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

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