Resource Management
Comprehensive management of clients, employees, contacts, and vendors, enabling streamlined operations and centralized data access.
Comprehensive management of clients, employees, contacts, and vendors, enabling streamlined operations and centralized data access.
Advanced Role-Based Access Control (RBAC) system, ensuring secure and customized user permissions for enhanced data security.
Complete management of new opportunities and service requests tied to existing projects, including work breakdown structures, task and expense estimation, and proposal generation.
A dynamic opportunity pipeline that facilitates the tracking and management of potential projects from inception to approval.
Advanced proposal editor with customizable templates, rich text editing, and dynamic variables. Integration with HelloSign for digital signing, with automatic acknowledgment upon client's approval.
A structured Project Activation process that requires specific roles to complete designated steps in sequence, ensuring thorough project vetting before going live.
Comprehensive system for monitoring timesheets and managing employee expenses, with progress estimates for each project phase to aid in accurate billing.
Extensive HR functionalities, including managing time off requests, timesheet approvals, and resetting annual PTO and floating holiday balances.
Versatile settings for managing company departments, locations, client industries, branding elements, holidays, and timesheet overhead items.
Streamlined management of paid time off and floating holidays, ensuring employee well-being and operational planning.
Customizable notification alerts and a versatile todo system, aiding in task prioritization and deadline management.
A full-featured email client similar to MS Outlook, embedded within the application for seamless communication and organization.