TAIBASH CRM
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 efciently manage every aspect of your business operations. Here’s a breakdown of the key 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 Notifcations: Stay updated with real-time notifications 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 Conguration
- Theme Settings: Customize the platform’s appearance to reflect your brand identity and preferences.
- Configurable Options: Enjoy a plethora of configurable 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.
Reports and Analytics
- Comprehensive Reporting:Access various reports on tasks, time logs, finances, attendance, leaves, and more to gain valuable insights into your business performance.
Invoicing and Payments
- Invoice Management: Generate invoices and convert them to credit notes, providing flexibility in managing finances.
- Payment Gateways: Accept payments seamlessly through various payment gateways including PayPal, Stripe, PayFast, Flutterwave, Mollie, and Razorpay.
