Business Workflow Tools

Each employee and client can be given their own, configurable dashboard.

Administrators have a configurable dashboard overview.

Each employee has their own calendar where events, holidays, absences etc can be recorded.

Add details about a lead contact and their origins.

Add, import or export Deal details.

Client details can be recorded, imported and exported to give a comprehensive CRM function.

Employees can be added, invited, imported and exported, giving a comprehensive record of their details, assignments and time.

Leave can be assigned to an employee.

Shifts can be assigned to employees - they can only record work for valid shifts.

Attendance is automatically recorded when an employee records work on a task. It can also be added manually.

Holidays can be recorded and shown on calendars.

Team roles can be created and designated.

Organisational departments can be added.

Awards can be created and employees rewarded.

Contracts can be created, saved as templates and associated with clients.

Projects (inc. Gantt Charts) can be created, saved as templates, associated with and made visible to clients and employees.

Tasks (with dependencies) can be created, associated with projects and employees and made visible to clients.

Time can be automatically or manually logged against projects, tasks and employees.

Proposals can be created for leads and clients and saved as templates.

Estimates can be created for clients and saved as templates.

Invoices, recurring invoices and time-related invoices can be created.

Payments can be recorded and generated via payment gateways (Including Stripe and PayPal).

Credit notes can be automatically generated as a result of returned or cancelled orders.

Expenses and recurring expenses can be recorded.

Bank accounts can be added.

Products for sale can be created and imported.

Orders can be manually and automatically (using payment gateways) recorded.

Help tickets can be manually recorded or captured through a configurable Ticket Form.

Company, employee and client events can be recorded and displayed on a calendar.

There is an internal messaging system.

Notices for employees or Clients can be created.

Knowledge articles can be created for reference by employees or clients.

Shows outcomes of tasks undertaken and completed.

Shows outcomes of time undertaken and completed.

Shows a weekly timesheet summary.

Shows a summary of earnings for each client.

Shows a summary of income vs expenditure for each client.

Shows leave taken and remaining for each employee.

Shows attendance and absences for each employee.

Shows expenses by amount and category.

Shows the values of deals by agent, pipeline, category and period.

Shows a summary of all sales to each client.

The system is highly configurable and settings can be altered for:

• Company Details
• Business Addresses
• Date and time formats, zones, currency and language
• Profiles
• Notification Types
• Currencies
• Payment Gateways (PayPal, Stripe, Razorpay, Paystack, Mollie, Payfast, Authorize.net, Square, Flutterwave, bank transfer)
• Invoices (formats, templates, prefixes, units, Quickbooks sync, payment details)
• Contract formats
• Tax rates
• Tickets (agents, groups, types, channels, templates, sharing, visibility)
• Projects (reminders, statuses, categories)
• Attendance (permissions, automation, shifts, shift rotation, QR codes)
• Leave (types, starting dates, approval, archive)
• Custom Fields
• Roles and Permissions
• Messaging permissions
• Leads (sources, pipelines, agents, categories and sharing)
• Time Log (automation, approval, reminders, reports)
• Tasks (visibility, reminders, links to projects)
• Security (2FA)
• Theme (admin, employee and client panels)
• Tools (visibility)
• Custom Links
• GDPR
• Sign Up
• Billing (subscription plans and history)