Features

The operational core of a small business — finance, sales and records — in one platform. Explore what each module does.

• Accounts payable and receivable, finally under controlTrack every bill and every invoice due: payables, receivables, due dates and payment status in one screen. Part of ERP Mobi, the ERP for small business.
• Cash flow management without the spreadsheet gymnasticsKnow exactly what's coming in and going out. ERP Mobi turns your payables and receivables into a live cash flow view for small and medium businesses.
• A sales pipeline your team will actually keep updatedA visual sales pipeline built for SMBs: drag deals between stages, log activities and turn wins into receivables. CRM included in ERP Mobi.
• Proposals generated from your deals, not from a blank pageCreate professional proposals from your service catalog, send them from the deal and track acceptance. Proposals are built into ERP Mobi's CRM.
• Invoicing that starts where your deal endsIssue and track invoices tied to your customers, deals and receivables. Invoicing is part of ERP Mobi, the all-in-one ERP for small business.
• One customer record, shared by your whole companyOne customer registry shared by sales, finance and invoicing. ERP Mobi keeps every contact, deal and payment in a single customer record.
• Suppliers and payables, organized togetherKeep suppliers, contracts and payables organized in one place. Supplier records in ERP Mobi connect directly to your accounts payable.
• Role-based permissions, without enterprise complexityGive each person exactly the access they need: role-based permissions for finance, sales and admin data in ERP Mobi.