with frequently asked questions and answers on the website.
i Dividing the sales process into phasesremove
Dividing the sales process into phases
Dividing the sales process into different phases to keep an overview of the sales process.
i Loyalty programmes remove
Loyalty programmes
The software offers the option to set up loyalty programmes for customers.
i Vouchersremove
Vouchers
Vouchers, gift vouchers and credit vouchers that you issue yourself.
i Trackingremove
Tracking
Receiving notifications when a customer views an email or quotation.
i SLA monitoringremove
SLA monitoring
A Service Level Agreement (SLA) records all agreements. The software monitors these agreements.
i Installed base managementremove
Installed base management
The software keeps track of where products are located and the history of service contacts.
i Registering materialscheck
Registering materials
Registering the materials used to keep track of how many materials have been used and what this has cost.
i Self-service portalremove
Self-service portal
Users can register problems in processes and/or systems themselves.
i Service tasksremove
Service tasks
The employee has an overview of which tasks have to be carried out and by whom.
i Service requestsremove
Service requests
Recording requests from customers in order to resolve problems in processes and/or systems efficiently.
i Ticket managementcheck
Ticket management
Recording requests from employees in order to resolve internal problems in processes and/or systems efficiently.
i Analysis and reportingcheck
Analysis and reporting
Reporting software provides automatic, valuable insights into your business by linking multiple data sources together.
i Deliveryremove
Delivery
With delivery software you use software to organise your own meal delivery.
i Accountingcheck
Accounting
With accounting software you automate your company's financial housekeeping by digitally keeping track of and accounting for all purchases, bank transactions and sales.
i CRMcheck
CRM
CRM software stands for Customer Relationship Management software and helps companies manage relationships. These are, for example, customers, suppliers or other partners. With CRM software you have an overview of your entire customer portfolio and insight into what is going on with a customer.
i Accounts receivablecheck
Accounts receivable
Accounts receivable management is the policy a company follows with regard to its debtors, also known as credit management. The aim is to make sure outstanding invoices are paid. Having a good debtor policy also ensures that you can pay your own bills on time.
i Expense claimscheck
Expense claims
Expense claim software makes the process of claiming expenses simple and fully digital. With a mobile app, employees claim payments and expenses from their employer. Keeping receipts, checking them or processing them in the accounts is no longer necessary. When employees pay for a business lunch or fuel costs, they take a photo of the receipt with the mobile expense claim app. The software automatically links the receipt to the financial transaction and, after checking, books it into the financial administration with one click.
i Digital signingcheck
Digital signing
With digital signing software you place a digital signature under a digital document. This is an electronic version of the physical signature with pen and paper. It lets customers, suppliers, employees and other parties sign your documents easily and quickly.
i Document managementremove
Document management
With document management software, all documents in a company are stored centrally. The software makes sure these documents are easy to find, that employees can work on documents at the same time and that new versions are saved automatically.
i EHRremove
EHR
With EHR (electronic health record) software, medical patient data is stored and made available in digital form. Patients can get access to the record to, for example, schedule appointments or supply or request information about ongoing treatment.
i ERPremove
ERP
ERP stands for “Enterprise Resource Planning” and is also called “all-in-one” software. ERP software digitises multiple business processes, with all employees working from one system and all information flows stored in one database.
i Invoicingcheck
Invoicing
Invoicing software helps with creating, tracking and sending digital invoices. You can see exactly which invoices have been sent and which have been collected. With invoicing software you can send invoices directly from the system to customers. You can create your own layout, with the software taking into account all the legal requirements a digital invoice must meet.
i Invoice processingcheck
Invoice processing
Invoice processing software supports companies throughout the entire process of digitally processing purchase invoices, sales invoices, receipts and other documents. Invoice processing software automatically reads the relevant data from an invoice.
i Taxremove
Tax
Tax software reduces the administrative burden of a tax return by making it faster and easier.
i Flexible payrollremove
Flexible payroll
With flexible payroll software, employees decide for themselves when they get their salary paid out. This means employees no longer have to wait until the end of the month.
i Helpdeskcheck
Helpdesk
A helpdesk is a location or person where questions can be asked, faults can be reported or advice can be obtained about a certain product or service.
i HRMcheck
HRM
HRM software stands for Human Resource Management software and automates HR matters such as requesting leave, expense claims and equipment on loan. It also keeps the personnel file up to date, such as contracts, appraisals, payslips and other important forms.
i Integration softwarecheck
Integration software
With integration software you connect software packages to each other yourself, with little or no programming experience. This software offers ready-made building blocks to easily link mobile apps, cloud applications and on-premise packages to each other.
i Annual accountsremove
Annual accounts
Annual accounts software is for preparing and compiling financial reporting. The software has been developed for accountants and/or financial professionals.
i POSremove
POS
POS software, also called a POS system, digitises the checkout process in a shop or hospitality venue.
i Quality managementremove
Quality management
Quality management software focuses on controlling and optimising business processes, with the aim of making errors and waste visible and continuously improving products and services.
i Quotationcheck
Quotation
With quotation software you quickly and easily draw up error-free quotations with unique features, such as multiple house styles, interactive elements and handy statistics.
Training managementremove
i Staff schedulingcheck
Staff scheduling
Staff scheduling software makes scheduling staff easier and faster, to find the right balance between staffing needs and staff availability. With staff scheduling software you create a clear work schedule online based on, for example, availability and budgets. Employees always have access to the work schedule via a mobile app.
i Process managementremove
Process management
Process management software is used to clearly map, evaluate and optimise all processes within a company.
i Product configurationcheck
Product configuration
Configure Price Quote (CPQ) or product configurator software helps companies easily create quotations based on fluctuating prices and varying costs. With (visual) product configuration software, companies can easily configure products that are easy to see through 2D and 3D visualisations. This software is often used in manufacturing, engineering and industrial environments.
i Production planningremove
Production planning
Production planning software helps companies schedule (production) work based on sales and expected sales orders. It takes into account available materials, delivery times, capacity and staff.
i Project managementcheck
Project management
A project management tool helps companies set up, manage and steer projects. The aim of a project management tool is to bring structure to extensive work in which several disciplines often have to play a role.
i Recruitmentremove
Recruitment
With recruitment software it is possible to draw up multiple vacancies and profiles and match candidates to them. You also have a complete picture of all important characteristics of candidates.
i Bookingremove
Booking
With booking software you automate the booking process from the reservation on the website to the end of the visitor's stay. The software takes into account visitors' availability, wishes and requirements, as well as bookings via other tour operators.
i Mileage trackingremove
Mileage tracking
Mileage tracking software is a vehicle tracking system for mileage and trip registration. Vehicle trips are tracked live and kilometres are registered automatically.
i Payrollremove
Payroll
With payroll software you automate the entire process of paying your employees. Such as generating payslips, automatically filing the payroll tax return and automating the payment of all your employees.
i Salescheck
Sales
With sales software you automate the sales process from winning a customer to closing a deal and make it visible to the whole organisation. Communication with potential customers is easily tracked, so you never miss a deal again.
i Service managementremove
Service management
With service management software, customers or employees get in touch online to report a service task. The software then supports you in managing and scheduling these service tasks. This makes it possible to stay focused on your current work and then easily set priorities for your follow-up work.
i Talent managementremove
Talent management
Talent management software aims to make the best possible use of employees' potential and to develop it. To this end the software offers handy tools to make this process run as well and as efficiently as possible.
i Time trackingcheck
Time tracking
With time tracking software, employees record the time spent on an activity. This gives you an overview of which work employees do and when they do it. Time can be recorded in minutes, hours or half-days.
i Absencecheck
Absence
With leave and absence software you have an overview and tools to deal with leave and absence in a targeted way, such as a medical file, a scheduling tool and leave and absence statistics.
i Inventory managementremove
Inventory management
With inventory management software the stock level is tracked and you receive a notification when a product needs to be purchased. It also keeps track of where a product is in the warehouse and makes it quick to find out how much a stock is worth. An inventory management system is also called a warehouse management system (WMS).
i Webshopscheck
Webshops
With webshop software you easily create your own webshop for your shop, and it is accessible to people with little technical knowledge and experience with web design.
i Work ordersremove
Work orders
Work order software helps automate work orders and everything that comes with them, such as scheduling, tracking and reporting service requests, dispatching employees to jobs and keeping track of service quality.
Chat with an employeeremove
Chatbotcheck
Knowledge baseremove
Email/message via websitecheck
i Software democheck
Software demo

The software supplier gives a demonstration/explanation of the software's capabilities:

  • you get an (online) walkthrough and explanation of the software from the software supplier
  • Software demos can be requested without obligation
  • It is the best way to be sure whether the software suits your company
Telephone helpdeskcheck
i Creating taskscheck
Creating tasks
Creating tasks per employee, supervisor and working group.
i External party login remove
External party login
External parties can be given their own login to manage open tasks.
i Status of ongoing taskscheck
Status of ongoing tasks
Employees have insight into each other's tasks and their status.
i Task overviewcheck
Task overview
Overview of all open tasks.
i Assigning rolescheck
Assigning roles
The software makes it possible to set up different roles.
Arabicremove
Danishremove
Germanremove
Englishcheck
Finnishremove
Frenchremove
Italianremove
Mandarinremove
Dutchcheck
Norwegianremove
Polishremove
Portugueseremove
Russianremove
Spanishremove
Czechremove
Turkishremove
Swedishremove
i 360-degree feedback remove
360-degree feedback
The ability to receive feedback from several people inside or outside the organisation.
i Feedback between employees check
Feedback between employees
Employees can give colleagues positive or negative feedback on individual employees, working groups or projects.
i Game-based assessmentsremove
Game-based assessments
Using games to discover employees' talents.
Conversation cycleremove
i Personal development planremove
Personal development plan
Drawing up a personal development plan to manage employees' knowledge, competencies and goals.
i Performance management remove
Performance management
It is possible to design an appraisal cycle.
i SMEscheck
SMEs
Small and medium-sized enterprises. These are companies with at most 250 employees.
i Non-profitcheck
Non-profit
Examples: government bodies, charities, associations and foundations.
i Large companycheck
Large company
Companies with more than 250 employees.
i Multinationalsremove
Multinationals
A large enterprise with branches and employees in several countries.
i Start-upcheck
Start-up
A new entrepreneur or business.
i Foundationcheck
Foundation
A foundation is an organisation with a public-interest, social or idealistic purpose.
i Associationcheck
Association
An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.
i Freelancercheck
Freelancer
Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.
i Approving hourscheck
Approving hours
Project managers can approve hours logged by employees before they are charged to the customer.
i Activity timercheck
Activity timer
Digital timer in the software for keeping an accurate time record.
i Absence registrationcheck
Absence registration
Employees can report or request absence themselves.
i Automatic time trackingremove
Automatic time tracking
Automatically tracking time while employees are working on documents, email and meetings.
i Collective labour agreement (CAO) rulesremove
Collective labour agreement (CAO) rules
CAO rules are automatically linked to employees' time tracking. This tells employees when they need to take a break or when the maximum number of hours worked has been reached.
i External hours validationremove
External hours validation
Hours booked for work can be reviewed and checked by a customer.
i Matching time to a customercheck
Matching time to a customer
Tracking time while employees are working on documents, emails and meetings and automatically matching it to a customer.
i Clocking incheck
Clocking in
Employees can clock in using a time clock system. This way you know exactly when your employees arrived and when they leave.
i Insight into hours balancescheck
Insight into hours balances
Employees have insight into hours balances such as statutory and extra-statutory holiday hours, ATV (working time reduction) and overtime.
i Mobile appremove
Mobile app
Staff can register the number of hours worked themselves via a mobile app.
i Plus and minus hours check
Plus and minus hours
Employees' plus and minus hours are tracked automatically. Minus hours are the hours you work less than the number of hours laid down in your employment contract. If you work more than you have agreed contractually, these are plus hours (also called overtime). Outstanding plus and minus hours may offset each other.
i Time trackingcheck
Time tracking
Staff can register the number of hours worked themselves.
i Occupational physician login remove
Occupational physician login
It is possible to create a separate login for the occupational physician, for example to grant authorisation.
i Third-party login remove
Third-party login
A third party, such as the UWV (Employee Insurance Agency), can log in to the software.
Separation of medical and non-medical datacheck
i Status overview per employee check
Status overview per employee
Employees can be classified into an absence status.
Absence fileremove
i Absence protocol in line with the Gatekeeper Actremove
Absence protocol in line with the Gatekeeper Act
The software has been built on the basis of the Gatekeeper Act (Wet verbetering poortwachter).
i Absence reports check
Absence reports
Gives insight into leave and absence figures.
i Employee logincheck
Employee login
Employees have their own portal to view their absence file.
i Stock alertremove
Stock alert

Receive an alert when stock is low with the ERP system.

Benefits:

  • Preventing shortages
  • Ordering in time
i Stock locationsremove
Stock locations

Manage inventory across several locations with the ERP system.

What does this involve?

  • Central overview of all inventory, spread across different locations.
  • Visibility of where specific stock items are located.
i Automatic order listremove
Automatic order list

The ERP system automatically generates a list of products that need to be ordered. Based on current stock levels and future demand, the software makes sure the inventory is always optimal.

Benefits

  • Users can receive notifications (for example by email) when it is time to place an order. This reduces the chance of products selling out.
  • Saves time because you no longer have to check stock levels manually.
i Generating a stock listremove
Generating a stock list

This function provides a clear list in the ERP system of all items/products currently in stock.

Benefits:

  • Provides a clear overview of what is in stock and where it is located.
  • Users can export the list to various file formats such as CSV, PDF, etc.
i Expiry dateremove
Expiry date

The ERP system makes it possible to enter the expiry date of each product. Based on this, the system keeps track of when a product is close to or past its expiry date.

Benefits

  • Users can receive automatic notifications (for example by email) when a product is nearly or fully past its date, which minimises waste.
  • Improves food safety and product quality by preventing the sale or use of products that are past their date.
  • Saves time and reduces errors, because you no longer have to check the expiry dates of products manually.
i Inventory valuationremove
Inventory valuation

With this function you can easily calculate what your inventory is worth in the ERP system.

There are different methods for calculating the value of inventory:

  • FIFO (First In, First Out)
  • LIFO (Last In, First Out)
  • Average cost method.

Most ERP systems support one of these three methods.

Handy for your tax return:

The ERP system helps you keep track of the tax depreciation for each product in stock. This is handy for companies with many different products in stock. By keeping track of the tax depreciation of each product, you know more precisely what the inventory is worth. This makes it easier to do your tax return.

i Purchasing managementremove
Purchasing management

The ERP system simplifies the process of placing purchase orders with suppliers.

Benefits:

  • Automatic sending of purchase orders to suppliers, often by an email from the software or possibly via an electronic purchasing system.
  • The software recognises the chosen suppliers, which limits manual entry.
  • When products are received, the software records this and a goods receipt can be created.
i Optimal order picking routeremove
Optimal order picking route

With the best order picking route function in the inventory management software, you improve the route for employees. This function calculates by itself which route is best. This way it takes less time and effort to pick orders.

i Order picking locations remove
Order picking locations

The ERP system offers the option to create specific order picking locations.

Benefits:

  • Structures and organises the warehouse.
  • Simplifies the picking process for employees.
  • Ensures faster identification of and access to products.
i Scanning in delivery notesremove
Scanning in delivery notes

Use the ERP system to easily scan in delivery notes using a scanner.

Benefits:

  • Speeds up and automates the processing.
  • Reduces the chance of human error.
  • Provides a streamlined, digital record of goods received.
i Processing returnsremove
Processing returns

The ERP system makes it easy to register and process returned items.

Benefits:

  • Efficient handling of returns.
  • Automatic updates of stock levels for returned items.
  • Clear registration helps in analysing return reasons and patterns.
  • Improves customer service through faster, streamlined returns processes.
i Serial and batch numbers remove
Serial and batch numbers
Serial and batch numbers can be assigned to the product.
i Tracingremove
Tracing
Tracing shows where the product is, from placement to final destination.
i Processing sales ordersremove
Processing sales orders
Processing sales orders and sending them.
i Designing and adapting workflowsremove
Designing and adapting workflows
Designing and adapting workflows for an efficient work process.
i Workflow management remove
Workflow management
Workflow management ensures an efficient work process by automating actions and tracking the status of these processes.
Clientbox integrations
See which systems the software integrates with
  • check Exact Online
  • check Microsoft Outlook
  • check Mollie
  • check Snelstart
  • check Twinfield
Prices
Pricing models:
Subscription i
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
Indicative cost from p/m:
On request

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Description

Find out with SoftwareWatcher whether Clientbox is right for your organisation. Read genuine reviews from users and experts and compare all relevant software features. We give an overview of all the software features relevant to your business processes. Clientbox has the following modules:

check Analysis and reporting
check Accounting
check CRM
check Accounts receivable
check Expense claims
check Digital signing
check Invoicing
check Invoice processing
check Helpdesk
check HRM
check Integration software
check Quotation
check Staff scheduling
check Product configuration
check Project management
check Sales
check Time tracking
check Absence
check Webshops

With SoftwareWatcher you can find out how Clientbox saves you time. By digitising your organisation with Clientbox, you cut costs and bring structure to your organisation.

Compare Clientbox and get advice

Compare Clientbox with other software for your industry and company size. Based on software features and prices, you can quickly and easily see whether the software is right for you. SoftwareWatcher offers a simple selection guide, so you can choose the best software yourself even without any knowledge of software. Do you need advice on whether Clientbox suits your organisation? The SoftwareWatcher experts will be happy to help and advise you on your choice. We ask you the right questions and check whether the software suits you. This is free and without obligation. Want to know whether the software integrates with other systems in your organisation? The SoftwareWatcher integrations overview shows you straight away whether the software integrates with your existing systems. Is your existing software not in the overview? Then other solutions are always possible. Please contact the software supplier about this.

Clientbox demo or trial period

Want to get a real impression of Clientbox? You can often request a trial period or a software demo for this. With a trial period you get access to the software for a number of days and can test for yourself whether it suits you. If you request a software demo, the software supplier explains the software to you personally. During a software demo you can ask all your questions about the software, which tells you how good the software is. Are you looking for alternatives to Clientbox? SoftwareWatcher gives an overview of the best software alternatives, so you know straight away which systems to compare with each other.

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Clientbox - frequently asked questions
check 1 employee
check 2 - 10 employees
check 11 - 25 employees
check 26 - 50 employees
check 51 - 75 employees
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check 401 - 500 employees
check 500 or more employees
check Subscription i
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
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check Dutch
check English
check Telephone helpdesk
check Chatbot
check Email/message via website
check Software demo i
Software demo

The software supplier gives a demonstration/explanation of the software's capabilities:

  • you get an (online) walkthrough and explanation of the software from the software supplier
  • Software demos can be requested without obligation
  • It is the best way to be sure whether the software suits your company
check Industry i
Industry
Examples: mining and the metal industry.
check Trade i
Trade
Examples: wholesalers and trading companies.
check Production i
Production
Companies that make a physical product. For example clothing production, tool production and food production.
check Business services i
Business services
Examples: consultancies, marketing agencies and law firms.
check Healthcare i
Healthcare
Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.
check Construction and installation i
Construction and installation

Examples: construction companies, painting companies, installation companies and insulation companies.

check IT i
IT
Examples: software developers and website developers.
check Social services i
Social services
Examples: social workers and voluntary work.
check Retail i
Retail
Examples: supermarkets, retail trade and craft businesses.
check Pharma and chemicals i
Pharma and chemicals
Examples: manufacturers of medicines and the chemical industry.
check Agriculture sector i
Agricultural sector
Examples: agriculture and horticulture.
check Automotive i
Automotive
Examples: garages and car dealers.
check Media i
Media
Examples: broadcasters, radio stations and content development.
check Logistics i
Logistics
Examples: distribution centres and transport companies.
check Education i
Education
Examples: educational institutions, childcare and training institutes.
check Online services i
Online services
Websites where a product or service can be purchased.
check Accountancy i
Accountancy
Examples: accountancy firms and bookkeeping firms.
check SMEs i
SMEs
Small and medium-sized enterprises. These are companies with at most 250 employees.
check Start-up i
Start-up
A new entrepreneur or business.
check Freelancer i
Freelancer
Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.
check Association i
Association
An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.
check Foundation i
Foundation
A foundation is an organisation with a public-interest, social or idealistic purpose.
check Large company i
Large company
Companies with more than 250 employees.
check Non-profit i
Non-profit
Examples: government bodies, charities, associations and foundations.
check €1 to €100
check €0
check €100 to €500
check €500 to €5.000
See the integrations for this
Yes

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