Application Purpose & Key Functionalities
Below is a detailed breakdown of how BAU CRM streamlines business and sales operations.
1. Customer & Lead Management
Centralize customer records, international contacts, country details, tax identifiers, and sales representative assignments.
2. Quotation & Invoice Engineering
Create multi-currency Commercial Invoices, Proforma Invoices, and Quotation sheets with custom VAT, supplier discounts, and PDF generation.
3. Google OAuth 2.0 Email Integration
Users securely authorize their Google Workspace (Gmail) accounts via OAuth 2.0 to send emails, manage customer communications, and receive inbox updates inside BAU CRM.
4. Export & Packing List Operations
Manage supplier packing forms, container allocations, gross/net weight breakdowns, and customs documents for international logistics.
5. Procurement & Cost Calculation
Gather supplier quotes, calculate unit costs, analyze profit margins, and manage purchase orders seamlessly.
6. Enterprise Security & Audit Logs
Role-based access controls for Sales, Procurement, Accounting, and Admin users with an immutable system audit trail.
Google API Services User Data Policy Compliance Statement
BAU CRM's use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.
User data obtained via Google OAuth 2.0 (such as Gmail IMAP/SMTP scopes) is used solely for sending commercial quotes and displaying customer email threads inside BAU CRM. User data is never sold, shared with third parties, or used for advertising.