An advanced and robust HR Management feature with all the required functions to make managing your companies HR a breeze.Here is a list of all its features.

1. Dashboard: Staff ratio by departments, Staff ratio by jobs, Staff ratio by age groups, Ratio of changes in staff by seniority, Staff status by months,Birthdays of the month,…
2. Job Description Groups Management
3. Job Descriptions Management
4. Company Organizational Chart
5. Onboarding Management
6. HR Records Management
7. Trainging Management
8. Contracts Management
9. Dependants Management
10. Layoff Management
11. Q&A and Company Policy Management
12. HR Reports:
    • Laying off staffs
    • The staff list has salary changes
    • Ratio of changes in staff by seniority
    • Ratio of changes in staff by month
    • Personnel qualifications by department

allows you to pay your employees quickly and correctly every time you run payroll. The right system can shave hours off your payroll process, help you pay payroll taxes, and comply with labor laws.

1. Employee Profile Management
2. Attendance Information Management
3. Commission Information Management
4. Salary Deductions
5. KPI Bonus
6. Insurance Management
7. Income Taxes Management
8. Payslip Template Management
9. Payslips Management
10. Settings:
    • Income Tax Rates
    • Income Tax Rebates
    • Earnings List
    • Salary Deductions List
    • Insurance List
    • Payroll Columns Management
    • Data Integration
    • Permissions Management
11. Report:
    • Payroll Report
    • Income Summary Report
    • Insurance Cost Summary Report
    • Payroll Overview (Chart)
    • Payroll Department Overview (Chart)

Using this module helps in relieving the burden of manual data entry, prevents common human errors, helps businesses and accountants when tax time comes around and allows the user to look at in-depth reports of how their business’ finances are faring. Perhaps the biggest advantage of this module is all of the time it will save. With this module, all of your financial reports will be consolidated into one online system, making it easier to keep track of your records. An accounting module for businesses offers the ability to automate many processes which will not only save time but will also ensure accuracy and efficiency with one’s financial reports.

• Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overview
• Banking:
  • Banking Register
  • Posted Bank Transaction
  • Reconcile Bank Account
  • Import Bank Transacions
• Transactions:
  • Mapping Bank Statements to Accounting
  • Mapping Invoices to Accounting
  • Mapping Payments to Accounting
  • Mapping Expenses to Accounting
  • Mapping Purchase to Accounting
  • Mapping Inventory to Accounting
  • Mapping Payroll to Accounting
• Item Mapping Setup
• Expense Category Mapping Setup
• Tax Mapping Setup
• Purchasing Mapping Setup
• Inventory Mapping Setup
• Banking Rules: to automatically categorize transactions
• Journal Entry: to record transactions in the general ledger
• Transfer: to transfers of amounts between accounts
• Chart of Accounts: is a list of the account numbers and names relevant to your company. Typically, a chart of accounts will have four categories (Asset accounts, Liability accounts, Income accounts and Expense accounts).
• Reconcile: is the process of matching transactions entered into module against your bank or credit card statements
• Budgets Management: supports preparing budgets, which help you monitor, track, and compare expected income and expenses with actual income and expenses. When you prepare a budget, you typically prepare it for a fiscal year, and you can opt to supply budget amounts or use historical amounts
• Business Overview Reports:
  • Balance Sheet Comparison: what you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
  • Balance Sheet Detail: a detailed view of what you own (assets), what you owe (liabilities), and what you invested (equity).
  • Balance Sheet Summary: a summary of what you own (assets), what you owe (liabilities), and what you invested (equity).
  • Balance Sheet: what you own (assets), what you owe (liabilities), and what you invested (equity).
  • Custom Summary Report: a report you build from scratch. With more options to customise.
  • Profit and Loss as % of total income: your expenses as a percentage of your total income.
  • Profit and Loss Comparison: your income, expenses, and net income (profit or loss) compared to last year.
  • Profit and Loss Detail: profit and Loss Detail
  • Profit and Loss year-to-date comparison: your income, expenses, and net income (profit or loss) compared to this year so far.
  • Profit and Loss: your income, expenses, and net income (profit or loss). Also called an income statement.
  • Statement of Cash Flows: cash flowing in and out from sales and expenses (operating activities), investments, and financing.
  • Statement of Changes in Equity: statement of changes in equity.
• Bookkeeping Reports:
  • Account list: the name, type, and balance for each account in your chart of accounts.
  • Balance Sheet Comparison: what you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
  • Balance Sheet: what you own (assets), what you owe (liabilities), and what you invested (equity).
  • General Ledger: the beginning balance, transactions, and total for each account in your chart of accounts.
  • Journal: the debits and credits for each transaction, listed by date.
  • Profit and Loss Comparison: your income, expenses, and net income (profit or loss) compared to last year.
  • Profit and Loss: your income, expenses, and net income (profit or loss). Also called an income statement.
  • Account history: account history
  • Recent Transactions: Transactions you created or edited in the last 4 days.
  • Statement of Cash Flows: cash flowing in and out from sales and expenses (operating activities), investments, and financing.
  • Transaction Detail by Account: transactions and total for each account in your chart of accounts.
  • Transaction List by Date: A list of all your transactions, ordered by date.
  • Trial Balance: this report summarises the debit and credit balances of each account on your chart of accounts during a period of time.
• Sales Tax Reports:
  • Tax Detail Report: This report lists the transactions that are included in each box on the tax return. The report is based on accrual accounting unless you changed your tax reporting preference to cash basis.
  • Tax Liability Report: How much sales tax you’ve collected and how much you owe to tax agencies.
  • Tax Summary Report: This report shows you the summary information for each box of the tax return. The report is based on accrual accounting unless you changed your tax reporting preference to cash basis.
• Sales and Customers Reports:
  • Deposit Detail: your deposits, with the date, customer or supplier, and amount.
  • Income by Customer Summary: your income minus your expenses (net income) for each customer.
• Expenses and Suppliers Reports:
  • Cheque Detail: The checks you’ve written, with the date, payee, and amount.
• Budgets Reports:
  • Budget overview: this report summarises your budgeted account balances.
  • Profit and Loss Budget vs Actual: this report shows how well you are meeting your budget. For each type of account, the report compares your budgeted amounts to your actual amounts.
  • Profit and loss budget performance: this report compares actual amounts to budgeted amounts for the month, the fiscal year to date, and the annual budget.
• Accounts Aging Reports:
  • Accounts Receivable Aging Summary: unpaid balances for each customer, grouped by days past due.
  • Accounts Receivable Aging Detail: unpaid invoices, grouped by days past due.
  • Accounts Payable Aging Summary: the total amount of your unpaid bills, grouped by days past due.
  • Accounts Payable Aging Detail: your unpaid bills, grouped by days past due.
• Banking Reports:
  • Bank Reconciliation Summary
  • Bank Reconciliation Detail

Purchase Management Module is an automated tool that enables companies and buyers to automate their entire procurement cycle from creating a purchase requisition document to finally receiving the ordered goods and making the payment. This advanced innovative process also passes through various points such as preparing a budget estimate, managing the spending, contracts, and suppliers with full control over purchase order.
This module also helps companies to develop electronic purchase orders, digitally manage inventory, and track goods and services in real-time. The tool is essential to optimize stock levels and determine what products and quantity to purchase.

• Product/Service Management : Inheriting from the items of Perfex CRM, this feature adds many other extended attributes such as product code, SKU, purchase price, sub-group, images,…
• Bulk Import Products
• Vendor/Supplier:
  • Supplier Management
  • Supplier Mass Import
  • Supplier Contact Management
  • Supplier Product/Service Management
  • Supplier Return Policy Management
• Purchase Request Management
• Supplier Quotation Management
• Compare Quotes from Suppliers
• Purchase Order Management
• Supplier Contract Management
• Debit Notes Management
• Supplier Invoices Management
• Payment Management
• Returns Purchase Order Management
• Reports:
  • Cost of import goods for each item
  • Purchase Order Report
  • Purchase Invoices Report
  • Statistics by number of purchase orders
  • Statistics by cost
• Settings:
  • General Settings
  • Purchasing Options
  • Units Management
  • Product/Service Group Management
  • Product/Service Sub Group Management
  • Supplier Category
  • Approval Process Management
  • Permission Management
  • Return PO Settings
  • Currency Rates Management
• Vendor/Supplier Portal:
  • Login/Register
  • Company Profile
  • Product/Service Management
  • Add/Share Products
  • Purchase Request Management
  • Quotation Management
  • Contract Management
  • Purchase Order Management
  • Invoice Management
  • Return Orders Management

A versatile appointment scheduling system perfect for any appointment type and features easy integration with external forms across multiple websites. Manage appointments, add staff as attendees, set subjects, descriptions, dates, and times effortlessly.

The module allows for direct synchronization with Google Calendar and Outlook Calendar. Individual users can manage appointments in both calendars—create, update, or delete events right from the CRM.

It offers the flexibility to include various types of attendees: internal contacts, external contacts, or leads. With a simple, user-friendly design, the module supports Email and SMS Notifications, appointment approval, cancellation, and completion confirmations.

The unique Callback feature in lets clients request callbacks, catering to international clientele. Admins or designated assignees can manage and take notes for these callbacks. The feature is toggleable to suit your needs.

• Google Calendar API (One way Sync)
• Google Meet Integration
• Invite Client and Staff to Google Meet (via email) with custom message
• Outlook Calendar API (One way Sync)
• Past Appointments
• Recurring Appointments
• Request a Callback
• External leads / clients can requests callbacks
• Callbacks assignee’s
• Callbacks notes
• Custom Fields
• Email Tracking
• Convert to task (can be related to Project, Invoice, Customer, Estimate, Contract, Ticket, Expense, Lead and Proposal)
• Convert to lead
• Appointment Feedback’s. Clients with finished appointments can add feedback rating and comment. Staff can request a feedback.
• Embed (iFrame) form to any of your websites (can be added to multiple websites)
• Staff permissions ( View-Global, View-Own, Edit, Delete )
• Live push notifications (Reminders, New Appointment, Appointment Cancelled, Request Cancellation, Updated, Feedback notifications, Callbacks notifications)
• Dashboard Widget
• Google Calendar API
• Today’s Appointments Calendar sync
• Option to Edit Appointment
• Option to Delete Appointment
• Option to Cancel appointment
• Option set default table filter
• Option set clients to book appointments logged in or before login
• Calendar type events
• Appointment Notes
• Appointment Types
• Calendar type color events in staff and clients area
• Books appointments directly from customers area
• General appointment view
• General appointment view separate for external public client url client (hashed and unique)
• General appointment view separate for internal staff private CRM url attendee
• Assign Multiple Staff Attendees
• Internal Appointment (Contacts)
• Internal Appointment (Leads)
• External Appointment
• External iFrame Form (Contact)
• SMS Notifications and Notification reminders
• Email Notifications and email reminders
• Reminder Notifications
• Send Early Reminder
• Access Logs
• Reschedule appointment (Mark as Ongoing)
• Email Templates
  • Appointment Approved to (Staff and Attendees)
  • Appointment Cancelled to (Staff and Attendees)
  • Appointment Approved to (Contact)
  • Appointment Cancelled to (Contact)
  • Appointment reminder to (Staff and Attendees)
  • Appointment reminder to (Contact)
  • Callbacks Assigned to (Staff)
  • New Callback to (Staff)
  • Feedback received to (Staff)
  • Feedback updated to (Staff)
• SMS Templates
  • Note: Make sure that all your SMS templates in Setup->Setting->SMS are filled with some content as given in the example below or SMS will not be sent if your SMS template is empty.
  • Appointment Approved to (Contact)
  • Appointment Cancelled to (Contact)
  • Appointment Reminder to (Contact)
  • SMS Action hooks
• Dashboard Today’s Appointments Widget
  • Add today’s appointments widget to your dashboard
• All your appointments are shown and synced with your calendar
  • Directly open appointment from calendar
  • Calendar colored events
• Flexible date and time manipulation
  • Busy hours and dates indicator
  • Also available in external form
• Email and SMS notifications :
  • Send Email and SMS notifications to contact / attendees on creation, approval or editing existing appointment
  • Email Templates for Appointments (translate ready)
  • Custom content and subject
  • Custom Fields
  • Feedback’s
  • Callbacks
  • Custom admin email templates and SMS
  • Appointment Confirmation
  • Appointment Cancellation
  • HTML content via Tiny MCE editor in Email Templates
  • Custom statuses for different status of appointments : pending, approved, cancelled, confirmed, upcoming
  • Template merge fields, in SMS and Email templates
  • Action Hooks
• Table Filters
  • All
  • Approved
  • Not Approved
  • Cancelled
  • Finished
  • Upcoming
  • Missed
  • Recurring
  • Lead
  • Internal Staff
• Live Search, Live Search Leads
• Source: eg. Internal (Contact) / External / Lead (Can be marked as External from Inside CRM or External Contact from any website you added Appointly embed form)
• Appointment due date pointers
• Appointment busy dates pointers (can be disabled)