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OVERVIEW
Align all your Stakeholderswith Connectrix
Connectrix is a unified business communication
platform, custom built for fast growing organization to
increase data visibility & organizational efficiency on
the go - anytime, anywhere!
Sales
Customer
Vendor
Management
About ConnectrixConnectrix™ is a unified platform, built to meet the growing needs of SAP Business One users who want to simplify their Sales, Customers & Vendor Management. Track, monitor and be in control of your business always - anytime, anywhere.
Connectrix™ is a simple, easy to use end-to-end business communication platform, which helps you to track sales team performance, collect customer feedbacks, manage vendors and provides business insights to leadership team. It lets you manage your receivables and seamlessly collaborate using chat platforms with your sales reps, clients and vendors. Save time by automating critical processes like online orders, payment reminders, target tracking, collection projections and much more.
Connectrix™ come from the stables of Uneecops Group a leading SAP Gold Partner and 350 Cr. conglomerate. The App combines Uneecops’ decade long experience with latest mobile technology to produce an innovative business communication platform.
Available on iOS & Android
Connectrix ™ app comes enterprise ready in different versions to cater to your business unique requirements & departmental needs.
The app is now available for:
● Sales, ● Customers, ● Company & ● Vendors (coming soon)
COMPANY APP
COMPANY APP
The company app acts as the control panel for all your connectrix role based app (Sales, Customer & Vendor App) and is used for moderating rights & access.
Some of salient features of Company App are:
● Manage & control access● Manage & grant admin rights ● Create & Assign sales targets● Get consolidated business insights
Always be inControl of your Business with Connectrix™ Company App
COMPANY APP
ManageCustomersManager your customers and their contacts easily
View CustomersCheck active, invited &
disabled customers
Invite ContactsInvite listed contacts for
each customer
Add ContactsAdd new contact & align
with customer
ManageSales TeamManage sales team access by choosing whom to invite & grant access
Invite Sales PersonSend group or individual
invites to sales team
Filter by StatusFilter data by invitation &
activation status
ManageAdmin RightsManage and grant admin rights for the app
● View app administrators
● Send individual or group invite to add admins
Create & Add Sales TargetCreate, add and view sales target assigned to your sales teams
Create & AssignCreate sales target
categories & assign to sales team
Add Target TypeCreate & add new sales
target type category
View Target ListSummarised view of
sales target types
AssignSales TargetAssign new sales target to your team and view existing assigned target
Assign Sales Target Create sales target,
bifurcate by item & timeline
View Assigned TargetSummarised list view of
assigned targets
PowerfulDashboardGet a holistic view of all important business insight from a single dashboard
● View customer rating, know your top & bottom performers
● View invoice aging ranging from 30 to 90 days & above
● Track actual collection against assigned targets
● View YTD & QTD sales performance against assigned targets
CUSTOMER APP
CUSTOMER APP
Give your customer access to orders, delivery and more. Build stronger relationship and trust with your customers.
Give transparency to your customers - all from one dashboard:
● View open & upcoming deliveries● View payments, order status & aging● Check available customer credit limit
Customer Collaboration made easy with Connectrix™ Customer App
CUSTOMER APP
SimpleDashboardView customer insights from the dashboard.
● View open orders and upcoming deliveries
● Track pending and outstanding dues in real time
● Check available customer credit limit
Open Orders
View all open orders and easily segregate them by item or PO
Open OrdersConsolidated
View
Viewby Item or PO
UpcomingDeliveriesKnow upcoming deliveries in advance & be ready
● View & know all upcoming deliveries.
● Item wise tracking of orders and quantity.
PaymentDetailsView invoice aging and avoid payment delays.
Open Invoiceswith due dates & amount in a glance
AgingEasily view overdue payments with
bucketised aging feature
PurchaseOrdersFlexible options that lets you make purchases on the go
Purchase ListQuickly add new purchase order
Purchase OptionsMake purchase with upload PO
or add to cart
Purchaseby Upload POAlready have a PO? Upload PO make online purchase
1. Upload POMake online purchase by
uploading PO
2. Add DescriptionAdd description and simply
press submit
Purchaseby Add-to-CartMake online purchase in 3 quick steps in just few clicks
1. Select ItemSelect desired item from
the list
2. Add QuantityAdd the required item
quantity
3. CartMake online purchase
from cart
Chat FeatureHave real-time chat with customer & be on top
Chat threadA chat thread is created
automatically with each PO
Chat featureRespond to customer queries
in real time
Apply FiltersApply multiple filters to sort your PO quickly
Filter PO by delivery status, delivery date & payment
status
Filter by item name
Item DetailsGet the information you need about the product
Detailed item description about each item
● Check if the product is in stock or not
● Check quantity available for purchase
● Product features properties & more
View ProfileEasily view and edit company profile
View & edit company profile from the settings tab
● See sales aligned person details
● Check address book
● Edit company contact details
SALES APP
Improve sales team accountability by tracking and monitoring sales targets.
Check receivables as per aging and due date andOn-Time Collection.
Empower your Sales team to do more!with Connectrix™ Sales App
SALES APP
Quick SetupGet up & running in 2 minutes in just 3 quick steps!
Step 1Enter Company Activation Code
Step 2Enter OTP Code
Step 3Set New Password
DashboardEverything that you need is available on your Dashboard
Target Dashboard
Receivable Dashboard
✔ Actual collection against initial projections
✔ Invoice due next month & overdue
✔ Month-on-month graphical presentation of projected vs collected
✔ Performance parameters like aging, iterations & on-time collection
Receivables ✔ User can view receivables
pending against invoices.
✔ Update real time collection projections.
✔ Share invoice with customerson the fly.
✔ Easily change collection due dates.
Sort byAmount, Due Date or Aging
Filter byAging and Collections
FeatureSort & Apply Filters
Powerful sort function lets you view receivables on the basis
of amount, due date and aging.
Filter data based on customer name, payment status and
more.
SalesDashboardTrack sales performance against assigned target and never lose sight of your goals.
Assign Sales Target Create sales target, bifurcate by
item & timeline
Sales InsightsGet summarised view of actual
performance (timelines or item wise)
Sales Dashboard
(TBD)
FeatureTrack Customers
View Customers
✔ Get a consolidated customer view
✔ Identify customers with payment dues
✔ Scroll and view the list of all your customers
✔ View invoices due, amount due and aging with ease
FeatureEdit Profile & Switch Account
View Profile Switch AccountView & edit your profile
with just few clicks. Switch account easily if other
companies are mapped in the app.
