Consulting firms

The most flexible management software for consulting firms

SIMAX, a complete, ultra-flexible management solution for your consulting firm

Manage your entire consulting activity with a solution that takes into account all your activities, from quotation to invoicing, including schedule, projects and human resources management.

If your consulting activity includes the creation of prototypes, SIMAX‘s production module enables you to manage this aspect too.

SIMAX Starter

Our solution offers you all these features in a single tool:

Project

Manage customer or internal projects. Define budgets, prioritize, plan and assign tasks. Track milestones, time spent and deliverables. This module, coupled with the Invoicing module, performs automated invoicing according to the chosen mode (actual, due or flat-rate based on actual progress).
Gantt chart

Production

This module allows you to create your bills of materials and routings. All the tools are there: MRP (Material Requirements Planning), net requirements calculation, load/capacity balancing, finite capacity scheduling, graphical scheduling of production orders on machines, time entry, PRI (Industrial Pricing Calculation), CMMS (Computerized Maintenance Management System), subcontracting tracking, possible interfacing with your CAD (Computer-Aided Design).

CRM

Building customer loyalty costs ten times less than acquiring a new one. With the CRM module, consolidate and grow your customer portfolio. Keep track of your marketing and business activities, and effectively manage your sales function.

Sales

Easily track your sales to ensure the right service for your customers, and invoice quickly and accurately. Manage quotes, orders, delivery notes, invoices and credit notes. In the event of partial delivery, the order is placed on backorder, so you don’t forget the rest of the delivery.

Purchase

No more manual calculations to know what to buy! SIMAX calculates for you the quantities to be purchased, according to your needs (order or production), and makes order proposals for you to validate. Easily track supplier orders, receipts and purchase invoices.

Stock and Logistics

Easily manage your stocks in a single warehouse. Define which items are managed in stock, track deliveries, receipts and manual movements. Track stock reservations and carry out inventories. Inventories are valued at the last purchase price or PMP.

Accounting

No accounting experience? No problem, SIMAX automatically generates sales and purchase entries for you from the sales and purchase modules, without any action on your part. All you have to do is export them to your accountant. SIMAX allows you to enter entries, consult accounts, edit balances and general ledgers, and close the financial year or period.

Cash flow

Cash flow is the lifeblood of many companies. Easily follow sales and purchase invoices awaiting payment, and record full or partial payments.

Schedule

SIMAX’s scheduling feature allows you to schedule appointments and tasks, as well as meetings and unavailability that can be defined with recurrences. You can view an individual’s schedule or a shared schedule for a group of employees to facilitate coordination.

Human resources

You are legally obliged to keep a single personnel register. Do so in the HR modle of SIMAX, which will also enable you to keep track of leaves.

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SIMAX ERP CRM

Our rich, flexible modules are adapted to your business:

Project

Training

Training courses, trainees, training agreements, Educational Assessment..
Manage your training activity in line with Qualiopi, which we have industrialized for perfect traceability and easy tracking.

Production

CRM

Sales

Stock and Logistics

Purchase

Accounting

Quality management (ISO)

Easily follow your activity in accordance with ISO standards. Define your processes and procedures, enter non-conformities, monitor the quality of your suppliers and implement preventive and corrective actions. Enhance your dashboards with quality indicators.

Multi currency

Buy or sell in currencies other than the main currency

Multi-company

Management of several companies and/or establishments

Cash flow

Cash flow is the lifeblood of many companies. Easily follow sales and purchase invoices awaiting payment, and record full or partial payments.

Schedule

Human resources

You are legally obliged to keep a single personnel register. Do so in the HR modle of SIMAX, which will also enable you to keep track of leaves.

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Why choose Simax?

SIMAX functions are adapted to your business.
Rich and well thought-out, our R&D department has been refining and upgrading them since 2006, to automate your tasks and enable you to concentrate on your core business.

Keep ahead of the competitors

To stay ahead of your competitors, you need to be better digitalized. Although other management solutions are well thought-out, SIMAX is the only complete management solution (ERP-CRM) 100% No Code. It offers you unique flexibility. You (or a service provider) can modify the way it works to drive a different strategy. You’ll have software that is just like you.

Quick implementation of projects

With No Code, modifications are 20 times faster than with code. For substantial projects, there is a need for study time, meetings, and tests that remain non-negotiable. This also includes evolution projects as part of continuous improvement.

+ return on investment

With a better solution that can be implemented more quickly and automates your processes, you can maximize your company’s performance. We all know that when it comes to digitalization, there are always new ideas and desires. With SIMAX, you’ll be able to implement them with reduced acquisition costs over the long term.

Autonomy

Don’t pay to change every comma! With SIMAX, you can make modifications yourself (like an Excel spreadsheet) using your own business and office skills. Our network of partners is at your disposal to help you if you don’t have the time, or if large projects require expert advice.

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