Management Tools For Business

Management Tools For Business

Project Description

Demo Credential

Admin
Web URL: https://manager.techoriginator.com
username: rakesh12343@gmail.com  password: Admin#123

Employer(who hired our team as client)
Web URL: https://manager.techoriginator.com
username: rakesh12343@gmail.com  password: Admin#123

Employee(our staff)
Web URL: https://manager.techoriginator.com
username: rakesh12343@gmail.com  password: Admin#123

 

For charges whats app: https://wa.link/lzawtu

List of features mentione below:

1. Sales :
sales is best part of any company which help in growth of company.we have added 3 major feature for sales team which help them to manage leads , follow up & client records.

Leads –
1. in leads we can add leads which we will generate from Facebook, LinkedIn, google or any other medium.
2. records we will manage: Company name, Name of client, first cell number, second cell number, designation/ category, Email, website, skype, Address & comment.
3. we can Import and export leads record in excel file.
4. as well we can check records who have added and how many records added by any individual.
5. we can search records as well by name.
6. we can view, edit and delete leads.
7.we can add follow up of leads in any lead shared any requirements.

Benifits :
1. we will never miss any lead record which we have generated.
2. we can track performance of lead generator by count.
3. we can track records daily basis weekly basis and monthly basis.

Follow up –
If we have any client in que or client have any query which is regarding with new project or any client have given us any specific date to connect with them then we add their records with date in follow up section. It help us to remember record of leads who are potential clients mostly a date when we have to connect client.

1. records we will manage : Client name, project approx cost , project name , follow up date , email , skype , phone and comment.
2. here we can manage status of follow up. like pending , completed , cancelled
3. we can view, edit and delete follow up record of leads.
4. we can filter follow up record by client name , project name , company name , status ,date , cost.
5. we can search follow up records as well.

Benifits :
1. we will never miss any follow up record which we have generated.
2. we can track performance of sales person by count.
3. we can track records daily basis weekly basis and monthly basis.

Client –
1. in client we can add client details which we will add Whenever we will get assigned a project from a client.
2. records we will manage : Company name , Name of client , First cell number ,second cell number, Email, website , skype , Address & comment.
3. we can Import and export client record in excel file.
4. we can search records as well by name.
5. we can view, edit and delete client
6. we can add follow up of clients if any client shared any requirements.

Benifits :
1. we will never miss any client record which we have generated.
2. We will remember which client has given us how much work.
3. which employee have added how many clients we can check and according to that we can promote sales team.

2.Finance :
Finances is best part of any company which help in growth of company. we have added 3 major feature for Finance team which help them to manage Income & Expences, and Invoice.

Invoice – 
1. in Invoice we can generate invoice for our clients
2. In filters you can search the client by any one thing like Client Name, Project Name, Service Name, Status, Date from, Date to, Cost Min, Cost Max, Currency etc.
3. Invoice we will generate: Invoice select project service other, project name, date, due date, date format, bill to, customer address, invoice currency, final payment, Discount, Tax, Notes, & Terms and condition
4. we can view, edit and delete invoice.
5. we can search invoice as well by name.
6. we Can download invoice as PDF and send it to client.

Benifits:
1. If a client asks for a invoice in future, you can view & share the invoice.
2. you can check unbilled record or unpaid records.
3. you can calculate total sales , pending payment , cash in hand & total earning.
4. this will help you to know about financially progress of company monthly basis.
5. If a client asks you how much you did for his project last time and you don’t remember, you can check from here and inform the client.

Income-

How much revenue is your company generating? When is it coming? on what basis? There are 2 more key features.

  • records we will manage: Payment Method, Amount, Description, Payment for, Date, Add Invoice, Payment To
  • We can also search records based on payment method, search term, from date, to date, cost minimum, cost maximum, currency any of these.
  • we can search income as well by name.
  • we can view, edit and delete Income.

Benefits:
1. we can calculate total income of company. It will help in getting to know total profit.
2. This will also help you in tracking payment record so u dont miss any payment or forget.

Expences-

The best part of any company is the one which helps in the growth of the company. Which you can see here how much spent in company..

  • record we will manage: payment method, Amount, Description, Payment for, Date, Payment By, Bill
  • We can also search records based on payment method, search term, from date, to date, cost minimum, cost maximum, currency any of these.
  • we can search expences as well by name.
  • we can view, edit and delete Expences.

Benifits :

  1. we can see who has brought which item and how much it is worth.
  2. We can also see how much has been spent in the office in a month and who has spent how much.
  3. It will help in save money in future. where we have spent money . was it worth to spent or not we can calculate.

3.Operation-
Operation is best part of any company which help in growth of the company. we have added 2 major feature for operation team which help them to manage project & service.

Project

  • We can add projects to the project, if there is any new project bring in the company then we will add it to the project. Project Title, Select Client, Start Date, Due Date, Total Cost, USD, Document, Website URL, Comment, Add employee
  • We can also search records based on client name, project name, status, date from, date to, cost min:, cost max: currency any of these.
  • We can search projetc as well by name of project , name of client.
  • We can view, edit and delete project.
  • you can check status of Your projects. it can be in progress , complete , failed , pending etc…
  • we can check project basis invoices.
  • we can add task in bulk and assign the task as well to employees.
  • you can mark urgent to task as well you can mark task as complete.
  • you can track total time given by employee for any specific task and project.
  • we can track project status as well employees who are handling it from anywhere in the world.
  • you can assign project or task from anywhere.
  • you can track which employee working on which task or project from anywhere.

Benifits:

  1. It will save time of team leader as well give him some extra feathers.
  2. sales team will get informed on time about to get new projects.
  3. can track actual time spent for any task or project in that case we can calculate total cost or effort for giving proper qoute in future.

Service-

The best part of any company is the one which helps in the growth of the company. We have added 1 key features for the service team that helps them add service.

  • We can add service to the service, if there is any new service bring in the company then we will add it to the service. Select Client, Service, Date, Type, Due date, Price, comment, Add employee
  • We can also search records based on client name, project name, status, date from, date to, cost min:, cost max: currency any of these.
  • We can search services as well by name of project , name of client.
  • We can view, edit and delete services.
  • we can check services basis invoices.
  • we can add task in bulk and assign the task as well to employees.
  • you can mark urgent to task as well you can mark task as complete.
  • you can track total time given by employee for any specific task and services.
  • we can track services status as well employees who are handling it from anywhere in the world.
  • you can assign services or task from anywhere.
  • you can track which employee working on which task or services from anywhere.

Benifits:

  1. It will save time of team leader as well give him some extra feathers.
  2. sales team will get informed on time about to get new services .
  3. can track actual time spent for any task or services in that case we can calculate total cost or effort for giving proper qoute in future.
  4. You will know whose service is to be given and for how long.
  5. You can inform from here whose service date is about to end.

4.Managment / Admin 
management / admin is the best part of any company which helps in the growth of the company. We have added 4 key features for management and admin team which helps them to company management.

Credentials-
1. You can save company passwords, employee email ID and passwords, and client cPanel passwords. We have added 1 main feature to add credentials
2. Add Credentials: We can add Credentials to the Credentials for-C panel/FTP/Gmail/DataBase, URL, HOST, Email, User, Password
3. We can search credentials as well by user
4. We can edit And delete credentials

Benefits:
1. If you have forgotten C Panel password or email ID password of any client then you can check it from here.

 

Salary Slips- We have added 2 key features for salary slips which helps them to add salary slips.

  • We will generate salary slips: Select Employee, Period, Mode, Reference, Date, Payment By, Earning-add item, Deductions-Add item.
  • We can also search records based on Employee, Date From, Date To, Salary Min:, Salary Max: any of these.
  • We can search salary slips as well by name
  • We can edit and delete salary slip as well download it.

 

Benefits:
1. You can generate salary slips for your employees

2. You can pay salary according to which employee has taken leave for how many days and has come to office.

 

Employees- We have added 1 key features for Employee which helps them to add Employee.

  • When new employee comes to the company we can add employee we will do Name, Designation, Email, Joining Date, Phone, Create Password, Date of Birth, Address, Mark As Admin, Salary, And Add item
  • We can search employee as well by name
  • We can view, edit And delete employee

Benefits:
1. From here you can see how much salary is to be paid to which employee.
2. What work are you doing?
3. And you can also see which employee has come, who has not come and who has marked attendance and who has not.

 

Offer Letters- The best part of any company is the one which helps in the company. We have added 2 key features for offer letters which helps them in adding offer letters.

  • we can add offer letters we will do. Select Employee, Offer Letters
  • we can search offer letters as well by name
  • we can edit And delete offer letters
  • can download offer letters

Benifits :
When an employee is resigning from the company, you can give him offer letters immediately.

 

Chat- There is a chat icon in the ongoing project from which you can chat with the company team and client. It will help to protect your client privacy as well client records.

My Inbox- All chat which we do in the manager will be visible in My inbox.