Deal Planner

The Deal Planner streamlines deal management with customizable forms, activity tracking, and Kanban visualization.

Lead

lead creation, customizable data view, CSV import, detailed info customization, reminders, messages.

Lead Form

Customize lead forms with common and extra fields, share form links, and manage data effortlessly.

Lead Quotation

Lead Quotation Create, customize, print, download, archive, and convert to invoices.

Appointment

Book appointments, adjust employee schedules, manage slots, receive and send confirmation texts.

Client

Create profiles, import data, customize details, manage forms, reminders, messages, and files.

Client Budget

Categorize expenses, track variances, visualize breakdowns with pie charts.

Client Files

Automated organization, folder creation, display options, file rotation for optimal viewing.

Client Form

Customize form & fields, share via link, manage data lists, export CSV for streamlined data entry and organization.

Client Statement

Monitor financial transactions, view invoices, payments, outstanding dues, and payment histories.

Clients Expense

Efficiently manage expenses by category, designate clients, vendors, projects, and filter by month for analysis.

Contracts

Customize contracts, tailor details, print, download, archive, restore, delete all data management.

Invoice

Customize invoices, set views, print, download, archive, retrieve, delete, and convert to packing slips.

Packing Slip

Generate customized packing slips, set default views, print, download, archive, restore, delete, and convert to invoices.

Process Tracker & Calendar

create trackers, categorize by customers/teams, view data in table/calendar formats.

Quotation

Create quotations, customize columns, set views, print, download, archive, restore, delete, and convert to invoices.

Receive Payment

Track total, wallet, due balances, invoice amounts; add, allocate funds; detailed history; image storage.

Recurring Invoice

Invoice generation with Recurring Invoice: daily, monthly, yearly, custom options.

Stage Invoice

Breakdown billing into stages: create sub-invoices, track progress efficiently for multi-step projects or services.

Sub Client

Client structure: Main client linked to sub-clients for clarity; comprehensive billing info across platforms for effective management.

Time Tracker & Calendar

Time tracking create, update, delete time trackers; associate with services, clients; flexible list, calendar views.

Items

Generate QR codes, barcodes; move/copy items; detailed info, customizable columns, manage quantities for streamlined operations.

Product Catalog

Generate based on images, ensure consistency; accessible via web links for showcasing products/services.

Product inquiry

Display inquiries on product details, submit directly via web links for communication, enhanced engagement.

Qr & Barcode

Generate QR codes, barcodes from product names for inventory management, tracking efficiency.

Service inquiry

Display inquiries in service details, submit directly or via web links for efficient customer engagement.

Services

Automate QR, barcodes; move/copy; customize booking interface; detailed info, customizable columns for personalized viewing.

Activity

Efficiently manage tasks & track productivity with Employee Activity feature's clock in/out & manual entry capabilities.

Attendance

Calendar view, multiple entries/day, accurate time tracking, in-out buttons for easy entry, and worked/break hours.

Company Budget

Categorize expenses, track variances, visualize breakdown with pie charts for better analysis.

Company Expenses

Categorize expenses, specify clients/projects, filter by month for easy analysis and reporting.

Employee

Add with full/quick options, customize data view, import from CSV, reminders, collaboration, score dashboard.

Employee Budget

Categorize expenses, track variances, visualize breakdown with pie charts for better analysis.

Employee Expense

Categorize by type, specify clients/vendors/projects, filter by month for easy analysis.

Employee Form

Customize forms, share links, manage data easily, export to CSV.

Hr Files

Automates storage, categorization, display, and orientation adjustment for efficient file management.

Leave

Add requests with durations, combine instances for management, display in table & calendar views, prevent scheduling conflicts.

Pay Employee

Customize employee checks, print one or multiple per page, preview templates for verification, update details, customize print view.

Payslip

Step 1 - Enter employee details Step 2 - Input salary details, add extra fields. Step 3 - Calculate salaries (hourly, monthly, weekly).

Score

Employee Scoreboard for tracking scores, visualization chart aids analysis, employees view scores in their panel for transparency.

Make a Check

"Make a Check" Design, print, and customize checks for vendors.

Make a Payment

Overview of transactions, wallet management, purchase allocation, transaction history, image storage for record-keeping.

POS

Purchase order

Purchase Order

Customizable columns, dual views, print/download, archive for restoration or deletion.

Vendor

Full/quick add, customize columns, import CSV, comprehensive vendor details, reminders, file upload.

Vendor Budget

Categorize expenses, track, calculate variances, visualize with pie charts for expenditure distribution.

Vendor Files

Organize files, default folder, create new folders, display on vendor panel, rotate files for efficiency.

Vendor Form

Create custom forms, shareable links, manage data entries, export CSV for analysis.

Project & Task

Manage projects, tasks, statuses, files, forms, milestones, Gantt view, budgeting, dashboard. Flexible tracking.

Project Gantt View

Detailed project timeline, organized by status. Drag-and-drop functionality, QR codes for stage history. Flexible task management

Project Snapshot

Overview of project metrics, dashboard display, data table listing, filtered analysis.

Project Task Gantt view

Visual timeline format, task management, status updates, client filtering.

Project timesheet

Visual timeline format, task management, status updates, client filtering.

To-do

Organized task management, categorization, status updates, employee assignment.

Activity Report

Custom date ranges, employee selection, attendance insights.

Attendance Report

Custom date ranges, employee selection, attendance status.

Check Report

Data table format, sortable, filterable by category.

Client Expense Report

Data table format, sortable, admin-defined record limits.

Client payment history report

Sortable by payment method, date range filters.

Client Tax report

Detailed tax amounts, customizable timeframes.

Company Expense Report

Data table format, sortable, admin-defined limits.

Employee Expense Report

Data table format, sortable, admin-defined limits.

Leave Report

Data table format, sortable, admin-defined limits.Your Item with
QR & Barcode

Pay Report

Date-wise hours calculation, payment management.

Product Report

Sales insights by client and product.

Project Report

Data table format, sortable, admin-defined limits.

Purchase payment history report

Sortable by payment method, date range filters.

Sales Report

Data table format, sortable, admin-defined limits.

Service Report

Insights by client and service.

Time Calculation Report

Attendance insights by employee and dates.

Branch

Manage multiple branches seamlessly, consistent functionality.

Daily Planner

Organize events, various viewing options.

Institutes

Switch between institutes, enhanced management.

Reminders

Multifaceted reminder system for leads, clients, vendors, employees, and lease expirations.

Rental

Activate rental functionalities, customizable leases, lease expiration reminders.

Standard Web Builder

Effortlessly create personalized websites, full control over design and content.

Web Builder Pro

Pending feature, coming soon for advanced website building capabilities.

Calendar Option View

Choose day, week, month, agenda views for flexibility.

Calendar View

Choose day, week, month, agenda views for flexibility.

Check pay to option

Full/business name option for payee identification.

Client Archive

Safeguard deleted clients, restore as needed.

Client Extra Field

Customize client form fields for comprehensive data.

Client Rename

Change client titles, reflect system-wide.

Contract Archive

Store deleted contracts, restore if needed.

Date Formate

Choose between two date formats system-wide.

Employees Archive

Preserve deleted employee records, restore if needed.

Files Archive

Safeguard deleted files, restore if necessary.

Financial Year

Adjust financial year to business needs.

Invoice Archive

Store deleted invoices, restore or delete permanently.

Invoice default view

Choose default invoice view option.

Invoice extra field

Customize invoice form fields for comprehensive data.

Invoice message

Personalize invoice messages.

Item Extra Field

Add extra fields to product forms for data capture.

Lead Archive

Store deleted leads, restore if needed.

Lead Category

Customize lead categories for organization.

Lead Extra Field

Add extra fields to lead forms for data capture.

Lead Label

Customize lead label options.

Lead Quotation Archive

Store deleted quotations, restore as necessary.

Lead Source

Customize lead source options.

Leave Archive

Preserve deleted leave records, restore if needed.

Library Extra Field

Add extra fields to library forms for data capture.

OMS properties

Customize OMS categories and sub-categories.

Paylink

Create customized payment links.

Payment method

Customize payment methods.

Payment to

Customize payment recipient options.

Planner standard task

Customize task categories.

Product extra field

Add extra fields to product forms for data capture.

Project Extra Field

Add extra fields to project forms for data capture.

Project typical task

Customize project task categories.

Purchase Archive

Store deleted purchase records, restore if needed.

Purchase Extra Field

Add extra fields to purchase forms for data capture.

quotation Archive

Store deleted quotations, restore if needed.

Score Archive

Preserve deleted score records, restore if needed.

Score board

Customize scoreboard options.

Service extra field

Add extra fields to service forms for data capture.

Service Select View

Customize service dropdown options.

Task Extra Field

Add extra fields to task forms for data capture.

Team Extra Field

Add extra fields to team forms for data capture.

Time Settings

Configure time-related parameters.

Time Slot

Configure time-related parameters.

Time Tracker Medium

Customize time tracker options.

Time zone

Adjust time zone settings.

Vendor Extra Field

Add extra fields to vendor forms for data capture.

Vendor Rename

Change vendor titles system-wide.

Vendors Archive

Store deleted vendor records, restore if needed.

SMS Credential

Configure, send SMS via third-party services. Improve communication, appointment reminders.