ZASPY CHAMALEON it's a Cloud-Based adaptable and enhanced Billing CRM. It's adaptable because you can change the name of the project management related modules, menus and reports to conform to the industry or field your company does business with. For example, legal firms or attorneys don't deal with Projects, they manage Cases, marketing and public relations companies work with Jobs and Programming, Engineering or Consulting firms deals with Projects. ZASPY CHAMALEON is suitable for any company because it adapts to the common language of your industry.
CHAMALEON it's an enhanced CRM because it comes loaded with several modules and features not found in other CRM solutions. From Prospects, Project Management, Inventory Control, full-featured Billing, Tasks Management and Provisioning to mention a few, CHAMALEON will help run your business completely from the cloud. The following are some of the most relevant features of CHAMALEON:
Our Customer module has plenty of fields to save information about your clients, it also allows you to create custom fields if the ones you need doesn't exist. The Contacts module features an Identification manager capable of storing all information related to the identity of your contacts including an image of the ID. From the Customer module, you can manage Calendar Events, create Customers Divisions, create Projects/Cases or Jobs and overview the billing transactions of your clients.
Manage multiple projects, cases or jobs per customers, each with separate contracts terms. You can have the same user billing at different rates per project. The Project/Cases/Jobs module allows you to bill time, inventory, expenses and mileage. The Inventory module manages both Products and Services, which can be organized in departments and categories you create. Products definitions are intended for physical products. When selling products, the Inventory module can warn you when the inventory for a specific item is low and it also has the ability to track serial numbers. Services definitions are useful to define professional services like setup fees, installation or consulting services. Both Products and Services can be sold or leased through projects, providing flexibility in your contracts. Each Project, Case or Job can have a repository of documents that can be retrieved anytime anywhere from the Internet.
CHAMALEON offers powerful contract features for your Projects, Cases or Jobs. With CHAMALEON you can establish contract terms for your services and have two options when the Contract End Date is reached; stop all billing to the project or continue billing after that date. You can set the billing of monthly recurrent items in two different ways; items get billed monthly in the same day they were added, or you can bill all items on a specific day in the month. When a specific billing date is set, the system calculates prorated values of all services added. You also can set billing periods (Weekly, Bi-Weekly, Monthly, Bi-monthly, etc. ) for you contracts, at the end of each period, the system generates an automatic invoice with all pending billing items included. All Products and Services can have standard prices or rates, but you can override them when they are added to the projects, cases or jobs.
If the budget of your projects, cases or jobs are limited through Purchase Orders (POs) from your Clients, CHAMALEON can help you control your services, inventory, and expenses to be always under those limits. CHAMALEON allows you to assign multiple POs per project, case or job along with the specific lines included in the PO, so every time a billing item is added to the project, case, or job it can be indicated against which line of the purchase order that item is invoiced. The system tracks each PO and provides the real-time balance of each of the lines included.
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