Product Features
CRM
Overview
Additionally, our FREE CRM Dashboard features KPI charts and graphs, giving you a clear analytical overview of your contacts.KPI charts and graphs to give you an overview of your contacts.
Top Features
- Analytical CRM dashboard featuring KPI charts
- Categorize your contacts effortlessly
- Comprehensive activity history with each contact, including events, projects, quotes, and invoices
- Easily add, manage, and find your contacts
- Set notifications and alerts for contacts
- Store documents for each contact
Accounting Management
Overview
With our simplified Accounting Management software, you gain a comprehensive financial overview of your business. Easily manage estimates, expenses, income, invoicing, and payroll, including pay slip creation. Generate detailed financial reports on income, expenses, sales tax, account balances, and transactions. Utilize the Financial Dashboard for an overview of your financial data with KPI charts in any currency.
Top Features
- Financial Dashboard with KPI charts provides a clear overview of your financial data.
- Manage finances and invoicing seamlessly across multiple currencies.
- Comprehensive financial overview of your entire business
- Effortlessly add, manage, and track estimates, expenses, income, invoicing, and payroll.
- Generate comprehensive financial reports covering income, expenses, sales tax, account balances, and transactions.
- Share invoices and estimates easily with contacts.
- Create and assign pay slips to employees efficiently.
Calendar Management
Overview
With our FREE Calendar Management application, you are easily able to add, manage, share, and find your appointment information in a centralized database.
Top Features
- Add multiple types of calendars
- Adjust calendar view – Month, Week, Day
- Easy to add, manage and find your events
- Share your appointments with attendees
HR Management
Overview
With ProClick simplified HR Management software, you are easily able to add, manage and find your employee information in a centralized database. You can create pay slips and schedules, store documents to each employee, and add time-off. Employees can request for time-off and employers can approve/ deny the request.
You will have a comprehensive historical view of each employee – including pay slips, time-off, and scheduling. You will also get an HR Management Dashboard to give you an overview of your employees using KPI charts.
Top Features
- Add time-off for each employee
- Comprehensive view of payroll, time-off, and scheduling history of each employee
- Create pay slips and schedules for employees
- Easily add, manage, and find your employee details
- HR management dashboard using KPI charts
- Employees can request for time-off
- Employers can approve/ deny time-off request
- Store documents to each employee
Project Management
Overview
With ProClick simplified Project Management software, you are easily able to add, manage and find your projects. You can track your projects progress, view the status, assign project task to other users, categorize and prioritize projects, and set deadlines and budgets. You also get a Project Management Dashboard to give you an overview of all your projects using KPI charts.
Top Features
- Assign project task to other users
- Categorize and prioritize projects
- Easily add, manage, and find your project details
- Project Management Dashboard using KPI charts
- Track projects progress and status
- Set project deadlines and budgets
Task Management
Overview
With ProClick simplified Task Management software, you are easily able to add, manage and find your tasks. Your tasks are automatically synced from the Project Management software however, you can manually add tasks to your to-do list, assign task to other users, and categorize and prioritize tasks – including flagging, and setting date and time deadlines for your tasks.
Top Features
- Assign task to other users
- Categorize tasks views
- Prioritize tasks – including flagging, and setting date and time deadlines
- Easily add, manage, and find your tasks
- To-do list style view
Additional Features
- Set user permission and access control
- Dark and light mode view settings
- Onboarding support - including profile setup, add users, set users access and permission, setup account section tailored to your business, and add your contacts and employees