Features

Customers

Screenshot_2019-11-11 Customers

Customer data such as contact information, support interactions, demographics, and transactions, among others.

proposal

Screenshot_2019-11-11 Proposals

With the Proposal module, you can create and deliver sales proposals on the fly or from a custom template quickly and efficiently.

Estimates

Screenshot_2019-11-11 Estimates

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 .

Invoices

Screenshot_2019-11-11 Invoices

Build professional and great looking invoices, attach files and send directly to your clients
Including the invoice PDF format. Ability to setup recurring invoices.

Payments

Screenshot_2019-11-11 Payments

Record and receive payments in different currencies send to customers, ability to add partial payment to invoice is available.

Credit Note

Screenshot_2019-11-11 Credit Notes

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.

Items

Screenshot_2019-11-11 Invoice Items

Feed-in multiple products/services. Also, we can add their specifications and pricing. Categorize products/services.

Subscription

Screenshot_2019-11-11 Add new subscription

Subscriptions offers a wide range of features to automate billing. Monitor the status of your subscription business and collect payments on time.

Expenses

Screenshot_2019-11-11 Expenses

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.

Contract

Screenshot_2019-11-11 Contracts

Use contract feature looking current and feature sales easily create contract and send the contract directly to customer email.

Projects

Screenshot_2019-11-11 Projects

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.

Tasks

Screenshot_2019-11-11 Tasks

Assign task multiple staff members and followers attach files let your staff task upload files task can be related to most important features.

Support

Screenshot_2019-11-11 Support Tickets

Great Support System that helps you track and resolve issue quickly with ability to auto open ticket from email insert knowledge base link.

Leads

Screenshot_2019-11-11 Leads

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.

Knowledge Base

Screenshot_2019-11-11 Knowledge Base

Create Knowledge base article and organize them in group help your customers and build trust.

Media

media

Media module is used for uploading important files. Here we can upload and download any type of files .

Bulk Pdf Upload

bulkpdf

Bulk pdf upload module is used for exporting pdf files of report.Here we can get pdf report.

 

 

Calender

Calender

Calender shows all events related to software modules .

Announcements

announcement

Announcement module is used for any announcements for  the employees. Here you can see all announcements where you can view,edit and dismiss announcements.

Activity log

activitylog

In Activity log module you can see all activities of software and  also you can clear logs from there.

 

Ticket Pipe log

pipelog

In ticket pipe log  module.here you can check  all the logs of raised tickects till now.you can clear all logs.

Goals

goals

In Goals module is you can see  all goals.you can add,view and delete goals.

Surveys

survey

In Survey module you can see all surveys .you can add, edit and delete surveys.you can also check mail list.

 

Database Backup

database_backup

In Database backup module here you can create database backup.you can take auto backup also.

Sales Reports

salesreport

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.

Expenses report

reports_expenses

In Expenses report module  you can see yearly  report of expenses  in the form of table and graph.

Expenses vs Income

reports_expvsincome

In Expenses vs Income report module you can see report of expenses and income in the form of graph.

leads

leads

In Leads module here we can see monthly report of source conversion in the form of graph.

Timesheet overview

timesheet

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

kbarticles

KB Article is the Knowledgebase article module.

payroll

salarygrade

In payroll module you can see  salary grade of all staff member.also you can add,edit and delete salary grade.

Staff attendance

staffattendance

In Staff attendance module here you can take attendance of staff member. you can add in time and out time.

Salary Payment

salarypayment2

In Salary Payments  module you can generate salary slip details of employee.also you can download salary slip.

page

page

In page module you can create pages.also you can edit and delete pages.

news

news

In news module you can create news.also you can edit and delete pages.

Image slider

slider

In Image slider module you can upload images for slider.also you can edit and delete images.

cms setting

cmssetting

In CMS Setting module you can change theme,theme color and button color.

asset manager

asset

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.

asset request

asset_request

In Asset request module staff member request for assets.you can allocate,release and return asset request.

asset category

asset_categorypng

In Asset category module you can add category of assets.also you can edit and delete asset category

Licence category

licencecategory

In Licence category module you can add new licence category.also you can edit and delete category.

Status labels

statuslabel

In Status labels module you can add new status.also you can edit and delete status labels.

manufacturers

manufacturers

In manufactures module you can add manufactures.also you can edit and delete manufacturers.

Asset management

asset_model

In asset management module you can add new asset model.also you can edit and delete asset model.

locations

locations

In locations module you can add new locations.also you can edit and delete locations.

employee history

emp_history

In employee history module you can see information of all employee.you can add,edit and delete employee.

Holiday

holiday

With the Holiday module you can add new holidays. also you can edit and delete holidays.

Reference checks

refcheck

In Security/reference checks you can employee with reference name.also you can edit and delete module.

CV/document upload

cvdocuments

In CV/document upload module you can upload cv and another documents.also you can delete documents.

Leave type

leavetype

In leave type module you can see all type of leave.you can add leave type. also you can edit and delete leave type

Leave approvals

leave_application

In Leave approvals module you can see all leaves applies by staff members.you can decide approve and reject.

Staff

setup_staff

In Staff module here you can see details of staff members.you can add staff members and you can activate and deactivate staff members.

Customer Group

setup_customergroup

In customer group module here you can see all group. you can add new group.also you can edit and delete group

Departments

setup_dept

In department module you can see all departments.you can add new department.also you can edit and delete department.

Predefined Replies

setup_predefined

In Predefined replies module you can see predefined reply and you can add new predefined applies.also you can edit and delete predefined replies.

Ticket Priorities

setup_support_ticket

In Ticket priority module you can see all priorities of tickets.you can add new priority.also you can edit and delete priority.

Ticket statuses

setup_ticketstatuse

In Ticket statuses module you can see all statuses of tickets.you can add and edit ticket statuses.

Services

setup_support_service

In Services module you can see all services.you can add new services.you can edit and delete services.

Spam filters

spam

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

Sources

setup_leads_sources

In Sources module you can see all sources.you can add new source.also you can edit and delete sources.

Lead Status

setup_leads_statuses

In Lead status module you can see all statuses. you can add new lead status.also you can edit and delete status.

Email Integration

setup_leads_emailintegration

In Email Integration module here configure email integration.you can set email configuration.

Web to lead

setup_leads_webtolead

In Web to lead module you can add new form for web to lead.

Taxes

setup_finance_taxrates

In Taxes module you can add all type of taxes with its tax rate.also you can edit and delete taxes.

Currencies

setup_finance_currencies

In Currencies module you can see all type of currencies.you can set as base currency.also you can add,edit and delete currencies.

Payment modes

setup_finance_paymodes

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.

Expenses category

setup_finance_category

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

payslipdats

In Pay slip data module you can see salary slip of staff member.

Contract type

contract_types

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.

Modules

setup_modules

In Modules you can see modules of software.you can upload module in zip format.and  install module.

Email Templates

setup_emailtemplate

In Email Template module you can see all email templates . you can enable and disable templates.

Custom fields

setup_customfields

In Custom fields module you can add custom fields for different module of software.also you can activate and deactivate fields.

GDPR

setup_gdpr

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

Roles

setup_roles

In Roles module you can see all roles.you can add new role.also you can edit and delete roles.

Main Menu

setup_menus

In Main menus module you can see all main menus of software.also you can reset menus.

Setup menu

setup_setupmenu

In Setup menu module you can see all menus of setup module.you can reset menus.

Theme style

setup_themestyle

In Theme style module you can all set all configuration of themes.

Settings

setup_Setting

In Settings module you can change settings of software.

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