Users will be able to login
Users can create account
Users can change account settings
Users can reset forgotten passwords

User can add and manage employee accounts.
Employees can login to the crm using their account.
Permitted users can also access another account.

Users can add and manage customers
Users can add information to customer profile.
Users can view customer profile.
Users can add notes and files to a profile.

User can add and manage leads.
User can add and manage pipeline stages.
User can assign lead a pipeline stage.
User can add data to a lead profile, like notes, etc.

User can add and manage vendors.
User can add information related to vendors.

User can add and manage products.
User can add information to products

Allows users to bulk-import items to inventory in excel format.
The system will record and allow user to view the import history on the inventory
User can view the import detail including items, quantity, added by, and other info

User can add and manage employee's salaries
User can view past salaries paid
Employees can view their total and past paid salaries

User can add and manage employee's appraisals
User can view past appraisals
Employees can view their average ratings.

User can add and manage orders.
User can add and manage order fullfillment and items shipped in it.
User can add and manage order status, and payments made.

User can record payments made by clients.
User can generate and manage invoices.
User can view pending payment, or a payment history of the client

User can generate and manage quotes.
User can send quotations to clients.
User can convert quotes to invoices.

User can generate and manage purchase orders.
User can send purchase orders to vendors.
User can update status of purchase orders.

User can add and manage tasks.
User can assign tasks to other users.
User can mark a task as completed.

User can add and manage projects.
User can manage project details through the project page.
User can manage and view project stages.

User can add and manage attendance of users.
User can view their past attendance.

Users can request leaves from the admin.
Admin can approve/reject leave requests.
Users can view their leaves and their status.

User can add and manage different branches of the business

Payment gateway integration.
User can accept payments using Credit cards.
User can accept payments using Paypal.

User can clock-in/clock-out
User can track time spent on job.
User can view work history
User can comments/notes to work history.

User can add important events to calendar.
User can export events to google calendar.
User can get reminders for today's events.

Allows users to get notified through alerts on the dashboard.
User can send alerts to other users

Allows users to view analytics such as total profit, total sales, total expenses, total balance, pending payments, and the overall insight of the business

User can add and manage expenses
User can view past expenses.
User can view total expenses by a user.

User can see permissions for different accounts.
A particular account can only access the modules that are enabled for that account.

User can add and manage campaigns.
System will send automatic emails, sms and send to the leads.
User can view campaign history.
User can pause a campaign

User can add and manage tickets.
User can assign a ticket to another user.
User can send messages on a ticket.
User can close a ticket.

User can add and manage appointments.
User will get alerts when an appointment is approaching.

User can import data into the CRM in excel format.
User can export data from the CRM in excel format.

User can send messages to each other.
User can send files to each other.

User can add and manage files.
User can share files with other users
User can add notes to files

User can create and manage custom forms
User can add and manage fields in those forms
User can submit forms
User can view responses on the forms

Each user gets their unique referral link.
User can invite other users to the sytem.
User can see this invitations and users who used the link.
User can get incentives.

Users can add email server information to receive emails in the inbox.
Users can view recived emails on the webmailer.
Adding cronjob so the server automatically looks for new emails.

Users can create email templates with placeholders like [customer_name] etc.
Users can use this module with the Email Manager to send customized emails to customers.

Users can embed javascript link to their website.
The module will automatically track all traffic on their other website.
User can view all analyics such as total visits, weekly visits, and the visitor trend.

Knowledge base FAQs are an online repository that can be accessed by users to find answers instantly.
In a fast-paced customer service world, having a robust FAQs page to meet customers’ demands is extremely important.

This is a combination of the Products, Payments and the Order management module. Users can add items to cart.
Users can fill the checkout form, make payment, and place the order.

Users can create and manage coupons
Users can use these coupons when making payments

This is a variation of the Ecommerce module (ie 3 modules). It allows your business to accept payments from customers and keep track of sales.
It can be used whether you sell online, have a physical storefront, or both.
Users will then be able to view sales history.

This is a extention to the Products and Payments module. Teachers can upload courses, and students can enroll.
Teachers can create chapters in a course and add course content for students.
Students can access their enrolled courses and study content.

Its an extension to the Affiliate Marketing module. Users can invite other users to their network.
Users can see their network in a tree form.

Users can create there own Landing Page using drag-drop
Users can create their own sales funnel.
Users can see leads received through the sales tunnel.