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Contact Management |
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Manage your Contacts with whom you do business. Contacts can be Individuals, Companies, your Team Members, Employees or any other Personal Contacts. Contacts can be added, searched and printed. |
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Time Scheduling |
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Schedule various types of activities like Appointments and set Reminders on Appointments. You can view the Calendar on a daily, weekly and monthly basis and print the same. Enables you to schedule your planned activities. |
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Leads Management |
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Bids / Leads are quotations or proposals that you place on freelance project websites or that you present to your prospective clients. You can Record bids placed and Search Bids Leads. Enables you to keep track of your Project procurement process. |
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Project Management |
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Create Project Type / Category Masters, Create Tasks associated with Projects, search tasks and Generate Gantt Charts on Projects and Tasks. |
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Billing & Expense Management |
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Raise Invoices for Payments on Projects and Tasks, search Invoices and Generate Receipts on received Payments. Record Expenses incurred on Projects and other general Expenses. Expenses that are non-billable and those that are billable (payable by clients) can be tracked separately. |
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Documents Management |
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You can store and retrieve your digital Documents in a central repository, allowing quick access to your Documents. You can also organize and search for your websites and online resources. You can create and attach Notes to Contacts, Appointments, Projects and Tasks. Notes can be searched and printed. Enables you to quickly add extra information to various activities. |
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Subscription Management |
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Organize and keep track of web resources, login information, subscription payments, passwords and expiry dates. Also keep track of your favorite web resources. |
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Customer Service Management |
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Record Bugs / Defects arising out of projects, and address them based upon their priority status, Record Project Installation details for timely generation of invoices, efficiently manage Project Change Requests from customers, and strategically handle New Requirements on existing work proposed by customers. |
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Utilities |
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You can change application settings to suit your requirements, pre-define working days, hours and holidays. Backup / Restore database, compact and repair database and change system passwords. |
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