BEAT Features
The complexities of organisation management made simple through one streamlined system.
CRM
CRM
the core of your ERP; here you will be able to log and manage relationships and links with people and organisations - all with the aim of keeping you connected to your customers, your leads, donors, suppliers, staff, and any other people and organisations that matter to your success.
Included in this module, you can capture all information regarding your relationships and contact with that person or organisation, add in unlimited custom fields against the contact and per relationship, capture notes, view all interactions and historical information, make appointments and send calendar invites and more.
Task Manager
Task Manager
Keep track of your to-do list through BEAT's project and task manager. This allows users to assign tasks to individual/s and track tasks that are associated with the people and organisations in your CRM.
You can group tasks together under a project, keep tasks updated with notes, add attachments, create recurring tasks, customise task statuses and priorities and tag tasks and projects with key outcomes.
Workflow Manager
Workflow Manager
organisation and productivity often stem back to workflow management; this software allows you to perfect your processes and benefit from the resulting improved efficiency.
Build your own workflows and automations based on triggers across the modules within BEAT and setup corresponding actions. Setup sales automations as well as ongoing relational or organisational process workflow and track people's progress through those workflows.
Peer-to-Peer Fundraising
Peer-to-Peer Fundraising
Specifically for the Non Profits - activate your donors to support your organisation and fund raise on your behalf, harnessing the power of social media and expand your network in a safe and secure way. Capture donations directly through your merchant facility and customise receipts for general and campaign donations.
Featuring pre-designed templates to use, full social media integration to help you spread the word, and excellent goal setting and personalisation tools to keep the fundraisers motivated.
Donor Management
Donor Management
support your supporters by giving them access to their own online account; allowing them to manage their subscriptions, view receipts and givings statements, update their information, retrieve event tickets, update fundraising pages and stay informed.
Finance & Payment Processors
Finance & Payments
Make accepting payments and issuing invoices easy for both you and your customers or donors, providing them with peace of mind through every transaction.
Accept funds directly through your merchant facility and sync financial data into XERO on a per transaction or batch basis. Sync accounts payable and receivable information bio-directionally with Xero. Issue customised receipts and invoices including specifying tax codes and separating DGRs and Tax Invoices.
Events And
Registration
Events and Registration
Your key to simple events, BEAT’s software takes care of everything from registration and ticket creation, ticket purchasing using your merchant facility (avoiding additional fees), early bird and promo code tickets types, integrating fundraising for non profits, and ticket distribution right through to automated check-in for guests when they arrive.
Application Programming Interface (API)
Application Programming Interface (API)
BEAT is able to integrate so seamlessly with third party programs because of its advanced API.
Either program your own customisation and integration, or utilise one of existing integrations including:
- Google Apps
- Jot Forms
- Mailchimp
- Stripe
- Survey Monkey
- Xero
The importance of investing in your ERP
Sometimes organisations overlook the value of getting internal infrastructure right, but prioritising your ERP is a sure way of improving operations, processes, communication, and, ultimately, your bottom line.
Managed connections
Manage your connections, be that clients, staff, contacts, other businesses, or volunteers. With BEAT, staying on top of those important relationships is taken to the next level, with the ability to easily track interactions, create mailing lists, and quickly compile analytical data that will ultimately assist in crucial management decisions.
Time efficiency
Become much more time efficient and, in doing so, reduce costs. With BEAT’s advanced integrated and automated systems, the time typically involved in things like data entry, analytics compilation, and other administrative tasks is radically reduced.
Peace of mind
Maintain a peace of mind that your ERP system is secure and accessible at all times. BEAT retains a 99.99% uptime guarantee with 24/7 monitoring, so you don’t have to worry about interruptions to your system. Our software is hosted in Australia and meets security standards, plus has thorough disaster recovery and backup solutions in place just in case. BEAT is also designed so that it can be accessed from any device, so even on the run you have your complete ERP system right at your fingertips.
How our ERP/CRM customisation works
Most of the time, setting up an ERP or CRM system looks like this: you receive a blank slate
program as a foundation, you stumble through learning how it works, and then you figure out a
way to fit your organisation’s operational processes within the available functionalities.
BEAT turns this process on its head.
Designed as an incredibly agile and flexible
system, it’s easy for our team to create a tailored solution tuned to your specific needs. After
sitting with you and mapping out your workflow, as well as gaining a better understanding of
what you need out of a CRM database or ERP system, we deliver you a system so custom-built,
using it will feel like second nature.
And with the many benefits the right ERP can bring
to your organisation, you’ll quickly find this personalisation makes all the difference.
One of the most integrated platforms on the ERP market
BEAT is miles ahead of the competition when it comes to seamless integration with other applications and platforms.
That means you can not only continue to use the third party programs
you prefer, you can use them to their highest functionality in cooperation with your ERP system.
BEAT can be fully synchronized with:
BEAT brings the future of ERP and CRM software to the present, thanks to its forward-thinking
integration capabilities and unlimited customisation options.
Get in touch with us today
to find out how BEAT can take your organisation’s communication, lead-growth, and overall
efficiency to the next level.