All features of BilgeERP
From customer record to payment and from stock to leave tracking, the daily work is in one system. Below you find a short description of what each module does, and the details on its own page.
Solutions
CRM and ERP are not separate applications; they are two sides of the same data.
Sales and finance
The document chain from quote to payment, recurring invoices and expense tracking.
Quoting software
Line editor, revisions, PDF and email, online approval in the customer portal.
Learn moreOrders and delivery notes
Orders from quotes, partial deliveries, delivery notes and conversion to invoices.
Learn moreInvoicing software and accounts receivable
Issuing invoices, partial payments, due date tracking, receivables ageing and receipts.
Learn moreXRechnung e-invoicing
XRechnung 3.0 (EN 16931, UBL) e-invoice file for Germany, with Leitweg-ID support.
Learn moreContracts and recurring billing
Maintenance and subscription contracts; periodic invoices are generated automatically.
Learn moreExpense tracking
Supplier invoices and receipts; category, VAT, due date and payment status.
Learn moreProducts, stock and reports
Product records, price rules, stock movements and ready-made reports.
Products and prices
Product and service records, bundles, translations, price groups and price rules.
Learn moreInventory management and purchasing
Stock movements, minimum stock, stock counts, purchase orders and goods receipt.
Learn moreReports
Sales, expenses and profit, receivables ageing, quote pipeline, product and customer reports.
Learn moreTeam and work
Tasks, projects, leave and internal messaging.
Tasks and calendar
Task board, several assignees, appointments, reminders and a shared calendar.
Learn moreProjects and time tracking
Project budget, tasks, timesheet and transfer of billable hours to an invoice.
Learn moreHR and leave
Staff records, leave requests and approval, leave balance, departments and holidays.
Learn moreTeam messaging
Channels, groups and direct messages; conversations are linked to a quote, an order or a project.
Learn moreCommunication and administration
Communication with customers, multi-company, data import and security.
Email marketing
Email campaigns, marketing consent, send log and an inbox matched to customers.
Learn moreCustomer portal
Customers view their documents from a link, download the PDF and approve quotes online.
Learn moreMulti-company management
Several companies from one account; data kept apart, users and storage shared if you wish.
Learn moreData import
Customer, supplier, product and user lists are imported from an Excel or CSV file.
Learn moreSecurity and data protection
Servers in Germany, backups, two-factor authentication, permissions and activity log.
Learn moreIncluded in every plan, and other features
Features that have no page of their own but are used every day.
File management
Files are attached to customer, quote, invoice, project and staff records. Images and PDFs are previewed inside the software.
Document design
Classic or DIN 5008 letterhead, logo position, accent colour, footer and letterhead image. The design can be set separately for each document type.
Text blocks
Introduction, note, terms and email texts are written once and selected by document type and language.
Custom fields
Fields of your own on customer and product records: text, number, date, select list, checkbox.
Global search
The search in the top menu looks through customers, quotes, invoices, products and other records at the same time.
Personal dashboard
Widgets are added, reordered and resized. Menu items you use often are added to the favourites with a star.
Roles and permissions
View, add, edit and delete permissions for each module. The company owner simplifies the menu by role.
Activity log
Who changed what, and when? Entries are kept for one year and filtered by user.
Three languages, seven countries
Interface and documents in Turkish, German and English. The country profile sets the VAT rates and the currency.
API
Access to customer, product, quote, order and invoice data through a REST API. Keys are issued with read or write permission.
Phone and tablet
The interface adapts to narrow screens. The software can be added to the home screen and sends push notifications.
Support
A support request is opened from inside the software; a screenshot is attached and the replies are followed in the same place.
Try it with your own data
All modules are open for 14 days. No card details are requested and nothing needs to be installed.
14 days free, no card required