Productivity & Efficiency
Client Relationship Management (CRM)
Effortlessly manage and access contact information for contacts, leads, clients, and stakeholders, fostering seamless communication and relationship building. Streamline lead tracking and conversion processes by capturing, categorizing, and nurturing potential clients, ensuring no business opportunity slips through the cracks. Using tagging, labeling etc…
Centralize client data for quick retrieval, enhancing client relationship management. Maintain a comprehensive record of interactions and transactions, enabling personalized service delivery and strengthening client relationships. Our integrated solution empowers you to build stronger connections, nurture leads, and provide exceptional service to your clients.
Leads
Streamline lead tracking and conversion processes. Capture, categorize, and nurture potential clients, ensuring that no business opportunity goes unnoticed
Clients
Centralize client data, allowing for quick retrieval and enhancing client relationship management. Keep a comprehensive record of interactions and transactions to provide personalized service.
Entity Management
Simplify the management of corporate entities, including subsidiaries, partners, and affiliates. Ensure compliance with regulatory requirements and maintain a clear governance structure.
KYC (Know Your Customer)
Stay compliant with legal and regulatory obligations by collecting and verifying customer identity information. Easily access and update KYC data as needed
eLetter Box
Efficiently manage incoming and outgoing correspondence, maintaining an organized record of all communications. Quickly access important emails, letters, and messages.
Documents
Streamline document management by storing, categorizing, and retrieving files within the software. Reduce paper-based processes, leading to improved document organization and accessibility.
Scan to Doc (OCR)
Digitize physical documents with Optical Character Recognition (OCR) technology. Make scanned documents searchable and editable, saving time on manual data entry.
eSignature
Accelerate approval processes with electronic signatures. Easily sign and send documents for signature, eliminating the need for physical paperwork and expediting workflows.
Workspace
Collaborate efficiently within a dedicated workspace. Share documents, tasks, and information with team members, enhancing project coordination and team productivity.
Pipeline
Visualize and manage sales opportunities within a pipeline view. Monitor the progress of deals, make informed decisions, and forecast sales with greater accuracy.
Projects
Effectively plan, track, and collaborate on projects. Assign tasks, set milestones, and monitor project progress, ensuring timely completion and successful outcomes.
Calendar
Keep organized with a shared calendar. Schedule meetings, appointments, and events, and synchronize important dates across your organization for improved time management.
To-Do Tasks
Create and manage tasks with ease, ensuring that important assignments are completed on time. Prioritize tasks, set deadlines, and track progress effortlessly.
Reminders
Set reminders for critical dates and tasks, reducing the risk of missing deadlines or overlooking essential responsibilities.
Email Client
Access and manage your email directly within the software. Stay connected and organized with integrated email tools, enhancing communication efficiency.
Smart Emailer
Automate email campaigns and personalize communications with clients and leads. Save time and increase engagement with targeted email marketing.
Client Portal
Stay ahead of the game and provide one stop access for your clients. Provide clients with secure access to their information. Enhance transparency by allowing clients to review documents, check invoices, and communicate within a dedicated portal.
Client Enquiry Chat
Enable real-time chat for client inquiries. Offer instant support and responses, improving customer service and client satisfaction.
Account
Quotation
Generate and send professional quotes to clients swiftly. Customize quotes, include pricing details, and streamline the sales process.
Invoice
Create, send, and track invoices seamlessly. Manage billing efficiently, reduce administrative overhead, and maintain accurate records of financial transactions.
Payments
Offer multiple payment options for client convenience. Simplify the payment process, accelerate cash flow, and enhance client experience.
Receipts
Issue receipts to all customers as and when needed digitally, They are securely stored in one central location. This eliminates the need for physical receipt storage, reducing clutter and ensuring that important financial documentation is easily accessible when needed.
SOA (Statement of Account)
Provide clients with clear and detailed statements of their account activity. Enhance transparency by summarizing financial transactions and balances.
Multiple Currencies
Conduct international business seamlessly by supporting multiple currencies. Simplify currency exchange and financial reporting for global operations.