HELP & DOCUMENTATION
Having some doubts? Check frequently asked questions for Ultimate Project Manager CRM PRO.
Read the documentation and get to known Ultimate Project Manager CRM PRO.
Overview of open projects, open invoices, tasks, events…
Upload any kind of file to projects and let your client comment them.
Every agent can track his time spent on tasks and every task has a dedicated time sheet. Every task has it’s own time sheet.
A lead represents any person or organisation that a company might have the potential to do business with
Create Good Looking Proposal to impress your Client with set Reminder.
Track all your expenses and re-bill them if needed.
Manage Department and Designation with create create menu permission for the designation.
Track posted job and track application for interview, Can-cell, Reject And hire employee
Manage and track every month performance of the employee according to his designation.
Publish announcements/notice to your team members and clients.
Use the integrated quotation request builder to create your own forms.
To Track Employee Clock In/Out,Leave,Holiday to restrict the employee.
Free system updates can be installed with just two clicks.
Create and manage all your company events so you won’t lose the focus on busy days.
Create and manage all your projects so you won’t loose the focus on busy days.
You can manage your all project bugs and assign the employee to fix this bugs.
Full invoicing system including subscriptions with recurring invoices and more.
Let your clients to create support tickets and get notification by web and emails. Assign team members to tickets and track the status.
A deposit is the act of placing cash (or cash equivalents) with some entity, most commonly with a financial institution such as a bank.
Easily manage your stock with all the details you need.
To pay monthly and hourly payment to with overtime,advance salary,provident found and award.
Manage your team members leave applications. To track annually, sick leave, casual leave
Use Goal Tracker Feature to keep Sales, Income, Expense, Target in Minde.
Send end receive messages to and from your clients or team members.
Manage Monthly and hourly Salary Template to make Payment .
Full language support with dedicated language files.
Through this mailbox, you will be able to send mail all user and clients.
Track the time you have spent on a project and use it for your invoicing.
You can manage current and future project opportunity in this application.
Sent estimates to your clients and let them accept or decline them directly in the interface.
Create Knowledge Base article and organise them in group.help your customer and build Trust.
Easily manage your clients with all the details you need.
Log time cards of your team members. You can set IP restrictions for time cards access.
Receive payments from PayPal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.
Manage employee training with cost of the training and track the status of the training
Generate Reports and have clear view of everything. Keep Track or Income Vs Expense, Sales, Client and Many more.
To manage employee/client, admin and to see banks, time card, overtime, provident found, timeline etc
One click database backup and Restore point.
Very easy installation, no programming skills required.
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