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Documentation

Let's make your business more productive!

Getting Started

  1. 1.
    Client Dashboard 
  2. 2.
    Getting Started: A Quick Guide
  3. 3.
    Main Dashboard
  4. 4.
    Project Dashboard 
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Leads

  1. 1.
    Lead Agent Setting
  2. 2.
    Leads Feature Introduction
  3. 3.
    Lead Feature Introduction
  4. 4.
    Add New Lead
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Customer

  1. 1.
    Give Access to Client Account
  2. 2.
    Message feature
  3. 3.
    GDPR General Setting
  4. 4.
    Client Dashboard 
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Projects & Tasks

  1. 1.
    Message feature
  2. 2.
    Task Reminder
  3. 3.
    Events Feature
  4. 4.
    Task Kanban Board
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Finance & Billing

  1. 1.
    Add Recurring Expense
  2. 2.
    Credit Note Feature
  3. 3.
    Product Feature
  4. 4.
    Add New Product
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Customer Support

  1. 1.
    Ticket Form Feature
  2. 2.
    Ticketing Feature
  3. 3.
    Create a Ticket
  4. 4.
    Give Access to Client Account
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Event & Planning

  1. 1.
    Client Dashboard 
  2. 2.
    Getting Started: A Quick Guide
  3. 3.
    Main Dashboard
  4. 4.
    Project Dashboard 
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Reports

  1. 1.
    Attendance Report
  2. 2.
    Leave Report
  3. 3.
    Income vs Expense Report
  4. 4.
    Finance Report
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Global Settings

  1. 1.
    Currency Setting
  2. 2.
    Project Setting
  3. 3.
    Theme Setting
  4. 4.
    Attendance Setting
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Human Resources (HR)

  1. 1.
    Designation
  2. 2.
    HR Department
  3. 3.
    Time log Feature
  4. 4.
    Notice board
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API

  1. 1.
    Online Payment PayFast Setting
  2. 2.
    Google Calendar setting
  3. 3.
    Slack Setting
  4. 4.
    Pusher Notification Setting
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Manage Subscription

  1. 1.
    My Billing
  2. 2.
    Upgrade / Downgrade your plan
  3. 3.
    Deactivate your account
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Features.

Customer Relationship Management
Human Resources
Project & Task Management
Customer Service & Support
Reports & Analytics
Finance & Billing Management

Help & Community

Onboarding
Documentation
Forum
FAQs
Blog

Who we are

About
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GDPR

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