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Contact Management
Clean, Spacious & Prominent User Interface.
Manage Contact Details for both Individuals and Companies.
Search & Print Contacts based on multiple search criteria.
Automatically Resize Pictures while Adding them to Contacts.
Add Contacts and Companies to your Team List.
Group Search Results by Multiple Search Fields
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Time & Activity Scheduling
Schedule Appointments.
Set Reminders on various Activities.
Generate To-Do Lists for your Team Members.
View Calendar on a Daily, Weekly & Monthly Basis.
Attach Your Favorite Audio Files to Reminders.
Set Reminders to recur at chosen Intervals.
Search & Print Appointments & Reminders based on multiple search criteria. |
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Billing & Expenses Management
Record Billable and Non-Billable Expenses.
Raise Invoices on Projects / Clients.
Record Invoice Payments and Receipts.
Search Expenses, Invoices & Receipts on multiple search criteria |
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Project Management
Manage Project Types and Categories for quick access.
Plan and Execute Multiple Projects and Tasks.
Create Project Tasks.
Allocate Projects / Tasks to Team Members.
Manage Products and Deliverables.
Generate Gantt Charts on projects.
Search Projects & Tasks on multiple search criteria. |
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Digital Documents & Notes
Create / Attach Notes to various Activities.
Manage your Digital Documents.
Attach Documents to various Activities.
Search Notes & Documents on multiple search criteria. |
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Customer Service Management
Record Bugs / Defects associated with Projects / Tasks.
Record Project Installation details.
Manage Project Change Requirements.
Manage New and Additional Requirements.
Powerful and Interactive Search options on all Activities. |
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Other Features
Manage Database Settings.
Manage System Users and Access Rights.
Generate Extensive Reports on various Activities.
Backup and Restore Database. |