Giobby - Gestionale Cloud 2.9.1

Giobby offers a comprehensive platform for efficient and integrated management of business operations. It facilitates collaboration among team members, clients, and suppliers, thereby supporting business expansion initiatives.

The system is a cloud-based solution designed for multiple languages and users. It encompasses core functionalities such as sales, purchasing, inventory management, and accounting. Additionally, it integrates a Customer Relationship Management (CRM) module to handle contacts, leads, and opportunities. The platform also consolidates project management, calendar scheduling, messaging, and email communication to enhance overall productivity.

Giobby provides tools to maintain real-time oversight of profits, costs, and deadlines, helping to reduce suspended transactions and waste. It supports multi-site management and includes an enterprise portal with eCommerce capabilities to accommodate growth.

Accessible from any location via web browser on computers or tablets through the Giobby website, or on smartphones via dedicated app, the platform offers flexibility and mobility.

Suitable for professionals, agents, small to medium-sized enterprises, and structured companies.

The mobile application includes features such as:

• Unified management of contacts, clients, and suppliers
• CRM functionalities: leads, opportunities, and a CRM dashboard with call management, appointments, activities, comments, emails, attachments, and documents integrated within the system
• Operational tools:
  • Viewing sales and purchase documents (quotations, orders, delivery notes, invoices)
  • Create and modify sales orders and quotations with automatic customer pricing management
  • Attach files to sales and purchase documents for email transmission
  • Automatic generation of sales orders and invoices
• Product and service catalog with real-time stock availability using barcode search
• Calendar-based activities and events linked to CRM data
• Notifications related to eCommerce, projects, and business community updates
• Messaging system for communication with colleagues, clients, and suppliers
• Dashboard displaying opportunities, orders, and revenue indicators
• User-specific data views supporting agent and salesperson management
• All functions are protected by permission controls

*Additional features available via the web version include: electronic invoicing; print customization; extensive reporting; commission calculations; billing adjustments and returns; payment processing; bank reconciliations; financial statements; as well as access to the company portal and the B2B community platform.