Features Overview

Everything you need to know

Leads & Deals
Clients Management
Projects & Task
HR & Payroll
Invoice & Finance
Sales & Marketing
Purchase & Assets
Collaboration tools
Recruit & Jobs
Reporting
Security & Permissions
Customization
Connectivity

Leads & Deals

Lead Capture

Collect leads from forms, email, or manual input quickly.

Deal Stages

Customize and manage your unique sales pipeline stages.

Lead Scoring

Acquire leads via web forms and have them added to CRM system.

Activity Log

Track emails, calls, meetings and sales updates.

Auto Assign

Automatically route new leads to the right sales team.

Deal Forecast

Attach agreements, quotes, proposals and any other files you need.

Tags & Notes

Add quick notes and tags to organize leads.

Board View

Visualize deals in Kanban-style stages.

Lifecycle Report

Analyze lead journey from first contact to conversion.

Clients Management

Client Profile

Centralize client contact info, preferences, and notes.

Client Groups

Organize clients by company, region, or segment.

Custom Fields

Add custom data fields per client type.

Interaction Log

Track communications, emails, and meetings history.

Contract Store

Securely upload and store signed contracts

Linked Records

View invoices, tasks, and deals linked to clients.

Account Owners

Assign team members to manage each client.

Client Portal

Offer clients access to invoices or project status.

Health Score

Rate client satisfaction or engagement levels.

Projects & Tasks

Project Template

Reuse standard workflows across similar projects.

Task Assign

Assign tasks to users with due dates and priority.

Subtask Lists

Break tasks into checkable action items.

Gantt Chart

Plan projects using timelines and dependencies.

Time Log

Record working hours per task or project.

Task Files

Upload documents and assets to tasks.

Dependency Link

Define task order and prerequisites.

Kanban View

Organize work visually using drag-and-drop.

Project Budget

Set cost limits and track actual expenses.

HR & Payroll

Employee List

Manage staff info, roles, and departments.

Attendance Track

Log daily check-ins and working hours.

Payroll Run

Automate salary calculations and payout.

Payslip Gen

Create and download monthly payslips.

Leave Manager

Request, approve, and track time off.

Shift Planner

Create and assign work shifts or schedules.

Onboarding Flow

Standardize new employee setup and training.

Document Store

Keep ID, contracts, and HR files secure.

Payroll Alerts

Get reminders for payroll processing dates.

Invoice & Finance

Invoice Builder

Generate and customize invoices easily.

Recurring Bills

Automate repeat billing cycles.

Payment Track

Monitor paid and unpaid invoices in real time.

Multi-currency

Send invoices in multiple global currencies.

PDF Layout

Customize invoice design and branding.

Expense Log

Record business expenses and approvals.

Credit Notes

Issue refunds or invoice adjustments.

Payment Gateways

Accept payments via Stripe, PayPal, or others.

Finance Reports

View sales, income, and cash flow summaries

Sales & Marketing

Email Campaigns

Send and schedule bulk marketing emails.

Drip Emails

Automate sequences for lead nurturing.

Campaign ROI

Engage clients through live chats, web forms, or VoIP telephony.

Sales analytics

Monitor marketing expenses, calculate ROI, and identify top-performing.

Inventory management

Streamlined stock, order, and warehouse management with omnichannel support.

Online communication

Engage clients through live chats, web forms, or VoIP telephony.

Purchase & Assets

Purchase Order

Create and send PO to suppliers.

Supplier List

Maintain vendor contacts and terms.

Stock Track

Monitor inventory levels by item.

Purchase History

View all purchases and item receipts.

Approval Flow

Enable purchase request approvals.

Asset Assign

Allocate devices or tools to employees.

Depreciation Log

Track asset value over time.

Inventory Alerts

Set low-stock threshold notifications.

Invoice Match

Match PO with incoming vendor bills.

Collaboration tools

Team Chat

Real-time messaging between users.

Project Rooms

Dedicated channels for specific teams.

Shared Notes

Collaborate on text documents easily.

Mentions & Tags

Get notified via mentions.

Meeting Planner

Schedule internal or client meetings.

Company Calendar

Shared calendar for events and deadlines.

Activity Feed

Get live updates across the system.

File Sharing

Upload and share documents in teams.

Knowledge Wiki

Central hub for guides, FAQs, and SOPs.

Recruite & Jobs

Job Listings

Post and manage job opportunities.

Resume Upload

Accept applicant CVs via online forms.

Interview Calendar

Schedule and track interviews by stage.

Candidate Stages

Move applicants through custom hiring phases.

Offer Letter

Generate offer letters from templates.

Application Form

Customize fields for job seekers.

Candidate Notes

Leave feedback or interviewer notes.

Status Updates

Notify candidates of application progress.

Hiring Report

Analyze success rates and timelines.

Reporting

Ready Reports

Built-in reports for each module.

Custom Builder

Design personalized reports and filters.

Export Tools

Download data in Excel or PDF format.

Live Dashboards

Real-time visual metrics and graphs.

KPI Widgets

Display metrics on your main dashboard.

Schedule Emails

Auto-send reports to stakeholders.

Drill-down Charts

Click charts for deeper insights.

Visual Graphs

Use bar, pie, line or area formats.

Compare Reports

Compare performance across teams or timeframes.

Security & Permission

Role Access

Control user access by roles.

Custom Rules

Define field or module-level permissions.

2FA Login

Add two-step verification for users.

IP Restrict

Limit access by IP address.

Activity Logs

Monitor user actions across the system.

Session Timeout

Auto-logout after inactivity.

Audit Trail

Track sensitive changes in system.

Data Encryption

Protect data in transit and at rest.

Login Alerts

Receive notifications for suspicious logins.

Customization

Custom Fields

Add extra data fields in modules.

Theme Settings

Adjust system colors, logos, and branding.

Workflow Rules

Automate actions using triggers and conditions.

Menu Layout

Reorganize or rename navigation items.

Field Rules

Show/hide fields based on input.

Template Edits

Change email or document templates.

Dashboard Edit

Configure widgets per user.

Custom Status

Add your own workflow statuses.

Enable/Disable

Toggle modules on/off as needed.

Connectivity

Public API

Connect external apps using REST API.

Webhooks

Trigger updates to third-party apps.

Calendar Sync

Connect with Google or Outlook calendars.

Payment Links

Accept online payments via integrations.

CRM Integrate

Sync data with CRM systems.

Email Connect

Link Gmail or Outlook accounts.

Storage Sync

Connect with Google Drive or Dropbox.

Chat Tools

Integrate with Slack, Teams, or others.

Mobile Access

Access features via iOS or Android app.

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