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The logical next step was to add Customer Relations Management or CRM to the suite, and since we had already designed a similar Windows based application, we felt it was a good fit to take it to the web. This was accomplished about 2 years ago and has since replaced the Windows based system in the companies that ran it. However, the more we got attached to the speed and ease of entering and keeping track of our data, we quickly wanted more.

Our previous experience was actually in producing a complete business management software package for multiple industries. This application was and is huge, and performs all sorts of tasks. It’s currently number one in two different industries and we knew to take on a project like that within Lizzy was going to be a real challenge. We don’t shoot for second best and always strive to be the best all around company in whatever we do. So when we started laying out the ground work for the business side of Lizzy, we thought long and hard about every problem we faced with the old system and designed our way around them all.

We figured if we were going to write an Accounting System and an Inventory Management System that everything had to integrate with everything else completely, or we didn’t want to mess with it. After almost a year of tinkering with idea after idea, we finally started to see it start to take shape. Lizzy is the accumulation of years of thought and design all bound up into a single integrated package that we’re very proud of. Please don’t take the pride to mean we’ll get our feelings hurt if you don’t like it though. We love to hear negative thoughts because they’re the ones that get us motivated to make her better.

So to answer the question as to whether Lizzy is a CRM system or a complete business and accounting system, the short answer is both. Today Lizzy is a fully integrated PDM and CRM system, next month we plan to add payroll to that suite and shortly there after we plan to add the entire Invoicing, Inventory Control, Purchase Orders, Receivables, Checking, GL, COA, Petty Cash and more to the suite. All of the above mentioned items are mostly finished and are in testing now. We’re cleaning up the interfaces, adding bells and whistles and working through any last minute problems we might identify along the way. In the end, you’ll be delivered a complete business system from a single vendor that handles all of your issues in a one stop shop.

Contact us today for a free trial or just give us a call to discuss your business plans. We look forward to hearing from you.

The approach we’ve taken with the Payroll module is to have it pulling its data from the CRM and Time Log modules. CRM holds data about each employee and the Time Clock module holds information as to when they worked, went to lunch, took vacation and so forth. This information is then used to print a persons time sheet to turn into management, or if you’re using the Payroll module inside Lizzy, will be used directly in the payroll to pay each employee. No more countless hours of entering data and cross checking correctness. Lizzy will pull that data right in to the payroll, calculate all the taxes and write the paychecks in just a few simple clicks.

Stay tuned for our next module release in the next few months.

–glenn hancock

When setting up your company you can elect for Lizzy to force people to clock in on the time clock before they get started, or not to do so. The time clock on most templates displays at the top portion of the screen and allows a user to clock in with a single press of a button, and then to select the reason they are clocking out using a drop down list of events. These events include personal time, doctors, miscellaneous and more and are used to report on their time sheets when printed later on.

Holidays are setup and stored in the settings section of Lizzy and then display on the time sheets when those days become active. This information can then be easily copied from one year to the next and minor tweaks made to insure all holidays are correct. Lizzy manages holidays in this manor due to not all companies handling holidays the same as well as other countries that have different holidays altogether.

Once setup these days will display on time sheets and if a user works during a holiday the day will also be tagged as such so that payroll is handled properly. If you’re also using Lizzy’s built in payroll module then all of this information is taken into consideration when doing payroll.

–glenn hancock