CRM
Media:-Manage media files.
Bulk PDF Export:-Export data to PDF in bulk.
CSV Export:-Export data to CSV files.
Calendar:-Manage events and appointments.
Announcements:-Create and manage announcements.
Goals:-Set and track business goals.
Activity Log:-View logs of system activities.
Surveys;-Create and manage surveys.
Database Backup:-Perform backups of the database.
Ticket :-Track support tickets and their status.
Report
Sales:-Generate sales reports.
Expenses:-Generate expense reports.
Leads:-Generate reports on leads.
Timesheets
View summaries of timesheet entries.
Generate reports on knowledge base articles.
Setup
Configure initial settings and system preferences.
Staff: Manage staff information and roles.
Leads: Manage lead sources, statuses, email integration, and web-to-lead forms.
Finance: Configure tax rates, currencies, payment modes, and expense categories.
Contracts: Handle different types of contracts.
Estimate Request: Manage forms and statuses for estimate requests.
Modules: Manage installed and active modules.
Email Templates: Create and manage email templates.
Custom Fields: Define custom fields for different modules.
GDPR: Configure settings related to General Data Protection Regulation compliance.
Roles: Manage user roles and permissions.
Menu Setup: Customize the main menu and setup menu.
Theme Style: Configure the visual style and theme of the system.
Settings: Access and configure system-wide settings.
Help: Access help documentation and support resources.