Lead Management

Lead Form
Lead Distribution
Lead Category
Contacts
Lead Followups

Lead Dashboard
Campaign Leads
Followup Reminders
Activities

Lead Summary Details
Lead by Source

Sales Management

Sale Accounts
Deals

Payments
Installments

CRM Analytics

All Standard Reports
Schedule Reports
Module wise Dashboard
User based Dashboard

Campaign Management

Campaign Types
Custom Email Template
Campaign ROI
Subscriber Mail
Landing Pages Configuraion

Web Counters
Subscriber Form
Subscribers Management

Inventory Management

Product Category
Product Brands
Product Details
Manage Product Stock
User Stock Management

Purchase Order
Sales Order
Invoice

Product Imports
Customer Support

Ticket System
Security Management

Profile
Roles
Field Level Security

GDPR Compliance
SSL Cerficate
Data validation with Regular Expression
Process Management

Schedule Task
Task
Reminders
Task Reminders
Email

Email Notification
Mail Transfer
SMTP/IMAP Mail
General Setting

Personal Settings
Company Logo and Theme
Business Hours
Portals
Centre
Task Management

Task Planning
Task Scheduling (Time Assign to Task)
Priority Based Task
Collabration
Time Tracker
Task Status
Task Verification and Approvals
Custom Roles, Profiles & Domain
GUI Dashboard
User based Dashboard
To Do list
Add Project Category
Add Project
Add Users
Manage User details
Task Planning
Task Scheduling (Time Assign to Task)
Recurring Task (Daily/Monthly/Weekly/Yearly)
Task Status
Task Transfer
Calendar & Forums
Inter-project dependencies
To Do list
GUI Dashboard
Task Analytics Report
Advance Report
Scheduled Report
Run Performance review based on Customer type
Integrate OKRs/KPIs with Performance Management
Keep OKRs/Goals progress auto-updated with native integration
Centralized goal-setting & tracking
Auto-reminders & Emails
Reward Employees
Conduct 1:1’s or 1: Many
Task based Performance Evaluation
Sales Performance review
To do list
Points are based on Hours & Quality
Performance Dashboard
Employee Analytics
GUI Dashboard
User Based Dashboard
Daily Performance Report
Monthly Performance Reports
Manage Empolyee Details
Manage Employee Salary Details
Manage Employee Policy
Biomentric Device Configuration
First In Last Out feature
Live Attendance Record
In-out functionality
Daily In-out report
Mange Holiday
Payroll Management

OKR's configuration
Automatic Working day calculation
Manage Staff Leave
Manage Staff Working day
Advance Salary Management
Automatic payroll calculation
Student Registration
Student Profile
Student Course Details Management
Student Dashboard
Student Scorecard
Online Registration
Manage Trainer details
Trainer Profile
Add Course category
Manage Course Details
Add course by topics/subjects
Section Management
Reports
Course category confuguration
User Login Confinguration
Tax configuration
Add Product category
View/Edit Category
Add Product
View/Edit Product
Add Brand
Manage Brand
Add Vendor
Manage Vendor Details
Purchase Management
Add Purchase
Manage Purchase
Sale Product
View/Edit sale products
Generate Payment
Manage Stock
Book Appointment
Lead Form
Service Category
Manage Services
Import Services
Finance & Bank

Manage Service Customer
Reports
Manage Payment Modes
Manage Receivable Category
Manage Expense Category
Manage Expense Type
Manage Receivable Amounts
Receivable Category
Manage Expense

• Lead Management
• Lead Form
  Lead Distribution
  Lead Category
  Contacts
  Lead Followups
• Campaign Leads
  Followup Reminders
• Forecast based on Territories
• Import Leads
• Advance Filters
  Lead Transfer
  Recurring Activities
  Social Feeds
• Sales Management
• Sale Accounts
• Vouchers / Coupon Codes
  Payments
  Installments
• Payment Modes
  Dashboard
  Kit
• CRM Analytics
• All Standard Reports
  Cusome-made reports
  Schedule Reports
  Module wise Dashboard
  User based Dashboard
  Chart & KPICampaign Types
  Custom Email Template
  Campaign Managemnt
• Campaign Performance Analysis
  Campaign ROI
• Subscriber Mail
  Landing Pages
• Configuraion
• Inventory Managment
• Product Category
  Product Brands
  Product Details
  Manage Product
• StockUser
• Stock Management
  Internal Product Orders
• Purchase Order
  Sales Order
  Invoice
  Vendors
  Checkouts
• Kit Sale
  Order Processure
• Product Imports
  Customer Support
• Ticket System
  General Setting
• Profile
  Roles
  Field Level Security
  Audit Logs
• GDPR Compliance
  Multiple Centre Accessbility
• Data validation with Regular Expression
  Security
• Algorithams
•  
• Task
  Task Reminders
  Email
• Email Notification
  Record Owner, Record Creator, Record Owner's Manager
  Using Email field from the Module & Related ModulesField Update
  Create Record
  Assign Record OwnerMail Transfer
  Personal Settings
  Company Logo and Theme
  Business Hours
  Portals
  Centre
  TaxTask Planning
  Task Scheduling (Time Assign to Task)
  Recurring Task (Daily/Monthly/Weekly/Yearly)
  Task Tracking
  Priority Based Task
  Collabration
  Time Tracker
  Reporting and Visualization
  Task Status
  Live (Chat) Commenting
  Reassigning Task
  Task Creation & Assignment
  Notifications And Alerts of Pending Task
  Manual & Automated Task
  Automated Task Workflow
  Scheduled Task
  Task Transfer
  Task Verification and Approvals
  Notifiction and Email Reminders
  API integration for Automated Task
  Manage Project Activities
  Manage Team Activities
  Calendar & Forums
  Custom Roles, Profiles & Domain
  Inter-project dependencies
  GUI Dashboard
  User based Dashboard
  To Do list
  Add Project Category
  Add Project
  Project Detail Configuration
  Team Management
  Add Users
  Manage User details
  Assign user to project
  Assign Users to project sprints
  Create Users Team
  Manage Team Details
  Assign Team to Project/Task
  Team workflow
  Team Status
  Manage Team Activities
  Custom Roles, Profiles & Domain
  Task Management
  Task Planning
  Task Scheduling (Time Assign to Task)
  Recurring Task (Daily/Monthly/Weekly/Yearly)
  Task Tracking
  Priority Based TaskTask Status
  Reassigning Task
  Task Creation & Assignment
  Manual & Automated TaskScheduled Task
  Task Transfer
  Task Verification and ApprovalsCalendar & Forums
  To Do list
  Time Tracker
  Daily Timesheet Report
  Task Time TrackingUser Based Dashboard
  Task Analytics ReportAdvance Report
  Scheduled ReportRun Performance review based on Customer type
  Integrate OKRs/KPIs with Performance Management
  Keep OKRs/Goals progress auto-updated with native integration
  Centralized goal-setting & tracking
  Auto-reminders & Emails
  Real-time visibility of entire review cycleAssign Initiatives
  Reward Employees
  Conduct 1:1’s or 1: Many
  Task based Performance Evaluation
  Sales Performance review
  Integration with Task ManagementEmployee Of the Month/Quarter/Year
  To do list
  Points are based on Hours & Quality
  Performer of the dayPerformance Dashboard
  One Frame Report
  Employee Analytics
  GUI Dashboard
  User Based DashboardCustomized Reports
  Daily Performance Report
  Monthly Performance Reports
  Schedule ReportsManage Empolyee Details
  Manage Employee Salary Details
  Manage Employee Policy
  Predefined Alert & Notification
  Custom user roles and permissions
  Attendance Management
  Biomentric Device Configuration
  Attednace by Fingure Print, Face Id, Access Card
  Live Attendance Record
  In-out functionality
• Calculate Break hours
  Calulate Daily working hours
  Daily In-out report
  Mange Holiday
  OKR's configuration
  Automatic Working day calculation
  Manage Staff
• Leave Automatic
• Process Management
• 
  Employee Loan Management
  Advance Salary Management
  Automatic payroll calculation
  Salary Slip generate
  Detailed payroll reports
  HR Integration
• Employee Portal
  Student Registration
  Student Profile
  Student Course Details Management
  Student Dashboard
• Student Scorecard
  Online Registration
• Announcement
  FAQ & Ticket system
• Manage Trainer details
  Trainer Profile
  Online Registration
  Profile Validation
• Add Course category
  Manage Course Details
  Add course by topics/subjects
• Course Configuration
  Paid/Non-paid Option for course
• Manage
• Exam after completion of course section
  Add quiz
• Reports
  Exam after course completing
  Generate Certificate of completion
  Certificate Templates
  Student Support
• ticket system
• Course category configuration
  User Login
• Configuration
  Roles and Accessibility configuration
• Course Discount/coupon code configuration
  Tax configuration
  Manage content details
  Manage Website
• Add Product category
  View/Edit Category
  Add Product
  View/Edit Product
  Add Brand
  Manage Brand
  Add Vendor
  Manage Vendor Details
  Purchase Management
  Add Purchase
  Manage Purchase
  Manage Pending Purchase
  Add Product Order List
  Manage Product
• Vendor list
  Manage All center product list
  Manage Pending Product order list
• Inventory Reports
  Price Book
  Sale Product
  View/Edit sale products
  Generate Payment
  Stock Check Report
• Add Inword
  Manage Inword
  Manage Staff Product
  Manage Stock
  Import Product List
• Checkout to Staff
  Inword
  Manage User's Stock
  Product Imports
• Book Appointment
  Lead Form
  Lead Follow-up
  Manage Schedule
• Calendar
  Lead Conversion
  Job Card
  Manage Payment
• Invoices
  Service Category
  Manage Services
  Import Services
  Manage Service Customer
  Service Feedback
  Service Followup
  Reports
  Finance & Bank
  Manage Payment Modes
  Manage Banks
  Bank Configuration with Payment Mode
  Manage Bank Incoming & Outgoing
  Manage Receivable Category
  Manage Expense Category
  Manage Expense Type
  Manage Receivable
• Amounts
  Receivable Category
  Manage Expense
• Manage Expense Payment
  Cash Transfer
• Bank to Bank Transfer
  Tax Configuration
  Manage Tax Types
  Bank Configuration using API

• Lead Management
• Lead Form
  Lead Distribution
  Lead Category
  Contacts
  Lead Followups
  Meeting Schedule
  Lead Dashboard
  Campaign Leads
  Followup Reminders
  Activities
  Forecast based on Territories
  Feeds
  Document Library
  Calendar Booking
  Import Leads
  Lead Summary Details
  Lead by Source
  Advance Filters
  Lead Transfer
  Recurring Activities
  Social Feeds
  Lead Timeline
  Sales Management
  Sale Accounts
  Deals
  Vouchers / Coupon Codes
  Multiple currancy
  Configurable Tax Structure
  Payments
  Installments
  Credit
  Debit
  Payment Modes
  Discount structure
  Sales Graphs
  Dashboard
  Kit
  CRM Analytics
  All Standard Reports
  Cusome-made reports
  Schedule Reports
  Module wise Dashboard
  User based Dashboard
  Chart & KPI
  Campaign Management
  Campaign Types
  Mass Emails
  Whatsapp Integration
  Custom Email Template
  Campaign Performance Analysis
  Campaign ROI
  User Based Caampaign ROI
  Autoresponder
  Schedule Mass Mail
  Subscriber Mail
  Landing Pages Configuraion
  Pixel configuration
  Lead Form Integration
  Campaign
  Web Counters
  Subscriber Form
  Subscribers Management
  Inventory Management
  Product Category
  Product Brands
  Product Details
  Manage Product Stock
  User Stock Management
  Internal Product Orders
  Quotes
  Price Book
  Stock Rack Configuration
  Purchase Order
  Sales Order
  Invoice
  Vendors
  Checkouts
  Centre Transfer
  Inwords
  Kit Sale
  featOrder Processure
  Consumptions
  Product Imports
  Customer Support
  Ticket System
  Security Management
  Profile
  Roles
  Field Level Security
  Audit Logs
  Data Encryption
  GDPR Compliance
  Multiple Centre Accessbility
  SSL Cerficate
  Data validation with Regular Expression
  Security Algorithams
  Process Management
  Workflow Rules
  Schedule Task
  Task
  Reminders
  Task Reminders
  Email Notification
  Record Owner, Record Creator, Record Owner's Manager
  Using Email field from the Module & Related Modules
  Filed Update
  Delete
  Field Update
  Create Record
  Assign Record Owner
  Email
  Mail Transfer
  SMTP/IMAP Mail
  Email Insight
  Organisation Email
  General Settings
  Personal Settings
  Company Logo and Theme
  Business Hours
  Portals
  Centre
  Tax
  Task Management
  Task Planning
  Task Scheduling (Time Assign to Task)
  Recurring Task (Daily/Monthly/Weekly/Yearly)
  Task Tracking
  Priority Based Task
  Collabration
  Time Tracker
  Reporting and Visualization
  Task Status
  Live (Chat) Commenting
  Reassigning Task
  Task Creation & Assignment
  Notifications And Alerts of Pending Task
  Manual & Automated Task
  Automated Task Workflow
  Scheduled Task
  Task Transfer
  Task Verification and Approvals
  Notifiction and Email Reminders
  API integration for Automated Task
  Manage Project Activities
  Manage Team Activities
  Calendar & Forums
  Custom Roles, Profiles & Domain
  Inter-project dependencies
  GUI Dashboard
  User based Dashboard
  To Do list
  TMS/PMS
  Project Management
  Add Project Category
  Add Project
  Project Detail Configuration
  Team Management
  Add Users
  Manage User details
  Assign user to project
  Assign Users to project sprints
  Create Users Team
  Manage Team Details
  Assign Team to Project/Task
  Team workflow
  Team Status
  Manage Team Activities
  Custom Roles, Profiles & Domain
  Task Management
  Task Planning
  Task Scheduling (Time Assign to Task)
  Recurring Task (Daily/Monthly/Weekly/Yearly)
  Task Tracking
  Priority Based Task
  Collabration
  Task Status
  Live (Chat) Commenting
  Reassigning Task
  Task Creation & Assignment
  Manual & Automated Task
  Automated Task Workflow
  Scheduled Task
  Task Transfer
  Task Verification and Approvals
  Manage Project Activities
  Calendar & Forums
  Inter-project dependencies
  To Do list
  Timesheet Tracking
  Time Tracker
  Reporting and Visualization
  Daily Timesheet Report
  Task Time Tracking
  Task Analytics & Reports
  GUI Dashboard
  User Based Dashboard
  Task Analytics Report
  User Task Report
  Advance Report
  Scheduled Report
  With PMS
  Employee Perfomance Management
  Run Performance review based on Customer type
  Integrate OKRs/KPIs with Performance Management
  Keep OKRs/Goals progress auto-updated with native integration
  Centralized goal-setting & tracking
  Auto-reminders & Emails
  Real-time visibility of entire review cycle
  Create & assign KRA, KPI & Competencies
  Continuous Feedback & Review
  Assign Initiatives
  Reward Employees
  Conduct 1:1’s or 1: Many
  Task based Performance Evaluation
  Sales Performance review
  Integration with Task Management
  Integration with Payroll
  Incentive Configuration based on Performance
  Employee Of the Month/Quarter/Year
  To do list
  Points are based on Hours & Quality
  Performer of the day
  PMS Anayltics Rreports
  Performance Dashboard
  One Frame Report
  Employee Analytics
  GUI Dashboard
  User Based Dashboard
  Advance Repots & Analytics
  Customized Reports
  Daily Performance Report
  Monthly Performance Reports
  Schedule Reports
  HRMS
  Employee Onboarding
  Manage Empolyee Details
  Manage Employee Salary Details
  Manage Employee Policy
  Predefined Alert & Notification
  Custom user roles and permissions
  Attendance Management
  Biomentric Device Configuration
  Attednace by Fingure Print, Face Id, Access Card
  Live Attendance Record
  In-out functionality
  Manage shifts
  Calculate Break hours
  First In Last Out feature
  Calulate Daily working hours
  API Integration with Biometric machine
  Daily In-out report
  Virtual attendance feature
  Mange Holiday
  Payroll Management
  OKR's configuration
  Automatic Working day calculation
  Manage Staff Leave
  Manage Staff Working day
  Automatic Salary Process
  Employe Loan Management
  Advance Salary Management
  Automatic payroll calculation
  Salary Slip generate
  Detailed payroll reports
  HR Integration
  Accounting Integration
  Employee Portal
  Employee Portal
  Learning Management System
  Student Management
  Student Registration
  Student Profile
  Student Course Details Management
  Student Dashboard
  Assesment & training details
  Annoucement
  FAQ & Ticket system
  Student Scorecard
  Online Registration
  Teacher/ Trainer Management
  Manage Trainer details
  Trainer Profile
  Online Registration
  Profile Validation
  Course Details
  Add Course category
  Manage Course Details
  Add course by topics/subjects
  Add Documents of course
  Upload Course Video
  Course Configuration
  Paid/Non-paid Oprion for course
  Section Management
  Assesment Mangement System
  Manage Exam after completion of course section
  Add quiz
  Forum
  Reports
  Automated assignment process
  ecommerse
  Exam after course completin
  Generate Certificate of completion
  Certificate Templates
  Student Support ticket system
  System Configuration
  Course category confuguration
  User Login Confinguration
  Roles and Accessibility configuraiton
  Trainer Commision configuraiton
  Course Video configuration
  Course Paid-Nonpaid configuration
  Course Discount/coupon code configuraiton
  Certificate template configuration
  Company name & logo setting
  Tax configuration
  Payment Gateway Integration
  Payment Gateway Integration
  Web Portal Mangement
  Manage organisation domain & setting
  Manage content details
  Manage Website
  Inventory Management System
  Manage Product
  Add Product category
  View/Edit Category
  Add Product
  View/Edit Product
  Add Brand
  Manage Brand
  Add Vendor
  Manage Vendor Details
  Purchase Management
  Add Purchase
  Manage Purchase
  Manage Pending Purchase
  Add Product Order List
  Manage Product Vendor list
  Manage All cnetre product list
  Manage Pending Product order list
  Collate product Order list
  Manager Vendor Order List
  Add Product Quotation
  Manage Quotation
  Manage Invoiceing
  Inventory Reports
  User Stock Management
  Quotes
  Price Book
  Product Sales Management
  Sale Product
  View/Edit sale products
  Generate Payment
  Stock Check Report
  Add Consumption
  Manage Consumption
  Add product Kit
  Manage product kit
  Sale Product kit to customer
  Product Quotation
  Add Inword
  Manage Inword
  Manage Staff Product
  Manage Stock
  Import Product List
  Product Checkout
  Checkout to Staff
  Centre Checkouts
  Inword
  Manage User's Stock
  Product Imports
  Ecommerse
  Ecommerce Shop
  Manage Ecommerse Platform
  Integrate with Shopify
  Service & Appointment
  Book Appointment
  Lead Form
  Lead Followup
  Manage Schedule Calendar
  Lead Conversion
  Job Card
  Manage Payment
  Create Membership
  Sale Membership to Customer
  Create Package
  Sale Package
  Create Voucher / Coupon
  Sale Voucher
  Invoices
  Service Category
  Manage Services
  Import Services
  Manage Service Customer
  Service Feedback
  Service Followup
  Reports
  Finance & Bank
  Manage Payment Modes
  Manage Banks
  Bank Configuration with Payment Mode
  Manage Bank Incoming & Outgoing
  Manage Receivable Category
  Manage Expense Category
  Manage Expense Type
  Manage Receivable Amounts
  Receivable Category
  Manage Expense
  Manage Expense Agent
  Manage Expense Payment
  Cash Transfer
  Manage Inword
  Manage Outword
  Bank to Bank Transfer
  Manage Business & Petty Cash
  Tax Configuration
  Manage Tax Types
  Bank Configuration using API