Contacts
- People and companies
- Unlimited addresses in each country’s format
- Phone, email, web and social profiles
- Memberships and departments with role and period
- Group structures and business relationships
Contacts & CRM
Every person and every company exists exactly once. Whether someone is a customer, a vendor or both is a role on the same contact - each with its own terms, its own account statement and the complete history.
- Customer and vendor in one contact
- SEPA mandates with IBAN and BIC validation
- Corporate structures and relationships
Features
Customers
- Payment terms, credit limit and discount
- E-invoice format per customer: ZUGFeRD, XRechnung, Leitweg-ID
- Default cost centre
- Customer account statement
Vendors
- Purchase terms
- Purchase price lists
- Vendor account statement
Bank & SEPA
- Bank accounts with IBAN and BIC validation
- SEPA direct debit mandates
- Pre-notification
Campaigns
- Campaigns with participants
- Status per campaign and per participant
Works together with
Sales
From quote to payment: order, delivery, invoice, open items and dunning.
DetailsPurchasing
From requirement to paid vendor invoice - with reorder proposals, goods receipt and invoice matching.
DetailsAccounting
Financial accounting with SKR03/04, bank, cash, VAT, fixed assets and year-end - or a DATEV export to your tax adviser.
DetailsYour process is different?
The module is the standard. Whatever your business needs beyond it, we develop in the same system - with the same data and permissions.
ElbDesk as a complete solution →Which modules do you need - and what comes on top?
In a live demo we show you the modules against your own processes and work out what is standard and what we build for you.
- DATA EXPORT WITHOUT SWITCHING FEE
- GDPR GERMAN CLOUD
- BUILT IN HAMBURG