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Project Management (ERP)

Premium
$ 1449 /-

  • Workflow control
  • Role based team members permission system
  • Multiple date formats
  • Sales Tax feature
  • Fully Translatable
  • Currency Symbol and Position Settings
  • Client Dashboard
    • Responsive front-end dashboard
    • Clients can update their details and photo from the dashboard
    • Clients can add their team members as additional logins
    • Dashboard alerts for quotes, projects, invoices and support tickets
    • Ability to view all quotes, invoices, projects, tasks and support tickets
    • Detailed project information including timeline, updates, financials, milestones/tasks and files
    • Ability to pay invoices via Stripe & Paypal
  • Client
    • Add clients and contact details
    • Set Invoice terms per client
    • Set default support ticket assignment per client
    • Sales tax exclusion per client
    • Recurring invoices
    • Client Notification Preferences
    • Currency Override Per Client
    • File uploads in Client Account
  • Quotes & Estimates
    • Raise Quotes / Estimates for registered Clients
    • Quote Request Forms (Logged in or anonymous)
    • Milestone & Task Templates
    • Terms & Conditions Templates
    • Clients can accept/sign quotes from their dashboard (with name, date and IP address recorded)
    • Re-order Milestones / Tasks
    • Subtasks
    • Choose deposit percentage
  • Projects
    • Projects can be assigned to a client or be internal
    • Contract signing feature (Clients can sign in their dashboard)
    • Ability to add team members to give them access
    • Milestone & Task templates – Add Multiple to projects
    • Financials table showing milestones, costs and money received
    • Personal project notes
    • Project files table
    • Task management
    • Subtasks
  • Tasks
    • Personal or project tasks
    • Start dates and Deadlines
    • Task Status and Priority
    • Task file uploads
    • Email Piping (Reply to task messages via email)
    • Task list in Team Dashboard
    • Subtasks
    • Ability to Assign Tasks to Clients
    • Attach File Uploads to Notification Emails
  • Invoices
    • Invoices can be generated automatically from projects
    • Sales Tax & Secondary Sales Tax available
    • Stripe and Paypal payments
    • Partial Invoice Payments
    • Manual payment entry with notation and payment date
    • Recurring Invoices
    • Printable Invoice view
    • Send Invoice and Reminders in single click
    • Income Graphs on Admin Dash
    • Invoice Payment Notifications
    • Multiple Invoice Designs
  • Team Member
    • Add your team members and assign roles
    • Full suite of role based permissions
    • Team members can only see assigned projects and their own tasks
    • Tailored Admin dashboard showing outstanding assigned projects, tasks, tickets etc
    • Calendar
    • Task lists
    • Team Member Profiles / Password Reset / Avatar Settings
  • Support Ticket
    • Admin & Client can raise support tickets
    • Auto-assign tickets to team member per client
    • Email Piping updates
    • Ticket Assignee
    • Ticket Status and Priority
    • Ticket watchers
    • Custom Fields in Support Tickets
    • Milestones, Tasks and Invoicing
    • “Seen” updates on ticket responses
    • Support Opening Hours Feature
  • Storage – 10GB
  • Bandwidth – 1GB
  • SSL
  • Domain