FEATURES

               

CUSTOMERS

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

                                              

PROPOSAL

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

ESTIMATES                 

Create an estimate within minutes. Spend send to your customers and wait for them to except. Ability to auto converts the estimate to invoice after the customer accepts. Your customer can view and make action on the estimate.

INVOICES

Build professional and great looking invoices, attach files and send directly to your clients

Including the invoice PDF format. Ability to set up recurring invoices.

PAYMENTS

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

CREDIT NOTE

Your customers change his mind and now he wants a credit note? With Cloud CRM you Can create a credit note in a minute and send it to your customer.

ITEMS

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

SUBSCRIPTION

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

EXPENSES

Creating recurring expenses sets up a recurring expense and the expense will automatically be created after the specified period. The period of time could be days, weeks, months, years. Ability to set expenses billable to customers or specific projects.

CONTRACT

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

PROJECT

Manage and Create projects with powerful project management features. Track Time spent on task and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.

TASKS

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

SUPPORT

Great Support System that helps you track and resolve issues quickly with the ability to auto-open tickets from email insert knowledge base link.

LEADS

With the Lead, you can keep track of leads and easily follow their progress. Attach files, convert the lead to customer, auto import leads from email, create proposals, leave notes.

KNOWLEDGE BASE

Create a Knowledge Base article and organize them in a group to help your customers and build trust.

MEDIA

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

BULK PDF UPLOAD

A bulk pdf upload module is used for exporting pdf files of the report. Here we can get pdf reports.

CALENDER

The calendar shows all events related to software modules.

ANNOUNCEMENTS

The 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

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

TICKET PIPE LOG

In the ticket pipe log module. Here you can check all the logs of raised tickets till now. You can even clear all logs.

GOALS

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

SURVEY

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

DATABASE BACKUP

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

SALES REPORTS

In the 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 a report of the following: invoices report, items report, payments received, credit note report, proposals report, estimate report, customers reports.in chart based reports you can see a report of following: total income, payment modes, total value by customer groups.

EXPENSES REPORT

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

EXPENSES VS INCOME

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

LEADS

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

DAILY REPORT 

In the Timesheet overview module you can see the Daily, monthly timesheet report of staff members.report is in the form of tabular and graphical format. also, you can search for reports of customers and staff members.

KB ARTICLE

KB Article is the Knowledge Base article module.

PAYROLL

In the payroll module, you can see the salary grade of all staff members. Also, you can add, edit, and delete salary grades.

STAFF ATTENDANCE

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

SALARY PAYMENT

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

PAGE

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

NEWS

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

IMAGE SLIDER 

In the image slider module, you can upload images for slider.also you can edit and delete images.

CMS SETTING

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

ASSET MANAGER

In the Asset Manager module, you can add new assets. also, you can edit and delete assets. You can view the barcode for assets and download barcodes.

ASSET REQUEST

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

ASSET CATEGORY

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

LICENCE CATEGORY

In the Licence category module, you can add a new license category. also, you can edit and delete the category.

STATUS LABELS

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

MANUFACTURERS

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

ASSET MANAGEMENT

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

LOCATIONS

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

EMPLOYEE HISTORY

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

HOLIDAY

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

REFERENCE CHECKS

Security/reference checks you employ with reference names.also, you can edit and delete modules.

CV/DOCUMENT UPLOAD

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

LEAVE TYPE

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

LEAVE APPROVAL

In the Leave approvals module, you can see all leaves applies by staff members. You can decide to approve and reject it.

STAFF

In the 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

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

DEPARTMENTS

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

PREDEFINED REPLIES

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

TICKET PRIORITIES

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

TICKET STATUSES

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

SERVICES

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

SPAM FILTERS

In the 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

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

LEAD STATUS

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

EMAIL INTEGRATION

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

WEB TO LEAD

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

TAXES

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

CURRENCIES

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

PAYMENT MODES

In the Payment modes module, you can see all payment modes.you can add payment modes. you can activate and deactivate the status of payment mode.also you can edit and delete payment modes.

EXPENSES CATEGORY

In the Expense category module, you can see all expenses category.you can add the expense category. also, you can edit and delete the expense category.

PAY SLIP DATA

In Payslip data module you can see the salary slip of staff members.

CONTRACT TYPE

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

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

EMAIL TEMPLATES

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

CUSTOM FIELDS

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

GDPR

GDPR module is the 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

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

MAIN MENU

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

SETUP MENU

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

THEME STYLE

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

SETTINGS

In the Settings module, you can change settings of the software