The benefits of a Accounting & Bookkeeping module

Using this module helps in relieving the burden of manual data entry, prevents common human errors, helps businesses and accountants when tax time comes around and allows the user to look at in-depth reports of how their business’ finances are faring. Perhaps the biggest advantage of this module is all of the time it will save. With this module, all of their financial reports will be consolidated into one online system, making it easier to keep track of their records. An accounting module for businesses offers the ability to automate many processes which will not only save time but will also ensure accuracy and efficiency with one’s financial reports.

Module Features

1. Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overview
2. Transactions:
   • Mapping Bank Statements to Accounting
   • Mapping Invoices to Accounting
   • Mapping Payments to Accounting
   • Mapping Expenses to Accounting
3. Item Mapping Setup
4. Expense Category Mapping Setup
5. Tax Mapping Setup
6. Banking Rules: to automatically categorize transactions
7. Journal Entry: to record transactions in the general ledger
8. Transfer: to transfers of amounts between accounts
9. Chart of Accounts: is a list of the account numbers and names relevant to your company. Typically, a chart of accounts will have four categories (Asset accounts, Liability accounts, Income accounts and Expense accounts).
10. Reconcile: is the process of matching transactions entered into module against your bank or credit card statements
11. Business Overview Reports:
    • Balance Sheet Comparison: what you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
    • Balance Sheet Detail: a detailed view of what you own (assets), what you owe (liabilities), and what you invested (equity).
    • Balance Sheet Summary: a summary of what you own (assets), what you owe (liabilities), and what you invested (equity).
    • Balance Sheet: what you own (assets), what you owe (liabilities), and what you invested (equity).
    • Custom Summary Report: a report you build from scratch. With more options to customise.
    • Profit and Loss as % of total income: your expenses as a percentage of your total income.
    • Profit and Loss Comparison: your income, expenses, and net income (profit or loss) compared to last year.
    • Profit and Loss Detail: profit and Loss Detail
    • Profit and Loss year-to-date comparison: your income, expenses, and net income (profit or loss) compared to this year so far.
    • Profit and Loss: your income, expenses, and net income (profit or loss). Also called an income statement.
    • Statement of Cash Flows: cash flowing in and out from sales and expenses (operating activities), investments, and financing.
    • Statement of Changes in Equity: statement of changes in equity.
12. Bookkeeping Reports:
    • Account list: the name, type, and balance for each account in your chart of accounts.
    • Balance Sheet Comparison: what you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
    • Balance Sheet: what you own (assets), what you owe (liabilities), and what you invested (equity).
    • General Ledger: the beginning balance, transactions, and total for each account in your chart of accounts.
    • Journal: the debits and credits for each transaction, listed by date.
    • Profit and Loss Comparison: your income, expenses, and net income (profit or loss) compared to last year.
    • Profit and Loss: your income, expenses, and net income (profit or loss). Also called an income statement.
    • Account history: account history
    • Recent Transactions: Transactions you created or edited in the last 4 days.
    • Statement of Cash Flows: cash flowing in and out from sales and expenses (operating activities), investments, and financing.
    • Transaction Detail by Account: transactions and total for each account in your chart of accounts.
    • Transaction List by Date: A list of all your transactions, ordered by date.
    • Trial Balance: this report summarises the debit and credit balances of each account on your chart of accounts during a period of time.
13. Sales tax:
    • Tax Detail Report: This report lists the transactions that are included in each box on the tax return. The report is based on accrual accounting unless you changed your tax reporting preference to cash basis.
    • Tax Liability Report: How much sales tax you’ve collected and how much you owe to tax agencies.
    • Tax Summary Report: This report shows you the summary information for each box of the tax return. The report is based on accrual accounting unless you changed your tax reporting preference to cash basis.
14. Sales and Customers Reports:
    • Deposit Detail: your deposits, with the date, customer or supplier, and amount.
    • Income by Customer Summary: your income minus your expenses (net income) for each customer.
15. Expenses and suppliers:
    • Cheque Detail: The checks you’ve written, with the date, payee, and amount.

Want to make and receive calls in BTrail CRM using Twilio? What to send Single and Bulk SMS? Now your can with the most compelling must have module for any sales team or business using BTrail cRM. Are you still logging your customer calls on spreadsheets?  One of the fundamental of building relationships with customers and business development is logging all your conversations in one location. Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities. Create follow up reminders, and even assign call log goals, you asked for those updates so here you go, please leave a review if you want to see more updates.We welcome feedback to improve our products, and please leave a review if you like our modules it will motivate us.

• Add a new call
• Edit existing calls
• Delete existing calls
• Export call list
• Log the duration
• Create follow-up and get a notification when its due
• Mark as important
• Mark as completed.
• Assign a contact (Lead or customer)
• Overview report

new features

1. Make calls in call log using Twilio Api
2. Update Call Start time and End Time on Call button
3. Fetch the Lead Phone number if user has selected Lead as resource.
4. Support additional languages
5. Summary page show the daily and monthly results of each user.
6. Additional Filter to show complete and incomplete calls.
7. Add functionality, Edit and Remove Call Types, and Type
8. users can define own call types values
9. Users can define own direction values
10. Filter by, staff, type, lead, customer, status.
11. Follow-ups are saved as reminders in the calendar
12. User can create goals for call log staff.
13. General bug fixes search not working.

Facebook Leads Integration Module for BTrail CRM, is a module that enables you to sync your Facebook Leads through your page’s forms with BTrail Leads. It uses Facebook oAuth connect in order to grant access to your Facebook Pages, it allows custom fields to be synced between BTrail and Facebook and you can subscribe to multiple pages of yours.

Facebook Leads Integration Module for BTrail CRM, is a module that enables you to sync your Facebook Leads through your page’s forms with BTrail Leads. It uses Facebook oAuth connect in order to grant access to your Facebook Pages, it allows custom fields to be synced between BTrail and Facebook and you can subscribe to multiple pages of yours.

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Brief description

Customer Loyalty & Memberships Module lets you loyalize your customers by rewarding them with points. With Customer Loyalty & Memberships, you can efficiently implement a reward system in your store. The loyalty points received by customers are redeemable as offering coupons, discounts on purchases, or other loyalty rewards. Not only that, the points are redeemable to attain the loyalty membership too, and become a part of the brand’s loyal members community.

What is customer loyalty?

Customer loyalty is a customer’s willingness to repeatedly return to a company to conduct some type of business due to the delightful and remarkable experiences they have with that brand. One of the main reasons you want to promote customer loyalty is because those customers can help you grow your business faster than your sales and marketing teams.

What is a customer loyalty program?

A customer loyalty program is a rewards program that a company offers their most-frequent customers to encourage loyalty and long-term business by offering free merchandise, rewards, coupons, or even advance released products.

Why is customer loyalty important?

1. Customer loyalty is something all companies should aspire to simply by virtue of their existence: The point of starting a for-profit company is to attract and keep happy customers who buy your products to drive revenue.
   2. Customers convert and spend more time and money with the brands they’re loyal to. These customers also tell their friends and colleagues about those brands, too which drives referral traffic and word-of-mouth marketing.
   3. Customer loyalty also fosters a strong sense of trust between your brand and customers — when customers choose to frequently return to your company, the value they’re getting out of the relationship outweighs the potential benefits they’d get from one of your competitors.
   4. Since we know that it costs more to acquire a new customer than to retain an existing customer, the prospect of mobilizing and activating your loyal customers to recruit new ones — simply by evangelizing a brand – should excite marketers, salespeople, and customer success managers.

How to Keep Customers Loyal

1. Use a simple points-based system.
   2. Use a tier system to reward initial loyalty and encourage more purchases.
   3. Charge an upfront fee for VIP benefits.
   4. Structure non-monetary programs around your customers’ values.
   5. Make a game out of it.
   6. Scratch the program completely.
   7. Build a useful community for your customers.

Key Features of Customer Loyalty & Memberships Module

1. Purchase Products through Points: In this feature, the user can use their points for purchasing the products. It will also display the notification of how many points are required to purchase the products. To use points when making purchases, you need to integrate with the Omni-Channel Sales module
2. Coupon Generation: The merchants can now send the notification to the users after setting up the number of days prior to the date of expiration for the notification. Also, the merchant can customize the whole message of the Email Template. The user can generate the coupon by converting its total points to coupons and use coupons. Minimum Points Required For Generating Coupon: The admin can set the minimum points count required by the customer to generate the coupon. As soon as the user’s points count reaches the minimum required points value then he will be eligible to generate the coupon.
3. Per Money Spent Points: The user can earn points on every dollar spent and Merchant can set per dollar spent points. Assign Product Points: This feature enables easy assignment of points on the product and assigning points per product category.
4. Membership Feature: Admin will create different levels of Membership as Premium, Silver, Gold, etc. Each level will be assigned with some loyalty points. Each level has some categories and products of above-selected categories (if no products are selected then all products of selected categories are assigned to that level), some discount (in %).When customers will have sufficient points earned to reach on any level then only that level will be displayed with a select box, and other levels will also be listed in the table. When Customer becomes a member, they will get some offers on selected categories as well as products. Membership Expiration: Admin can set the expiration date for the membership feature.
5. Points Expiration: Merchants can now set the points expiration time period to redeem points by setting a threshold duration for counting the expiration date.
6. Purchase Product By Redeeming Points: Customers can now redeem points to purchase products by making a partial payment with the amount and partially with points. Custom Conversion: The user can be allowed to convert his chosen points out of his total available points to coupons. To use points when making purchases, you need to integrate with the Omni-Channel Sales module.
7. Points Log Feature: The customer can view the points earned, redeemed, or coupons on their dashboard by enabling the points-log settings in the membership features section.
8. Redeem Points Conversion: The admin is required to set the points, their corresponding price, and the coupon amount received by the customer on converting each point to coupon price.
9. Points Table: Lists all the users who have received the points. The admin has the ability to modify user points and delete the user from the table.
10. Points log feature: Both admin and customer can see points log details, like on which date and event the customer has got those points.
11. Redeem directly on Invoice without going through Sales Order of Omni-channel Sales module: you need to add hooks for Perfex CRM, please see details in the document.