Project Management Software

SalesFundaa Project Management Software has the capacity to help plan, organize, and manage resource tools and develop resource estimates. Its easy to use interface yet sophisticated design , can manage estimation and planning, scheduling, cost control and budget management as well as resource allocation.

SalesFundaa Software helps to deliver on a single goal: saving you time and increasing productivity. The SalesFundaa Software also provides more specialized tools for managing tasks and team member roles.These features help you stay up to date with the parts of the project you’re responsible for and the obstacles or resources that may affect your work.

Project Management allows enterprise to compute two key essentials-

Estimates to:

1.“How much will it cost to execute a project ?” and also

2.“How long will it take to complete a project?”

It allows you to monitor the progress of your projects as you move from intial to middle and then to the final stage. Since it is an executional level software it allows to records changes that may occur during the progress of a project and retain the old parameters wherever necessary.

Key Modules of Project Management Software

ORGANIZATION MANAGEMENT

  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Communication History
  • Reminder & Appoinment
  • Bulk Assign
  • Multiple Branches

CONTACT MANAGEMENT

  • Contact
  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Auto Birthday & Anniversary wishes
  • Reminder & Appoinment

ENQUIRY MANAGEMENT

  • Enquiry
  • Communication history
  • Track stages of enquiry & lost reasons
  • Reminder & Appoinment
  • Aging Report

QUOTATION MANAGEMENT

  • Seamlessly generates price quote
  • Link quotes to organizations & contacts
  • Convert quotation to invoice
  • Download or send in PDF format
  • Track stage & customized design
  • Aging Report

PROFORMA INVOICE

  • Proforma Invoice
  • Convert to Tax Invoice, Sales Order & Chalan
  • Status

TAX INVOICE MANAGEMENT

  • GST inbuilt
  • Generate Invoice
  • Get Overdue Alerts
  • Download or send in PDF format
  • Track stage & customize design

SALES ORDER MANAGEMENT

  • Convert invoice to sales order
  • Download or send in PDF format
  • Track stage & customize design

DELIVERY CHALLAN

  • Generate Delivery Challan
  • Challan Status
  • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

WORK ORDER MANAGEMENT

  • Create New Work Order
  • View Work Order List
  • Edit/Delete Work Order
  • Work Order Status

PURCHASE MANAGEMENT

  • Indent
  • Vendor Classification
  • Vendor History
  • Purchase Order
  • Purchase Bill

ASSETS MANAGEMENT

  • Asset List
  • Asset in Warranty with Service Record
  • Asset in Maintenance with Service Record
  • Asset Insurance Record
  • Asset History
  • Valuation

PAYROLL MANAGEMENT

  • Attendance Tracking
  • Leaves Management
  • Income Tax & Deductions
  • Allowance & Expense
  • Generate Pay Slip

TASK MANAGEMENT

  • Manage Multiple Tasks
  • Assign Tasks
  • Task Deadlines
  • Better Task Outcomes
  • Reminder

ACCOUNTS MANAGEMENT

  • GST Return
  • Debit & Credit Note
  • Manage Expenses
  • Cash Book & Price Book

EMPLOYEE MANAGEMENT

  • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
  • Add a New Employee
  • Manage Employee List
  • Manage Employee Group
  • Manage Employee Shift

COMPLAINT MANAGEMENT

  • Complaint Status
  • Communication history with customer
  • Customer portal login
  • Customer can open & close complaint
  • FAQ
  • Complaint Assign & Visit

PROJECT MANAGEMENT

  • Manage Multiple Projects
  • Better Project Outcomes
  • Manage Project Deadlines
  • Request Approve Stock
  • Task
  • Expense
  • Work Order, Invoice, and Delivery Challan

DOCUMENT MANAGEMENT

  • Document Library
  • 50 GB Storage Limit
  • User-defined Access Control

INVENTORY

  • Inward
  • Outward
  • Inventory transfer
  • GRN
  • Inventory Status
  • Multi Inventory Location

CUSTOMER PORTAL

  • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services

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