CRM & Client Management

A guide for employees on tracking time, attendance, and managing leaves.

Workspace Initialization (For Admins)

Dashboard & Environment Overview
Company Profile Configuration
Branding Your Workspace

Team Management & HR

Role-Based Access Control (RBAC)
Inviting New Employees
Designation & Department Hierarchy

CRM & Client Management

Lead Management
The Client Portal
Attendance (Clock-In/Clock-Out)
Leave Management
My Tasks

Project Management

Time Tracking
Creating a New Project

Finance & Billing

Generating Invoices
Recurring Billing
Recording Expenses

Support Ticket System

Ticket Ingestion Channels
Agent Assignment & Groups
Service Level Agreements (SLA) & Canned Responses
Troubleshooting & Support