Create Subscription type Products so that you can automate recurring billing.
Integrate with Imagin8 Debit Orders so you can offer Debit Order collection on your invoices and automate the collection of payments from your
customers to improve your cash flow.
Debtor Statements. You'll be able to view debtors' statements and email professional looking statements out to your customers in one click.
Strategy Module. One of the most powerful features of SMExpert that you won't find anywhere. The strategy Module guides you through setting your
strategy, and translating that into daily actions that will get you closer to your goals.
Set and track Tasks. Assign tasks to your team, set tasks so you don't lose track of your To Do list. You can create tasks for Operations,
Customer Support, Sales, and Projects.
Manage Complex Projects. The Projects Module allows you to set up projects, detail the Project Scope, translate the Scope to Work Packages,
attach time estimates, and costs, and track time spent on projects. Generate reports to send to key stakeholders.
Instant Online Store. You'll be able to select which products to display in your Online Store. Give your customers links to the Online store,
or display this on your Website and your customers will be able to shop on your store immediately. Set up your Merchant account with PayFast,
and get paid immediately into your PayFast account. Purchases made in your Online Store will automatically appear in your Sales Orders module
for your team to process.
Manage Partially filled Sales Orders. If you can't completely fill an order, SMExpert will send a communication to your customer to ask whether
they want to wait until you have stock or receive their partially complete order now. If so, SMExpert will create a new sales order for the
remaining items to be processed when you get more stock.
General Ledger Module. You'll be able to set up your general ledger accounts, and run a complete set of books on SMExpert.
Cashbook Module. You'll be able to import your bank statements and allocate payments received against invoices, or allocate payments to a
debtor's account. Daily importing of your bank statement makes it easy to ensure that your books are up to date.
Export and Integration with leading systems. You'll be able to export anything to CSV so you can import into other systems for your accounting,
task and project management, sales management – whatever you need.
Cash Flow. SMExpert's complex Cash Flow module will help you negate a complex cash flow projection to help you pro actively manage your business.
Most businesses that fail have two things in common. Poor financial records and no cash flow projections. We're going to help Small Businesses
bridge this management gap.