Made For Seamless Work Collaboration,
simplifying complex tasks.
Work Not Alone;
work with your client!
Smart Project Management
Plan, start & finish your project efficiently.
Accessible anywhere, anytime
giving you the flexibility to manage your business on the move.
Work Smarter, Deliver Faster
User-Friendly CRM & Workflow System to Help You Stay Ahead Of The Competition and Drive Business Success.
Designed To Empower Your Sales Team
To Work Smarter To Drive Results.
Made For Your Team and Clients
To Work Together Effortlessly To Achieve Outstanding Results.
Designed To Simplify
The Request and Approval Process of Your Finance Department.
Sales and Marketing
Track every stage of your sales process, from initial contact to closing the deal and visualize your pipeline and identify bottlenecks to improve efficiency with a click.
- Contact Management - Multiple Contact
- Leads Management & Automation
- Invoice & Payment Receipt
- Recurring Invoice Automation
- Bulk import of leads
- Estimate / Proposal / Contract Management
- Sales Goal Tracker & Reminders
- Sales Pipeline Management
- Sales Funnel & Opportunity
- Sales Report
Customer Service
Provide top-notch customer service with a complete history of customer interactions, inquiries and issues through a centralized ticketing system.
- Comprehensive Customer Insight
- Products / Service Catalogue
- Know Your Customer - KYC
- Know Your Product - KYP
- Knowledge Base Management
- Workflow Management
- Monitor & follow Assigned Task
- Reminders /Alert, Task Prioritization & Escalation
- Queue & SLA Management
- Complaint Management / Support & Ticketing
- Client Self-Service Portal
- Surveys and Feedback
Digital Workspace
Access all your business resources in one place, work together on projects, assign tasks in real-time, set deadlines, track progress, share & collaborate on documents securely.
- Employee / Staff Profile Management
- Task & Workflow Management
- Task Escalation Mechanism
- Task Time Sheet
- To-Do- List Mechanism
- Calendar Management
- Email Alerts Notification
- In-App Notification Alerts
- File Sharing across Departments / Branches
- Discussion Forum
- Announcement Notification
- Cross Department Collaboration
Security & Privacy
Customize privacy settings to control how data is collected, used, and shared within your organization. Define and manage user roles and permissions to ensure that only authorized personnel can access sensitive information.
- Data Encryption
- User Authentication
- Access Controls
- System Logs for Auditing
- Two-Factor Authentication
- User Permission
Finance, Reporting & Analytics
Track and manage your financial transactions, invoices, payment receipts and expenses across departments and generate detailed reports tailored to your business needs to gain insights and make data-driven decisions.
- Account Payable
- Account Receivable
- Credit Note
- Payment
- Receipting
- Invoice - Partial & Full Payment
- Expense & Income Management
- Report
- Add Multiple Currencies
Project Management
Streamline your project management with a collaborating dashboard, detailed project plans with timelines, milestones, task assignments to team members, set deadlines, keep track of project budget and expenses.
- Project Dashboard
- Create Task, Assign to a Team member and follow up
- Task Milestone & Progress Tracking
- Project Collaboration Board
- Prioritization & Automated Scheduling
- Cost-to-Completion Tracking
- Gantt Charts & Kanban Board
- Time & Expense Tracking
Client Self-Service Portal
Personalised client dashboard with secure login with robust authentication to enable your clients manage their interactions with your business seamlessly anywhere, anytime.
- Client Login Authentication
- Client Dashboard
- Monitor Invoice, Receipts & Payment History
- Complaints Submission
- Support Request
- Track Support & Ticketing Status
- Email Alert
- Project Management & Monitoring
- Project Discussion & Forum
Enhanced Capabilities
Automatically capture and manage leads from your organization's website, easily import and organize your existing data in bulk, seamlessly process transactions and branding in your corporate colours.
- Payment Integration
- Web-to-Lead Automation
- Bulk Upload of Existing Data
- Customizable Branding
DigitCRM, Your Business In Your Palm
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