Core Features
Explore the key features and capabilities of Umbra ERP
Platform Capabilities
Umbra ERP provides a comprehensive set of tools designed to help you run, manage, and scale your business. Each module is built to work seamlessly with the others, creating an integrated enterprise experience.
Invoices & Quotes
Create professional invoices and quotes, send them to clients, track payments, and manage your accounts receivable in one place.
CRM & Lead Management
Track leads through your sales pipeline, manage contacts and companies, log interactions, and close deals faster with built-in CRM tools.
Inventory Management
Monitor stock levels in real-time, manage products and variants, set reorder points, and track items across multiple warehouses.
Financial Reporting
Generate profit & loss statements, balance sheets, cash flow reports, and custom financial dashboards with AI-powered insights.
HR & Payroll
Manage employees, process payroll, handle leave requests, track attendance, and maintain employee records in a unified system.
AI Assistant
Leverage the built-in AI to draft emails, generate reports, analyze trends, and automate repetitive business tasks.
Invoices & Quotes
The invoicing module lets you create, send, and track invoices and quotes with ease. Key capabilities include:
- Customizable invoice templates with your company branding
- Automatic payment reminders and overdue notifications
- Multi-currency support with real-time exchange rates
- Convert quotes to invoices with a single click
CRM & Lead Management
The CRM module gives you full visibility into your sales pipeline and customer relationships:
- Visual Kanban board for tracking deal stages
- Contact and company management with interaction history
- Email integration for logging communications automatically
- Sales forecasting and pipeline analytics
Inventory Management
Keep your stock levels accurate and your supply chain running smoothly:
- Real-time stock tracking across multiple locations
- Automatic reorder alerts when stock falls below thresholds
- Barcode scanning support for quick stock takes
- Product variants with SKU management
AI Assistant
The AI Assistant is built into every module and helps you work smarter:
Report Generation
Ask the AI to summarize your monthly financials, top-selling products, or employee performance in seconds.
Email Drafting
Generate professional follow-up emails, payment reminders, and customer communications with one click.
Data Analysis
Get insights into sales trends, expense patterns, and cash flow projections powered by AI.
Task Automation
Set up recurring workflows for invoice reminders, report scheduling, and data backups.
Looking for More?
This page covers the core features at a high level. For in-depth configuration guides and advanced usage patterns, continue to the Advanced Usage section or explore the API Documentation.