Finance

• Handle sales, purchases, expenses and incomes.
• Set up budgets and monitor spending against them.
• Make informed financial decisions using various reports and ratio analysis.
• Manage estimate preparation.
• Track inventory efficiently.
• Manage recurring sales and purchase transactions with ease.
• Handle debit notes, credit notes and petty cash efficiently.
• Lock transactions securely to maintain data integrity.
• Analyze business performance with detailed ratio analysis.

Task Management

• Manage employee tasks with sub-tasks, checklists and recurring schedules.
• Capture work with screen recording and task acceleration tools.
• Track productivity through timesheets, clarifications, reviews and activity reports.
• Handle bugs efficiently with CRM-integrated tasks and automation.

Customer Support

• Establish a communication channel between your company and clients.
• Maintain client requests as support tickets and track their progress.
• Gather feedback on support requests.
• Enable document sharing related to support tickets.
• Evaluate the performance of the support team.
• Connect tickets directly with employee tasks for seamless tracking and resolution.

Payroll

• Manage salaries with customizable templates.
• Record attendance via clock in/out, facial recognition, or QR code.
• Define attendance policies, leave rules and holiday calendars.
• Handle leave requests, approvals and shift rotations with ease.
• Manage promotions, IT declarations and overtime requests.
• Track loans, compensatory offs and employee benefits.
• Support multi-location operations seamlessly.

Employee

• Transition to a paperless documentation system.
• Implement a performance evaluation process.
• Manage and monitor overtime hours.
• Handle employee requests and disputes efficiently.
• Introduce a point-based system to monitor and assess employee performance.
• Establish a system for managing employee loans.
• Conduct regular performance evaluations.
• Create and Share Contract with Employees.
• Track employees with ease.
• Monitor real-time location data.
• Mark attendance through geo-fencing.
• Conduct employee surveys to enhance overall experience.

Projects

• Handle project-related credentials efficiently.
• Assess the profitability of the project.
• Evaluate the efficiency of the working team.
• Manage pricing across multiple project phases.
• Oversee requirements gathering and related stakeholders effectively.
• Manage project milestones with clear tracking.
• Plan and organize sprints efficiently.

CRM

• Differentiate between clients and prospects effectively.
• Recognize key performers within the sales team.
• Determine the most effective channel for generating leads.
• Implement automated rules for efficient lead management.
• Assign point values to leads based on their activity.
• Enable quick and centralized communication.
• Manage deals efficiently with full visibility.
• Track call history and generate detailed summaries.
• Organize meetings and follow-ups seamlessly.
• Streamline sales with funnel and portfolio management.
• Manage products and track lead points effectively.

CEO Tools

• Goal Tracking and Action Management
• Automatically track goals related to Leads, Finance and Recruitment.
• Monitor time spent on goals.
• Manage wishlist items and associated resources.
• Perform SWOT exercises and access historical data.

Recruitment

Communication

• Enable communication via Email, SMS and WhatsApp.
• Create individual and group communication channels.
• Implement a chat module for internal communication.
• Message Broadcasting

Assets

• Oversee all physical assets.
• Monitor purchases and warranty/guarantee information.
• Allow employees to request assets.
• Assign and release assets to/from employees.
• Forecast the need for new assets.
• View the usage history of assets.
• Manage asset repairs with ease and transparency.
• Handle combo products composed of multiple parts (e.g., CPU).
• Transfer assets seamlessly across multiple locations.

Documents

• Store single or multiple documents with appropriate captions in a secure environment.
• Share documents for a specific time period with selected individuals.
• Share documents with employees, including policies, procedures and manuals.
• Set up letterhead and track its usage.
• Manage company policies and SOPs efficiently.

Visitor/Event Management

• Ensure rapid visitor service.
• Maintain a record of all visits.
• Handle event planning and registration.
• Manage event attendance efficiently.
• Manage event payments seamlessly with tracking and control.