Features Overview
Features Overview
Collect leads from forms, email, or manual input quickly.
Customize and manage your unique sales pipeline stages.
Acquire leads via web forms and have them added to CRM system.
Track emails, calls, meetings and sales updates.
Automatically route new leads to the right sales team.
Attach agreements, quotes, proposals and any other files you need.
Add quick notes and tags to organize leads.
Visualize deals in Kanban-style stages.
Analyze lead journey from first contact to conversion.
Centralize client contact info, preferences, and notes.
Organize clients by company, region, or segment.
Add custom data fields per client type.
Track communications, emails, and meetings history.
Securely upload and store signed contracts
View invoices, tasks, and deals linked to clients.
Assign team members to manage each client.
Offer clients access to invoices or project status.
Rate client satisfaction or engagement levels.
Reuse standard workflows across similar projects.
Assign tasks to users with due dates and priority.
Break tasks into checkable action items.
Plan projects using timelines and dependencies.
Record working hours per task or project.
Upload documents and assets to tasks.
Define task order and prerequisites.
Organize work visually using drag-and-drop.
Set cost limits and track actual expenses.
Manage staff info, roles, and departments.
Log daily check-ins and working hours.
Automate salary calculations and payout.
Create and download monthly payslips.
Request, approve, and track time off.
Create and assign work shifts or schedules.
Standardize new employee setup and training.
Keep ID, contracts, and HR files secure.
Get reminders for payroll processing dates.
Generate and customize invoices easily.
Automate repeat billing cycles.
Monitor paid and unpaid invoices in real time.
Send invoices in multiple global currencies.
Customize invoice design and branding.
Record business expenses and approvals.
Issue refunds or invoice adjustments.
Accept payments via Stripe, PayPal, or others.
View sales, income, and cash flow summaries
Send and schedule bulk marketing emails.
Automate sequences for lead nurturing.
Engage clients through live chats, web forms, or VoIP telephony.
Monitor marketing expenses, calculate ROI, and identify top-performing.
Streamlined stock, order, and warehouse management with omnichannel support.
Engage clients through live chats, web forms, or VoIP telephony.
Create and send PO to suppliers.
Maintain vendor contacts and terms.
Monitor inventory levels by item.
View all purchases and item receipts.
Enable purchase request approvals.
Allocate devices or tools to employees.
Track asset value over time.
Set low-stock threshold notifications.
Match PO with incoming vendor bills.
Real-time messaging between users.
Dedicated channels for specific teams.
Collaborate on text documents easily.
Get notified via mentions.
Schedule internal or client meetings.
Shared calendar for events and deadlines.
Get live updates across the system.
Upload and share documents in teams.
Central hub for guides, FAQs, and SOPs.
Post and manage job opportunities.
Accept applicant CVs via online forms.
Schedule and track interviews by stage.
Move applicants through custom hiring phases.
Generate offer letters from templates.
Customize fields for job seekers.
Leave feedback or interviewer notes.
Notify candidates of application progress.
Analyze success rates and timelines.
Built-in reports for each module.
Design personalized reports and filters.
Download data in Excel or PDF format.
Real-time visual metrics and graphs.
Display metrics on your main dashboard.
Auto-send reports to stakeholders.
Click charts for deeper insights.
Use bar, pie, line or area formats.
Compare performance across teams or timeframes.
Control user access by roles.
Define field or module-level permissions.
Add two-step verification for users.
Limit access by IP address.
Monitor user actions across the system.
Auto-logout after inactivity.
Track sensitive changes in system.
Protect data in transit and at rest.
Receive notifications for suspicious logins.
Add extra data fields in modules.
Adjust system colors, logos, and branding.
Automate actions using triggers and conditions.
Reorganize or rename navigation items.
Show/hide fields based on input.
Change email or document templates.
Configure widgets per user.
Add your own workflow statuses.
Toggle modules on/off as needed.
Connect external apps using REST API.
Trigger updates to third-party apps.
Connect with Google or Outlook calendars.
Accept online payments via integrations.
Sync data with CRM systems.
Link Gmail or Outlook accounts.
Connect with Google Drive or Dropbox.
Integrate with Slack, Teams, or others.
Access features via iOS or Android app.