Digital Transformation for SMBs – From Survival Mode to Strategic Growth
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Nov 26, 2025
Project & Task Management
Deliver projects on time with complete clarity.
Create & track projects with members, milestones, budgets, and earnings
Kanban taskboard to visualize workflows
Gantt chart for project scheduling and progress
Project shortcodes for faster identification
Assign and track tasks with built-in time tracking
Filter tasks by completion dates
Duplicate projects to save time
Benefit: Keep projects efficient, transparent, and always under control.
Human Resources & Payroll
Everything you need to manage people, performance, and pay.
Employee management with attendance and leave tracking
Work-from-home and on-site attendance logging
Leave types with approvals (paid/unpaid)
Custom roles and permissions for flexible access control
Designation hierarchy for structured teams
Performance module (add-on) – set OKRs, measure results
Biometric attendance integration (add-on)
Payroll module (add-on) – automated salary processing, payslips, tax deductions, and compliance
Benefit:Simplify HR operations while ensuring compliance and employee satisfaction.
CRM, Sales & Support
Manage leads, clients, contracts, and customer care in one place.
Customer & lead management with client self-registration
Sales pipelines to visualize opportunities
Proposals & estimates with branded templates
Contracts with e-signature support
Knowledge base for clients and employees
Ticket management – create, assign, and resolve tickets with round-robin allocation
Benefit: Strengthen client relationships, close deals faster, and deliver better support.
Finance & Accounting
Full visibility of your business finances.
Automated invoicing & billing
Online payments (PayPal, Stripe, Razorpay, Payfast)
Credit notes for simplified adjustments
Bank account linking for expense and payment tracking
QuickBooks one-way sync integration
Benefit:Stay on top of cash flow and simplify financial operations.
Purchase & Vendor Management
Streamline procurement and vendor relations.
Vendor database management
Product catalog for purchases
Purchase Orders with approvals
Bills and vendor payments
Vendor credits for simplified settlements
Inventory tracking integrated with purchases
Benefit:Gain control over procurement cycles and ensure supply chain reliability.
Asset Management
Track and maintain company-owned assets.
Asset registration with unique IDs
Assignment to employees or departments
Maintenance history and depreciation tracking
Disposal and asset lifecycle reporting
Benefit:Protect company investments and optimize asset utilization.
