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TAIBASH CRM

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Comprehensive CRM Solution

Tailored to meet the diverse needs of modern businesses. Our platform seamlessly integrates HR, CRM, and project management functionalities, empowering you to efciently manage every aspect of your business operations. Here's a breakdown of the key features:

Features

Customer Relationship Management (CRM)

  • Manage Customers and Leads: Easily organize and track customer information, interactions, and sales leads.

  • Track Client Projects: Streamline project management by monitoring project progress, invoices, proposals, and estimates in one centralized location.

  • Create Contracts with E-Signatures: Simplify contract management with the ability to create and sign contracts electronically.

Communication and Collaboration

  • Internal Chat Feature: Foster collaboration and communication within your organization through an integrated internal chat feature.

  • Real-time Notications: Stay updated with real-time notications via integrations with Slack, Pusher, and One Signal

Human Resources (HR)

  • Employee Management: Add and manage company employees, track attendance, leaves, and other HR-related activities. 
  • Custom Roles and Permissions: Create custom roles with tailored permissions to ensure secure access to sensitive information.

Customization and Conguration

  • Theme Settings: Customize the platform's appearance to reflect your brand identity and preferences.
  • Configurable Options: Enjoy a plethora of congurable options to tailor the platform to your unique business requirements..

Project Management

  • Project Tracking:Create and manage projects, track progress, expenses, earnings, time logs, tasks, and milestones effortlessly. 
  • Visual Work Management:Utilize Kanban taskboards and project Gantt charts to visualize work and plan project schedules effectively.

Invoicing and Payments

  • Invoice Management: Generate invoices and convert them to credit notes, providing exibility in managing nances. 
  • Payment Gateways: Accept payments seamlessly through various payment gateways including PayPal, Stripe, PayFast, Flutterwave, Mollie, and Razorpay.

Reports and Analytics

  • Comprehensive Reporting:Access various reports on tasks, time logs, nances, attendance, leaves, and more to gain valuable insights into your business performance.
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Taibash Solutions © 2023

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