This program is the most capable utility tool to assist you in efficiently managing every element of HR, Presales, Projects, Sales, and Contracts. Managing different tools for various business needs is challenging. You can manage each facet of your company with this CRM.
What to anticipate from this CRM?
A comprehensive dashboard containing all necessary details in one tab.
Simple filter choices for simple staff information management, whether staff information, whether it be for clients or employees.
Management of different HR-related aspects. This application makes managing employees simple for everything from attendance to resignation, training to performance.
Managing leads, deals, and estimates efficiently will help you handle pre-sales.
Kanban and list views are provided for users’ ease.
In order to execute the project successfully, manage even the smallest details.
With a few simple clicks, manage invoices, payments, expenditures, and credit notes. From now on, never skip the due date.
Keep track of the contracts that are about to expire.
Communicate with users without switching tools
Use this app to keep track of your objectives.
Added emergency contacts and employee bank information
Included a Time Tracker for Project Tasks Module
Invoice and Bill Inventory Management
Module for Sending Email Notifications
GDPR Cookie added to facilitate and improve the next visit.
Project Report Module helps project managers and team members make informed choices by providing an overview of project status, timelines, milestones, and other key metrics.
Duplicate Project Module saves time and effort by duplicating current projects.
The CRM system’s Uploaded Picture Preview lets users check images before sharing to avoid errors and save time.
Integration of Local, AWS, and Wasabi Cloud Data Storage
ReCaptcha on the login and password-reset page
A component of the CRM system that offers a report on the current stock levels of a business’s inventory is called the “new stock report.”
The CRM system includes a tool called Budget Planner that assists businesses in budgeting, establishing financial objectives, and keeping tabs on expenditures.
Zoom meetings, events, leaves, and task modules on Google Calendar
Export and import data from Excel for employees, clients, holidays, assets, items, meetings, awards, invoices, and credit notes.
Options for customizing RTL on/off, primary color, sidebar, and layout
The form creator now includes an iframe embed link.
The business permits manual payment while also uploading payment records.
Theme Customizer’s Transparent Layout, Dark Layout, and Themes Color Setting
Slack Integration links the CRM system with Slack, enabling real-time communication and collaboration.
Zoom Integration integrates the CRM system with Zoom, enabling users to plan and host virtual meetings.
Telegram Integration connects the CRM system to Telegram, enabling real-time communication and collaboration.
The CRM system’s Twilio Integration feature lets users send SMS and voice messages to customers and staff members.
Desktop Program for Monitoring Project Activities and Hours
Add Security to Prevent Back Button in All Modules After Logout
Get a thorough report on every part of the Project, including sales, human resources, and pre-sales.
Configure your CRM Solution company, system, and printing preferences.
The admin has the authority to approve or reject a plan request that the owner has submitted.
Display the user’s most recent login moment in the client and employee lists.
Accounts Chart, Journal Entries, General Ledger, Balance Sheet, and Trial Balance are all examples of the “Double Entry” system.
For users of dialects similar to Arabic, Hebrew, and Urdu, a user-friendly RTL experience.
Built using version 9 of Laravel.
Salient Features
The Beautiful Dashboard
With all the crucial information under one heading, CRM-HR has the most complete interface. Dashboards have undoubtedly made our lives simpler. You can obtain quantifiable data in the most straightforward format for every tiny detail, including total Leads, Deals, Items, Clients, Users, Invoices, Projects, and Estimations. You receive a summary of your estimates, invoices, most important payments due, projects, and tasks so you can take prompt action. As you move down, you’ll see reminders for upcoming meetings, contracts that are about to expire, weekly events, and new clients. And finally, a pie chart can be used to comprehend different project statuses. In essence, you can use this helpful tool to manage every aspect of your company.
Staff Management
Utilize simple-to-create options to manage your employees’ and clients’ personal information as well as business information. The data and status can be edited and managed at your leisure. You can look for employees using simple filter options such as Department and Designation.
Management of Personnel
You can control attendance, holidays, leaves of absence, meetings, assets, documents, and company policies using a thorough HR area. At your leisure, create, edit, and filter. You gain a thorough grasp of the employee in every respect. With the help of simple tabs, you can also handle the HR aspects of employees’ Awards, Transfers, Promotions, and many other things. CRM-HR allows for the planning, management, and care of each employee’s training and success.
The Chat Module
A crucial component of any company is direct communication. The simple-to-use Chat Module included in the CRM Solution enables you to maintain continuous direct contact with both employees and clients.
Module for Bulk Attendance
The Bulk Attendance Module can be used to manually add and update the clock-in and clock-out times of one employee and multiple employees.
Leads management
Kanban and List views are available for viewing all generated leads. Create pipelines and give stages to different leads. By including Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions, you can handle the leads. Get all the necessary details on any given lead in a clearly laid out manner.
Deal management
Deals can be viewed in Kanban or List View, just like leads. Get a summary of the offers that have been offered over the past week, month, and 30 days. For each transaction, assign tasks, products, files, and users. Organize conversations and notes. Get a calendar look for each deal detail as well. Managing deals has, in brief, never been simpler.
Estimates
Observe newly released figures. Manage the forecasts by giving each one a client, a status, and an expiration date. By designating Clients, Categories, Issues, and Expiration Dates, you can quickly produce new quotes. You can add the necessary number of products, as well as the necessary amount of tax and discounts. With the aid of a QR scan, generate estimates through CRM-HR in a matter of minutes.
Addition of the Leads and Data Form Builder
According to the requirements of the business for leads and data, create and manage a variety of necessary forms with a variety of form fields, such as Text, Email, Number, Date, and Description.
Projects
Each project that is accessible in the Kanban and List views can be managed and filtered once more. To manage tasks, get an overview of the status, costs, budget, and due date. Add or remove users, then look at the tasks they’ve done. Create a list of tasks and give each one importance. Through the use of the Kanban board, obtain a job overview. Include any information pertaining to the project, such as milestones, notes, files, comments, payments, timesheets, client feedback, expenses, and invoices. Consider a project and all the things you would need to manage to make it effective. With CRM-HR, you can handle them with ease.
Project Administration
TASKS
Small chores that can advance the main objective are necessary for successful project implementation. You can manage different tasks using a simple filter option, I suppose. View the Due Dates for each task’s completion as well as its Priority. You can keep note of your progress and add tasks to a checklist. Once more, add Comments and Files as necessary.
Timesheet for project
By designating Projects, Tasks, and Users, you can create a report. Set a start and end time as well as a date. You can manage your job more effectively as a result.
Invoice and Bill Inventory Management
Checking the inventory status of each item you use for your company operations is simple, right? Sounds Interesting!
Here, you can keep an eye on the stock of each item you’ve registered with you using the inventory management function. The quantity will immediately be updated in “Items” for review after creating the invoice. Overall, maintaining the goods’ inventory level is simple.
Budget Planner
A budget is a plan for how the money will be spent over a certain time period. It helps keep track of working capital. This function in this place aids in preserving the capital movement. Depending on your requirements and business plans, you can create monthly, quarterly, half-yearly, or annual budgets. The two major categories are “Income” and “Expense,” and each of these can have its sub-categories edited, updated, or deleted.
In the form builder, an iframe embed code was added
A form builder’s inline frame (iframe) functions as the product’s external form and can be attached to any other website without rerouting the internal form and sending the responses to the primary product. Essentially, this serves as a third party to obtain more leads from different websites.
Integration of Local, AWS, and Wasabi Cloud Data Storage
It is necessary to integrate cloud data storage like Local, AWS, and Wasabi Protection. The customer is helped by this function of cloud data storage.
It allows both internal and external data storage space for backup and archiving, disaster recovery, cloud data processing, and storage tiering based on a variety of cost, availability, performance, recovery, and migration requirements. The cost-effective and third-party authenticated cloud data storage companies AWS and Wasabi protect data from hacking.
Integration with Slack
One of the easiest methods to keep an eye on the business is to receive immediate notifications of their activities. You can learn more about the main activities that take place through particular channels and when they happen with the aid of Slack Integration. It also makes it possible to schedule messages for future days. Making corrections is also not difficult.
Integration of Zoom
We are not new to virtual meetings. The Zoom Integration offers a platform where you can set up a Zoom meeting by entering the requested information, such as the client, user(s), meeting time, and duration. It then creates a link that other people can use to join the meeting. It’s simple to make, view, start, and delete meetings.
Additionally, the newly created Zoom meeting will be synced with the calendar, which will display the meeting’s details as well as who is attending it and when. Meetings can be planned appropriately with the aid of this calendar syncing feature.
Integration of Telegram
One of the best ways to remain informed and involved with projects and their activities is through hassle-free instant messaging. You can receive notifications of actions taken in relation to anything that piques your interest thanks to the Telegram integration. With this function, it’s easy to stay in touch with the tasks being performed.
Utilizing Twilio
The Twilio Integration is a very useful and convenient feature for getting text messages about the tasks completed. One of the most important advantages of Twilio Integration is that you can receive an instant text message of the actions on the mobile number you have registered even if your mobile device is not connected to the internet.
Desktop Application for Project Hours Monitoring
By starting a timer, you can keep account of the time spent on each project’s task. Additionally, you can alter the settings so that the tracker will automatically take screenshots while it is operating during a specific period of time. The minimum duration between screenshots can be set to one minute. Additionally, you can review the screenshots and, if required, remove the ones that are pointless or inappropriate.
Organizing Items
Add products and give them categories, buy and sell prices, taxes, units, and product types. In conclusion, everything you’d want to keep an aye on.
Retail Management
Utilize a unique tool to manage different sales-related tasks like sending bills, making payments, handling expenses, and credit notes. Both new and current invoices can be created and edited. Edit payments and goods, and add new items to existing invoices. With just one click, you can resend the invoice, email reminders for payments, and print the invoice. Similar to how easy it is to handle payments, expenditures, and credit notes. Keep your sales anxieties at rest overall.
Invoice PDF: Show Paid, Due, and Credit Note Amount
While generating the PDF, the user can change the invoices with the proper Paid, Due, and Credit Note Amount displays.
Contracts must be tracked
In business, maintaining alignment is challenging. But from now on, never forget a contract deadline. Assign Start and Due Dates, Contract Type, Value, Client, and a Description if necessary to manage your contracts with the greatest simplicity.
Gantt Chart for Project Task Addition
Gantt charts are used to show data, and they force both employers and employees to track the status of tasks and/or projects. Additionally, users have access to 2 additional perspectives for the presentation: Kanban View and List View.
Support
For each query, a distinct support code would be created. Priority and files can be set. Keep an eye on the support requests so you can handle them with ease.
News and Events Board
Be prepared for upcoming events at all times. Put departments and workers in charge of each event reminder. To stay informed, add descriptions and create events. Create and distribute an announcement to users, clients, or staff.
Module for Email Notifications
The concerned parties will be notified through the registered Email IDs whenever the business updates anything regarding the project, such as creating the project, assigning the project, finishing the project, and so forth. A convenient instrument for this is the predefined Email Templates.
Targets and Notes
You can set objectives and decide if you want them to appear on the dashboard or not. In order to support your notes, you can also upload files. Isn’t that easy?
Reports
Management will be ineffective if the results are not visible in reports. A thorough report for tasks, time logs, finances, income/expenses, and leads is available in the shape of graphs. Reports for a particular time period can be filtered and searched for. Additionally, get a thorough summary of the estimations, invoices, and many other related items.
GDPR Cookie has been added to make your next stay easier and more useful.
The GDPR Cookie is a verified cookie that assists users in saving their confidential information in the browser for use when logging into future online services only with their consent. This will save time because the user won’t have to go through the initial log-in process and will instead be brought straight to the landing page.
CRM Settings
Manage the company’s settings for business. Use the QR Scan to adjust your system preferences and the print options for invoices and estimates. Additionally, control Pusher Settings.
