Proceptio BI is a web platform that offers innovative solutions to ensure the growth and development of your business. It combines both CRM and BI functionalities, each of which can be used independently. With an intuitive and user-friendly interface, Proceptio BI can be accessed on tablets and smartphones, allowing you to stay informed about your company's operations no matter where you are.

In terms of Business Intelligence, Proceptio BI simplifies decision-making processes by providing a comprehensive range of graphical and tabular reports, including map-based reports. These reports allow you to analyze trends, anomalies, and delve into every aspect of your business. With Proceptio BI, you'll save time and money, accelerate reporting, analysis, and planning, and ultimately improve your business performance.

Utilizing Microsoft's PowerBI, a leading analytics and business intelligence tool according to Gartner's Magic Quadrant for 12 consecutive years, Proceptio BI ensures competitive prices for implementing and using BI systems. Additionally, Proceptio BI offers a comprehensive CRM solution that provides a holistic view of your business activities. It enables you to track and manage activities, generate documents, assign tasks, handle official travels, check customer balances, upload files, lodge complaints, and more.

This intuitive system allows you to access the necessary information with minimal clicks, enhancing your sales team's productivity. Collaborative features and notification systems ensure that no activity or event goes unnoticed. Proceptio BI also offers seamless integration with various ERP solutions, synchronizing partner directories, contacts, items, and even documents, financial data, stock levels, and additional information.

Real-time synchronization guarantees that any changes made in the ERP system are almost instantly reflected in Proceptio BI. Integration with Sharepoint, Office365, mailing systems, IP phone systems, and business information systems (Bisnode, Coface) is also available. Furthermore, Proceptio BI provides automated report generation, ensuring that you receive daily, weekly, monthly, or quarterly reports via email or SMS.

With a strong focus on notifications and reminders, the possibility of missing important information is minimized. Standard reports include sales summaries, daily sales activity plans, pending tasks, posted invoices, overdue deliveries, pending offers, and daily company events overview. Join forces with Proceptio BI and experience an enhanced and streamlined approach to business management.

Contact us now to learn more about our comprehensive services and solutions