18, Patparganj Industrial Area, Delhi,110092
10:00AM - 07:00PM
Monday to Saturday
  Online 24/7
  (+91) 9910800059

Customer Relationship Management

Service Details

Management Accounting is the process of analyzing business costs and operations to prepare an internal financial report, records, and account to aid managers’ decision-making process in achieving business goals. Management accounting is crucial for any business big and small as it provides a holistic picture of all the spending and costs associated with a company. The core responsibility of a Managerial Accountant is to prepare the data sets with guidelines prescribed by the Government and Taxation Authorities. This crucial data helps in determining a company's estimates related to Taxation, Employee Salaries, Assets, Raw Materials & Sales, and will ultimately to guide the decision-makers in the organizations. Managing the data right way is a crucial process in regards to both Governments and Internal decision-making teams.

BusinessX's Accounting module reduces the hassle of book-keeping and report generation. With key features like Taxation, Balance Sheet, Profit & Loss, Budgeting, Banking, and Expense Management spend less time in preparing crucial reports and more time in planning, decision making, identifying early signs of trouble, strategic management, profitability analysis, and forecasting.



  • Lead Management
  • Territory Management
  • Sales Partner and Commissions
  • Contact Management
  • Quotations
  • Sales Orders
  • Sales Team Performance Management


  • Ticketing System
  • Auto Generation of Tickets Via Email
  • Escalation Matrix
  • Dialer Integration
  • Warranty Claims
  • AMC Details


  • Campaign Planning
  • Social Media Integration
  • Online - Offline Campaigns
  • Budgeting
  • Newsletters
  • Bulk Emailing
  • Bulk Messaging

Reports & Analytics

To manage the business an organization requires access to in-depth, real-time data to assist in improving decisions. BusinessX ERP provides you with dynamic reporting with drill-down access into standard inquiries. Our industry-specific tools facilitate that you get the foundation explanation for business performance through time-based ratio and cash-flow analysis.

BusinessX ERP provides quick access to top-level information and original documentation. Our dynamic reporting provides access to the info you would like to research performance at all the levels of the operation. BusinessXERP provides detailed analysis with the help of Machine Learning (ML) and Business Intelligence (BI). Whereas Machine Learning (ML) is used to actively learn from imported and gathered data, in a way as people would use past experiences as a part of their process to plan a better strategy for the organization.

Business intelligence (BI), on the other side, is a complex sphere representing a process that depends on automation to cumulate, store and analyze business-related data. The goal of BI is to succeed in optimal courses of action in a short time as possible, therefore the process includes several different aspects, like analytics, predictive modelling, performance management, data processing, etc.

Sales Reports

  • Sales Funnel
  • Lead Source Wise Lead Details
  • Territory Wise Lead Details
  • Potential Prospects
  • Sales Team Efficiency and Target Reports

Support Reports

  • Agent Wise Support Tickets
  • Open Tickets vs Closed Tickets
  • Warranty Claim Report
  • Time to First response for Support Tickets
  • Escalation Matrix Report
  • Support Team Efficiency and Target Reports

Marketing Reports

  • Campaign Wise Budget Report
  • Campaign Efficiency Report
  • Marketing Channel Efficiency Report
  •      Highly Customizable

       Integrations with your favourite apps

           Report Builder

           Custom Forms

         Custom Printing Layouts

         Form Builder

         Workflow Manager

  •           Dedicated Support Manager

                Trained business process consultants

          On Cloud and on site Deployment Options

              Data Security

            Cross Browser


                Mobile Friendly

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Pricing and plan

14 Days free trial all IT services.

/Users per month
  • All Modules
  • No minimum users required
  • Hosting Include
  • 8 Hours onboard/Training
  • Standard support during business hours

  • Single Company setup
  • Modules :
    Accounting & Financial Management
    Asset Management
    Human Resource Management
    Project Management
    Stock & Inventory
  • Multiple Reports,Print Formats

    For enterprise & self hosting Please get in touch with the sales team.

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