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1. FEATURES Home / Features Management Features Manage your projects and talent in one system for empowered teams, satisfied clients, and increased profitability.   Leads Clients Leads are the potential customer of an organization. These are mainly Clients are the active customers of the organization who are listed the queries dropped in for the company to revert to in a promising under this subsection of the Customers module. This section records manner such that the individual is convinced about the plans they have the data for each individual. It includes name, email, status, creation chosen. date along with few more options which include viewing, editing, and deletion. We use cookies! Hi, this website uses essential cookies to ensure its proper operation and tracking cookies to understand how you interact with it. The latter will be set only after consent. Let me choose   Accept Necessary Accept all Employees Leaves An employee is an individual who agrees to offer their services in Leaves Section compiles the combined data for the leaves taken by all exchange for wages or other agree to compensation. This Employee the employees of the organization. This data can easily be viewed section under the HR Module offers space to record individuals' either as a list form or a calendar form. required data which are saved in the organization's database for future references   Attendance Holidays

2. The Attendance Section under the HR Module compiles the entire The holiday section under the HR Module records the information attendance for the organization's employees in an easy-to-view format, available for official holidays as per the company requirements. It It also offers the option to view the attendance record in member-view includes holiday details for National holidays, Festival Holidays, any format which can be chosen by the user as per their convenience. company-centric holidays, weekends/off-days, etc.   Contracts Projects The contract is a legally binding agreement that defines and governs A project is an undertaking, carried out individually or collaboratively the rights and duties between or among parties. It is legally and possibly involving research or design, that is carefully planned to enforceable when it meets the requirements of applicable law. It achieve a particular aim. typically involves the exchange of goods, services, money, or a promise of any of these.   Tasks Time Logs The Tasks sheet under the Work Module handles information for all the The Time Logs panel under the Work Module mainly focuses on tasks assigned to the team or individuals respectively. This section recording the time required for the individual task that is recorded in compiles all the data for the tasks and thus, covers the overall progress the database which later adds together to calculate the total time of the chosen project. It records the presented data in a tabular manner logged in for projects individually. This section helps in calculating the wherein it stores the task Title/Name, concerning Project, Due date, average of time taken to complete tasks when reports are generated Members it is assigned to, the status of the task, and few additional for analysis. options including, descriptive view, editing, and deletion.   Proposal Estimates The proposal is mainly for Leads. This section holds all the proposed Estimates are documentation concerning the expected monetary budget along with the project details that were presented by the lead. expenditure that might be spent while working on the project Once the proposal presented is approved, then it can be converted presented to the client before proceeding. It allows a platform for the into a contract and the lead can be changed into a client. two parties to decide, discuss, and negotiate on the expenditures for the project before starting it. It also allows transparent conversations about the products and prices of products being consumed. It helps in avoiding future discrepancies between them as every step is discussed before its initiation.  

3. Invoices Payments An invoice is a commercial document issued by a seller to a buyer The payments section is mainly responsible for recording all the relating to a sale transaction and indicating the products, quantities, transactions made to the organization by the clients. The data is and agreed prices for products or services the seller had provided to recorded in a tabular format for convenience. It records details such as the buyer. The payment terms are mentioned on the invoice. the concerning project, invoice number, order number, amount, payment date, the status of payment along with editing, viewing, and deleting options. The data can be filtered depending on the project name, or status of the payment.   Credit Notes Expenses Credit Notes are the amount of an invoice that isn't refunded but Expenses are a few extra expenditures that an employee spends for recorded in the database such that it is redeemed by the client in their the completion of tasks or projects concerning the organization. This next invoice/payment. This is created when any paid invoice is section records the expense data that employees feed in for canceled for certain reasons then this is not refunded instead it is redemption from the organization. It records the fed-in data in a tabular converted into a credit note which can be redeemed on the next manner consisting of information such as item name, price, employee payment. details, purchased from, purchased date, status, and a few extra options including viewing, editing, and deletion.   Products Orders The products section mainly holds the information/list of the generic Orders are mainly an instruction to buy or sell on a trading venue. The products/services that are sold by the company and can be directly order module in the software records the list of all the received orders bought by the clients as per their needs. These can be directly bought in a tabular manner under the admin panel and orders that are placed by the client depending on their requirements, these services can also under the client panel. The tabular content contains all the necessary be added to a specific project taken up by the client. On every details regarding the details including the order number, amount, order purchase of product(s) offered by the organization, an invoice is date, status, and other details. generated.   Tickets Messages Tickets are a source to raise any problem, query, incident-related A message is a form of communication containing information, news, discussion, or any point by client/customer/employee which needs advice, request, or some other data sent by messenger via email, discussion. telephone, or other means of communication. This space records messages shared between two or more parties regarding any sort of information concerning the organization or individuals. This space allows easy communication without using any third-party platform instead within the same space as for other data organizations.

4.   Notice Board Report Notice is a signed document that holds important and necessary The reports section is a cumulative analysis for all the stored data in information for all the concerned members and Notice Board is a the system's database, and Task Report, Time space that collects all the notices in one space for all the members. It Log Report, Finance Report, Income vs Expense Report, Leave Report, cumulated data in a tabular manner which has brief details when Attendance Report stores similar data for all the data stored overviewed and detailed information when accessed properly. The concerning tasks alone. This section analyzes the input data and tabular data consists of the Notice Heading, Issued Date, Members curates a proper evaluation for the data in a visual format i.e. a pie issued to, and extra features for editing and deletion. chart, making the understanding of the analyzed data easier. Trusted by the World’s Best Teams Over 2000 people use our product. Integrate with Favorite Apps Our app integrates with other third-party apps for added advantage.

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