Staff administration
Customer relationship management
Management System
01
Android And IOS Friendly
Our HR/CRM & Project Management System is available in both Android and IOS.
02
Dashboard
- Manages overall functioning of the organization.
- Project management under one space.
- Complete data compilation for team and clients.
03
Customers
- Organizational client details recorded.
- Individual project tracking space available.
- Work relation details with the organization.
04
Invoices
- Creating time-based and recurring invoices.
- Professional and attractive invoices generation.
- Mailing system with PDF invoices to the clients.
05
Estimates
- Auto-conversion of invoices into estimates.
- Understandable price distribution outline present.
- Customer status and negotiation section available.
06
Contracts
- Legal document for current and future projects.
- Easily converted into PDFs and send to clients.
- Acceptance feature using e-signatures.
07
Projects
- Tracks the work under progress.
- Flat time layout for a project in hand.
- Graphical representation of actual and ideal work situations.
08
Tasks
- Recording the time taken for completion of tasks.
- Segregates the tasks into their present work status.
- Date-based view of different tasks.
09
Tickets
- Audience queries are raised through these tickets.
- Problems or discrepancies can be addressed.
- Multi-channel acceptance of tickets.
10
Attendance
- Features for individual clock in / clock out.
- Permission to mark attendance for yourself.
- Location based restrictions in attendance system.
- IP address monitoring for attendance.
11
Leaves
- Different leave quota for leaves to be taken.
- Options to set paid and unpaid leaves for the employees.
- Customization of leave criterias as required.
12
Messaging
- Direct interaction amongst members and third parties.
- Discussions can be done with the concerned.
- One-to-one conversation feature available.
13
Events
- Organization’s important dates are marked.
- Specified in individual calendars for reminders.
- New customized events can be created by individuals.
14
Reports
- Analysis of task activity performed overall so far.
- Time log analysis for project tasks allotted overall.
- Finance reports recording the overall financial data.
15
Notice Board
- Important news circulated here.
- Convenient for sharing information to a large group.
- Works as a virtual information board for the team.
16
Custom Roles & Permissions
- Permission control feature for roles in a team.
- Creation of customized roles as per requirement.
17
Customer Panel
- Access to projects signed with the organization.
- Work tracking and update analysis made easier.
- E-signatures to sign contracts digitally.
18
Multilingual
- Compatible for international audience.
- Customizable as per the user’s region.
19
Two Factor Authentication
- Increased security for user data protection.
- Multiple security patterns prior to data access.
- QR code or code authentication for security.
20
Social Login
- Multi-platform login facility.
- Easy control over social media platforms.
- Credential collection in one space.
21
Finance
- Automate billing and revenue recognition to streamline the contract-to-cash cycle.
- Create estimates and send to your clients.
- Simple and professional invoices with ability to download them as a PDF.
- Track payments in the payment section.
- Automate expense management processes while ensuring control.
22
AWS
- Substitute for local storage.
- Stores large amounts of data securely.
- Easy accessibility to the stored information.
23
Supports All Devices
- Worksuite can be accessed on laptop, mobile or tablet. Our responsive design ensures clear data visibility on all types of devices.
- Desktop version allows you to view and manage every single detail of your business.
- Mobile version is good to keep everyone in sync and send updates instantly.