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BearNext - Everything Your Organization Needs

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Accounting

All the tools you need to manage cash flow in one place, right from recording transactions to summarizing and analyzing financial reports. It’s bookkeeping made easy.

Accounting dashboards highlight all key performance indicators at a glance. With configurable accounting dimensions and customizable dashboards, it’s finally possible to analyze every component of your business in one place.

The Chart of Accounts — a configurable tree view for structuring accounting ledgers as desired — is the blueprint of your company. Ledgers act as leaf nodes, while groups can have sub-groups and ledgers within them.

Maintain a clean and crisp ledger to avoid mismatches when closing accounts. Track income and expenses (deferred or accrued), set up notifications for period closing, and control cash flow. Advance payments can be recorded and reconciled in one go.

Invoice your customers and chase receivable payments easily, with payment requests and notifications via email or SMS reminders. Create custom print templates for bills and set up defaults in no time. Item pricing just needs to be configured once, then it will be auto-fetched in all future transactions.

Managing transactions in different currencies is simple with our open source accounting software. Send invoices and add expenses in any currency, and let the system convert them to your base currency. You can even see financial transactions and reports in multiple currencies.

Don’t waste time sending renewal invoices every month. Use the Subscriptions feature to get invoices auto-generated for subscription orders.

Create unlimited bank and cash accounts, and track their opening and current balances. Maintain bank accounts for your suppliers and customers. Ensure that your financials are synchronized with one-click bank-statement upload. It’s clearance made easy, and accounting made easier.

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HR & Payroll

BearNext makes it easy and efficient to recruit and manage employees and attendance, track leaves and expenses, and handle onboarding, training and appraisals. Process payroll painlessly with configurable salary structures and personalized payslips.

Recruit and acquire talent intelligently. Manage hiring with an built-in recruitment tool that lets you plan manpower requirements, publish job openings on your website, review and email applicants, and store documents. With linked data between staffing plans and job openings, we’ll make sure you don’t exceed your HR budget.

Managing employee information can be complex and tricky, since it requires tracking external documents. BearNext lets you upload and share multimedia files (such as images, videos, documents). You can choose to upload the files directly or use a web link.

Keep upskilling your team with our Human Resource Training Program module. Schedule training events for your employees, which are automatically linked to employee calendars so everyone can view scheduled trainings and plan their to-do lists accordingly.

Track employee performance maverick-style and redefine team excellence on our Energy Points system. With a built-in appraisal module and dashboard of essential HR KPIs, you can keep an eye on employees’ journeys and process salary hikes and bonus for top performers.

Our open source HRMS tool flawlessly integrates attendance tracking with payroll and leave management. BearNext includes multiple options for capturing real-time attendance, including biometric hardware integration.

Configure leave management options for each department or business unit. Just input weekends, set the number of working hours, grant permission to transfer leaves and more, all within a few clicks. Everything will show up in the leave calendar and centralized leave summary ledgers, which give a transparent view of all employee leave information.

Define the period for payroll processing (financial year or monthly, it’s your call) and set tax salary slabs for employees. You can also add multiple tax slabs for a payroll period depending on your country’s tax regulations.

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Manufacturing

An open source, modern cloud manufacturing BearNext software that simplifies the production cycle, helps track material consumption, exhibits capacity planning, handles subcontracting, and more!

Integrate your production planning and shop floor. BearNext’s customer management, sales orders, inventory, purchasing, accounting, and financial reporting make real-time coordination across all your business verticals easier.

A bill of material is at the heart of any cloud manufacturing software, and a well-defined BOM ensures robustness and accuracy. BearNext’s BOM is hierarchical, with the finished product at the top. It also includes product codes, part descriptions, quantities, costs and additional specifications.

With BearNext’s job cards, operations and workstations features, you can automatically capture daily activities on your shop floor. View real-time status of the job work being done to manufacture products, the location of every workstation, employee assignments, and each work order’s current status and pending steps — all in one screen.

Does your business involve outsourcing processes to a supplier? Check out the subcontracting feature in BearNext. It makes it easy to supply raw materials and track suppliers’ labor and operations. Finished goods are valued based on the cost of raw materials and procured services.

Suppose you produce t-shirts in different sizes and colors. You’ll need to track each type of t-shirt and its variants, known as item variants. In BearNext, the primary item is stored as an item template, and each of the variations is stored as an item variant. You can store any attribute, such as color or shape, for each item variant.

With BearNext’s integrated inventory, managing batched items is simple. Its real-time view of product availability maintains each batch’s manufacturing dates, expiration dates, and other details. You can even scan item barcodes with your device camera to quickly search through your stock and make data-driven decisions.

Use serial numbers to uniquely identify units. Set up naming series, and BearNext will automatically create serial numbers for new stock. You can even scan item barcodes via your device camera for easy search through all your stock.

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Sales & Purchase

Track inventory levels, replenish stock, and manage sales orders, customers, suppliers, shipments, deliverables, and order fulfillment — all in one open source sales & purchase

This system brings all critical sales and purchase data to one place. Dashboards provide an at-a-glance view of key performance indicators relevant to business processes. With configurable accounting dimensions and customizable dashboards, it’s finally possible to analyze every component of your business in one place.

Businesses have to manage thousands of product permutations in different colors, finishes, shapes and sizes. In this system, the primary item is stored as an item template, and each of the variations is stored as an item variant.

BearNext Serialized Inventory feature comes in handy for maintaining a real-time view of product availability and stock across locations. You can even use a serial number to track the whole lifecycle of an item — from its procurement or manufacture to sale and delivery. Scan barcodes with your device camera for blazing fast search and quicker results.

Batched items can be easily managed with BearNext’s integrated inventory — maintain manufacturing dates and expiration dates, analyze item expirations, and so on. You can also set up automatic batch naming so that all your team has to worry about is procurements and sales, not maintaining batch IDs.

Be it Shopify, WooCommerce or Amazon MWS, it’s easily to integrate BearNext’s items, customers, and sales orders with third-party sales apps. It just takes a 4-click configuration to make sales smoother and your life easier.

First impressions matter. Beautify your quotations and keep documents flawless and consistent with custom print format templates (using HTML or Jinja templating) and one-time configuration.

Our open-source CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

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CRM

BearNext is the best tool for doing more in less time. Get leads, drive sales, automate mundane tasks and connect with your prospects, and grow your business — all with the real customer-centric CRM.

Don’t miss out on anything from your leads. BearNext makes it easy to convert all interactions into data so your sales team doesn’t have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. You can also turn emails in your inbox into leads with this open source CRM software.

Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.

Don’t miss out on the big picture of your sales team. BearNext includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.

BearNext’s open source CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.

First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.

Our open-source CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

Create your own open source CRM software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Projects

Organize, schedule, plan and analyze projects with a task-driven approach that will streamline team collaboration and accelerate your work.

Keep track of project deadlines and progress with a clear overview. Plan ahead for upcoming projects, using forecasts based on comparable projects, and estimate deadlines more accurately.

Discover the task-driven approach to simplifying your projects. With minimal communication gaps and full transparency, BearNext makes it easier to share and collaborate across the entire project team. Break down your project into bite-sized tasks and assign them to your team for improved collaboration. Assess project progress and efficiency with clear scope and priorities, estimated timelines, and milestones.

Make work life easier with this simple, flexible project management software. Create and assign tasks to your employees. The system will automatically add the tasks in their to-dos to keep assignments and task-tracking hassle-free. And with mentions and real-time chat, there’s no need to bring external chats into internal communication.

Managing projects and all their documents can be tricky, and it’s crucial that everyone can access important files. BearNext lets you upload and share multimedia files (such as images, videos, documents). You can choose to upload the files directly or use a web link.

Avoid stranding important emails by syncing your email accounts in BearNext. With a unified trail of all correspondence and auto-replies for incoming emails, you can count on smooth communication with all stakeholders (be it the internal project team members or external clients).

Stay on top of project budgets and expenses with accurate, current insights. Plan the cost for each project phase, allocate budgets against projects, and see how much of your allocated budget has been spent — all at a glance.

Simplify tracking by defining actionable items — the activities for projects and tasks, based on what needs to be done. Capture resource costs and billing to get insights on project profitability. Directly link work to payroll to process salaries instantly.

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Helpdesk

Reinvent your SaaS help desk today. BearNext has everything you need to refine your customer support in one place — ticket management across multiple channels, process automation, SLA tracking, reporting and more.

Don’t miss support calls from your customers. BearNext makes it easy to convert all interactions into data so your support team doesn’t have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. You can also turn emails in your inbox into tickets with this open source SaaS help desk software.

Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically assign tickets among the team. This leaves more time to respond to customers, empowering your SaaS help desk to meet commitments on time.

Collaborate to address support tickets with multiple assignments or mentions. BearNext includes out-of-the-box reports to monitor the performance of your support team and analyze ticket traffic (including open and closed tickets).

Level up your customers’ interaction with your system and boost customer experience. Your clients can track the status of their issues and your team’s correspondence in BearNext’s Issue Portal. Just invite customers as users in your BearNext account and let them reap the benefits of full transparency — opening sales orders, tracking shipments via delivery note status, raising issue tickets, and tracking resolution details.

Reduce ticket load by creating crisp help articles and FAQs, so that your service team can work on the complex issues that need their attention. This not only expands your knowledge base, but also empowers your customers to find solutions without having to wait for an agent.

Using the Maintenance Schedule feature, you can avoid missing service maintenance visits. Log the employee and work done in each visit and capture customer feedback, all with a single click.

Create your own SaaS help desk software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Asset Management

BearNext makes asset management painless — from purchase to perishment, IT infrastructure to equipment. Cover every branch of your organization, all in one centralized system. Use ample features jam-packed in a single tool to manage assets better.

Look here for all information about assets in one place. Created after purchasing or receiving an asset, the asset lifecycle includes every answer you might need — status of an asset, custodian, location, warranty and insurance, depreciation and depreciation schedule, asset transfer, scraping, selling and movements, and more. It’s transparent and crystal clear — like all things should be.

The Chart of Accounts — a configurable tree view for structuring accounting ledgers as desired — is the blueprint of your company. Ledgers act as leaf nodes, while groups can have sub-groups and ledgers within them.

BearNext features integrated inventory so you can easily manage all information about an asset. Batched or serialized items? Take your pick. Scan barcodes with your device camera for blazing fast search, faster outputs, and data-driven decisions based on assets’ availability, locations, and more. When an asset is purchased, the system auto-creates the asset record based on the information stored in the item master.

Procuring assets is done via purchase receipts (goods received notes) or purchase invoices. The system directly creates a record for the asset, based on the information stored in the item master. Depreciation methods, schedule, insurance details and more can be updated with a few clicks. It’s asset procurement simplified with one-time configuration.

Managing transactions in different currencies is simple with our open source accounting software. Send invoices and add expenses in any currency, and let the system convert them to your base currency. You can even see financial transactions and reports in multiple currencies.

When you no longer need an asset, you can scrap it with just one click. The accounting entries are handled by our asset management software so the process always stays smooth.

If the value of an asset increases or drops off suddenly, it can be recorded using the Asset Value Adjustment feature. The system will create journal entries (based on the re-adjustment values that were entered) and recalculate depreciation amounts.

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Website

A platform that gives you the freedom to create, design, manage and develop your web presence exactly the way you want in minutes.

BearNext is the mobile-friendly website software. Manage the layout of your website with Bootstrap 4’s cutting edge technology. Customize your website’s appearance and layout for any screen size. The responsive website builder provides the optimal experience for a wide range of devices — mobiles, tablets and computers.

It’s crucial that your website ranks highly for the keywords your prospects are searching for. Enhance the visibility of your products and offerings by optimizing your site’s SEO and maximizing social promotion. Don’t lose business anymore — expand your reach and engage audiences in minutes.

Whether it’s for your business or yourself, a good blog can help position your brand as an industry leader and establish stronger ties with customers. Responding to comments and questions on your blog can reveal what your customers like and what they’re looking for — anything from feedback on your product to FAQs about your company. Create a stunning blog, grow your community, and share your ideas.

Experience the power of two in one. Set up your online storefront any way you want — add beautiful product collections, product galleries, quick add-to-cart, shopping carts and more. Customize your product and cart pages to meet your business needs.

The Web Forms feature of BearNext’s website builder lets you create dynamic forms on your website. Use them to collect any information, such as your customers’ addresses and contact details, or your employees’ expense claims and leaves. It just takes a single click to reduce manual entry and automatically collect user information.

Capture the attention of your prospects as they browse your website by enabling website visitor chat. It’s a one-time configuration that empowers you to log every visitor’s chat, so you can analyze their business needs and close sales faster.

Social login speeds up the process of onboarding new users by letting them log into your website via their Google, Facebook or GitHub account. It’s easy to set up — just a one-time configuration that will help you gain users easily. Social logins also help you to understand the quality of your customers since their social profile is easily accessible. Know the difference between a prospect and a suspect user!

ERP SYSTEM

Services

BearNext is ideal for service organizations with a integrated projects and people management.

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ERP SYSTEM

Manufacturing

BearNext Manufacturing module helps you manage your manufacturing process right from procurement to shipping finished goods.

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ERP SYSTEM

Retail

BearNext can help you manage your shop or multiple shops with a web based POS with integrated inventory and accounting.

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ERP SYSTEM

Distribution

BearNext is a perfect fit for distribution companies and helps you manage your inventory across multiple currencies and companies.

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ERP SYSTEM

Education

BearNext Education module helps you manage your entire educational institution from admissions to assessments.

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ERP SYSTEM

Non-Profit

BearNext Non Profit module helps you manage all your members, donors, projects and much more.

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ERP SYSTEM

Agriculture

BearNext Agriculture module helps you manage your land, crop cycles, track soil composition and diseases.

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ERP SYSTEM

Healthcare

BearNext Healthcare modules helps you manage patients, appointments, consultations and lab tests along with billing and all the other ERPNext goodies

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