Dashboard & Master Data

Setup Module

Employee Module

• Employee database management with employee documents.
• Employee Role and Hierarchy management.
• Track Employee login detail with Login IP Address.
• Employee attendance management.
• Detailed Timesheet to know the Employee time utilisation.
• Get Each Employee’s Work report for particular work or time period.
• Internal Email facility to communicate with other employee or client.

Client Module

• Group wise client login management
• Client database management with Client documents.
• Manage clients by many tagging and on services base.
• Easy to communicate with group of clients.
• Client Multiple Contact Management.
• Visitor register management.

Task Module

• Task auto recurrence and auto assignment process.
• Sub task and department wise task management and allocation process.
• Get task reports with all aspect.
• Get many auto reports to Admin, Client & Work employee like on Start, Completion, Cancel or Due date related.
• Manage Efforts, Costing and Margin for Service, Client and Employee wise.
• Task history at one place.
• Efficiently manage tasks/activities.
• Transfer task facilities between employees.
• Admin Task approval/Rejection system with easy process and notification.
• Due Task and Sub task tracking system.
• Help Module is also available for task and sub task.

Document Module

• You can manage office paperless with advance document management system.
• Get any document by few click for Employee or Client.
• Physical and Soft document management with Document tagging & File labeling.
• Complete Inward & Outward management (With auto alert & Receipt) is also available.
• Share Documents with your Clients in client login.
• Find all documents for any particular task or client at one place.
• Save all documents in digital format for each client.
• You can set document tracking system for particular task of any client and also send notification for pending documents by one click.
• All documents are safe with latest security system & there is not any chance to lose those data.
• Send reminder Emails to Client or group of clients from the application with single click.

Account Module

• Create Invoice with multy currency option.
• Multy Company wise Invoice management.
• Automatic reminders emails to client help to get paid faster.
• You can also manage Invoice process by Proforma Invoice & payment Receipt option.
• You can also manage reimbursement against client services.
• You can get report of margin with expected and actual costing.
• You can also manage day to day expences of your firm through patty cash management.
• Client ledger with single click process.
• Many Billing and Collection Reports with multiple search criteria.

Email Module

Email Scheduler

• Set rules for auto Emai for particular date and time or event related to task, client & Invoice.
• You can set rules like particular Email should fire on start of particular task, or Email should fire after 10 days of Invoice creation.
• You can set frequency for Auto Email for particular time period like, Reminder Email should fire daily, from before 5 days of duedate untill completion of particular services.

Client Login

Mobile Application

• Mobile Application with same features available on web applicaton for Employee & Client.
• Easy way to get updated and to communicate with team.
• Get Important Push Notification on user mobile screen with managable option.