This software aims to be your one-stop shop for all of your business needs, handling and automating administrative tasks while saving you time so you can focus on important business decisions.
Dashboard
- Oversees how the organization as a whole operates.
- Project management in a single location.
- Comprehensive data compilation for the team and the customers.
Customers
- Organizational client information is documented.
- Space for individual project tracking is offered.
- Information about the organization’s work relations.
Invoices
- Creating invoices that are time-based and recurring.
- Generation of attractive and professional bills.
- System for sending PDF bills to customers.
Estimates
- Automatic conversion of receipts into estimates.
- Presenting an understandable price division outline.
- Customer status and a negotiation section are now accessible.
Contracts
- Legal documentation for present and future projects.
- Sending customers PDFs that have been easily converted.
- E-signatures are used as an acceptance element.
Projects
- Keep track of the work in process.
- Flat time plan for a current project.
- Actual and ideal job situations are represented graphically.
Tasks
- Recording the amount of time it takes to complete duties.
- The jobs are separated based on their current state of completion.
- Date-based view of different duties.
Tickets
- These tokens are used to solicit audience questions.
- It is possible to address issues or discrepancies.
- Acceptance of tickets via multiple channels
Attendance
- Individual clock-in/clock-out feature
- Permission to record your own presence
- Restrictions on attendance depending on location
- Attendance monitoring via IP address
Leaves
- Different leave quotas for taking leaves
- Employees can choose between compensated and unpaid leave.
- Customizing the leave requirements as necessary
Messaging
- Direct communication between members and outside groups.
- Discussions can be held with those concerned.
- One-to-one conversation feature is available.
Events
- Important events for the organization are highlighted.
- Individual calendars contain reminder information.
- Individuals are able to construct brand-new, personalized events.
Notice Board
- Important information is shared here.
- Convenient for spreading knowledge among multiple individuals
- It serves as a virtual bulletin board for the team.
Reports
- Analysis of the work that has been done so far altogether
- Analysis of time logs for allotted project duties
- Records all financial data in financial reports.
Social Sign-In
- A multi-platform login option
- Easy to manage social media platforms
- Collection of credentials in one place
Security
- Securing data accessibility characteristics
- Utilizing artificial intelligence to detect dangers
- Security research using both manual and automated methods
Custom Fields
- Custom categories can be added to pre-generated forms.
- Form personalization in accordance with specifications
- Assists in gathering consistent info from all members.
Notifications
- Email and Slack notifications with the same style
- Controls the organization’s main communication channels.
- Sets the default notification options
Storage settings
- Substitute for local storage.
- Large quantities of data are saved.
- Simple access to the data saved
Two-factor verification
- Protection of user info with increased security
- Prior to data entry, multiple security patterns are used.
- Code authentication or QR codes
Payment Gateways
PayPal, Stripe, Razor pay, Pay stack, Mollie, Pay fast Authorize.net, Square.
Additional features
Organize clients and prospects
Keep track of client projects, bills, and estimates.
Add company employees, monitor attendance, and manage leaves.
Use e-signatures to create contracts with customers.
Create projects, add team members, and keep tabs on goals, time logs, tasks, expenditures, and earnings
To visualize your work and duties, use a Kanban task board.
Plan the project’s timetable using a Gantt chart.
Converting bills into redeemable credit notes
Create products that can be used in invoices and bought by customers.
Employees and clients can submit complaints for resolution, which are then handled by ticket agents.
The internal chat function in the messages section
Slack, Pusher, and One Signal integration for real-time alerts
Setting a theme that represents your business
Receive payments through the Mollie, Razor, Flutter Wave, PayPal, Stripe, Pay Fast, and PayPal pay platforms.
Create roles and permissions for workers that are unique.
Various tasks, time-tracking, financial, attendance, and leave records are available.
There are tons of other configurable choices.