The Core module provides your business with essential tools for everyday operations – secure document management, easy invoicing (multi-currency), clear financial overviews, automatic customer card generation, streamlined company info, and organized product and service catalogs. It’s designed to simplify financial tracking and manage products for both wholesale and retail.
Core
Track your finances, manage products, stay in control
Features
Company management
- Centralize business information for easy access
- Manage offices, registries, and tax details
- Import, store and sign documents digitally
Products and services catalogue
- Manage products and services in one place
- Categorize with detailed structures
- Differentiate between wholesale and retail offerings
Invoicing
- Track all outgoing, incoming, and wholesale invoices
- Access client information through client cards
- Monitor unpaid invoices with detailed updates
Chatbot smart assistant
- Instantly retrieve client information
- Filter paid and unpaid invoices
- View offers sorted by custom time periods
- Eliminate manual lookups
Offers
- Quickly prepare detailed client offers
- Convert offers to invoices with a single click
- Manage your revenue through realized offers
Administration
- Manage all administrative tasks from a single hub
- Create and oversee purchase orders
- Handle minor receipts and documentation
Customizable dashboard
- Personalize dashboard views with key business data
- Share real-time updates and news with users
- Monitor top buyers and best-performing products
Document management
- Access & store important documents securely
- Automate document handling, removing manual tasks
- Attach documents to invoices, offers, and records
Document generation
- Quickly generate pre-filled documents
- Automate documents to save time and reduce errors
- Customize documents with advanced print settings
Language options
- View and manage information in four languages: English, German, Serbian, and Croatian
Your next step starts here!
Connect with our team to discover how Cynera can streamline your operations and drive your digital transformation – all tailored to your business.