INDUSTRY SOLUTIONS FROM BUILDX ERP

image

Construction & Real Estate

Use Cases: Project management, client communication, contract handling, procurement, and billing.


image

Architecture & Engineering

Use Cases: Task coordination, document sharing, design feedback, and resource scheduling.

image

Professional Services 

Use Cases: Lead tracking, proposal creation, time billing, and client portals.
image

Manufacturing & Industrial

Use Cases: Sales automation, service tracking, inventory control, and order processing.

image

Education & Training

Use Cases: Managing student leads, scheduling classes, fee invoicing, and communication.
image

 IT & Software

Use Cases: Ticket support, project tracking, client onboarding, and recurring billing.

ERP FEATURES

🧩 Core CRM

Customer & Lead Management
Track leads, convert to customers, and manage contact details with powerful search and tagging.

Proposals & Estimates
Send branded proposals or quotes that can convert directly into invoices.

Invoices & Payments
Automate invoicing, recurring billing, and online payments with built-in gateway integrations.

Project & Task Management
Keep projects on time and on budget with tasks, milestones, deadlines, and time tracking.

Support Ticket System
Centralize customer support with a built-in ticketing portal and response tracking.

Contracts & Documents
Create, store, and manage contracts with digital signatures and version control.

📂 Project Management

Project Dashboard & Overview
Get a high-level view of all active projects, status, deadlines, and team progress.

Tasks, Milestones & Deadlines
Break projects into actionable tasks, assign them to team members, and track completion with clear timelines.

Time Tracking
Log billable and non-billable hours per task or project for accurate reporting and invoicing.

File Sharing & Comments
Upload drawings, documents, and comment directly within project threads to streamline communication.

Gantt Chart & Calendar View
Visualize project timelines and dependencies with interactive Gantt charts and shared calendars.

Client Project Portal
Let clients view updates, deliverables, and timelines securely via their login.

🧾 Accounting & Finance

Double-Entry Accounting System
Track income, expenses, assets, and liabilities with real-time ledgers and journal entries.

Financial Reports
Auto-generate P&L, balance sheets, and cash flow reports to monitor health at a glance.

Bank Reconciliation
Sync with bank accounts and match transactions for clean financials.

Tax Management
Configure multi-tax rates and automate application across sales and purchases.

🛒 Purchasing & Inventory

Inventory Tracking
Monitor stock levels, track SKUs, and receive low-inventory alerts across multiple warehouses.

Purchase Orders & Supplier Management
Create POs, track status, and manage supplier databases with ease.

Goods Receipt & Stock Transfer
Log inbound items and manage inter-warehouse stock movements.

💼 Asset & Expense Management

Asset Management
Register and assign company assets to employees or departments with depreciation tracking.

Expense Control
Track, categorize, and approve expenses with attachments and notes.

📈 Analytics & Integrations

Dynamic Dashboards
Custom KPIs and role-based insights tailored for sales, operations, and leadership.

Email & WhatsApp Integration
Send campaigns or updates directly from the CRM to leads and clients.

Client Portal
Secure portal access for customers to view invoices, proposals, tickets, and project updates.