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BackOffice

Neetrix BackOffice is the window to the cogs of your business. If you run events or manage projects on behalf of your clients, such as designing, engineering or consultancy services then BackOffice is for you. BackOffice allows your entire team to share a cohesive overview of all activities and improve the way in which they are managed.

Even if you have a dispersed team, including outsourced contractors, everyone can access documents and schedules with their individual login, anytime, anywhere, together.

Our team are not all located in the same office, so having an effective, cloud-based management system has been imperative. Neetrix allows us to access our database from any location, making the workflow process far simpler.

...the integrated nature of the Neetrix suite has meant that we are able to quickly progress clients and tie the details in with our accounts and management teams.

The Neetrix team are keen to listen to feedback and implement upgrades on the go, meaning that it continues to evolve and improve. I completely endorse and recommend Neetrix to any company looking to improve and simplify their business systems and communication.

more testimonials
Duncan Casburn
Flint Host

Tasks

Tasks
Tasks can be created against different contacts, jobs, invoices or almost anything else in Neetrix in order to allocate them appropriately. Both current, forthcoming and completed tasks can be accessed in different formats, including a calendar view.
Assigning Tasks
To allow for collaborative working within your team, you can assign tasks to other staff members and have notification when they are done.
Email Task Notification
A digest of your current, upcoming and overdue tasks can be emailed to you on a daily or other periodic basis - highlighting anything you have missed or need to do that day without the need to login to Neetrix.
Sharing Information
In order to stay abreast of what the rest of your team is doing, you can view other staff members task lists

Jobs

Manage Projects
To help manage your projects, define different types of jobs with unique job codes, note histories and a wealth of other information in one place.
Job Stages
In order to define the point at which a project is at, you can allocate a predefined stage to correspond with the job progress.
Job Type Templates
Build templates for your jobs, predefining all the common tasks and resources required when starting a new job. This will allow you to undertake jobs of similar types without needing to redefine the process on each occasion.

 

Suppliers
Associate suppliers and potential suppliers with a job, this is commonly used to track tender processes effectively. 
Resource Allocation
Allocate how much time and resources are spent on specific jobs, in order to calculate what you should be billing your customer. Including resource costs and minimum billing periods. 
Automated Invoicing
Generate accurate invoices based on staff and equipment time-sheets as well as tracking what has and hasn't been billed for.

 

Job Billing
Associate invoices and expenses to jobs and track the profit you should be making. You can get a full balance sheet and P&L report for any job if necessary for an advanced financial analysis. 
Job Documents
Allow better collaboration on a project, with separate document repositories for each job where the relevant files can be stored and found.

Events

Events
Schedule key events, such as group meetings, project presentations and classroom events. Then add attendees from Neetrix Contacts along with their attendance status for the event.
Event Emails
Create event email templates which can be used to communicate information to individuals or groups of attendees for a particular event.
Attendees
Link your contacts to events and export your attendee list to your spreadsheet program to print offline or use in mail merging.

 

Neetrix is a fully integrated business software solution that provides everything a business needs from creating and managing websites, selling products and services online and offline, managing the company’s book keeping and accounts, taking control of the back office and managing customers and suppliers. Neetrix is completely online and securely available from any computer with an internet connection. There are no back-ups, no servers and no complicated IT support required. Everything is available from one location for a small monthly fee.
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