The scheduled action will be created; and it will check automatically (CRM/Lead), which is not updated in the past 2 days (e.g., New Lead or Oppurtunity has been created in the past 2 days, but no activities followed for those entries.) by sales persons and specific Lead/Oppurtunities’ entries information with Excel report attachment through an email to the sales management.
“RTO Series lists based on the entered city name.”
The Sale Sequence Module will modify the sequence based on the Sales Status.
Employee’s asset info QR code tracking
This petty cash feature allows each employee to have their own COA account and journal. It simplifies the process of requesting, approving, and paying small cash amounts.All records are connected with accounting, ensuring no money goes untracked.It improves financial control and visibility in the company.
HR letters are formal, structured documents used to manage and communicate every significant stage of an employees journey in an organization. These templates ensure that all communication is professional, consistent, and legally compliant—from onboarding to exit.
The Timeoff Module will generate 3 hours of permissions for each departments staff. The system will monitor employees check-in times on a daily basis, calculating the difference from the fixed check-in time of each department. Automatically, this variance will be deducted from the allocated time-off permissions. A consolidated report detailing employee lateness hours will be generated and sent to the HR Department. Each month, the system will allocate another 3 hours of permissions, with previous hours being forfeited. This process will continue monthly, enabling the system to monitor employee lateness activity and report it to the HR Department for staff management purposes.
The Attendance Summary report provides detailed check-in and check-out information for employees in both Excel and PDF formats. Additionally, it includes data on employees presence, absences, allocated time-off leaves, and comprehensive details on public holidays.