Techacrm

Techacrm Web Application Features

Dashboard

Graphical Representation of Incoming Lead Trend

Graphical Representation Source of Leads

Graphical Representation Team Performance

Graphical Representation Status of Leads

Search the Leads

Dashboard

Techasoft Lead

Lead Type

Techasoft Lead

Lead Type

Create the Lead Type

Edit the Lead Type

Delete the Lead Type

Lead Source

Create the Lead Source

Edit the Lead Source

Delete the Lead Source

Lead Source

Techasoft Lead

Lead Status

Techasoft Lead

Lead Status

Create the Lead Status

Select Lead Status Color

Edit the Lead Status

Delete the Lead Status

Lead Sub Status

Create the Lead Sub Status

Edit the Lead Sub Status

Delete the Lead Sub Status

Lead Sub Status

Techasoft Lead

Option to Add New Lead

Techasoft Lead

Option to Add New Lead

Create the new lead with basic details

Select the Lead Type, Lead Source, Lead Status, Lead Sub Status

Add customer queries

Bulk Upload Option

Lead Transfer

Create the lead with Enable the Is tacking Lead option we can track the lead location

Location Disable Option

Appointment Calender

Represents the lead name with timing

Search the lead followup date, time with Lead name

Lead Date will display the Lead Detalis

Appointment Calender

Techasoft Lead

Invoice Setup

Add the invoice Details

Choose Invoice Signature Option

Choose Company Logo Option

Invoice Setup

Techasoft Lead

Product/Service

Techasoft Lead

Product/Service

Create the Product/Service with basic details

Edit the Product/Service

Delete the Product/Service

Bank Details

Add the Bank Basic Details

Edit the Bank Details

Delete the Bank Details

Search the Bank Name

Bank Details

Techasoft Lead

Create Invoice

Techasoft Lead

Create Invoice

Create the invoices

Select the state with currency and state code

Select the invoice status option

Select the TDS and FIRC Certificate option and TDS and FIRC Status Option

Create the multiple Product/Services

Calculate the Total Taxable amount, Tax amout and Gross total, Payment Received Date, Forex Rate

Add the Terms of services option

Add the bank Details

Add Invoice comment Option

View the Comment History

Generate Invoice Option

ALL Invoices

Create the invoices

View All Invoice

Edit the Invoice

Delete the Invoice

ALL Invoices

Techasoft Lead

Customer

Techasoft Lead

Customer

Create the customer with Basic Details

Edit the customer Details

Delete the customer

Bulk Upload option

Customer Reminder Calendar

Represents the Customer Reminder with timing

Customer Reminder Calendar

Techasoft Lead

Business Unit

Create the Business Unit

Edit the Business Unit

Delete the Business Unit

Business Unit

Techasoft Lead

Department

Techasoft Lead

Department

Create the Department

Edit the Department

Delete the Department

Zone

Create the Zone

Edit the Zone

Delete the Zone

Zone

Techasoft Lead

Office Location

Techasoft Lead

Office Location

Create the Office Location

Edit the Office Location

Delete the Office Location

Emp Grade

Create the Emp Grade

Edit the Emp Grade

Delete the Emp Grade

Emp Grade

Techasoft Lead

Emp Type

Techasoft Lead

Emp Type

Create the Emp Type

Edit the Emp Type

Delete the Emp Type

Emp Job Title

Create the Emp Job Title

Edit the Emp Job Title

Delete the Emp Job Title

Emp Job Title

Techasoft Lead

Leave Types

Techasoft Lead

Leave Types

Create the Leave Types

Edit the Leave Types

Delete the Leave Types

Holiday List

Create the Holiday List

Edit the Holiday List

Delete the Holiday List

Holiday List

Techasoft Lead

All Employees

Techasoft Lead

All Employees

Create the All Employees

Edit the All Employees

Delete the All Employees

Tasks

Create the Tasks

Edit the Tasks

Delete the Tasks

View All Tasks

View Pending Tasks

View Completed Tasks

Tasks

Techasoft Lead

Employees Leave Calender

Techasoft Lead

Employees Leave Calender

Check Employees Leave

Employees Attendance

View Employee Login Date/Time

View Employee Logout Date/Time

Employees Attendance

Techasoft Lead

Email Setup

Add the Email Details

Edit the Email Details

Email Setup

Techasoft Lead

Help Desk

Techasoft Lead

Help Desk

Add the Help Desk Details

Edit the Help Desk

Roles

Add the Roles

Edit the Roles

Delete the Roles

Search the Roles

Bank Details

Techasoft Lead

Portal Admin

Techasoft Lead

Portal Admin

Create the Portal Admin

Edit the Portal Admin

Delete the Portal Admin

Enable and Disable Option

Change Company

Change Company

ALL Invoices

Techasoft Lead

My Companies

Techasoft Lead

My Companies

Create the Companies

Edit the Companies Details

Delete the Companies

Search the Companies

Plans

Benefits & Plans

Choose Best Plans

Change Plans

Plans

Techasoft Lead