Complete CRM Features Overview
Create and auto send Invoice on Email, SMS, WhatsApp, as well as multi currency support.
Invoice
- Sales Invoice
- Estimation Invoice
- Proposal Invoice
- Purchase Module
- Expense Entry
- Credit Note
- Debit Note
- Payment Entry
Leads Manage
- Lead Entry
- Lead Form Creation
- Lead Status
- Assign To Team
- Proposal for leads
- Assign Task
- Excel Through Import
Finance Setup
- Tax Setup
- Currency Setup
- Payment Mode Entry
- Expense Category
Inventory
- Tax Setup
- Currency Setup
- Payment Mode Entry
- Expense Category
Task & Project
- Assign Task To Team
- Notification On Mail
- Task Priority Setup
- Customer Project Creation
- Project Status Update
- Start To End Date
Form Creation
- Lead Form Creation
- Estimate Request form creation
Notification
- Send Invoice, Estimate, Proposal notification directly on email, WhatsApp, SMS
Support Ticket
- Client can raise ticket
- Team assign on support
- Support desk
HR Module
- Attendance
- Salary Pay slip
- Shift allowance
- Contract
- Insurance
- Commission
- Deduction
- Income Tax
- Reports
Customer Login
- Customer can login
- View Invoice
- Request for Estimation
- Track Task
- Track On Going Project
- Milestone track
- Generate Ticket
Custom Field & Form
- Lead Form Creation
- Estimate Request form creation
Support Ticket
- Client can raise ticket
- Team assign on support
- Support desk
Manufacturing
- Attendance
- Salary Pay slip
- Shift allowance
- Contract
- Insurance
- Commission
- Deduction
- Income Tax
- Reports
Transport
- Customer can login
- View Invoice
- Request for Estimation
- Track Task
- Track On Going Project
- Milestone track
- Generate Ticket
Appointment Booking
- Booking form
- Email Notification for appointment
- List of appointment
- Holidays, Staff, Treatments
POS
- Client can raise ticket
- Team assign on support
- Support desk