Features — Walency-CRM

Features

Create, manage and track projects.

Schedule and manage tasks for projects

Create and manage important events.

For internal communication between members.

Create and manage expenses, estimates and incoices.

View list of company employees and manage profile.

View list of company clients and manage profile.

To keep track who did which activity like project creation.

To view and take action like approve or disapprove leave request.

Notes feature is for managing some important notes related to company.

Send mail to employees and clients with custom font settings and attachment.

Send and manage important announcements to company staff.

Employes will get notified if task or project assigned.

Employes will get notified if task or project assigned.

Meetings with your clients and employes for join meetings.

Employes will get notified if task or project assigned.

Work hours across projects Add(Start, Stop & Pause) & View Time Tracker.

Leads and Manage potential customers and follow-up their status and convert your leads into paying client.

Employes add, update, check and uncheck your todos.

Employes add, update, view and contracts sign.

Employes add, update, view your Knowledgebase.

Manager add, update, view your Payslip.