Business technology: everything in one system

Stop paying for and stitching together dozens of tools: ERP Instfy brings CRM, accounting, POS, documents and access control into a single place.

This guide shows, step by step, how to replace each separate software (business software, CRM, POS system, document management, cloud storage) by doing everything inside ERP Instfy, with centralized security and backup.

1. Centralize customers and sales

Instead of a standalone CRM, you keep leads, deals and sales history in one record connected to your accounting.

Menu path: CRM > Leads and Sales > Deals

1. Open CRM > Leads and click + Create to add a contact with name, email and source.
2. Go to Sales > Deals and click + Create, linking the deal to the lead.
3. Enter the Value and Expected date and click Save.
4. Drag the card across the pipeline to the Won column as the sale advances.
5. Open the card and log every contact in the Notes tab to keep the history.

2. Run your finances

Replace the spreadsheet and accounting software by posting income, expenses and reports directly in ERP Instfy, already tied to your sales.

Menu path: Accounting > Entries

1. Open Accounting > Entries and click + Create.
2. Choose the type Income or Expense and select the Category.
3. Fill in Amount, Date and link it to the customer or supplier.
4. Click Save so the entry enters your cash flow.
5. Go to Accounting > Reports and generate the P&L or trial balance for the period.

3. Sell at the counter

Skip the separate POS system: ring up in-person sales through ERP Instfy's own POS, with stock and cash register updated instantly.

Menu path: POS > New sale

1. Open POS > New sale and confirm the day's register is open.
2. Search the product by name or code and add it to the cart.
3. Adjust the quantity and apply a discount if needed.
4. Choose the payment method (cash, card, transfer) and click Finish.
5. Click Print/Send receipt for the customer.

4. Store documents and files

Swap external cloud storage for the ERP Instfy library: contracts, invoices and images stay organized and accessible by permission.

Menu path: Media library

1. Open Media library and click + Upload.
2. Select the file from your computer or drag it into the upload area.
3. Pick or create a Folder to organize by type (contracts, invoices, marketing).
4. Add tags so you can find it later through search.
5. Click Save and use Share to generate a controlled link.

5. Control access and security

No scattered password manager: you decide who sees and does what through role and permission control, strengthening cybersecurity.

Menu path: User management > Users and Roles

1. Open User management > Roles and click + Create to define a role (e.g. Salesperson, Finance).
2. Check the permissions for each module the role can access.
3. Go to User management > Users and click + Invite.
4. Fill in Name and Email and assign the Role you created.
5. Click Save. The user gets the invite with access only to what they need.