Overview
This CRM web application is designed to manage day-to-day business operations from a single portal. It supports multiple businesses under one account, helping organizations streamline teams, clients, vendors, finance operations, and HR/payroll processes with strong access control and structured reporting.
Core Highlights
- Multi-Business Support: Manage multiple businesses independently within the same system, keeping data separated and organized.
- Role-Based Access Control: Add employees, assign roles, and control permissions to ensure secure access to features and data.
- Client & Vendor Management: Maintain customer and vendor records, track activity, and manage relationship history.
- Finance Module: Create and manage invoices, payments, income, and expenses with export-ready financial reporting.
- HR & Payroll Management: Handle attendance, leaves, salary structures, holidays, and payroll generation in a structured workflow.
Key Modules
Business Setup & Organisation
- Multi-business creation and management
- Business-specific settings and data separation
User & Permission Management
- Team member onboarding
- Role-based permissions and secure access control
CRM Management
- Client management
- Vendor management
- Centralised records for day-to-day operations
Finance & Reporting
- Invoicing and payment tracking
- Expense and income logging
- Financial reporting with export options
HR & Payroll
- Attendance and leave tracking
- Holiday management
- Salary and payroll processing
Outcome / Value Delivered
- Centralised operations across teams and departments
- Better control and visibility with structured reporting
- Secure portal with role-based access
- Reduced manual work by combining CRM + Finance + HR in one platform
