This versatile utility tool excels in managing HR, Presales, Projects, Sales, and Contracts effortlessly. Juggling multiple tools for different business needs can be challenging. With our CRM Software, you can efficiently oversee all aspects of your business using a single platform.
Comprehensive dashboard consolidating all essential information in one tab
Easy management of staff details, whether employees or clients, with user-friendly filtering options
Holistic HR management covering Attendance, Resignation, Training, and Performance with CRM
Effective management of pre-sales through Leads, Deals, and Estimate handling
Kanban and List views for user convenience
Detailed project management for efficient implementation
Simplified handling of invoices, payments, expenses, and credit notes with intuitive controls
Contract expiry monitoring feature
Seamless user chat without the need to switch tools
Goal management within CRM
Added features: Employee Bank Details & Emergency Contact, Project Task Time Tracker Module
Inventory management integrated into invoices and bills
Email notification module
GDPR Cookie for improved user experience
Project Report and Duplicate Project Modules
Image upload preview capability
Integration with Cloud Data Storage providers like Local, AWS, and Wasabi
Enhanced security with reCaptcha on Login and Password Reset pages
New Stock Report and Budget Planner features
Google Calendar integration for Zoom Meetings, Events, Leaves, and Task Modules
Import/Export in Excel for Employee, Client, Holiday, Asset, Item, Meeting, Award, Invoices, and Credit Notes
Customizable settings for RTL support, Primary Color, Sidebar, and Layout
iframe embed link support in the form builder
Company can upload payment receipts during manual payment entry
Theme customization options including Theme Color, Transparent, and Dark Layout
Email verification security during User Registration
Plan request management where Owner can send and Admin can accept/reject manually
Integration with Slack, Zoom, Telegram, and Twilio
Desktop Application for tracking Project Activities and Hours
Enhanced security preventing back button use after logout across all modules
Detailed reporting for Project, Sales, HR, and Pre-sales aspects
Customizable business, system, and print settings within the CRM Solution
Multilingual support
Display of users last login time in client and employee lists
Double Entry features: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
User-friendly RTL experience for Arabic, Hebrew, and Urdu-speaking users