0845 6439 126 info@cofficient.co.uk
Get More for Your Business with our Software Product Solutions.

Get More for Your Business with our Software Product Solutions!

Our product solutions are specialised modular software solutions that provide the answers your teams have been looking for.  They’ll transform your business and your teams will wonder how you ever managed without them!

From CRM System to Asset management and even Enterprise level shipping. We have the answers to automate processes and give staff the time to concentrate on what is important.

Free your teams, today! Scroll down to see our innovative, market leading solutions, then contact us.

 “To win in the marketplace, you must first win in the workplace.” Douglas R Conant (former CEO of Campbells Soup) https://conantleadership.com/

CRMUnity - the CRM system that unifies customer data across your business

GDPR Compliant CRM Systems

CRMUnity

Unify customer information across your business and stay on the right side of the new data protection laws.

Cofficient CRM solutions provide one single source of data keeping your data clean and compliant. With automated forms and customer tracking, ensuring your business gets the correct customer consent and with an audit trail. Features such as automated unsubscribe and duplicate data cleansing come as standard, meaning diverge sources of data can be merged to create an accurate single record that filters to everyone in your business, instantly. 

All of our solutions can be tailored to meet your needs and of course did we mention that using our CRM systems can mean you get five times as many leads as traditional methods. Just saying!

Service AssetUnity

Maximise business service asset returns and get more from them!

Service AssetUnity enables businesses to track, manage, maintain and control customer assets, where-ever they may be

Managing assets is a headache. Inventory, Materials, Machinery and Supplies are the greatest costs facing a business. Knowing where these are and using them efficiently can make or break a company. When you add customer locations, contract considerations, service level agreements and of course the need to charge for these, then that management complexity multiplies, exponentially!

Now, relieve that pain and contact us today, to find out how we can help you.

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Control – know exactly where service assets are.

Return on investment – understand which assets are paying their way.

Profits – forecast where and when assets are needed and ensure contracts are more profitable.

Value  – understand the actual worth of all service assets.

Fast, accurate, scalable and proven shipping software for growing businesses
Fast, accurate, scalable and proven shipping software for growing businesses

PackageUnity

Fast, accurate, scalable and proven shipping software for growing business that want to impress customers with the speed of packaging and delivery.

PackageUnity is the Netsuite compatible service that enables companies to automate their shipping, labelling and export documentation. Already used to deliver hundreds of thousands of packages and documents each year, PackagingUnity conveniently provides access to multiple or single courier companies such as Parcel Force and DHL.

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Accuracy – get delivery details right first time, every time.

Scale – up to 200 packages at any single moment.

Reporting – instant information on cost, volume and other metrics

Service  – Track packages & keep customers up to date.

CreditUnity

Boost Your Cash Collection.

Cash is King, which means collecting is vital to business survival. The problem is collecting can be a painful task!

Maximise your finance team’s time and reduce bad debt with CreditUnity, for NetSuite.

With the tick of a box, CreditUnity recognises outstanding invoices and automates the process of chasing and collection invoices. Set-up standard e-mails, decide on your timescales and let the process run. A reporting dashboard visually displays outstanding invoices and where they are in the process. You can even schedule reminders before the invoice is sent.

It’s never been easier and as soon as the invoice is paid, the system stops chasing.

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Cash  – boost collection of cash, while your team maximise it’s time.

Reminders – politely prompt customers just before the invoice is due.

Time  – free up your team’s time to concentrate on other tasks

Good payers – identify persistently bad payers and reduce bad debt on your profit and loss accounts.

Automated credit control, make sure your business gets paid on time

ExpenseUnity

Ditch the expenses pain and claim back your time.

Remember when getting and repaying expenses was a real drag. You were swamped in paper receipts, wrestling people to reclaim expenses on time and then the approval process, OMG!

ExpenseUnity fully integrates with NetSuite and SAP, meaning you can sit back and let the system do the work for you. ExpenseUnity automates more of the process than any other system, it has never been easier to manage team expenses.

Receipts are scanned and recognised, corporate credit cards can be managed centrally and as the system is fully integrated with purchasing and inventory modules, when travel is booked or an item bought on-line, those expense are automatically allocated to correct person.

Approval processes are now controlled by a simple workflow diagram and you can review individuals, teams, divisions or the entire company to find out where money is being spent. Which means your company can identify what services are used right across the company and negotiate new rates or identify best practices to save money.

Which means that all you have to do at the end of the month is decide which report to look at.

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Time  – the most convenient system for employees and managers.

Reduced Costs – reduce processing costs by as much as 78%.

Savings  – identify commonly used expensed services and negotiate better rates.

Productivity – automated systems and payment means happy more productive staff.