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Module "Lead Management" for BAS configurations on regular forms (UTP, UPP, UT 2.3, BU 1.2 and others)

Functionality of the Lead Management module:

  • Accounting for the lead database (potential customers).
    • Automatic creation of lead cards when receiving calls from a virtual ATC;
    • Automatic closing of lead cards;
      • when creating a counterparty on the basis of the lead card (in this case, information from the lead card is transferred to the counterparty card);
      • when saving the phone number indicated in the lead card in the counterparty’s card.
    • Call history in the lead card.

  • Lead synchronization with virtual ATC clients, uploading new or changed leads to the virtual ATC.

  • Separation of leads by information sources.

  • Lead Statistics Report. Classification by sources of information, by responsible managers. Indicators in the report: Conversion of leads to counterparties, number of events by leads, number of new leads. (as an additional solution: lead funnel (the sum of orders, sales, payments, profit)).

  • Separation of leads by status - Hot, warm, cold, unpromising.

  • Automatic call planning by leader, depending on status (hot, warm, cold). For each status, the number of days through which the event is scheduled is set.

  • Creating tasks for users from the lead card.

More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Common forms  Virtual ATC Integration  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  СRМ 1.4 from Rarus  Trade Management, edition 10.3  
UAH 3 000
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Module "Lid Management" for BAS configurations on controllable forms (Small business, KUP, UT 3, UNF 1.4, UNF 1.6, CRM 2.0)

Functionality of the Lead Management module:

  • Accounting for the lead database (potential customers).
    • Automatic creation of lead cards when receiving calls from a virtual ATC;
    • Automatic closing of lead cards;
      • when creating a counterparty on the basis of the lead card (in this case, information from the lead card is transferred to the counterparty card);
      • when saving the phone number indicated in the lead card in the counterparty’s card.
    • Call history in the lead card.

  • Lead synchronization with virtual ATC clients, uploading new or changed leads to the virtual ATC.

  • Separation of leads by information sources.

  • Lead Statistics Report. Classification by sources of information, by responsible managers. Indicators in the report: Conversion of leads to counterparties, number of events by leads, number of new leads. (as an additional solution: lead funnel (the sum of orders, sales, payments, profit)).

  • Separation of leads by status - Hot, warm, cold, unpromising. 

  • Creating tasks for users from the lead card.

More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Controlled forms  Virtual ATC Integration  
Type Management Accounting  
Cofigurations BAS Trade Management, редакція 3.2  Management of a small company  Accounting, edition 2.0  СRМ 2.0 from Rarus  ERP: Enterprise Management, edition 2.0  СRМ 2.0 from "1C:Підприємство"  BAS Accounting, edition 2.1  BAS Integrated enterprise management  Trade Management for Russia, edition 11  Medicine. Dental Clinic, revision 1.0  
UAH 3 000
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Integration with Virtual ATC "Stream Telecom"

  • The ability to call from the customer card.
  • Getting information about the client with the active call (by pressing the key combination "Ctrl+1").
  • Saving the history of conversations in the customer card.
    • the ability to play a conversation recording;
    • automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
  • The state of user internal lines (active, talking, offline) on StreamTelecom:
    • the ability to call another internal line;
    • the ability to transfer the current active call to another extension.
  • Uploading customer orders from BAS to CRM StreamTelecom:
    • вthe ability to synchronize the nomenclature of BAS and CRM "StreamTelecom".
  • Information about missed calls for a specified number of days, the organization of the chime.
  • Synchronization of BAS clients with “StreamTelecom” clients:
    • regular unloading of modified and new customers from BAS to StreamTelecom;
    • transfer from BAS in “StreamTelecom” binding the client to the manager.
More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Controlled forms  Virtual ATC Integration  
Type Management Accounting  
Cofigurations BAS Trade Management, редакція 3.2  Management of a small company  Accounting, edition 2.0  СRМ 2.0 from Rarus  ERP: Enterprise Management, edition 2.0  СRМ 2.0 from "1C:Підприємство"  BAS Integrated enterprise management  Trade Management for Russia, edition 11  Medicine. Dental Clinic, revision 1.0  BAS Small business  
from UAH 3 000
Buy  


 
Integration with a virtual ATC "Stream Telecom" for configurations on conventional forms

  • The ability to call from the customer card.
  • Getting information about the client with the active call (by pressing the key combination "Ctrl+Q").
  • Saving the history of conversations in the customer card.
    • the ability to play a conversation recording;
    • automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
  • The state of user internal lines (active, talking, offline) on StreamTelecom:
    • the ability to call another internal line;
    • the ability to transfer the current active call to another extension.
  • Uploading customer orders from СRM StreamTelecom:
    • the ability to synchronize the nomenclature and CRM "StreamTelecom".
  • Information about missed calls for a specified number of days, the organization of the chime.
  • Synchronization with StreamTelecom clients:
    • regular unloading of modified and new customers to StreamTelecom;
    • transfer in "StreamTelecom" binding the client to the manager.
More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Common forms  Virtual ATC Integration  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  СRМ 1.4 from Rarus  Accounting, edition 1.2  Trade Management, edition 10.3  
from UAH 3 000
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Integration of "BAS" with "Bitrix24" via API in real time

The universal exchange between "Bitrix24" and "BAS" allows you to configure a two-way exchange of almost any data between "Bitrix24" and "BAS".
The solution can work on the cloud and box "Bitrix24". Settings on the side of "Bitrix24" are made in the form of scripts, without changing the "Bitrix24".
How implemented:
  • API commands have been added to "BAS". The interaction system is designed so that "Bitrix24" is the active side, and "BAS" is the party sending and receiving information.
  • Correspondence of objects (entities) and their fields is configured on the side "BAS".
  • The minimum "Bitrix24" tariff is CPM +. No transfer to the “Company” tariff is required, as for a standard exchange with Bitrix24.   

More...

Industry Bitrix  
Category Additional settings  Common forms  Controlled forms  Integration with "Bitrix24"  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  СRМ 1.4 from Rarus  Trade Management, edition 10.3  
   
Configuration "Assistance. Medical Assistance" on controlled forms, based on the typical configuration "BAS Accounting, rev. 2.1"

  • Accounting for contracts and insurance policies:

    • Accounting for insurance programs and options;

    • Accounting for insurance packages;

    • Accounting for exceptions;

    • Accounting for authorized counterparties, franchises, limits;

    • Tracking the levels of clinics;

    • Control of limits and insurance amounts;

    • Automation of import of insurance policies;

    • Automation of loading insurance programs, exceptions.

  • Insured persons accounting:

    • Automatic identification on incoming call;

    • Auto-creation and identification when loading policies;

    • Analysis of limits, reports on expenses.

  • Accounting for insured events:           

    • Automation of the process of resolving cases;

    • Monitoring;

    • Registration of service quality assessment and denials of service.

  • Conducting settlements with counterparties:

    • Settlements with providers of services and medicines;

    • Automatic posting of reports from contractors on the services performed and the supply of medicines;

    • Mutual settlements with insurance companies: generating reports, issuing invoices, registering acts. Control of mutual settlements at all stages.

  • СRМ:

    • Accounting for internal tasks: addressing tasks to users, monitoring performance;

    • Integration with telephony (as an additional solution);

    • Business process "Insured event", automatic formation of tasks for users to settle insurance claims (as an additional solution);

    • SMS informing, e-mail.

More...

Industry Medical clinics, medical institutions  Medical and technical assistance  
Category Additional settings  Controlled forms  Assistant companies  
Type Management Accounting  
Cofigurations Accounting for Russia and Kazakhstan, edition 3.0  BAS Accounting, edition 2.1  
from UAH 200 000
Buy  


 
Integration of BAS programs with "Bitrix24". Integration of the standard solution from "Bitrix24"

Integration of a standard solution from "Bitrix24" for the integration of "Bitrix24" with BAS programs.

The main scenario that is supported for account exchange :

1) Accounts are created on the CRM side.
2) Accounts when a certain status is reached are sent to BAS programs.
3) On the BAS programs side, payment of the invoice or its shipment can be made, the composition of the invoice goods can be changed, their cost and quantity. All this data will be automatically sent to the CRM with the next synchronization.
4) The same changes on the CRM side will lead to changes in the corresponding orders in BAS programs.

The main commodity exchange scenario :

The exchange of goods is realized unilateral, i.e. The changes are monitored only on the BAS programs side, and when synchronized these changes fall into the CRM.

The basic settings are performed on the "Trade Management" side

More...

Industry Bitrix  
Category Additional settings  Common forms  Controlled forms  Integration with "Bitrix24"  
Type Management Accounting  
Cofigurations BAS Trade Management, редакція 3.2  СRМ 2.0 from Rarus  СRМ 2.0 from "1C:Підприємство"  BAS Integrated enterprise management  Trade Management for Russia, edition 11  
from UAH 18 000
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Integration of BAS with "Comarch EDI" for BAS configurations on managed forms

Integration of BAS with "Comarch EDI" with the following features:

  • Download from Comarch EDI;
    • Load orders from networks - ORDER file;
  • Upload to Comarch EDI;
    • Uploading Order Confirmations - ORDRSP;
    • Downloading invoice upload - file DESADV;
    • Downloading the product catalog and its availability data - PRICAT file.
  • Unloading serial numbers - file "Quotation", for the Rozetka (rozetka.com.ua).
  • Unloading of the consignment note - file "DELNOT", for the Rozetka (rozetka.com.ua).
More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Controlled forms  Integration with document management services (Vchasno, Comarch).  
Type Management Accounting  
Cofigurations BAS Trade Management, редакція 3.2  Management of a small company  ERP: Enterprise Management, edition 2.0  BAS Accounting, edition 2.1  BAS Integrated enterprise management  Trade Management for Russia, edition 11  
from UAH 3 000
Buy  


 
Integration of BAS with "Comarch EDI"

Integration of BAS with "Comarch EDI" with the following features:

  • Download from "Comarch EDI";
    • Load orders from networks - ORDER file;
  • Upload to Comarch EDI;
    • Uploading Order Confirmations - ORDRSP;
    • Downloading invoice upload - DESADV file;
    • Uploading the product catalog and its availability data - PRICAT file.
  • Unloading serial numbers - file "Quotation", for the Rozetka (rozetka.com.ua).
  • Unloading of the consignment note - file "DELNOT", for the Rozetka (rozetka.com.ua).
More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Common forms  Integration with document management services (Vchasno, Comarch).  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  Accounting, edition 1.2  Trade Management, edition 10.3  
from UAH 3 000
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Address classifier in the contact information of the counterparty

The address classifier is a set of directories for the ability to structure addresses in contact information for:

  • Countries;
  • Regions;
  • Districts(115 entries in the directory);
  • Settlements (1400 records);
  • Streets (3800 records).
More...

Industry ATP, transport management  
Category Additional settings  Common forms  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  Accounting, edition 1.2  Trade Management, edition 10.3  
UAH 4 000
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Automatic raising of the client’s card in the "1C:Підприємство" integration module with virtual ATC (with http service)

  • Automatically open a customer card with an incoming call (before picking up the phone);

  • Download real-time calls at the end of a call on a virtual АТС;

  • Synchronized opening of the Event document for one employee and closing of the document for another employee when transferring a call.


More...

Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Common forms  Controlled forms  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  BAS Trade Management, редакція 3.2  Management of a small company  Accounting, edition 2.0  СRМ 1.4 from Rarus  СRМ 2.0 from Rarus  ERP: Enterprise Management, edition 2.0  СRМ 2.0 from "1C:Підприємство"  Accounting for Russia and Kazakhstan, edition 3.0  Accounting, edition 1.2  BAS Integrated enterprise management  Trade Management, edition 10.3  Trade Management for Russia, edition 11  
from UAH 6 000
Buy  


 
Software RRO "Vchasno. Checkout"

Software PPO "Vchasno. Checkout". Implementation of a turnkey solution from "Vchasno". 

We implement the installation of software PPO «Vchasno. Checkout» in the configuration "BAS" .

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Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Medical and technical assistance  Service station, car service, sale of spare parts and cars  Bitrix  Online store  IP-telephony  Tourism  
Category Additional settings  Common forms  Controlled forms  Integration with document management services (Vchasno, Comarch).  
Type Accounting  
Cofigurations Trade management  Manufacturing enterprise management  BAS Trade Management, редакція 3.2  Management of a small company  BAS Accounting, edition 2.1  BAS Integrated enterprise management  BAS Small business  
from UAH 3 600
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Workplace of the clinic administrator

The configuration automates the workplace of the clinic administrator for keeping records of visits to doctors, arranging for receiving patients, generating statistical reports, and organizing work with insurance companies.
Purpose and functions of the program:
  • Clinic Administrator Workstation.
  • Schedule an appointment with doctors.
  • Work with insurance companies.
  • Work with affiliates.
  • Simple, intuitive interface.
  • The ability to work through an Internet browser.
  • Printing cash receipts for fiscal registrars.
  • Service accounting: prices, discounts
The configuration can work autonomously or can be installed on the main database configuration, namely:

  • “Management of a trading enterprise” (USP);

  • “Accounting for Ukraine”, edition 2.0;

  • Integrated Automation, Revision 2;

  • “Accounting for Russia and Kazakhstan”, version 3.0;

  • or other configurations.
More...

Industry Medical clinics, medical institutions  
Category Common forms  Other configurations  Controlled forms  Medical companies  
Type Accounting  Management Accounting  
Cofigurations Trade management  Accounting, edition 2.0  Accounting for Russia and Kazakhstan, edition 3.0  
UAH 20 000
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Import of the table part of the document from Excel. The "Fill from Excel" button above the "Goods" table in the document

Importing a table document part from an Excel file.
"Fill from Excel" button above the table "Goods" in the document.

More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Common forms  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  Trade Management, edition 10.3  
UAH 3 500
Buy  


 
Loading of price-lists of suppliers from Excel. Upload your own prices

Setting allows you to automatically download price lists of suppliers, as well as their own prices.
Downloading price lists is performed by searching by:
  • article number and name;
  • matching table.
It is possible to configure other ways to search for an item, for example: by vendor code.

You can also use this setting in other documents, where you need to download the table part from the Excel file.


More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Common forms  Pricing  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  Trade Management, edition 10.3  
UAH 3 500
Buy