Create orders and contact clients, partners, and suppliers in a single ERP system. Transition to an automated accounting system from Bimp will help you organize all business connections, structure data, automate communication, and optimize sales management. Working with clients and partners will become transparent and convenient.

Features of the "Counterparties" CRM Module

• Creating a unified database of counterparties.
• Loading counterparty details from open government registries directly into the system card.
• Saving the history of cooperation and document flow.
• Automated deal management.
• Integrations with CRM systems and data exchange between them.
• Flexible filter mechanism and search for necessary data.
• Control of interaction with counterparties.

Tools in the "Counterparties" module significantly simplify working with data and guarantee structured and effective work with intermediaries and partners.

Who is the Bimp Counterparty Management System Suitable For

The ERP system is easily implemented and suitable for any product business, except offline retail:

• For distributors
• For manufacturers
• For online stores
• For importers
• For warehouse business
• For logistics companies

Who Benefits from This Solution?

Counterparty management from Bimp is an ideal solution for: executives, entrepreneurs, secretaries, accounting staff, managers, and accounting service employees.

Bimp ERP system will become a reliable assistant for everyone who constantly interacts with counterparties, exchanges invoices, acts, and other documents. The ERP solution ensures process continuity and improves your company's productivity.

What Tasks Does the "Counterparties" CRM Module Solve?

Optimized counterparty accounting will allow avoiding clutter and significantly save time searching for information, processing documents, and managing business connections.

• Lack of a unified counterparty database. The ERP system unites counterparty data and saves the history of deals, payments, and invoice data.
• Untimely information update. All changes in our system are updated instantly in real-time. This guarantees access to the most up-to-date information on deal status and conditions.
• Insufficient control over settlements. The accounting system has a built-in function for monitoring payment deadlines and contract conditions, reminding of important deals and monetary operations.
• Delays in document processing. You will have access to automatic and fast creation of invoices, acts, bills, as well as document processing. All documents are stored in electronic format in a single system.
• Risk of incorrect details entry. The system automatically checks up-to-date information from open government registries.

Careful tracking of counterparty activity allows analyzing order fulfillment history and tracking debts.

Components of the "Counterparties" Module

The module consists of several key elements:

• Counterparty Directory — a repository of data on partners, clients, and suppliers.
• Interactive cards with contacts, accounts, and other characteristics.
• Automated document flow (contracts, invoices, acts).
• Integrations with CRM systems and various services (Rozetka, Prom.ua, etc.).
• Analytics for tracking sales, payments, and other key indicators.

The Counterparties module turns counterparty management into a simple, productive, and error-free process.

Counterparty Directory

The counterparty directory from Bimp is a powerful and intuitive tool for maintaining a database of all your partners, clients, and suppliers in one interface. Add counterparties manually during order processing, import them using an Excel template, or load from another accounting system.

When entering the EDRPOU code, the system automatically receives up-to-date information from open government registries. For example, the company's legal address, data on its manager, and other official information. You can add all necessary accounts, contact persons, and also specify additional counterparty characteristics according to your needs.

CRM Elements

Bimp synchronizes with various CRM systems and marketplaces. This allows automatic import of orders into the accounting system along with necessary data on counterparties. No need to manually transfer information anymore, as all orders, contact persons, and financial operations automatically synchronize between your CRM system and Bimp. This significantly reduces risks of errors and saves time on processing each order.

Advantages of Using the "Counterparties" CRM Module

Implementing the "Counterparties" module in commercial activity provides a number of important advantages:

• Quick online access to all information at any time, no risk of data loss.
• Reduction of time for order processing. Automated document flow ensures prompt preparation of bills, contracts, acts, and other financial documents without manual data entry.
• Synchronization with CRM systems. Data exchange between Bimp and popular CRM solutions allows integrating counterparty management into the overall business strategy.
• Efficiency analysis. Thanks to built-in analytics, you can evaluate the results of work with counterparties, analyze deals, payments, and financial stability of partners.

Combined with the "Sales" block, counterparty accounting gradually acquires the functionality of a CRM system: from the moment of creating a new customer order to closing a deal or approving a commercial proposal.

Bimp ERP System — a modern solution for developing Ukrainian business, which automates interaction with counterparties, improves control over orders, and increases service level. Use the "Counterparties" module for effective management of the client base and improvement of communication with partners.