A look under eKo's bonnet: one tool to run your business from A to Z
Most owners of small and medium-sized businesses (SMEs) juggle more than 5 separate tools to handle their invoicing, scheduling, stock, after-sales service, file management, accounting… so many silos that fragment information and weigh down day-to-day work.
One tool to manage everything
This fragmentation comes at a cost: time wasted re-keying data. eKo was designed to solve this problem simply: a single tool, accessible from anywhere (all you need is an internet connection) and on any device (phone, tablet, PC), that brings together everything an SME needs to run its business.
1. Sales management: invoicing without friction
Create all your sales documents in a few clicks: quotes, invoices, deposit invoices, progress invoices, credit notes, delivery notes, customer orders, subscriptions, contracts. Electronic signature is built in natively: your customers approve their quotes online, and turning a quote into an invoice takes a single click.
On the cash-flow side, eKo automates reminders for unpaid invoices so you no longer have to chase your payments. And a built-in template editor lets you customise the design of your documents without using external software.
2. E-invoicing: eKo is ready!
Business-to-business e-invoicing is gradually becoming mandatory across Europe. eKo keeps you compliant, wherever you are:
- In France: eKo comes with a built-in certified e-invoicing platform (PA), ready for the reform. There is nothing extra to plug in and nothing to configure on the infrastructure side.
- In Luxembourg and in all the other European countries that have chosen PEPPOL: eKo is PEPPOL-compatible, PEPPOL being the standard exchange network in Europe. Your invoices are sent and received in the right format, to the right company, with lifecycle statuses tracked automatically.
3. Opportunity tracking and business pipeline
The opportunity module centralises your customer, prospect and supplier records, with multiple contacts and addresses. You see your business pipeline in real time, follow each opportunity from first contact to signature, and keep the full history of every interaction (email, SMS, ticket, appointment) attached to the relevant record.
No more searching through five different tools to find out where you stand with a customer: it is all there.
4. Field jobs: paperless on site
For any business that sends technicians or engineers to customers' premises (heating engineers, electricians, and others), eKo handles the scheduling and assignment of jobs to your team. And because the tool can be accessed from any connected device, your staff use it directly in the field.
Job sheets, customer signatures, photos, reports: zero paper. Everything comes back in real time and can be turned into a delivery note or an invoice in one click.
5. Stock: real-time inventory, even at your customers' premises
Simple items, composite items, stock movements in and out, stocktakes: the stock module updates automatically with every invoice, delivery note or supplier order. You see in real time what you have left and what you need to order.
You can check your stock levels even when visiting customers, from your phone or tablet. No more calling the office to find out whether an item is available.
6. Document library: a built-in secure cloud
eKo includes secure storage for all your documents: signed quotes, contracts, job photos, plans, technical data sheets, administrative documents… Everything is centralised, organised and accessible from anywhere, even on the move.
No more files scattered across Dropbox, Google Drive and the office NAS: your documents live in the same place as your customers, your invoices and your jobs.
7. Time tracking: bill for actual time, accurately
For time-based work (services, consulting, building sites, client files), each team member logs their hours per project from their computer or mobile. You can then turn those hours directly into invoice lines, so you bill for the actual time spent, accurately and without missing anything.
8. Fiduciary access: your accountant directly in the tool
Rather than emailing an export to your accountant every month, you give them direct access to eKo. They consult the documents they need, run their accounting exports in their software's format, and you both save time.
The result: simpler collaboration between you and your fiduciary, and better day-to-day accounting follow-up.
9. Ticketing tool: structured after-sales service and support
Manage all your after-sales and customer support requests from a dedicated module. You categorise each ticket (breakdown, information request, warranty, job…), assign it to the right team member, and follow its progress through to resolution.
Each ticket is automatically attached to the customer record, with the full history, so that nothing slips through the net.
10. Shared calendar: team coordination at a glance
eKo's shared calendar is collaborative: you see the whole team's appointments, you schedule without clashes, and each appointment is linked to the relevant customer or file. The full interaction history gives you, in one click, the context of every exchange with the customer.
What it changes in practice
One tool means one subscription, one interface to learn and, above all, data that talks to each other: a signed quote becomes an invoice, which is sent as a compliant e-invoice, filed in the document library, deducted from stock where necessary, and exported to your accountant. All of it tracked on the opportunity side, with the full history for each customer.
eKo is an interface designed for SMEs and their teams. Everything in one place, accessible from anywhere, at any time. All you need is an internet connection.
