Customer data such as contact information, support interactions, demographics, and transactions, among others.
With the Proposal module, you can create and deliver sales proposals on the fly or from a custom template quickly and efficiently.
Create estimate within minutes. Spend send to your customers and wait for them to except. Ability to auto convert the estimate to invoice after the customer accepts. Your customer can view and make action on the estimate .
Build professional and great looking invoices, attach files and send directly to your clients
Including the invoice PDF format. Ability to setup recurring invoices.
Record and receive payments in different currencies send to customers, ability to add partial payment to invoice is available.
Your customers change his mind and now he want credit note? With Cloud CRM you Can create credit note in a minute and send to your customer.
Feed-in multiple products/services. Also, we can add their specifications and pricing. Categorize products/services.
Subscriptions offers a wide range of features to automate billing. Monitor the status of your subscription business and collect payments on time.
Creating recurring expenses setup a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, years. Ability to set expenses billable to customers or specific projects.
Use contract feature looking current and feature sales easily create contract and send the contract directly to customer email.
Manage and Create projects with the powerful project management feature. Track Time spend on task and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Assign task multiple staff members and followers attach files let your staff task upload files task can be related to most important features.
Great Support System that helps you track and resolve issue quickly with ability to auto open ticket from email insert knowledge base link.
With the Lead you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Create Knowledge base article and organize them in group help your customers and build trust.
Media module is used for uploading important files. Here we can upload and download any type of files .
Bulk Pdf Upload
Bulk pdf upload module is used for exporting pdf files of report.Here we can get pdf report.
Calender shows all events related to software modules .
Announcement module is used for any announcements for the employees. Here you can see all announcements where you can view,edit and dismiss announcements.
In Activity log module you can see all activities of software and also you can clear logs from there.
Ticket Pipe log
In ticket pipe log module.here you can check all the logs of raised tickects till now.you can clear all logs.
In Goals module is you can see all goals.you can add,view and delete goals.
In Survey module you can see all surveys .you can add, edit and delete surveys.you can also check mail list.
In Database backup module here you can create database backup.you can take auto backup also.
In Sales module here you can see sales report and chart based reports.also you can get monthly,last 3 months,last 6 months and yearly reports. in sales report you can see report of the following : invoices report,items report,payments recieved,credit note report,proposals report,estimate report,customers reports.in chart based reports you can see report of following: total income,payment modes,total value by customer groups.
In Expenses report module you can see yearly report of expenses in the form of table and graph.
Expenses vs Income
In Expenses vs Income report module you can see report of expenses and income in the form of graph.
In Leads module here we can see monthly report of source conversion in the form of graph.
In Timesheet overview module you can see Daily,monthly timesheet report of staff members.report is in the form of tabular and graphical format.also you can search report of customer and staff member.
KB Article is the Knowledgebase article module.
In payroll module you can see salary grade of all staff member.also you can add,edit and delete salary grade.
In Staff attendance module here you can take attendance of staff member. you can add in time and out time.
In Salary Payments module you can generate salary slip details of employee.also you can download salary slip.
In page module you can create pages.also you can edit and delete pages.
In news module you can create news.also you can edit and delete pages.
In Image slider module you can upload images for slider.also you can edit and delete images.
In CMS Setting module you can change theme,theme color and button color.
In Asset manager module you can add new assets.also you can edit and delete assets.you can view barcode for assets and download barcodes.
In Asset request module staff member request for assets.you can allocate,release and return asset request.
In Asset category module you can add category of assets.also you can edit and delete asset category
In Licence category module you can add new licence category.also you can edit and delete category.
In Status labels module you can add new status.also you can edit and delete status labels.
In manufactures module you can add manufactures.also you can edit and delete manufacturers.
In asset management module you can add new asset model.also you can edit and delete asset model.
In locations module you can add new locations.also you can edit and delete locations.
In employee history module you can see information of all employee.you can add,edit and delete employee.
With the Holiday module you can add new holidays. also you can edit and delete holidays.
In Security/reference checks you can employee with reference name.also you can edit and delete module.
In CV/document upload module you can upload cv and another documents.also you can delete documents.
In leave type module you can see all type of leave.you can add leave type. also you can edit and delete leave type
In Leave approvals module you can see all leaves applies by staff members.you can decide approve and reject.
In Staff module here you can see details of staff members.you can add staff members and you can activate and deactivate staff members.
In customer group module here you can see all group. you can add new group.also you can edit and delete group
In department module you can see all departments.you can add new department.also you can edit and delete department.
In Predefined replies module you can see predefined reply and you can add new predefined applies.also you can edit and delete predefined replies.
In Ticket priority module you can see all priorities of tickets.you can add new priority.also you can edit and delete priority.
In Ticket statuses module you can see all statuses of tickets.you can add and edit ticket statuses.
In Services module you can see all services.you can add new services.you can edit and delete services.
In spam filters module you can see spam filters of blocked senders,blocked subjects and blocked phrases.you can add new spam filters.also you can edit and delete spam filters
In Sources module you can see all sources.you can add new source.also you can edit and delete sources.
In Lead status module you can see all statuses. you can add new lead status.also you can edit and delete status.
In Email Integration module here configure email integration.you can set email configuration.
Web to lead
In Web to lead module you can add new form for web to lead.
In Taxes module you can add all type of taxes with its tax rate.also you can edit and delete taxes.
In Currencies module you can see all type of currencies.you can set as base currency.also you can add,edit and delete currencies.
In Payment modes module you can see all payment modes.you can add payment modes. you can activate and deactivate status of payment mode.also you can edit and delete payment modes.
In Expense category module you can see all expenses category.you can add expense category.also you can edit and delete expense category.
Pay slip data
In Pay slip data module you can see salary slip of staff member.
In Contract type module you can see all types of contracts.you can add new contract type.also you can edit and delete contract type.
In Modules you can see modules of software.you can upload module in zip format.and install module.
In Email Template module you can see all email templates . you can enable and disable templates.
In Custom fields module you can add custom fields for different module of software.also you can activate and deactivate fields.
GDPR module is General Data Protection Regulation.in GDPR 6 type as follows:General,Right to data portability,Right to ensure,Right to be informed,Right of access and Consent
In Roles module you can see all roles.you can add new role.also you can edit and delete roles.
In Main menus module you can see all main menus of software.also you can reset menus.
In Setup menu module you can see all menus of setup module.you can reset menus.
In Theme style module you can all set all configuration of themes.
In Settings module you can change settings of software.