- Manage customers and leads
- Track client projects, invoices, and proposals/estimates
- Add company employees, track attendance and manage leaves
- Create contracts with clients with e-signatures
- Create projects, add project members, and track progress, expenses, earnings, timelogs, tasks, and milestones
- Use a Kanban taskboard to visualize work and tasks
- Use a project gantt chart to plan the project schedule
- Convert invoices to credit notes that can be redeemed
- Create products that can be used in invoices and purchased by clients
- Raise tickets by employees and clients, assigned to ticket agents for resolution
- Internal chat feature in the messages section
- Integrate with Slack, Pusher, and One Signal for real-time notifications
- Theme settings to reflect your brand
- Receive payments via PayPal, Stripe, payfast, flutterwave, mollie and Razorpay gateways
- Create custom roles with custom permissions for employees
- Various reports for tasks, timelogs, finance, attendance, and leaves
- Tons of other configurable options.
HRM, CRM and Project Management With Accounting
41,175.00৳
HRM, CRM and Project Management With Accounting aspires to be your one-stop business solution to handle and automate business tasks and save your time so that you give more time to core business decisions.
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Projects, Sales, Clients, Team With CRM And Many More
57,442.00৳Projects, Sales, Clients, Team With CRM And Many More is fast and easy to use. All UI designed to give you a quick navigation. You can download the full source code and install on your server. Customize it to meet your unique requirements. This is using the latest version of codeigniter 4. We are confident that will exceed your expectations and help you achieve your goals.
Features Overview
Projects
Projects, Sales, Clients, Team With CRM And Many More simplifies project management, streamlining your workflow for greater efficiency. With us, you can effortlessly oversee various team members’ tasks, accurately record time spent on each assignment, and generate comprehensive timesheets. Effortlessly invoice your clients and easily receive online payments for your projects.
Auto-calculated project progress to stay on top of your goals. Create and manage milestones to ensure timely project completion.
Engage in collaborative discussions with your team and gather valuable client feedback. Keep a keen eye on expenses with expense tracking feature, making project management smoother than ever before.
Tasks
Enhance your task management experience by incorporating a range of powerful features:
Flexible task management: Manage tasks effortlessly using both list view and the intuitive Kanban view, allowing for drag-and-drop functionality. Add tasks in your projects or link with other features.
Team collaboration: Assign tasks to team members and extend your collaboration efforts by including multiple contributors.
Deadline management: Stay on top of your project’s timeline with the ability to set clear deadlines.
Status tracking: Monitor the progress of your tasks and projects through status updates and detailed activity logs.
Commenting and file attachments: Foster effective communication among team members with the option to comment on tasks and attach essential files.
Mention and notification system: Keep everyone in the loop by mentioning specific users in comments and receiving instant notifications for updates.
Priority highlighting: Pin important comments to ensure crucial information is easily accessible.
Version control integration: Seamlessly track code commits from platforms like GitHub or Bitbucket, simplifying your software development tasks.
Sub-tasks and dependencies: Break down complex tasks into smaller, manageable sub-tasks and establish task dependencies for structured project planning.
Checklist support: Enhance task details by incorporating checklists for comprehensive task management.
Comprehensive time tracking: Easily access and review time logs recorded by various team members for each task. Plus, effortlessly share these time logs with your clients to maintain transparency and ensure accurate billing.
Personalized reminders: Take control of your schedule by setting individual reminders for various tasks. Never miss an important follow-up or deadline, ensuring a proactive and organized approach to your work.
Clone tasks: Duplicate tasks with a simple click to swiftly generate new, similar tasks.
Recurring tasks: Automate recurring tasks using a cron job scheduler. If you find yourself tackling the same type of tasks at regular intervals, our system allows you to establish recurring tasks. Customize the time duration for each recurrence, ensuring tasks are created precisely when needed.
Smart filters: Craft custom filters that align with your unique needs and preferences, then conveniently bookmark them for one-click access. The system remembers your last selected filter, ensuring a seamless user experience. Filter and focus on the tasks that matter most, streamlining your workflow for optimal productivity.
Timesheets
Gain valuable insights into your team’s time allocation across various projects and tasks. Easily filter timesheets by team members, projects, and clients. Customize timesheet sharing with clients on a per-project basis, allowing you to enable or disable this feature as needed.
Project milestones and Gantt chart
Enhance your project planning with the inclusion of project milestones. Within these milestones, you can break down tasks for a comprehensive day-to-day overview of your project’s progress. Gain a clear and intuitive visualization of your project’s completion timeline through the use of a Gantt chart.
Clients
Effortlessly handle your customers and their contacts. Register customers, add them manually, or import from Excel. Access comprehensive details on projects, tasks, invoices, payments, estimates, orders, contract details, proposals, tickets, notes, files, events, expenses, and more. Simplify monitoring by categorizing customers with client groups and labels.
Client portal
Empower your clients with the client portal, where each one enjoys a personalized dashboard to view their projects, invoices, proposals, orders, tickets, and more. Your clients can seamlessly track project progress and provide instant feedback. Customize permissions to control client access, ensuring they can communicate with authorized team members exclusively.
Invoices
Create polished, visually appealing invoices, complete with file attachments, and seamlessly deliver them to your clients, including the PDF invoice file. Get a CC copy of the sent invoices. Clients can conveniently make payments, whether or not they have a it account.
Customize invoices with various currencies to accommodate diverse clients and handle both tax and non-taxable items effortlessly.
Gain insight into your financials with an intuitive invoice summary report, offering a comprehensive overview by year, month, or customer.
Credit notes
Generate credit notes for any adjustments or amendments to your previously issued invoices.
Recurring invoices
Set up automated recurring invoices, ensuring timely billing and delivery to your customers at predefined intervals. Save your valuable time by automating the invoicing process, effortlessly sending invoices to your clients.
Online payments
Accept payments in various currencies while ensuring your customers receive automated payment notifications and have their invoices promptly marked as paid. It offers versatile online payment options through Stripe, PayPal, and Paytm, with the flexibility to enable or disable partial payments based on your needs.
Subscriptions
Accelerate your billing process with Stripe subscriptions through it. Easily generate Stripe subscriptions and share them with your customers. Once they accept, payments will be automatically processed according to the subscription period. It will generate invoices seamlessly for the subscriptions.
We support both internal app subscriptions and Stripe subscriptions.If you don’t use the Stripe subscriptions, you can still use the internal app subscriptions.
Estimates
Effortlessly generate estimates and share them with your customers. Once they approve, you can convert the estimate into an invoice. Your clients can access estimates without needing to log in. Enhance client communication through the estimate comments to facilitate more effective negotiations. Additionally, optimize your follow-up process by setting timely reminders.
Estimate requests
Generate forms with tailored, predefined questions and enable your clients to submit these forms for more accurate estimations. This can help you secure additional projects and increase sales.
Proposals
Craft visually stunning proposals that leave a lasting impression on your clients. Stay informed with real-time notifications for important proposal events.
Online store and orders
Enable the online store for both your clients and visitors, allowing users to browse and place orders for items in the store. This facilitates the effortless sale of your services.
Support tickets
Empower your clients to initiate support tickets and receive timely notifications via web and email. It seamlessly auto-generates tickets from customer emails, facilitating efficient issue tracking and resolution. Allow customer engagement even without a login.
Assign tickets to team members and respond to comments with attachments for comprehensive support. Insert predefined templates for quick reply, refer knowledge base links, add internal notes.
Utilize visual ticket chart reports to enhance your follow-up process and gain a clearer understanding of your ticket management.
Knowledge base
By creating a comprehensive knowledge base, you provide your clients with the tools they need to resolve their issues efficiently, ultimately improving their support experience.
Develop informative knowledge base articles for your clients, empowering them to find solutions to their inquiries independently.
Organize articles into distinct categories, making it easier for customers to pinpoint the information they need, thereby reducing the need for direct support.
Chat and Messages
With us, you can engage in both chat and messaging with your clients and team members, all within a unified platform. Simplify communication and enhance collaboration for improved teamwork.
Contracts
Forge strong client contracts for your projects and other engagements, maintaining a steadfast commitment to trustworthy and transparent work.
The contracts serve as a foundation for reliable and transparent collaboration. By meticulously detailing expectations, deliverables, and terms, you build trust with your clients, setting the stage for a successful and open working relationship.
E-signing
Clients can effortlessly e-sign their contracts, proposals, and estimates during the acceptance process, enhancing transparency in your work with your clients.
Leads
Easily add and track leads, organizing them intuitively through drag-and-drop in kanban view. Import leads via Excel or auto-collect from external websites. Enhance lead details with notes, files, events, and the ability to send proposals, estimates, and contracts.Smoothly convert leads into clients to streamline your business processes.
Expenses
Efficiently manage your expenses with comprehensive tracking, including detailed project and team member cost insights. Analyze expenses across various categories and compare income versus expenditures effortlessly. Visualize your income and expenses through easy-to-read charts across different time periods. Plus, simplify your workflow by setting up recurring expenses for automated fixed expenses.
Events calendar
Manage your personal events or collaborate by sharing them with your team members and clients. Gain visibility into your project and tasks within the event calendar and receive on-screen event notifications to stay prepared before the event begins.
Seamlessly integrate with Google Calendar for synchronization and keep track of upcoming events conveniently from your dashboard. Create recurring events to easily maintain specific events after a certain time period.
Custom dashboards
Recognizing that everyone has unique needs and preferences, we provides top-notch dashboard management that offers a user-friendly setup for creating stunning widgets through simple drag-and-drop actions. You can craft multiple dashboards, and the system will intelligently remember your last visited dashboard for your convenience on your subsequent visit.
Additionally, you have the flexibility to create a default dashboard for all team members, and individuals can also add their personal dashboards to cater to their specific requirements.
Personal todo list
Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team member and client can add their personal todo list.
Notes
In this, you can create personal notes to consolidate vital information in one central location. Collaboratively share these notes with project members to ensure critical information is readily accessible to the team.
Reminders
Establish reminders with varying contexts to facilitate more effective follow-ups. Ensure you never overlook important tasks and remain consistently informed and up-to-date.
Custom fields
Enhance flexibility by adding custom fields to clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses, estimates, contracts, proposals, orders, timesheets, project files, and subscriptions, tailoring your information storage to your specific needs.
Efficiently manage access permissions by assigning different privileges to various fields. Organize field placement effortlessly through a drag-and-drop interface for maximum customization.
Custom left menu
Tailor your experience by easily reorganizing the left menu according to your preferences through a simple drag-and-drop feature. Customize the global left menu to suit the unique needs of either your team members or clients, granting flexibility in navigation. Users have the freedom to personalize their individual left menus for a truly tailored user interface.
Change theme
There are a variety of predefined theme colors at your fingertips, just a single click away. And if you prefer a darker aesthetic, we offer a dark theme as well. For those looking to align the design perfectly with their brand, you can also harness the power of custom CSS for further customization.
Email templates
Customize your email templates to align seamlessly with your brand, delivering an enhanced and cohesive experience to your clients. We offer the option to incorporate templates in multiple languages, ensuring effective communication with a diverse audience.
Teams
Create different teams and add your team members. Seamlessly distribute events and notifications to designated teams. Customize permissions for each team according to your specific needs.
Leave and Attendance
Effortlessly oversee your team members’ leave applications and time cards. Receive instant notifications regarding leave requests and make efficient decisions to approve or reject them. Team members can easily clock in and out to record their daily work hours.
Roles and permissions
Take full control over the access permissions of your team members. Tailor roles and permissions to each team member, granting you the ability to manage their visibility and creation privileges in various contexts.
Internal wiki
Establish an internal wiki to enhance team knowledge and information sharing. Create an exclusive internal knowledge base for your team members, offering a repository of articles covering various rules and essential information.
Announcements
Share essential messages and updates with your clients and team members to keep everyone informed about upcoming events, holidays, and celebrations.
Timeline
Team members have the opportunity to share their ideas and knowledge with colleagues, and this can contribute to improving their knowledge base and fostering productive learning.
Reports
Easily access a variety of insightful reports to gain a comprehensive overview of your business operations. With sales summary reports presented in both list and chart views.
You can efficiently assess income and expenses across different time periods. Dive into timesheets to track the efforts of individual team members, projects, and clients. Additionally, explore team members’ project summaries, review the total number of projects per client, and analyze total timelog hours.
For a deeper understanding of your business performance, compare lead conversion rates from different sources and team members, while also tracking daily progress throughout the month. Monitor ticket openings and closures through time period-specific charts, ensuring you stay well-informed about all aspects of your operations.
Notifications
Managing notifications has never been more straightforward. Take charge of all your notifications and determine who receives specific alerts. Enable notifications for web, email, and Slack to stay up to date.
GDPR
Enable GDPR to comply with General Data Protection Regulation.
Multilingual
It is designed to be multilingual, offering both default languages and the flexibility to add your own. It also provides support for RTL layout.
Responsive
It is fully responsive, enabling you to access it effortlessly from your mobile devices and offering a user-friendly experience.
Google Drive
Integrate with the Google Drive, ensuring that all uploaded files are stored on Google Drive rather than consuming your server space.
Google reCaptcha
Enhance your security measures by adding an additional layer of protection to thwart unwanted login and sign-up attempts. Easily fortify your system by seamlessly integrating Google reCaptcha.
Push notifications
Activate browser push notifications by integrating with Pusher. Receive instant notifications for various actions, keeping you up-to-date in real-time.
Pages
Incorporate custom pages to display supplementary information. Designate any custom page as your landing page for a tailored user experience.
File manager
It’s never been simpler to manage files. Organize your files easily by creating custom folders. Set different permissions and share them with your team members. Available in the client portal as well.
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Project and Task Management Tool With Advanced Features (SaaS)
45,770.00৳What to expect from Project and Task Management Tool With Advanced Features (SaaS)
- An effective dashboard to understand various aspects of tasks and projects
- Access to tools in multiple languages
- Feasibility in finding tasks with a search tab on the top
- Task management through kanban drag and drop
- Management of expense and timesheet of projects
- Various options for task details like a checklist, add a favorite, attachment, multi-user, etc.
- Multiple user allowance for convenience with different module permission
- Dark mode feature that is adaptive to DPI screens
- A lot of project settings options
- Email templates to send prompt Emails immediately
- Added GDPR Cookie to make the next visit easier and more useful
- Contract Module for Digital Signature
- Project Report Module
- Image Uploaded Preview
- reCaptcha in Login & Reset Password Page
- Duplicate Project Module
- Google Calendar for Events
- Import/Export in Excel in Project, Member, Invoice
- Themes Color Setting, and Dark Layout under Theme Customizer
- Email Verification Security in the User Registration
- Owner can send plan request & Admin can accept or reject plan request (Manually Payment Gateway)
- Attractive charts and reports
- Add your Client and User of Project
- Task Grid View
- Added Task wise Time tracking
- Desktop Application to Track Project Activities/Hours
- The owner can send a plan request & the admin can accept or reject the plan request
- Display, the Users last login time in the member list
- Send and Receive Invoice with the help of QR Codes
- Slack Integration
- Zoom Integration
- Telegram Integration
- Default Language option
- A user-friendly RTL experience for customers using Arabic, Hebrew, and Urdu-like languages
- Any of the plans’ payments can be done using 10 diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall, toyyibPay, PayFast, SSPay, Iyzipay, PayTabs, Benefit, Cashfree, aamarPay, Yookassa, Midtrans, and Xendit.
- Stripe will have Recurring and One-Time purchase options on the upgrade plan
- Built with Laravel 10
Salient Features of Project and Task Management Tool With Advanced Features (SaaS)
Create Plans and Make Payment – a special SaaS Feature
With a Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. You can allow a maximum number of users and projects. Make payments using various payment gateways. The plan would be disabled if not renewed after its expiry.
Efficient Dashboard
It offers a versatile dashboard that allows you to keep a tab on Total projects, tasks, expenses, and users. It also offers a graphical representation of a task overview and time sheet for an ongoing week. You can check the project status of various projects and also maintain a to-do list. You also get to manage your top due projects and tasks on the dashboard through a simple click which would redirect you to the detailed page.
Project Management
The project tab allows you to view your projects in the grid and list view. It allows you to filter the projects through different options. The flagged option allows you to search for projects based on their status. Also allows you to invite members to different projects.
Project Features
You get detailed information about each project on selecting it. You get access to brief synopsis through the statistical display of tasks achieved, expenses, days left, open tasks, milestones achieved, assigned users, allocated hours, and time spent. In short every detail of a project. You can add new users and manage their permissions. The view tab on milestones allows you to view, edit and delete milestone details. You can download the files that were added for tasks and view the activity log of the particular project.
Gantt chart feature in project details
A chart is always one of the strong representations of data we have. Here, Gantt Chart shows the status of the tasks on a quarter-day, half-day, daily, weekly, and monthly basis.
Task & its timely Management
The kanban board for tasks allows you to drop and drag them according to their status of completion. You can add and view comments, attachments, and checklists for each task. You can add a new task by assigning names, estimated hours, users, and dates to it. You can select the milestone and priority for each task that would allow you to manage your timeline with ease.
Timesheet
You can manage the time sheet of each project by adding task-wise. This would ensure project completion on time and you get to know which users have worked how much time on each task.
Desktop Application for Tracking Project Hours
You can track the time spent while working on any given project and its task by starting a timer. In addition, you can customize the settings for generating automatic screenshots of the tracker running within a particular time gap. You can set a minimum of 1 minute for the time gap between screenshots. Also, you can check the screenshots and delete the unnecessary and inappropriate ones if needed.
Expenses
Keep a tab on project expenses by adding attachments for each expense.
Project Settings
Basic settings allow you to assign project names, descriptions, and dates. You can upload project images and change the status of projects for your ease. You can also manage project and task progress through manual entry. Additional settings allow you to assign budgets, hours, and tags. You can add your currency symbol for budget estimation. The Task stage allows you to add and remove task stages. Manage various project notifications through simple settings.
Task List
You can search for tasks through available alternatives. You can also filter the tasks based on their priority and due date. Each task would take you to a kanban board where you can manage them through the drag-and-drop option.
User Overview
You get a detailed insight into users’ timesheets, tasks, skills, projects, attachments, due tasks, and social media details under a single page. A graphical visual of the timesheet of each user can be accessed with ease.
Calendar
The calendar would give you an overview of tasks sorted based on their priorities and due dates.
Slack Integration
Receiving instant notifications of the company’s activities is one of the most painless ways to keep a tap on them. With the help of Slack Integration, you can get insight into the major actions through the specific channels and when they are performed. It also helps you to schedule the messages for future dates. Rectifying mistakes is also not burdensome.
Zoom Integration
Virtual meetings are no new to us. The Zoom Integration provides a platform where you can create a zoom meeting after giving inputs of asked details like; Client, User(s), Meeting Time, and Duration, and it generates a link through which people can join the meeting. You can create, View, Start, and Delete meetings with ease.
Along with that, the zoom meeting created will be synced with the calendar which will show the meeting details, as well as which are people joining the meeting and at what time. This calendar syncing feature helps to schedule meetings accordingly.Telegram Integration
Hassle-free and instant message is one of the absolute ways to stay in tune and connected with projects and activities of the projects. With the Telegram Integration, you can get the notification of the actions performed regarding anything which interests you. Staying in tune with the performing jobs is smooth with this feature.
Chat Module
Direct Communication is an important aspect of any business. The easy-to-access and use Chat Module provided in it, helps you to be in direct and constant touch with subordinates and superiors.
My Profile Overview
You get your profile overview just like that of users. Detailed information about timesheets, tasks, due dates, projects, and social media details. Manage your profile by filling in essential and basic information through basic settings. You also get to manage your security through a simple click.
Added GDPR Cookie to make the next visit easier and more useful
The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission. Because the initial log-in process will be skipped and the user will be taken directly to the landing page, this will save time.
Dark Mode
Manage the visual of this tool through an inbuilt light and dark mode alternative. It is perfectly adaptive to both regular and high DPI screens.
Admin Setting
This task management tool is available in multiple languages making it feasible for a large proportion of people. 4 different email templates are readily available to use in the language of your choice. Send Emails instantly with these instant templates. Manage the basic settings by selecting a logo, title texts, and footer settings. Also, manage the mailer settings through easy steps.
Webhook
Seamlessly connect and enhance modules with a simple setup, streamlining data exchange and boosting platform capabilities.
AI Integration
AI Integration is an advanced software program that employs artificial intelligence to perform tasks, enhancing productivity.
Client Panel
Super Admin Panel
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Project Management, Finance With CRM Tool
43,700.00৳Project Management, Finance With CRM Tool. Your search ends here.
WHY LET US EXPLAIN YOU HERE?
Task Hub is a lightweight & super fast One Stop Solution for your Project Management, Finance With CRM Tool, Company’s Accounts, or Finance Management, Customer’s data management tool which provides it’s project managers (PMs), Team Members, HRs, and Clients to collaborate and meet goals on time while managing resources and cost-efficiently.
It offers you an all in one feature where you can do projects management, task distribution, project/task progress tracking, sharing of the same dashboard with clients for project’s and task’s progress tracking and data sharing, create and manage estimates & invoices, keep track of expenses and payments, Personalized notifications, Announcements, Calendar of Events, realtime chat among team members, manage Leave Requests of team members, resource planning, team/organization collaborations, and many more features with one simple Project Management Software. Explore our demo to check how does everything looks like & work and to find out more details on the features and functionalities proceed below to know more.
It offers you an all in one feature where you can do projects management, task distribution, project/task progress tracking, sharing of the same dashboard with clients for project’s and task’s progress tracking and data sharing, create and manage estimates & invoices, keep track of expenses and payments, Personalised notifications, Announcements, Calendar of Events, realtime chat among team members, manage Leave Requests of team members, resource planning, team/organization collaborations, and many more features with one simple Project Management Software.
Apart from all these it offers some exceptional features like RTL layout for the whole website for languages like Arabic, Aramaic, Azeri, Hebrew, Persian/Farsi, Urdu etc., Languages
Project Management, Finance With CRM Tool also offers some unique and best customization features like Setting up of Custom Fonts, Managing Store Currency, Timezone Settings, Logo Settings, Email Settings and more.,
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Customer Relation, Projects, HRM and Finance Management System
54,625.00৳Core Features
- CRM Management System
- Clients Management
- Projects Management
- Tasks Management
- Sales Management
- Leads Management
- HR Management System
- Employees/Users & Roles Permission
- Attendance Management
- Leave Management
- Payroll Management
- Performance Management
- Meeting/Appointment Management
- Finance Management System
- Account Management
- Invoice Management
- Expense Management
- Transaction Management
- Payment Management
- Reports
- Employee Reports
- Attendance Reports
- Leave Reports
- Payroll Reports
- Project Reports
- Task Reports
- Lead Reports
- Client Reports
- Account Reports
- Invoice Reports
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