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1. FEATURES
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Management Features
Manage your projects and talent in one system for empowered teams, satisfied
clients, and increased profitability.
Leads
Leads are the potential customer of an
organization. These are mainly the queries dropped
in for the company to revert to in a promising
manner such that the individual is convinced about
the plans they have chosen.
Clients
Clients are the active customers of the organization
who are listed under this subsection of the
Customers module. This section records the data
for each individual. It includes name, email, status,
creation date along with few more options which
include viewing, editing, and deletion.
Employees
An employee is an individual who agrees to offer
their services in exchange for wages or other agree
to compensation. This Employee section under the
HR Module offers space to record individuals'
required data which are saved in the organization's
database for future references
Leaves
Leaves Section compiles the combined data for the
leaves taken by all the employees of the
organization. This data can easily be viewed either
as a list form or a calendar form.
Attendance
The Attendance Section under the HR Module
compiles the entire attendance for the
organization's employees in an easy-to-view
format, It also offers the option to view the
attendance record in member-view format which
can be chosen by the user as per their
convenience.
Holidays
The holiday section under the HR Module records
the information available for official holidays as per
the company requirements. It includes holiday
details for National holidays, Festival Holidays, any
company-centric holidays, weekends/off-days, etc.
Contracts
The contract is a legally binding agreement that
defines and governs the rights and duties between
or among parties. It is legally enforceable when it
meets the requirements of applicable law. It
typically involves the exchange of goods, services,
money, or a promise of any of these.
Projects
A project is an undertaking, carried out individually
or collaboratively and possibly involving research or
design, that is carefully planned to achieve a
particular aim.
Tasks
The Tasks sheet under the Work Module handles
information for all the tasks assigned to the team or
individuals respectively. This section compiles all
the data for the tasks and thus, covers the overall
progress of the chosen project. It records the
presented data in a tabular manner wherein it
stores the task Title/Name, concerning Project, Due
date, Members it is assigned to, the status of the
task, and few additional options including,
descriptive view, editing, and deletion.
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2. Time Logs
The Time Logs panel under the Work Module mainly
focuses on recording the time required for the
individual task that is recorded in the database
which later adds together to calculate the total time
logged in for projects individually. This section helps
in calculating the average of time taken to complete
tasks when reports are generated for analysis.
Proposal
The proposal is mainly for Leads. This section holds
all the proposed budget along with the project
details that were presented by the lead. Once the
proposal presented is approved, then it can be
converted into a contract and the lead can be
changed into a client.
Estimates
Estimates are documentation concerning the
expected monetary expenditure that might be spent
while working on the project presented to the client
before proceeding. It allows a platform for the two
parties to decide, discuss, and negotiate on the
expenditures for the project before starting it. It also
allows transparent conversations about the
products and prices of products being consumed. It
helps in avoiding future discrepancies between
them as every step is discussed before its initiation.
Invoices
An invoice is a commercial document issued by a
seller to a buyer relating to a sale transaction and
indicating the products, quantities, and agreed
prices for products or services the seller had
provided to the buyer. The payment terms are
mentioned on the invoice.
Payments
The payments section is mainly responsible for
recording all the transactions made to the
organization by the clients. The data is recorded in
a tabular format for convenience. It records details
such as the concerning project, invoice number,
order number, amount, payment date, the status of
payment along with editing, viewing, and deleting
options. The data can be filtered depending on the
project name, or status of the payment.
Credit Notes
Credit Notes are the amount of an invoice that isn't
refunded but recorded in the database such that it
is redeemed by the client in their next
invoice/payment. This is created when any paid
invoice is canceled for certain reasons then this is
not refunded instead it is converted into a credit
note which can be redeemed on the next payment.
Expenses
Expenses are a few extra expenditures that an
employee spends for the completion of tasks or
projects concerning the organization. This section
records the expense data that employees feed in
for redemption from the organization. It records the
fed-in data in a tabular manner consisting of
information such as item name, price, employee
details, purchased from, purchased date, status,
and a few extra options including viewing, editing,
and deletion.
Products
The products section mainly holds the
information/list of the generic products/services
that are sold by the company and can be directly
bought by the clients as per their needs. These can
be directly bought by the client depending on their
requirements, these services can also be added to
a specific project taken up by the client. On every
purchase of product(s) offered by the organization,
an invoice is generated.
Orders
Orders are mainly an instruction to buy or sell on a
trading venue. The order module in the software
records the list of all the received orders in a
tabular manner under the admin panel and orders
that are placed under the client panel. The tabular
content contains all the necessary details regarding
the details including the order number, amount,
order date, status, and other details.
Tickets
Tickets are a source to raise any problem, query,
incident-related discussion, or any point by
client/customer/employee which needs discussion.
Messages
A message is a form of communication containing
information, news, advice, request, or some other
data sent by messenger via email, telephone, or
other means of communication. This space records
messages shared between two or more parties
regarding any sort of information concerning the
organization or individuals. This space allows easy
communication without using any third-party
platform instead within the same space as for other
data organizations.
Notice Board
Notice is a signed document that holds important
and necessary information for all the concerned
members and Notice Board is a space that collects
all the notices in one space for all the members. It
cumulated data in a tabular manner which has brief
details when overviewed and detailed information
when accessed properly. The tabular data consists
of the Notice Heading, Issued Date, Members
issued to, and extra features for editing and
deletion.
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3. Report
The reports section is a cumulative analysis for all
the stored data in the system's database, and Task
Report, Time
Log Report, Finance Report, Income vs Expense
Report, Leave Report, Attendance Report stores
similar data for all the data stored concerning tasks
alone. This section analyzes the input data and
curates a proper evaluation for the data in a visual
format i.e. a pie chart, making the understanding of
the analyzed data easier.
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