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customer-feedback (1) client
CUSTOMERS

Customer data such as contact information, support interactions, demographics, and 200transactions, among others.

invoice (1) client
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.

bubble-chat client
CHAT

In chat module here you can chat with staff,employee.

estimate (1) client
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 .

retirement (1) client
PENSION

In Pension module you can see Pension Report

payment-1 client
PAYMENTS

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

business-proposal (1) client
PROPOSAL

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

credit-card (1) client
CREDIT NOTE

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.

business-report (1) client
VAT REPORT

In Vat report here you can see VAT report

CALL STAFF

In Call Staff module you can see Call staff report.

NEW LEADS

Here you can see New Leads

STAFF IMPORT

In Staff import module you can import staff with using excel or csv.

KYC REPORT

In KYC report you can see KYC report.

ASSET REPORT

In Asset Report module you can see Asset report

PAY SLIP DATA

In Payslip Data module here you can see Payslip Data.

CALL LOG

In Call log module you can see Call log report

TERMS & CONDITION

Here you can see Terms & Condition

ASSET BARCODE

Here you can generate new barcodes also you can see barcode list

KYC CHECK

Here you can see KYC Approval List

EMAIL MODULE

In Email module you can send email to staff,employee,single person and others

PAYROLL TAX REPORT

In Payroll Tax Report here you can see Payroll Tax Report

CALL REPORT

In Call report module you can see Call report

ACCEPTED TERMS

Accepted terms here you can see Accepted term by staff

LEAVE REPORT

In Leave report you can see Leave report.

KYC SETTING

In this module you can change KYC setting

EMAIL GROUP

In Email group here you can add new group and see group list

PAYROLL REPORT

In Payroll Report module you can see Payroll Report

OVERTIME SETTLEMENT

Here you can add overtime details of employee and see overtime list

SUBSCRIPTION

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

CONTRACT

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

SUPPORT

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

MEDIA

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

ANNOUNCEMENTS

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

GOALS

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

SALES REPORTS

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.

TAX RATES

In Tax Rates here you can see Tax Rates

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.

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.

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.

BULK PDF UPLOAD

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

ACTIVITY LOG

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

SURVEYS

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

EXPENSES REPORT

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

EMPLOYEE JOINING FORM

Here you can add new employee joining also you can see employee list

ITEMS

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

TASKS

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

KNOWLEDGE BASE

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

CALENDER

Calender shows all events related to software modules.

TICKET PIPE LOG

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

DATABASE BACKUP

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

EXPENSES VS INCOME

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

LEADS

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

KB ARTICLE

KB Article is the Knowledgebase article module.

STAFF ATTENDANCE

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

NEWS

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

KYC REPORT

In KYC report you can see KYC report.

TIMESHEET OVERVIEW

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.

SALARY PAYMENT

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

IMAGE SLIDER

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

KYC CHECK

Here you can see KYC Approval List

PAYROLL

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

PAGE

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

CMS SETTING

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

KYC SETTING

In this module you can change KYC setting

OVERTIME SETTLEMENT

Here you can add overtime details of employee and see overtime list

MEDIA

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

ANNOUNCEMENTS

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

GOALS

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

TAX RATES

In Tax Rates here you can see Tax Rates

BULK PDF UPLOAD

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

ACTIVITY LOG

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

SURVEYS

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

EMPLOYEE JOINING FORM

Here you can add new employee joining also you can see employee list

KNOWLEDGE BASE

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

CALENDER

Calender shows all events related to software modules.

TICKET PIPE LOG

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