One Stop CRM – Customer Relationship Management System

We are glad to introduce to you One Stop CRM , a great deal of completeness your business. One Stop CRM is used by organizations to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving customer relationships and business performance. CRM systems help organizations to better understand their customers and improve their customer satisfaction, loyalty, and advocacy. By centralizing customer data, a CRM system provides a single source of truth for customer information, which can then be used to improve marketing, sales, and customer service efforts.

SAAS login

Core Features

• Clients
  • Client: Store client details, update and delete.
  • Client Details: Manage clients with Contracts, Notes, Projects, Tasks, Ticket, Invoice, Payments, Proposal, Estimates, Expenses, File, Remainder.
• Projects
  • Project Overview: Store project details also can update and delete.
  • Project Details: Manage with Tasks, Timesheets, Milestone, Email, Files, Discussion, Notes, Members, activities.
  • Milestones & Deadlines: Define and track key deliverables.
  • Team Allocation: Assign roles and responsibilities.
  • Progress Monitoring: Real-time updates on project status.
• Tasks
  • Task Creation: Add tasks and assign them to team members.
  • Priority Management: Categorize tasks by importance.
  • Progress Tracking: You can track your project progress.
• Timesheet
  • Time Logs: Record hours worked by employees.
  • Project-Based Entries: Track time spent on specific projects or tasks.
  • Billable Hours: Differentiate between billable and non-billable time.
  • Timesheet Reports: You can show monthly overview, schedule overview, approved hours, timesheet status, hourly statistics, resource plan.
• Mailbox
  • Unified Inbox: Manage client and internal communication in one place.
  • Email Status: You can highlight by status Starred, Important, Draft ..
  • Search & Filter: Quickly find emails by keywords or tags.
• Contracts
  • Contract Templates: Create standardized agreements.
  • Contract Lifecycle: Track stages such as active, or expired.
  • Alerts: Notify users about upcoming expirations or renewals.
• Sales & Purchase
  • Products: Generate products for purchase and sales.
  • Purchase: You can manage purchase products.
  • Sales Pipeline: Visualize and manage sales stages.
  • Quotes & Proposals: Generate and share with potential clients.
  • Stock: You can maintain product stock.
  • Warehouse: You can also maintain a warehouse.
  • Revenue Tracking: Monitor income and expenses.
• Booking
  • Order: Maintain pending order and accepted orders.
  • Service: You can maintain services.
  • Offer: Can you give a discount, can create a campaign and coupon.
• Leads
  • Lead Capture: Collect potential client data via forms or integrations.
  • Follow-Up Automation: Schedule follow-up actions.
  • Lead Nurturing: Send targeted content or promotions.
• Human Resource
  • Employee Setup: You can manage employee Designation, Department, Role, Permissions, Weekend, Holiday, Shift, Duty Schedule.
  • Employee: Manage employee details.
  • Attendance Management: Track work hours and leaves.
  • Performance Evaluation: Assess employee progress and reviews.
  • Payroll Management: Integrate salary calculations.
  • Awards: Employee award management.
  • Others: You can also manage Travel, Meeting, Appointment, Visit.
• Share Documents
  • File Sharing: Upload and distribute documents securely.
• Digital Signature
  • E-Signature Integration: Enable electronic signing of agreements.
• Accounts
  • Expense Tracking: Monitor organizational and project expenses.
  • Invoicing: Generate and send invoices to clients.
  • Payment Records: Track paid and outstanding invoices.
  • Financial Reports: Summarize cash flow, revenue, and profits.
• Support
  • Helpdesk System: Submit and resolve client tickets.
  • Ticket Prioritization: Assign urgency levels to tickets.
  • Response Time Tracking: Ensure timely support resolutions.
• Notice
  • Announcements: Share updates with the team or clients.
  • Scheduled Notices: Automate announcements for specific times.
• Report
  • Live Tracking: Real-time tracking of employee or team locations to monitor ongoing tasks or activities.
  • Location History: Detailed historical data of visited locations with timestamps for analysis and record-keeping.
  • Attendance Report: Summary of employee attendance, including check-in and check-out times, absences, and late arrivals.
  • Break Report: Detailed log of employee breaks, including start and end times, and total break durations for compliance and productivity assessment.
  • Payment Report: Comprehensive summary of payments made, including salaries, bonuses, and deductions for financial transparency.
  • Visit Report: Log of client or site visits with details such as purpose, duration, and outcomes for performance tracking.
• Settings
  • General setting: Configure essential project-related details, set up email systems, and manage other fundamental settings.
  • Payment gateway: Set up and manage your online payment systems to ensure smooth and secure transactions.
  • App setting: Manage the appearance of the app interface.
  • Language: Manage language.


CRM Codecanyon Update Log May 2024

• Warehouse
• Warehouse Rack
• Internal order
• Barcode Management
• Barcode symbology
• Generate barcode
• Stock management
• Inventory log
• Product SKU log
• Stock Overview
• Stock report
• Purchase summary report
• Sale summary report
• Warehouse team role and permission
• Warehouse manager
• Warehouse product dispatch team
• Purchase
• Inventory log
• Sale
• Sale dispatch
• Sale dispatch log
• Barcode scan
• Report
• Purchase report
• Sale report
• Income report
• Expense report
• Quotation
• Quotation send and reject feature
• Internal order
• Staff create internal order request
• Admin can convert sale from order request

What need this application?
 

    One Stop CRM
    is needed for a company to ensure that its operations are organized, efficient, and effective in achieving its goals and objectives. A management system helps to align the company's resources, processes, and decision-making with its strategy, and provides a framework for continuous improvement. Additionally, a management system can improve communication, provide accountability and transparency, and increase the overall efficiency of the organization.

What we accept from you?

Requirements: Customers provide specifications and requirements for the software they need developed.

Feedback: Customers give feedback on the software during the development process to ensure it meets their needs.

Support Requests: Customers may submit requests for technical support or report issues with the software.

Suggestions for Improvement: Customers may provide suggestions for how the software can be improved to better meet their needs.

Changelog

Email: sales@onesttech.com

WhatsApp: +8801959 335555

Website: https://onesttech.com

Facebook: https://www.facebook.com/onesttech

LinkedIn: https://www.linkedin.com/company/onesttech

Twitter: https://twitter.com/onesttech