CRM
CRM & Lead Management
Manage contacts, deal stages, ownership, follow-ups, and lead activity in the Workspace CRM sales pipeline.
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Connected tools for the work behind your business
Explore the operational modules that connect customer relationships, people, stock, projects, finance, communication, and company control.
CRMOperationsFinanceERPHRMSHRMS & FinanceCommunicationSecurityConfiguration
CRM
Client Management
Maintain tenant-scoped client records and connect each client to projects, quotations, invoices, payments, and a client portal.
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Quotation Management
Create structured quotations, manage revisions, record acceptance, and convert accepted work into the appropriate delivery workflow.
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Project Management
Create client projects, set dates and status, add members, and connect delivery work to tasks and client visibility.
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Invoicing & Billing
Create unique company invoice numbers, line items, tax and discount values, payment status, printable output, and client visibility.
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Finance & Accounting
Track income and expense records, client billing, project context, and financial reporting inside the company workspace.
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Inventory Management
Manage inventory items, units, warehouses, locations, stock movements, reservations, lots, serials, and balances across company operations.
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Warehouse Management
Create company warehouses, define internal locations, mark defaults, and connect locations to inventory balances and movements.
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Attendance Tracking
Support employee and elevated-admin check-in and checkout records, attendance events, office timing, and company review.
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Leave Management
Let company members request leave, maintain leave history and balances, and route review to authorized company users.
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Overtime Management
Submit overtime requests, track overtime history and sessions, and let authorized company users approve applicable records.
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Salary & Payroll
Maintain company-scoped salary configurations, prepare monthly salary slips, and deliver payslips through configured email delivery.
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Daily Work Reporting
Let employees submit daily deliverables, maintain submission history, and give authorized reviewers one company-scoped review desk.
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Performance Reviews
Record performance ratings, points, feedback, and suggestions alongside task and daily-work context.
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Recruitment & ATS
Manage recruitment records, job applicants, spreadsheet imports, and company-branded recruitment image workflows.
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Expense Management
Let employees submit expense claims and give permitted company users a tenant-scoped approve or reject workflow.
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Loans & Advances
Maintain company loans, employee loans, repayment context, balances, interest inputs, and status within the appropriate tenant.
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Task Management
Create company tasks, assign responsibility, track due dates and status, and retain task-event history.
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Content Calendar
Schedule content by client, platform, date, time, type, assignee, notes, and suggestion status.
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Notice Board
Create tenant-scoped announcements with title, body, priority, pinned state, active state, and expiry date.
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Roles & Permissions
Configure company roles, module permissions, approval authority, and per-user overrides without treating every admin identically.
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Custom Fields
Create understandable company-specific fields for supported records, choose a field type, add dropdown options, and mark required information.
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Company Policy Management
Maintain tenant-scoped attendance, office timing, submission, overtime, and related company policy settings.
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