Description

Projects, CRM, HR and Finance Management Web App Feature List:

Feature Breakdown:

Customer Relationship Management (CRM)

• Centralized Client Data: Track leads, manage customer interactions, and nurture relationships throughout the sales cycle.
• Project & Invoice Management: Seamlessly handle client projects, generate accurate invoices, and simplify payment processes.
• Proposals & E-Signatures: Create professional proposals and streamline contract signing with secure e-signature functionality.

Project & Team Collaboration

• Efficient Project Planning: Break down projects, assign tasks, monitor progress, and track expenses for on-time, on-budget delivery.
• Visual Workflows: Use intuitive Kanban boards and Gantt charts to visualize project timelines and task dependencies.
• Team Communication: Collaborate effectively with internal chat features and real-time notifications (Slack, Pusher, OneSignal integrations).

Operations, Finance & HR

• Employee Management: Onboard employees, track attendance, and simplify leave management processes.
• Financial Reports: Gain insights into project earnings, expenses, and overall financial health with detailed reports.
• Streamlined Payments: Securely process payments through leading gateways like PayPal, Stripe, and more.

Flexibility & Scalability

• Brand Alignment: Personalize the software’s theme to match your company’s branding.
• Role-Based Access: Control access levels and permissions with customizable user roles.
• Adaptable to Your Growth: Our software scales seamlessly alongside your business needs.

Additional Value

• Follow-ups, Notes, and More: Stay on top of key tasks and client communication with follow-up tools, note-taking features, and file management.
• Add-Ons: Get app extension like Payroll, Recruitment, Purchasing, Automated-Billing, Cyber-security, QR Code and SMS modules.