ErpNext

ERPNext is an open-source full enterprise resource planing software. It is highly customizable and adaptable to most businesses. It allows full resource managment of multiple comapanies simultaneously, multiple users, customer portals, a fully chronked out crm, full double entry accounting with automatic bank imports via a plaid integration, and much more.

The power of ERPNext (apart from it being free to use if you self-host is its customizability. You can add endless custom fields, forms and doctypes. Additionally, it intigrates seemlessly with n8n, the program we use for automations. It’s an absolute beast. You may read more in depth about it on the developer’s website. Extensive training material is available as well for ERPNext.

 

Robust Double Entry Accounting

Custom Chart of Accounts, custom journal entries, P&L’s, Balance Sheets, Cash Flow statements. Generate invoices, print checks, integrate with P.O.S. system which is lock-step with your CRM.

Stop paying Quickbooks, thousands of dollars a year for less functionality. Trade up for less.

An absolute glory of a CRM

Custom pipelines, custom opportunities types, customer integrations with records, lead capture from email, acctivity tracking among multiple sales people, custom n8n nutomation trigger via webhooks. Glorious.

Sublime Project Management Software

Gant Charts. Glorious gant charts. Designate tasks to specific people. Give people outside your company portal access to specific projects. Tasks, time sheets, integrated billing, project pipelines, and more.

And that's not the half of it.

ERPNext also works terrifically with n8n, has timesheets for employees and billing, can handle routing for delievery service companies, allows for customer portals for customers to see their invoices; it can process payments via an integration with stripe, and coordinate email campaigns. In sum, it is robust and worth learning to use well, hence why it is at the core of our stack recommendations.