On Boarding

(This On Boarding page is only for our core PnaPna.com.
A separate On Boarding page will come soon for vWork247.)

1

Introduction

PNAPNA means “To Prosper”, in my mother tongue and is the underlying element in our philosophy for digital tools that we are developing for “Reinventing work life”. We are constantly developing and improving on our work. Your ideas are welcome. If you are a developer, an investor or a founder of sort, and would like to explore opportunities, please do contact me at vijay@pnapna.com

VWork247 is one of the many versions of our work life software. It is a generic lighter version of all tools and is suited for small to medium size business and professionals, just about any body. We do have other versions that are industry specific or very heavy duty for specific purposes.
2

Getting to know


Starting from top left, going from left to right. There are three colored circles like the traffic signal and will be showing the lights as such. It is an integration with cloud, mobile, your desk top and others in your team. More on that functionality a bit later in details below.


On the extreme is your default avatar.


You can click on it to set it up initially and or later can edit or delete any information you like. You can log out of the system from here. If you have subscribed to different versions of our PnaPna software then you have sign out of one account to go to the other. Currently there is no way to go to all different versions as their data bases are maintained separately for security reasons.


In the Edit profile section you can change your picture, password and other features. Initial default password is password. Some of the settings are assigned by the person with admin rights of this software.


On the second row on extreme left is a green toggle bar icon. Clicking on this icon will collapse or expand the left side navigation tools. Green color is our PM Lite’s color coding. Each version of pnapna has a different color.


On the extreme right side in the same row is another toggle icon that shall expand or collapse a row of more icons.


This bar shows notification from the chat on the extreme left side. Then going from the left to right is the search bar.


Icon on the right of the magnifying glass is for a reminders that help you to stay organized. Reminders can be for specific jobs you need to perform such as creating an Invoice, sending an email or calling a client. You can also create Tasks and Appointments.


Icon on the right of the reminders is for a drop down that shows time sheets (If you set it up initially and time your projects or tasks). Second items on that drop down is languages if you have subscribed to any other languages (Pack available only in enterprise international version).


Next icon to the right of Languages is for “Go To” where you can see your website analytic on a periodically basis and plug in. You shall have to set it up initially for this feature to work. This feature is available only if you have a web site synced with PnaPna Work-Life-Manager.


This is a collaboration link for documents or posts etc. It is also visible on the documents that you are starting from documents with in the Collaboration link on the left panel. You can elect who to collaborate and what permissions the other part has and what will happen to this document at every stage, like send it by email, send for signatures, send it by surface mail, or archive it in the cloud etc.


Next icon to the right of Collaboration is the “To Do List” drop down. Here you can see what is pending and start a new To do item.


Next icon on the right of To do is time. You can set it up initially as to how you want to record your time worked. More on this timer in the set up section in detail


Next icon on the right of time is Business News. You can see all news regarding buisness. More on this Add Newspaper button is added to post news.


Next icon is the bell or the notifications that show notifications for you from other activities.


Last icon on the extreme will let you toggle back to icon-less clean bar


First icon on the third row on the left side (to the left of the name) is a quick jump to activities like start an invoice, or other documents and activities etc

Welcome Vijay

Next is the Welcome slogan. The default setting is your first name. You can set up differently in the settings, if you want different greetings.


You can sign out quickly from here.


Clicking on Panel (Home icon) will bring you to default screen that shows the canvas.


Clicking on the arrow icon on the right of the text “Panel” will show that drop down. It will show Chat and Email options. If you have subscribed to more options like record the activities of your virtual employees, or locations of your vehicles etc it would show here.


The panel settings can be opted from “”Panel Options” from top right side.

By clicking on can you can select which widgets will show and or muted. There are three bars on the extreme left side. When you hover it it will show a cursor and you can move this widget to any other location if you like. More of it is explained in details in the settings section



3

Private Chat


The private chat integrates well with other public or private chats like Whatsapp, Messanger etc. The chats can be archived on your own hard drive. Your Chats are private, encrypted, and track-able automatically.

4

Private Email


The private E-Mail integrates well with other public or private emails like G-Mail, Hot mail, Yahoo and company emails etc. The emails can archived on your own hard drive. Your Emails are private, encrypted and track-able automatically. System responds with date stamp when the receivers open their Emails. With several built in templates there are many designs to choose from and more can be added.

Emails can be color coded and starred. Drafts can also be stored.
5

VOIP Phone

Currently only Skype Phone App, Whats App is integrated. More apps are on the anvil and will be integrated soon. 911 emergency number is not supported. VOIP Phone is usable with the mobile phone app of the receiver.

6

Leads


Leads panel shows complete list of all leads and from where those were brought in. You can insert and or edit as many fields as available at any given time.


New leads can be brought in from your website and or email also directly if you have such as system incorporated in your website. New leads can also be insert manually.

There are several international languages that can be assigned to the new lead, if your client’s native language is other than yours.

The lead contact sheet is also attached here that shows phone contact date and notes about the call etc.

There are prebuilt system default tags but more can be inserted as needed so the search for this contact is not just by their name, but also by tags that you remember.
7

Estimates



Estimates panel shows a complete list of all estimates and from where those were brought in. You can insert and or edit as many fields as available at any given time.


New estimates can be brought in from your website and or email also directly if you have such as system incorporated in your website. New estimates can also be inserted manually.

Creating a new estimate you have to click CRM tab and select estimate module then click the create new estimate button.

Click the Customer dropdown and select a customer while typing.

Adding the billing and shipping address you have to click the bill to and ship to.

Click the Estimate number if you want to enter the estimated number manually every time.

Estimate Date is auto-populated with the present day’s date or you can also select the date from calendar.

Click the Expiry Date and select a date, after which the estimate will become invalid.

Select a Sales Agent from the dropdown if you want to associate this estimate to one of your salespeople who handled this sale.



Click the Add Item dropdown to select the item from the dropdown. If you haven’t added the item already, click the Add New Item Button to add an item on the fly to the estimate as well as to the Items module.

Enter a quantity in the Quantity field. By default, 1 is given as the quantity.

The rate of the item is auto-populated based on the item rate you’ve saved for the item. Enter a different item rate to change the auto-populated item rate.

Select the applicable tax for the item. If you’ve associated a tax with the item in the Items module, this field will be auto-populated.

Enter a discount amount or percentage depending on what you’ve chosen from the dropdown. .

Enter any amount that you want to adjust from the total in the Adjustment field. You can use this field to round-off the total amount or make any needed change in the total amount. You can edit and change the field as well to suit your need.

Save all the information by clicking the save button and it will display in Estimates module.

8

Clients



Client panel shows a complete list of all Clients and from where those were brought in. You can insert and or edit as many fields as available at any given time.



Creating a new Client you have to click CRM tab and select Client module then click the new client button.

Click the customer details to add the details of the customer.

Add the name of the company by Clicking the Company Field.

Enter your VAT Number by Clicking the VAT Number field.

Add the website and contact information in phone and website field.

Click the Groups dropdown to select the groups. if you haven't added the Groups already.click the add new groups button to add the Groups.

Click the currency dropdown to select the Currency.

If you want to select any international languages you can select by clicking the Default Language dropdown.

Save all the information by clicking the save button and it will display in clients module.

9

Invoices



Invoices panel shows a complete list of all Invoices and from where those were brought in. You can insert and or edit as many fields as available at any given time.


New Invoices can be brought in from your website and or email also directly if you have such as system incorporated in your website. New Invoices can also be inserted manually.

Creating a new Invoice you have to click CRM tab and select Invoice module then click the Create New Invoice button.

Click the Client dropdown to select the client while typing.

Adding the billing and shipping address you have to click the bill to and ship to.

Click the Invoice number if you want to enter the Invoice number manually every time.

Invoice Date is auto-populated with the present day’s date or you can also select the date from calendar.

Click the Due Date and select a date, after which the Invoice will become invalid.

Select a Sales Agent from the dropdown if you want to associate this Invoice to one of your salespeople who handled this sale.

Select the mode of payment for the invoice by clicking the mode of payment dropdown.



Click the Add Item dropdown to select the item. If you haven’t added the item already, click the Add New Item Button to add an item on the fly to the Invoice as well as to the Items module.

Enter a quantity in the Quantity field. By default, 1 is given as the quantity.

The rate of the item is auto-populated based on the item rate you’ve saved for the item. Enter a different item rate to change the auto-populated item rate.

Select the applicable tax for the item. If you’ve associated a tax with the item in the Items module, this field will be auto-populated.

Enter a discount amount or percentage depending on what you’ve chosen from the dropdown. .

Enter any amount that you want to adjust from the total in the Adjustment field. You can use this field to round-off the total amount or make any needed change in the total amount. You can edit and change the field as well to suit your need.

Save all the information by clicking the save button and it will display in Invoice module.

10

Subscriptions



Subscriptions panel shows a complete list of all subscription and from where those were brought in.

Your paid subscription will show here according to the plan.

Click the sales accounting tab then select the subscriptions module to see your subscription.

Buying new subscription click the new subscription button.



Enter your new subscription details correctly and click the save button.

11

Expenses



Expenses panel shows a complete list of all expenses and from where those were brought in. You can insert and or edit as many fields as available at any given time.

Creating a New Expenses, Click the Sales Account tab and select the Expenses Module then click the Record Expenses Button.



In new expenses, attach the receipt of expenses.

Click the name filed and write the name of expenses.

In the note, field write the more details of expenses.

Select the category of your expenses from expenses category dropdown lists. if you haven't added the category already, click the add category button to add the category of expenses.

Select the date of expenses by clicking the expense date field .

Add the Amount and Client name in Amount and Client Field.

Select the project from project dropdown lists.

Click the Payment mode to select the mode of payment.

Save all the information by clicking the save button and it will display in Expenses module.

12

Supports


Supports panel shows a complete list of all tickets which is requested through an end-user.

A ticketing system is a customer service tool that helps companies manage their service and support cases. The system or app creates a "ticket" which documents customer requests and interactions over time, making it easier for customer service reps to resolve complicated issues.

How does a ticketing system work?


A ticket system works by creating the first document, or "ticket, "that records the interactions on a support or service case.

The ticket is shared between both the representative and the customer and logs their communication to one continuous thread.

If there's any confusion, or if a detail is overlooked, both parties can refer back to the thread at any point to review past information on the case.

Once the ticket is created, representative can then work on the issue on their end. When they have updates or a resolution, they can alert the customer via the ticket.

If the customer has any questions in the meantime, they too can use the ticket to communicate with the customer service representative.

When the issue has finally been resolved, either the representative or the customer can close the ticket.

Creating a new ticket click the sales accounting tab and select the support module then click the new ticket button.



Fill all the fields correctly and click the save button to saving your new ticket .

13

Payments

When talk about the aspects of business, so payment is also consider as one of the important aspect of business.

Today you can accept a wide range of payment types, minimize your losses to scams, attain valuable business insights as well as get paid faster.software can be equipped with billing support without any hassle.

You can easily process each and every kind of debit & credit card payments and that too without any additional cost.

Handling payments through software enable you to take charge of your subscription scenarios as well as pricing models.

Benefits of accepting payments:

  • Faster Deposits
  • Eliminate Security Risks
  • Automatic Tax Calculations
  • Sales Scalability
Click sales accounting tab, select payment module to see the payment.


14

Customers

Coming soon.

15

Re-Capta Authentication

Re-Capta Authentication is a free service from Google that helps protect websites from spam and abuse.

A “CAPTCHA” is a turing test to tell human and bots apart. It is easy for humans to solve, but hard for “bots” and other malicious software to figure out.

Adding reCAPTCHA to a site, you can block automated software while helping your welcome users to enter with ease.

16

Contracts



Contracts panel shows a complete list of all Contracts and from where those were brought in. You can insert and or edit as many fields as available at any given time.

Creating a New Contracts, Click the Sales Account tab and select the Contracts Module then click the New Contract Button.



In new contract select the name of the client from client dropdown lists while typing.

Add the subject of the contract in subject field.

Add the contract value to your contract .

Select the type of contract from contract type dropdown lists. if you haven't added the type of contract already, add the new type of contract by clicking the add button.

Select the contract start date and end date.

In the description field, write the description of contract.



Filling and saving all fields see your new contract on the right side where you can add the content to your contract and also attach your documents in attachment and also add the comment .

See your Contract Renewal History, Tasks and Notes.

Track your mail via emails Tracking.

Click the save button to see your contract in contracts module.

17

Online Payments

Coming soon.

18

Recurring Expenses

Some expenses are incurred on a consistent basis over a period of time and manually recording them each time can get really tedious.

An expense turned into a recurring expense when it is incurred at a uniform schedule e.g once a week, once a month etc. The expense amount is constant.

Making an Existing Expense Recurring.





Select the existing expenses from the expense module.



Click the Repeat every dropdown and select the recurring frequency. This decides the schedule or how often the expense is generated. Eg: once a month, once a week.

Click on save button.

19

Projects



Projects panel shows a complete list of all Projects and from where those were brought in. You can insert and or edit as many fields as available at any given time.

Creating a new project, Click the project manager tab and select the project Module then click the New Project Button.



Add the name of your project in project field.

Select the name of a client while typing by clicking the client dropdown lists .

Select the type of bill for your project by clicking the billing type dropdown lists.

Select the status of your project by clicking the status dropdown lists.

Set the Total rates and estimated hours of your project in total rates and estimated field.

select the members from members dropdown lists who are working on the project.

You can also set the starting date and deadline date of the project .



Write the description of your project in description field.

Save all the information by clicking the save button and it will display in projects module.

20

Milestones

In a project life cycle milestone is a specific point in time which is used to measure the progress of a project toward its ultimate goal.

Milestones do not impact project duration. Instead, they focus on major progress points that must be reached to achieve success.

Milestone adds significant value to project scheduling. It allows project managers to much more accurately determine whether or not the project is on schedule.

Milestones are frequently used to monitor the progress of the project.

It's like the dashboard review of project. Number of activities which were planned at the beginning of the project with their individual timelines are reviewed for their status.

In simply, it's a reference point that marks a major event or a branching decision point within a project.

21

Tasks



Tasks panel shows a complete list of all Tasks and from where those were brought in. You can insert and or edit as many fields as available at any given time.

Creating a new Tasks, Click the project manager tab and select the Tasks Module then click the New Task Button.



Add the subject to your new task and set the Hourly rate of the task.

Set the start date and due date of the task.

Select the Priority of your Tasks According to your needs from priority dropdown list..

Create a recurring task that is set to repeat every specific period. You can specify when the task should be completed. The repeat type can be weekly, monthly, yearly or custom repeat type - where you can specify your Days, weeks, months, Years.

Set the module of your task by clicking the module dropdown lists.

Add the Description to your task in Description field.

Fill all fields correctly and click save button to saving your new task.

22

To Dos



To do's Panel Show the complete list of to do's item.

To Create To do's list.

1. Click the Project Manager Tab.

2. In project manager Tab, Select the To do's Modules.

3. Creating the New to do list you have to click the button New To do.



4 Add the description in your new to do's list by clicking the description field.

5. Click save button to saving your new to do's lists.



6. We can also delete and update our to-do's list by clicking the delete and update button.



7.when you click the check box it will show your to-do's List in Latest finished to do's list.
23

Notes



To Create Notes

1. Click the Project Manager Tab.

2.. In project Manager Tab, Select the Notes Modules to create a New Note.



3. Click the View button to see your save notes



4. Click the update button to update your existing notes.

24

Events

If you’re an event organizer and you looking to manage businesses to customer relationships and the data and information associated with them so you can use our CRM based software.

In simplest CRM is a system that allows businesses to manage customer relationships and the data and information associated with them.

Your question is What’s that got to do with events,its help you gather valuable analytics; pinpoint attendee trends, see event performance metrics in real-time, and track attendee engagement.

It boosts your event business to the next level, to develop and grow your customer relationships and professionalize your operations..

Create the event in two ways -:





1) Creating events you have to click Company system tab and select calendar module than you have to select a date on which date you want to create an event.

2) Select the date to create an event.

3) Write the title of your event by clicking the Event title Field.

4) Add the description of your event in description field.

5) Select the starting date and ending date of your event.

6) Correctly fill all fields and click the save button to saving your new event.





7) Here is another Second way to create the event by clicking the handshake dropdown and select the event module.

25

Calendar



You can view your colleague’s calendar or your entire team with just one click.

Sync your calendar with your mobile device and see all your commitments in one place.

You’ll never miss an appointment again it reminds you of meetings in advance through the app or set it to email you with reminders.

A single click lets you add new meeting, dates or projects, tasks, assignments & company events, and set on-screen, mobile, or email reminders for any call or meeting.

Click the company system tab and select the calendar module to see the new meetings, dates or projects, tasks, assignments & company events.

26

Staff Reminders

coming soon.

27

Company News feed

coming soon.

28

Surveys

coming soon.

29

Reports

Reports are an integral part of any enterprise be it small, medium or large.

It is the best way to track the progress of the various business goals of the teams,to predict the new trends,and craft strategies to increase profits.

These reports are analyzed frequently by the concerned managers to review, and quickly make the required adjustments for correcting the abnormalities.

Click the cloud reports tab to see the reports.



Select sales module to see sales report.



Select lead module to see lead report.



Select the expenses vs income module to see the expenses vs income reports.



Timesheets overview is a way to record the amount of a worker's time spent on each job. Select the timesheets overview module to see the timesheets reports.



30

Activity Log



Activity Log panel shows a complete list of all activities.

Click the Company system tab, select the activity log module to see your all activities.

Filter date help you to see the activity of a particular date which was selected in the filter date field.

Clear your activities by clicking the clear log button.

31

Ticket pipe log

coming soon.

32

HR Dashboard

An HR dashboard gives a complete overview of the most important HR metrics in one place.

HR dashboard provides a complete overview of the workforce, their performance, absence, and turnover. It is key for strategic decision making in hr.

It helps to improve recruiting processes, optimize the workplace management as well as to enhance the overall employee performance.

Click the HR Management tab and select the HR Dashboard module to see the complete overview of dashboard.



33

Knowledge Base

A knowledge base is a self-serve online library of information about a product, service, department, or topic.

Knowledge base is where customers can go to learn any and everything they'd ever need to know about a company's products or services, organization, and even industry.

Click the cloud report tab and select the knowledge base module, if you need to know any information of the software modules.



Knowledge base consists 19 articles of software module where user can get sufficient information of any module.

34

Media Library

Media library facilities should allow you to store a large number of video clips, images, and audio files, download media assets quickly.

Click the cloud reports tab and select the cloud folders to store the media.



Cloud folder gives you facilities to store your media public or privately.

Private drive Protect the privacy of your data with end-to-end encryption.

Public drive provide an easy and effective way to organize and share information with other people in your workgroup or organization.

35

Auto Back up of Data

coming soon.

36

Credit Notes



Credit Notes panel shows a complete list of all Credit Notes and from where those were brought in. You can insert and or edit as many fields as available at any given time.

Creating a New Credit Notes, Click the Sales Account tab and select the Credit Notes Module then click the New Credit Note Button.



Click the Client dropdown and select a Client while typing.

Select the project from project dropdown list.

Adding the billing and shipping address you have to click the bill to and ship to.

Select the date of your credit note.

Click the credit note if you want to enter the credit note number manually every time.

Click the Add Item dropdown to select the item. If you haven’t added the item already, click the Add New Item Button to add an item on the fly to the credit note as well as to the Items module.

Enter a quantity in the Quantity field. By default, 1 is given as the quantity.

The rate of the item is auto-populated based on the item rate you’ve saved for the item. Enter a different item rate to change the auto-populated item rate.

Select the applicable tax for the item. If you’ve associated a tax with the item in the Items module, this field will be auto-populated.

Enter a discount amount or percentage depending on what you’ve chosen from the dropdown. .

Enter any amount that you want to adjust from the total in the Adjustment field. You can use this field to round-off the total amount or make any needed change in the total amount. You can edit and change the field as well to suit your need.

Save all the information by clicking the save button and it will display in credit notes module.

37

Inventory



Inventory panel shows a complete list of all items and from where those were brought in. You can insert and or edit as many fields as available at any given time.

Creating a New Items, Click the Sales Account tab and select the Inventory Module then click the New item Button.



Filling and saving the all fields you can see your new item in the inventory panel.

In inventory panel, create a new group by clicking the group's button



Creating a Groups enter only Group name.

In inventory panel, import the items by clicking the Import items button.



Importing the item you have to choose csv file .

Data in CSV file should be in formatted which was mentioned in above image.

Choose the CSV file you have to click the Import button to import your items.

38

Icons

Private Chat

Private Chat allows you to gather and store the information from all the customers that you have been chatting with.

The Chat can be archived on your own hard drive. Your Chats are private, encrypted and track-able automatically.

Pete Mail

Email is one of the most important forms of communication we've ever known. Although over the past decade, social media has changed the way we communicate, email still remains important in business communications. It’s also the preferred method of communicating with customers.

Pete mail allows you to send and receive emails while managing all your customer information in one place.

The emails can be archived on your own hard drive. Your Emails are private, encrypted, and track-able automatically.

Email Tracking

Email tracking is a method for monitoring the delivery of email messages inside the CRM. It allows you to track emails and be notified when a contact opens your email or clicks on your links.

CRM

CRM stands for customer relationship management. It is a way of managing a company's interaction with current and potential customers. It uses data analysis about customers history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

Leads

In most CRM systems, lead refers to contact with a potential customer, also known as a “prospect”. For some companies, a “lead” is a contact already determined to be a prospective customer, whereas other companies consider a “lead” to be any sales contact.

Managing leads help you to understand business tactics which brings you the best leads, so you can optimize your sales strategy to be both effective and efficient.

Clients Data Base

Clients database allows you to store all the customer data you collected, stored and analyzed.
Advantage of client database-:

All the personal details of a customer, lead or prospect including their names, email addresses, Skype addresses, ages and titles etc.

All the purchase histories of all the customers.

All the interactions made with the customer including the last time you talked, the last time they submitted feedback.

Sources of leads: Depending on the point-of-contact from where the customer got in touch with the company (website, social media, email campaign etc.), a CRM can automatically maintain the source of leads.

Subscriptions

A subscription model offers several benefits to a business: it is a great way to build predictable revenue and it can help increase customer retention rates. However, managing a subscription model can have its challenges. It’s often difficult to keep track of the numerous customers, their information, renewal periods, potential upgrades, transaction histories and communications. As a result, businesses interested in managing a subscription model must be willing to invest in the proper tools and software necessary in order to help alleviate the administrative burdens which come along with it.

Sales

Sales module helps sales people to optimize their daily schedules and prioritize tasks to make sure customers are not ignored and the key prospects are contacted on time. In fact, It allows sales people to spend more time with customers, which leads to more deals closed and a stronger customer base.

It also helps sales people to easily prepare their weekly or monthly reports for management. The process is automated and transparent and takes just a few clicks to inform others about what sales are currently in progress.

Inventory

Inventory panel gives you the facility to manage the critical back-end business operations such as invoice items, purchase history, groups, import items whereas the CRM software deals with the front end business operations such as recording the customer details and customer interactions with the company, tracking of sales, managing the sales pipeline, as well as creating the marketing campaigns.

Estimates

An estimate is just one part of your business relationship with a lead or customer. Being able to refer to notes and order history while preparing a new estimate gives you greater context about the customer’s needs and ensures important details aren’t missed.

Estimate module gives you the facility to manage and create the estimates.

Proposals

Proposal module allows users to create and manage all important sales and marketing documentation such as business proposals, welcome letters, contracts, quotes, and marketing collateral.

It is considered to be a sales efficiency tool as it helps cross-selling and upselling by spending less time on creating and managing sales documents and delivering timely and relevant information.

Agreements

Agreements allow you to manage and keep track of the agreements that have been made with customers.

Contract module allows a company’s service team to be able to easily find Contracts and to understand if a customer has prepaid support or a service level agreement in place.

Benefits of agreements-:

All of the Contracts a customer has can be seen in one place.

There is flexibility within the contracts to keep the customer record updated during all scenarios.

Contracts are easy to maintain and produce.

Your team will be able to provide correct answers, help the customer and clearly communicate.

Using contracts will ensure you manage your clients time well and can clearly communicate this to the customer, without wasting time on manual calculations and searching history.

Invoices

An invoice is a document issued by a seller to the buyer. It provides details about a sale or products, including the quantities, costs, and any special terms.

Invoice module gives the facility to manage and create the invoice.

They’re a useful record-keeping tool.

It’s an opportunity to send a positive message about your company and brand. Efficient invoice generation and payment collection can improve customer satisfaction.

Projects

Projects module allows the practice of leading the work of a team to achieve goals and meet success criteria at a specified time.

The primary challenge of the project module is to achieve all of the project goals within the given constraints.

The objective of the project module is to produce a complete project which complies with the client's objectives.

Calendar

Calendar module gives you the facility in just one click to add new meetings, dates or projects, tasks, assignments & company events and set on-screen, mobile, or email reminders for any call or meeting.

You’ll never miss an appointment again it reminds you of meetings in advance through the app or set it to email you with reminders.

Tasks

Tasks module gives the facility to managing a task through its life cycle. It involves planning, testing, tracking, and reporting. Task management can help either individual achieve goals, or groups of individuals collaborate and share knowledge for the accomplishment of collective goals.

Notes

A notes module helps the user to upload, download and manage notes of their particular course.

It gives the facility to user to update their existing notes and also provides exporting facility in pdf as well as doc according to the user needs.

To dos

To dos, Module gives the facility to users to manage their to-dos activity day by day.

User can be tracked his activity in to dos list and also add the activity according to their needs.

It helps the user to achieve their goals on time.

It categorized the activity into two-column unfinished and finished so the user can easily be recognized which activity is finished or not.

Languages

Languages one of the most important factors considered in most CRM systems. There are several international languages that can be assigned, if your client’s native language is other than yours.

Support

A ticketing system is a customer service tool that helps companies manage their service and support cases. The system or app creates a "ticket" which documents customer requests and interactions over time, making it easier for customer service reps to resolve complicated issues.

Doc Collaboration

Doc collaboration gives the facility to user to create and manage their documents.

User can also update their existing document according to their needs.

It also gives the facility to export the document in pdf as wells as doc.

Reminders

Reminders help you to stay organized. Reminders can be for specific jobs you need to perform such as creating an Invoice, sending an email or calling a client. You can also create Tasks and Appointments.

Timesheets

Timesheets is a way to record the amount of a worker's time spent on each job.

The Timesheet module displays a list of all reportable work items, relevant for a particular week, which you can filter to find a specific work item, project, or value in any other column.

It is the best way to track the actual minutes, hours and/or days of work on individual work items.

Expenses

Expenses Module helps you a better understanding of what expenses might be coming and allows you to plan for them. You can also see expenses and costs in real-time, which can be valuable in addressing any issues early on.

Expenses reports give you a complete overview of a team’s expenditures, So it is an easy way to follow expense records across the entire team to keep an eye on costs and ensure they keep on target and within budget.

Payments

Payment is considered as one of the important aspects of business.

you can accept a wide range of payment types, minimize your losses to scams, attain valuable business insights as well as get paid faster.Software can be equipped with billing support without any hassle.

Users easily process each and every kind of debit & credit card payments and that too without any additional cost.

Credit Notes

Credit Notes which enables you to allocate credit to a customer and print or Email them a Credit Note. A Credit Note can be used as Payment towards an Invoice.

It is the best way to keep track of the debt until it’s paid off.

Employees

Employees module helps your worker to perform their best and achieve your business goals. It covers complete overall process that is related to human resources such as new employee recruitment, payroll management, performance management and more.

Activity Log

Activity log is a written record of how you spend your time. It helps you can build up an accurate picture of what you do during the day, and how you invest your time. You'll find that memory is quite a poor guide, and that keeping the Log is an eye-opening experience!

Activity Log will also help you understand whether or not you're doing your most important work during the right time of day.

Cloud Folders

Cloud folder gives you facilities to store your media public or privately. Private drive Protect the privacy of your data with end-to-end encryption. Public drive provides an easy and effective way to organize and share information with other people in your workgroup or organization.

Reports

Reports are an integral part of any enterprise be it small, medium or large.It is the best way to track the progress of the various business goals of the teams,to predict the new trends,and craft strategies to increase profits.

These reports are analyzed frequently by the concerned managers to review, and quickly make the required adjustments for correcting the abnormalities.

Expenses VS Income

Expenses VS Income module helps you to track the expenses. It gives a complete overview of your expenses report. It is an easy way to follow expense records across the entire team to keep an eye on costs and ensure they keep on target and within budget.

Knowledge Base

A knowledge base is a self-serve online library of information about a product, service, department, or topic.Knowledge base is where customers can go to learn any and everything they'd ever need to know about a company's products or services, organization, and even industry.

Automated Tasks

Automated tasks helps you to reduce the manual handling of simple tasks or a more complex tasks. The complete overview of making this processes more efficient and employees more productive.

Benefits of Automated Task Workflow-:

  • Reduced manual handling
  • Reduced errors
  • Improved visibility
  • Improved employee satisfaction
  • Continual process improvement
  • Better workload management
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Documents



Document panel shows a complete list of all documents.

Creating a New document you have to click the Collaboration tab and select the document module to create a new document.

Create a document for particular Employee, clients and lead by clicking the Collaborators dropdown lists.

In collaborators dropdown lists we can select the name of a person for which we creating a document.



Seeing your save document you have to click all document button and then click the View button to see your saved document.



Update your existing document by clicking the update button.

According to your need Export your document in pdf as well as doc.

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Proposals



Proposals panel shows a complete list of all Proposals and from where those were brought in. You can insert and or edit as many fields as available at any given time.

Creating a new proposal you have to click CRM tab and select proposals module then click the new proposal button.


Add the subject to your new Proposal by clicking the subject field.

Click the related to dropdown to select the proposal is related to any lead and client.

Add the open date to your proposal by clicking the open till field.

Select the status of your proposal from the status dropdown.



Click the Add Item dropdown to select the item from the dropdown. If you haven’t added the item already, click the Add New Item Button to add an item on the fly to the estimate as well as to the Items module.

Enter a quantity in the Quantity field. By default, 1 is given as the quantity.

The rate of the item is auto-populated based on the item rate you’ve saved for the item. Enter a different item rate to change the auto-populated item rate.

Select the applicable tax for the item. If you’ve associated a tax with the item in the Items module, this field will be auto-populated.

Enter a discount amount or percentage depending on what you’ve chosen from the dropdown. .

Enter any amount that you want to adjust from the total in the Adjustment field. You can use this field to round-off the total amount or make any needed change in the total amount. You can edit and change the field as well to suit your need.

Save all the information by clicking the save button and it will display in Proposals module.

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Account Mind Map

A mind map is a visual representation theories, ideas and concept.These maps help people grasp knowledge and comprehend ideas from their counterparts easily.

Account mind map helps you to manage your account related activity.

Click the sales accounting tab and select the account mind map module to see your accounts.



Click the new account button to create an account.





Fill all fields correctly and click save button to saving your new account.

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Employees



Employees panel shows a complete list of all staff members and from where those were brought in.

Click the company system tab and select employees module to see the staff members.

Click the new staff member button to create a new staff member.



Enter all the details of a new staff member correctly and click the save button to saving the information of new staff member.

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Staff

Staff panel shows the complete list of all staff members and from where those were brought in.

Click the HR Management tab and select the staff module to see the staff members.



Select filter by role dropdown, If you want to see staff members according to their role.

Click the new staff member button to add a staff members.



Enter all details of the new staff members correctly and click save button to saving the all details.

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HR Contract

In human resources professionals, Contracts are a crucial means of managing employee and contractor relationships.

The ability to handle contracting processes efficiently is essential to a smooth and effective HR team.

HR Contract lets you fully automate your contract processes, including approval workflows.

The wide range of automated features helps you reduce the time spent on manual tasks and lets you stay ahead of all of your contracts.

As a result, you can increase your contracting efficiency and stay ahead of your contracts, while keeping them consistent and compliant.

Click the HR Management tab and select the HR Contract module to see the contracts.



Click the new contract button to creating a contract.



Fill all fields correctly and click save button to saving your new contract.

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Employee Insurance

Employee Insurance panel shows a complete list of all employees insurance.

Click the HR Management tab and select the employee insurance module to see the information of employees insurance.



In employee Insurance panel, You have a facility to add, edit or modify the insurance by clicking the add, edit or modify insurance button.



Fill all fields correctly and click save button to saving the information.

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Work shifts

Most of the organizations are different. Every organization works according to their needs. Some of them working on regular timings and some work around the clock, in shifts.

Work shifts module help you to create and customize shifts, Manage day off and show the status of current shifts in tabular format.

Click the HR Management tab and select the work shifts module to see the shifts of a staff member.



Manage day off panel shows you a complete list of your days off like holidays, event break, unexpected break.

Click the new days off button, If you want to enter the details of the day off manually.



Allocate shift panel shows the complete details of staff member shifts .



Click the new shift button to creating a shift for staff members.



Fill all fields correctly and click save button to saving your new shifts.

Current shifts table panel gives you the facility to see the status of current shifts in tabular format.



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Salary

Salary panel gives you a facility to manage the employees and staff members salary details.

Click the HR Management tab and select salary module to see the salary details of employees and staff members.



Payslip panel shows the complete list of payslips.

Click add payslip button, If you want to enter the details of payslips manually.



Enter details of payslips correctly and click save button to saving the details of payslips.

Payroll template panel shows the list of template of payroll.



Creating a new payroll template, You have to click the add payroll template button.



Fill all fields correctly and click save button to saving the details of payroll template.

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HR Settings

HR Settings gives you the facility to manage the settings according to the needs.

Just one click you can manage a lot of settings like contract type, allowance type, salary, job position, and workplace.

Click the HR Management tab and select the HR Settings module to manage the settings.



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Cloud Folders

Media library facilities should allow you to store a large number of video clips, images, and audio files, download media assets quickly.

Click the cloud reports tab and select the cloud folders to store the media.



Cloud folder gives you facilities to store your media public or privately.

Private drive Protect the privacy of your data with end-to-end encryption.

Public drive provides an easy and effective way to organize and share information with other people in your workgroup or organization.

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Sales

Sales panel shows a complete list of sales report and charts based report.

Sales report consist of 7 reports Just one click you can see the one report any of them.

In period dropdown select the period of time to see the reports.

Click the export button to export the sales report in excel, pdf etc. According to your needs.

Click the cloud reports tab and select the sales module to see the sales report.



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Expenses

Expenses panel shows a complete list of expenses reports.

It shows the complete overview of reports in tabular format as well as in graphical representation.

In expenses, Report first row extreme left two buttons available to export the reports in pdf as well as in excel.

Click the detailed report button to see the reports in detail.



Click the cloud reports tab and select the expenses module to see the expenses reports.



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Expenses vs Income

Expenses VS Income module helps you to track the expenses. It gives a complete overview of your expenses report. It is an easy way to follow expense records across the entire team to keep an eye on costs and ensure they keep on target and within budget.

It shows the complete overview of reports in graphical representation.

Click the cloud reports tab and select the expenses vs income module to see the expenses vs income reports.



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Leads

Leads panel shows a complete list of all leads report.

It gives you a complete overview of the number of leads captured by each marketing campaign you've run. It allows you to define the time period for the report so you can compare results over different periods of time. In leads panel, you can also the weekly leads Conversions.

Click the switch to staff report button to see the reports of the staff.



Click the cloud reports tab and select the leads module to see the lead reports.



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Timesheets overview

Timesheets overview is a way to record the amount of a worker's time spent on each job.

It shows the complete overview of each worker reports in graphical representation.

It is the best way to track the actual minutes, hours and/or days of work on individual work items.

The Timesheet module displays a list of all reportable work items, relevant for a particular week, which you can filter to find a specific work item, project, or value in any other column.

Click the cloud reports tab and select the timesheets overview module to see the timesheets reports.