| Branch: 5.Finance |
Feature: Financial Forecast Dashboard |
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| Description:Get a complete dashboard on the forecasted financial data (Revenues, expenses, payrolls,..). Get analytical reports by area, department and drill down to reach a specific value.
Share this dashboard to all your teams, according to their rights and authorizations. |
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| Branch: 5.Finance |
Feature: CryptoCurrencies Listing Dashboard |
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| Description:Connected to a ledger, this feature allows you to track all activities for your crypto listing, analyse all the transactions, get the balances of big investors, get the maps pointing at the more investing countries and be ready to maximize your crypto valuation. |
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| Branch: 3.Administration |
Feature: Software Asset Management |
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| Description:Track your software with all financial, legal details and contracts. |
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| Branch: 5.Finance |
Feature: Synchronization with Quickbook |
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| Description:Synchronize your financial data with QuickBook in both ways and for multi-companies. Get analytical dashboards built on AtemisCloud and shared to all your teams. |
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| Branch: 5.Finance |
Feature: Financial forecast |
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| Description:This feature lists all financial data (revenues and expenses) and allows you to create forecasted data in one click for the next month, or for the next year. |
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| Branch: 4.Project |
Feature: Wealth Management profile |
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| Description:Manage the full wealth management profile of your contacts with all info (Personal, Professional, Revenues, Taxes, Investments, Real estate, consumer credits). Get alerts, analysis and reports. A customer extranet is available to allow the customer to update its own data and share its document. |
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| Branch: 2.Marketing |
Feature: Videos dashboard |
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| Description:This feature allows you to view all your youtube videos and available KPI. Upload your videos directly from your AtemisCloud solution. |
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| Branch: 2.Marketing |
Feature: Powerpoint Presentation Builder |
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| Description:This feature is dedicated to create automatic Powerpoint presentations using Open XLM. The slides' content can be selected from images in your Clouds. Fill the text as needed. Save the created document as PPTX or PDF. |
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| Branch: 2.Marketing |
Feature: Targets details |
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| Description:Get all details about your targets / audiences to know how often do you contact them, which channels do you mostly use, get the list of all contacts, all emailings opened and clicked by them, add tags describing this target and get all recommandations. |
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| Branch: 1.CRM |
Feature: Quotations |
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| Description:Create quickly a quotation by selecting the products or services to sell, the quantities, attach a description and an image if needed. Add other lines, the taxes and discounts. Fill the description of the quotation and select the destinee, among all contacts of the selected company. Save the quotation. By double clicking on it, you can open it in your browser and save it as PDF file. The best is to send it directly to the destinee by right clicking on "Send by email". The destinee will receive an message with the opening link of the quotation. The quotation will then be displayed automatically as a PDF file. The workflow will send you an alert when your prospect / the destinee will open the quotation. |
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