ERP + CRM + WMS + POS + eCommerce Integration
Surfagest simplifies business operations
Surfagest offers a tailored software solution meticulously designed to provide comprehensive business management services across various sectors, including retail operations, construction and renovation enterprises, distribution firms, and more.
Included with Surfagest
- Unlimited products
- Cloud Hosting
- Bilingual (French / English)
- Features according to your needs
- E-Commerce Solutions
- Assistance with getting started
- Phone support
One platform, 8 modules
Departments management
Surfagest offers a complete management solution for your business. All departments are supported with a fully integrated system. Keep an increased control of the company’s resources as well as precise traceability of the products and services offered by your company.
Sales
Quotation, sales order, invoicing, commercial quotation grid, payment at checkout (POS), customer discounts, notifications…
- Purchase agreement
- Purcharse agreement status
- Accurate billing management with Surfagest’s fully integrated system
- Create quotes directly in Surfagest
Inventory
Inventory sheet, stock management (supply, lots, expiration date, promotion, etc.), multi-branch, stocktaking, transport provision, profitability…
- A detailed inventory sheet for a precise management of products in inventory.
- Simplified management of products
- Product tracking
- Multi-location and multi-warehouse inventory management
Supplier
Service and merchandise supplier, supplier orders, RMA label…
- Management of merchandise suppliers
- Service provider
- Stock ordering to suppliers
- RMA Label
Clients and CRM
Customer record, account statement, service call, reports, dashboards, note, reminders, attachment, schedule, email…
- Customer record
- Statement of account
- Service call
- Customer Reports
Warehouse
Dashboard, pickups and shipments, merchandise returns, merchandise location, delivery and installation, agenda, schedule…
- Shipment dashboard
- Pickup and Shipping
- Returned product management
- Stock location
Accounting
Payable and receivable, accounting entries, general ledger, reports, bank reconciliation, tax returns, T5018, CNESST and CCQ.
- Payable and receivable
- Accounting entries and General Ledger
- Financial reports
- Tax reports
E-Commerce
Shopify website, real-time inventory sync, multi-channel sales, cloud database.
- Centralization of operations
- Shopify Synchronisation
- Multi channel sales synchroniation
- Multi-branch Synchronization
POS
Manage your sales and your inventory from in-store purchases as well as from your eCommerce platform.
- All-in-one solution
- Web-based Application
- FAST AND CONVENIENT
Who is surfagest for?
Initially developed for the floor covering industry, Surfagest is now available to all companies working in the retail, distribution, construction and renovation sectors, as well as to service and installation companies.
-
RETAIL COMPANY
-
SERVICE AND INSTALLATION COMPANY
-
DISTRIBUTION COMPANY
-
CONSTRUCTION AND RENOVATION COMPANY
Fully integrated
Operations management
The fully integrated modules allow the management and take in charge of the company’s commercial operations.
-
Notifications and reminders
A system of integrated notifications and reminders, an ideal complement to all actions performed from Surfagest.
- Reminder in transactions
- Notification of completed deliveries
- Notification if margin is not respected
- Personal reminder
Read moreShow less
It takes care of informing the right people in real time. Be informed of orders placed and received, merchandise returns, new service calls, fully shipped files ready to be invoiced and much more. Our notification groups allow you to determine who is responsible for purchasing, inter-branch transfers, returns, invoicing and much more.
-
Schedule
A simple and flexible centralized schedule allowing you to schedule your installations, deliveries, pick-ups, appointments and service calls.
- Vacation management
- Management of blocked delivery days
- Automated delivery day postponement
- Multi-day installation schedule
Read moreShow less
This schedule provides an overview of the projects to be completed and informs you of your subcontractors’ availability. In addition, it allows your subcontractors to consult their schedule from their smartphone.
-
Reports
A customizable report generator where your creativity is your only limit.
- Financial statements
- Management reports
- Sales reports
Read moreShow less
Modify the reports to highlight the numbers that are important to you and customize the printing of invoices, statements, payment notices etc… to your liking. A wide range of reports at your disposal giving you the right time and allowing real time actions. Manage your daily tasks with order and inventory reports. Track your service calls and returns to sender. Finally, view your sales and purchase reports and generate commissions by salesperson.
-
Mobile application
A mobile application to manage your warehouse, take inventory, view the calendar, route deliveries and sales of the day.
- Mobile schedule
- Mobile signature
- Reception of stock with mobile
- Consultation of the inventory
Read moreShow less
Its integrated scan allows for the accelerated processing of products in your warehouse.
Interested in SURFAGEST?
Get more information about Surfagest or schedule a free demonstration of the software.