You want to take your business management to the next level? We provide a solution that optimizes your operations and ease management. With highly customizable features that improves various aspects of your business, you can efficiently manage tasks, monitor progress, and ensure timely completion of objectives. Whether you need a specific module or a tailored solution, we are committed to delivering the tools that perfectly fit your way of doing business.
Organize your company's full customer list in one place to quickly access their informations. Our module's powerful search filter allows you to quickly find them according to specific parameters, unlocking new possibilities for productivity!
Our module allows you to create and manage contacts for each customer, allowing you to easily access their emails, phone extensions and maintain up-to-date records. You can even assign them customizable roles to keep track of who's in charge of billing, marketing, or any other department. This way, you can ensure that your team is always in touch with the right people and that your customer relationships are well-managed.
You can also track which language each customer prefers to communicate in, allowing you to correspond with them more efficiently. This special tag can even be applied to specific contacts within a customer, in cases where a company has multiple contacts who speak different languages.
Our customer module is directly integrated within the helpdesk module, allowing you to easily access customer information while managing support tickets. You can also quickly access a customer's ongoing, past, and closed tickets, which allows you to quickly find past requests as needed in the case of recurring issues.
By default, customers will follow the default billing rates set for each type of service, but our tool allows you to set custom billing rates for them as needed. This prevents accounting from having to manually adjust billing rates for each invoice for customers with discounted prices, which will save the department a lot of time!
This module also gives you the ability to quickly view a customer's past timesheets, allowing you to easily track the time spent on their projects and tasks. This even includes a beautiful grid with a detailed view separated by action type, allowing you to view how your company's time was spent by department.
This module allows you to manage your employees, such as their contact informations, their departments, titles, as well as internal notes, documents and disciplinary actions.
Our powerful vacation management module allows you to easily manage employee leaves and personal days. As a supervisor, you can assign them varying amounts of days off depending on each of their contracts. Then, the user can create their own vacation requests from their dashboard, which you can manually review and approve. This module also includes a global leaves calendar, which allows employees to see when their colleagues are on vacation, or when there's an upcoming holiday.
From the expense manager, you can view each employee's work related expenses, and approve or reject them. Employees can submit their expenses from their dashboard, and attach receipts to each of them. Expenses can also include travel details, which allows employees to be reimbursed for gas, tolls, or other travel related expenses.
This feature provides a clear visual representation of the organizational structure, making it easier to understand the relationships between supervisors and subordinates. The chart can also be organized by department instead of by employee, which allows users to view the company's structure in a more department-focused manner.
Our powerful helpdesk is at the core of our IT module. It allows your customers to submit tickets by simply sending an email to a specific email address, which will automatically create a ticket in the system. You can then manage these tickets from your dashboard, sort them by ticket type, and assign them to specific employees. The employees will then be able to communicate with the client directly from the ticket, and they can document their actions that will be billed at the end of the month for accounting.
The knowledge base is an internal tool to document your company's processes and procedures. It allows you to create articles and categorize them by type for easy access whenever they are needed.
The dashboard provides a quick overview of your employees' perfomance for the day and week, letting supervisors see how well they perform and how many hours are billed for any given day.
This feature allows you to generate detailed reports on everything that happens in the helpdesk. You can use this to provide your clients with detailed reports on the actions taken during a given period, but you can also use this to track internal performance and productivity.
The notifications feature keeps you informed about important events and updates within the system. You can customize your notification preferences to receive alerts via email, SMS, or in-app notifications, ensuring you never miss critical information, such as a new ticket reply or an incoming service request.
The scheduled tasks feature allows you to create recurring tickets and reminders within the system. You can set up tasks to run at specific intervals, which ensures that important monthly maintenance and activities are never missed.
This feature is the backbone of our project module. The product tree is the modern way to organize and manage your projects. It allows you to create a hierarchical structure of your project, breaking it down into smaller, individual tasks. Each task can have its own set of subtasks, dependencies, budgets, and deadlines, making it easier to track progress and ensure that nothing falls through the cracks. The product tree also provides a visual representation of your project, allowing you to see the big picture and how each task fits into the overall plan.
The project Gantt feature is the quickest way to view your project timeline. It provides a visual representation of your project schedule, allowing you to see the start and end dates of each task, as well as their dependencies and progress. The Gantt chart is an essential tool for project management, as it helps you to identify potential bottlenecks, allocate resources effectively, and ensure that your project stays on track.
The calendar provides a visual representation of your schedule and deadlines, making it easy to prioritize items and plan tasks ahead of time.
The dashboard provides a quick overview of your project status, including budget, time spent, ticket count, tasks completed, and more. It allows you to quickly assess the health of your project and make informed decisions about how to proceed.
This feature allows you to generate detailed reports on everything you might need within a project. You can use this to provide your clients with a detailed report about the current tasks and milestones, but you can also use this to track internal performance and productivity.
Organize your company's supplier directory in one place to quickly access their information. Our module's powerful search filter allows you to quickly find them according to specific parameters, unlocking new possibilities for productivity!
With this module you can keep a list of every product and service you own, including their details, prices, and stock levels. This module integrates seamlessly with our helpdesk, which means you can attach purchases to tickets and to cover the materials used for your actions.
Our inventory manager helps you keep track of your stock levels, which includes what is currently on hand, on order, on backorder and what is reserved for specific customers.
The CRM is a crucial tool to manage your customer relationships. It allows you to keep track of your interactions with your clients, including opportunities, quotes, communication history, and any notes related to them. This module will help you increase sales by containing all relevant customer information in one place.
This powerful tools allows you to build customizable quotes for your clients that can be easily converted to purchase orders and invoices. It includes productivity tools, such as templates, variables to automatically load client details, as well as a real-time preview to observe your PDF as you build it.
Make your workload lighter with our intuitive interface and robust features. Collaborate seamlessly with your team, keep an eye on progress in real-time, and automate repetitive tasks to save time and resources. Our platform provides a user-friendly experience, allowing teams to work together smoothly in the cloud, freeing up valuable time for more important tasks.
Rest assured, your data is one of our top priorities. With top-notch encryption and stringent security measures, your sensitive information is safe and compliant with regulatory standards. Our SaaS solutions employ end-to-end encryption to safeguard your data from unauthorized access.
Join the ranks of satisfied customers who have transformed their businesses with our SaaS solutions. Experience increased productivity, improved efficiency, and measurable results that drive your business towards success. Many businesses just like yours have leveraged our solutions to streamline operations, boost productivity, and fuel growth. For instance, one of our clients, a mid-sized window manufacturer, saw a 30% increase in client retention and a 25% reduction in project turnaround time after implementing our project management suite.
Reach out to us today to discover how our SaaS solutions can empower your organization.
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