Herbst Insight (Foundation) – Accounting Software with CRM

Herbst Insight (Foundation package) is  the fully integrated Accounting Software bundle that includes Customer Relationship Management module (CRM) with SMS functionality.

The software, designed from the sales management perspective, is easy to learn, easy to use and easy to upgrade as your business needs grow.

Herbst Foundation is in essence a scaled down version of Herbst Insight (Enterprise). This solution is suitable for smaller companies that don’t require as yet a sophisticated business management software such full Herbst Insight. See here a  comparison of features for Herbst Foundation and Herbst Enterprise.

Accounting Software Overview

Herbst Foundation comes as standard with:

The software includes a comprehensive range of pre-formatted reports such as P&L, Trial Balance, VAT, VIES, Intrastate, Working Capital, Sales, Purchases, Product and more. The reports can easily be customised to match your exact business needs.

It also includes a set of wizards to automate certain procedures, like stock takes, VAT Claims, product reordering, create due periodical transactions, interest service charges, bank reconciliation and much more.

Herbst Foundation includes a large number of shortcut utilities to facilitate a busy employee working often in multi tasking telephone environment. Quick find, quick view, quick entry, clone & change, quick edit, split screen views with complete drill down to real-time information.

Complete drill down and on all documents, customers, suppliers, products and NL accounts. No mandatory end off month procedures and no loss of details over time.

Foundation Benefits:

• Efficiency– Stop paper chasing and reduce duplication with easily accessible and customisable focused views. Quick data entry with clone & convert and back-to-back functions.
• Complete Account Management – Multiple contact persons per trader. Specify prices and groups and classify customers by customised titles such as area, account manager or trade. Instantly analyse performance with complete drill down history.
• Marketing Management – Suite of direct marketing tools which enables you to keep existing and potential customers informed and drive your business forward.
• Sales and Purchasing Management – Provides complete control over every stage of the sales and purchasing process, providing a real-time status from any aspect. Options to handle quotes, orders, deliveries, returns, invoices and payments.
• Product Control and Inventory Management – Provides complete control over stock and services within a comprehensive product ledger.
• Ability to Scale UP or Down – A flexible dynamic solution catering for the SME environment that can scale up and grow with your business or scale down if need be.
• Real-Time Information– Real-time, always up-to-date accounting with powerful drill down allowing you instant up-to-date information on all aspects of your business.
• Flexible nominal ledger –  allows you to set up the view of your business from any angle you choose

Current Users

There are about 50 companies in Ireland using the Herbst Foundation version of Insight. The most common type  are financial services companies with limited number of users e.g. credit unions.

 Herbst Insight Enterprise version – Typical Clients are

• small to medium sized companies with 5-20 user office staff, multi depot/locations
• Sports Clubs,
• Companies with salesmen/drivers on the road, particularly those who have stock for sale in Vans
• Companies with large quantities/types of stock. Electrical distributors, engineering components distributors
• Engineering/manufacturing companies
• Companies with high volume low margin products – for example fuel cards