Accounts
From Total Accounts to Total Resources along with Total Projects.
Expenses
From monthly expense graphs to further categories of expenses are provided.
Leaves
A clear and detailed leave management dashboard is provided.
Account Management
Account Management streamlines the way businesses handle client relationships and financial tracking.
Track Key Accounts
Manage top accounts with detailed performance and revenue metrics.
Custom Reports
Generate tailored reports to monitor account health and profitability.
User Roles
Assign roles to control access to account details and enhance collaboration.
Project Milestones
Set milestones to track progress and ensure alignment with goals.
Team Collaboration
Enable seamless communication and file sharing for better collaboration on each task.
Performance Insights
Monitor individual and team performance to optimize resources and improve outcomes.
Project Logging
Log projects with detailed information, ensuring accurate tracking and management.
Team Allocation
Allocate teams to projects while specifying their roles, rates, and assigned hours.
Rate & Hours Tracking
Track team members’ rates and hours on each project to maintain financial accuracy.
Milestone Tracking
Monitor project milestones to ensure timely progress and goal alignment.
Team Allocation & Management
Efficiently manage a team with role-based access and customizable permissions to ensure secure and smooth collaboration.
Role Assignments
Assign specific roles (Admin, Manager, User) to control access to features and data.
Permission Control
Customize permissions for each user or team to ensure the right people have the right access.
User Onboarding
Simplify the process of adding new team members and getting them up to speed quickly.
Activity Tracking
Monitor user activities for better control and accountability.
Team Allocation
Allocate teams to projects while specifying their roles, rates, and assigned hours.
Rate & Hours Tracking
Track team members’ rates and hours on each project to maintain financial accuracy.
Expense Management
Effortlessly manage and track project-related expenses to ensure accurate budgeting and financial control.
Expense Tracking
Record and categorize expenses to monitor spending in real time.
Approval Workflow
Set up an approval process for managing and authorizing expenses.
Detailed Reporting
Generate expense reports for better financial analysis and decision-making.
Budget Management
Stay within budget by tracking actual expenses against allocated amounts.
Client Satisfaction Surveys
Streamline your client feedback process with our powerful survey tools!
Customizable Surveys
Design surveys tailored to your needs with ease
Preview & Save
Preview your survey before sharing, and save it for future use.
Easy Distribution
Share surveys with multiple clients at once via email or a link.
Edit Anytime
Make changes to your survey as needed, even after creation.
Response Management
Review and analyze client responses to gain valuable insights.
Global partners
Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition organically grow the holistic world view of disruptive innovation.
