Creat Ltd
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Systems That Streamline Growth
Systems That Streamline Growth

Smart Software for Modern Business Operations

We develop ERP, CRM, inventory, accounting, HR, logistics, ecommerce, and custom business systems that automate work and improve decision-making.

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Section 01

Business, Office & Enterprise Systems (1)

Enterprise Resource Planning (ERP) System
Cost per Module

Enterprise Resource Planning (ERP) System

Our Enterprise Resource Planning (ERP) Software is a centralized business management system designed to help companies run all major operations from one smart platform. Instead of using separate systems for finance, sales, inventory, procurement, manufacturing, CRM, supply chain, and project management, the ERP connects every department into one real-time system.The software improves visibility, reduces manual work, strengthens accountability, controls costs, and helps management make faster, data-driven decisions.ModuleKey FeaturesMain Process ManagedBusiness ImpactFinance & AccountingGeneral ledger, chart of accounts, accounts receivable, accounts payable, invoicing, supplier bills, bank reconciliation, petty cash, expenses, budgeting, tax management, profit & loss, balance sheet, cash flow reports, audit trailTracks money coming in and going out, manages payments, budgets, taxes, and financial reportingBetter cash flow control, accurate reports, reduced financial errors, improved complianceSales ManagementQuotations, sales orders, customer invoices, receipts, pricing, discounts, sales pipeline, sales reports, payment trackingManages the full sales cycle from quote to paymentMore organized sales, faster billing, improved revenue trackingInventory ManagementStock levels, stock movement, warehouses, batch tracking, serial numbers, reorder alerts, stock valuation, goods issued, goods receivedControls products, raw materials, and stock movement across locationsAvoids stockouts, reduces overstocking, improves stock visibilityProcurementPurchase requests, purchase orders, supplier management, approvals, goods received notes, supplier bills, procurement reportsManages purchasing from request to supplier paymentBetter purchasing control, reduced unauthorized buying, stronger supplier managementManufacturingProduction planning, bill of materials, raw material usage, work orders, quality control, production cost tracking, finished goodsManages production from raw materials to finished productsImproves production planning, reduces wastage, controls manufacturing costsSupply Chain & LogisticsSupplier tracking, dispatch, deliveries, logistics planning, shipment tracking, delivery status, route coordinationConnects suppliers, warehouses, transport, and customer deliveryFaster delivery, improved coordination, better customer satisfactionCRMLead management, customer profiles, follow-ups, opportunities, customer history, activities, pipeline reportsManages customer relationships from first contact to repeat businessMore conversions, better customer service, stronger customer retentionProject ManagementTasks, project timelines, milestones, budgets, team assignments, progress tracking, project reportsManages project delivery, team workload, and deadlinesBetter accountability, timely delivery, clearer project visibilityHuman Resource ManagementEmployee records, attendance, leave management, recruitment, performance tracking, training recordsManages staff information and workforce administrationImproves HR efficiency, staff tracking, and performance managementPayrollSalary processing, allowances, deductions, PAYE, NSSF, NHIF/SHIF, payslips, payroll reportsAutomates employee salary processingReduces payroll errors, saves time, improves complianceReports & AnalyticsDashboards, KPIs, financial reports, sales reports, stock reports, procurement reports, project reports, custom reportsConverts business data into management insightsFaster decisions, better planning, improved business intelligenceUser Management & SecurityUser roles, permissions, approval levels, audit logs, activity tracking, secure accessControls who can access, approve, edit, or view informationBetter data security, stronger internal control, reduced fraud risk

8–16 wks 22 modules
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Accounting & Finance System
Cost per Module

Accounting & Finance System

The Finance & Accounting Software is a centralized financial management system designed to help businesses control cash flow, manage invoices, track expenses, reconcile bank accounts, process payments, monitor budgets, and generate accurate financial reports.It gives business owners, accountants, finance managers, auditors, and decision-makers one reliable platform to manage all financial activities, reduce errors, improve compliance, and make faster data-driven decisions.The system covers core finance processes such as general ledger, chart of accounts, accounts receivable, accounts payable, invoicing, supplier bills, bank reconciliation, petty cash, budgeting, tax management, financial reports, audit trail, payments, fixed assets, multi-currency, approvals, payroll integration, and user permissions.ModuleKey FeaturesMain Process ManagedBusiness ImpactFinance DashboardFinancial overview, income and expense summary, cash flow snapshot, outstanding invoices, pending bills, bank balances, P&L overview, revenue trends, alertsGives management a real-time view of business financial performanceFaster decision-making, better visibility, stronger financial controlGeneral LedgerTransaction recording, debit and credit entries, journal posting, balances, transaction history, reconciliation, period closing, audit-ready recordsRecords and organizes all financial transactionsAccurate accounts, clean reporting, stronger audit readinessChart of AccountsAsset, liability, equity, income and expense accounts, account codes, categories, parent/sub-accounts, custom account creationStructures all company accounts for proper reportingOrganized accounting, easier tracking, better reporting accuracyAccounts ReceivableCustomer balances, outstanding invoices, statements, payment tracking, aging reports, credit notes, overdue alertsManages money owed by customersImproved collections, reduced overdue payments, better cash flowAccounts PayableSupplier balances, supplier bills, payment scheduling, aging reports, supplier statements, bill approvals, due remindersManages money owed to suppliersBetter supplier payment control, reduced penalties, improved procurement disciplineCustomer InvoicingInvoice creation, numbering, line items, VAT/tax calculation, discounts, approval, emailing, status tracking, recurring invoicesCreates and tracks customer invoicesFaster billing, fewer errors, improved revenue collectionSupplier BillsSupplier bill recording, purchase bill matching, due dates, invoice uploads, tax capture, approvals, partial paymentsRecords and manages supplier invoicesStronger cost control, better payables tracking, clear supplier historyBank ReconciliationBank statement import, deposit/withdrawal matching, customer and supplier payment matching, unmatched transaction checks, bank chargesMatches company records with bank statementsReduced accounting errors, cleaner books, stronger financial accuracyPetty Cash ManagementCash-in/cash-out records, petty cash vouchers, cash float, expense categories, staff requests, approvals, balance trackingControls small office cash expensesBetter petty cash accountability, reduced misuse, cleaner expense recordsExpense TrackingExpense recording, categories, staff claims, receipt attachments, approvals, recurring expenses, department/project allocationTracks company spendingReduced uncontrolled expenses, better budgeting, improved cost visibilityBudgetingAnnual/monthly budgets, department/project budgets, revenue targets, budget vs actual reports, approvals, revisions, analyticsPlans and monitors financial targetsBetter planning, controlled spending, improved performance measurementTax ManagementVAT setup, input/output VAT, withholding tax, PAYE integration, tax codes, reports, filing summaries, compliance trackingManages tax obligations and reportingBetter compliance, reduced tax errors, easier tax preparationProfit & Loss ReportsRevenue, cost of sales, gross profit, operating expenses, net profit, monthly/quarterly/annual P&L, department P&LShows business profitabilityClear profit visibility, better pricing and cost decisionsBalance SheetAssets, liabilities, equity, current/fixed assets, current/long-term liabilities, retained earnings, period comparisonShows the company’s financial positionBetter investor, management, and compliance reportingCash Flow ReportsOperating, investing and financing cash flow, inflows, outflows, opening/closing cash balance, forecasts, liquidity analysisTracks how money moves in and out of the businessImproved liquidity planning, better cash control, fewer cash shortagesAudit TrailUser activity logs, edit history, deleted transaction logs, approvals, login history, timestamps, document changesTracks all finance system activityImproved transparency, fraud reduction, stronger complianceJournal EntriesManual journals, recurring journals, adjustments, opening/closing entries, reversals, approvals, attachments, reportsHandles accounting adjustments and postingsAccurate financial records, easier period-end closingPayments ReceivedCustomer payment recording, invoice allocation, partial/advance payments, overpayments, receipts, bank/mobile money/cash methodsTracks customer paymentsBetter receivables control, faster reconciliation, improved cash visibilityPayments MadeSupplier payment recording, bill allocation, partial payments, advance payments, vouchers, approvals, payment historyTracks outgoing paymentsBetter supplier payment control, improved cash planningCredit NotesCustomer/supplier credit notes, sales and purchase returns, invoice credit application, refunds, approvals, tax adjustmentsManages reductions or refunds on transactionsCleaner customer and supplier balances, accurate tax adjustmentsDebit NotesCustomer/supplier debit notes, additional charges, price adjustments, tax adjustment, invoice/bill linkingManages extra charges or balance adjustmentsAccurate billing corrections, improved transaction controlFixed AssetsAsset register, categories, purchase records, valuation, location, assignment, depreciation, disposal, maintenance trackingManages company assetsBetter asset control, accurate depreciation, improved asset reportingAsset DepreciationStraight-line and reducing balance methods, monthly depreciation, schedules, book value, accumulated depreciation, disposal calculationsAutomates depreciation accountingAccurate asset value reporting, simplified complianceMulti-CurrencyCurrency setup, exchange rates, foreign invoices/bills, conversion, gain/loss calculation, multi-currency bank accounts, revaluationSupports international transactionsEasier cross-border trading, accurate currency reportingApproval WorkflowInvoice, bill, expense, payment, journal and budget approvals, multi-level approvals, notifications, approval historyControls finance approvalsReduced unauthorized transactions, better governanceFinancial ReportsTrial balance, general ledger, account statements, customer/supplier statements, aging reports, tax, expense and budget reportsProduces management and accounting reportsFaster reporting, better decision-making, stronger complianceTrial BalanceDebit/credit summaries, account balances, opening/closing balances, adjusted/unadjusted trial balance, error checking, exportChecks accounting accuracyEasier month-end review, faster error detectionCashbookBank/cash transactions, receipts, payments, deposits, withdrawals, transfers, running balances, reconciliationRecords daily cash and bank movementBetter daily financial control, cleaner cash recordsPayroll IntegrationSalary expense posting, payroll liabilities, PAYE, NSSF/SHIF deductions, staff advances, payroll journals, department allocationConnects payroll to finance recordsAccurate salary costing, easier statutory reportingUser Roles & PermissionsAccountant, cashier, auditor, manager and view-only access, module-level permissions, report access, edit restrictionsControls finance system accessBetter data security, reduced fraud riskFinance SettingsFinancial year, tax settings, currency settings, invoice/bill/receipt numbering, payment methods, bank setup, approval rulesConfigures the finance system for company operationsFlexible setup, scalable finance operations

4–8 wks 31 modules
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Inventory Management System
Cost per Module

Inventory Management System

The Inventory Management System is a centralized stock control platform designed to help businesses manage products, stock levels, warehouses, stock movements, transfers, reorder alerts, stock valuation, damaged stock, batch tracking, serial number tracking, and inventory reports.It helps businesses avoid stockouts, reduce overstocking, control warehouse operations, track every stock movement, improve purchasing decisions, and maintain accurate inventory records in real time. The system covers key inventory functions such as product catalogue, stock levels, stock movements, stock adjustments, stock transfers, reorder alerts, batch tracking, serial number tracking, warehouse management, stock valuation, damaged stock tracking, inventory reports, stock receiving, stock issuing, returns, stock take, barcodes, suppliers, approvals, audit trail, and settings.ModuleKey FeaturesMain Process ManagedBusiness ImpactInventory DashboardTotal products, total stock value, low stock summary, out-of-stock items, fast-moving products, slow-moving products, damaged stock, warehouse stock, recent movements, reorder alerts, performance chartsGives management a real-time view of inventory performanceFaster decisions, better stock visibility, reduced inventory riskProduct CatalogueProduct name, SKU/code, category, brand, description, image, unit of measure, selling price, buying price, tax category, product status, barcode/QR code, variants, documents, notesStores complete product information in one systemBetter product organization, easier selling, accurate stock controlStock LevelsCurrent stock, available stock, reserved stock, damaged stock, returned stock, stock on order, warehouse stock, branch stock, category stock, minimum level, maximum level, safety stockTracks how much stock is available across the businessPrevents stockouts, reduces overstocking, improves planningStock MovementsStock in, stock out, transfers, returns, adjustments, issued stock, supplier receipts, customer deliveries, movement date, reference number, reason, history, user trackingTracks every movement of stock in and outBetter accountability, accurate stock records, reduced lossesStock AdjustmentIncrease stock, reduce stock, correct errors, adjust damaged stock, expired stock, lost stock, adjustment reasons, approvals, history, before/after quantity trackingCorrects stock differences and errorsCleaner records, better audit control, reduced stock discrepanciesStock TransfersWarehouse transfers, branch transfers, department transfers, transfer requests, approvals, dispatch, receiving, transfer status, notes, reportsMoves stock between business locationsBetter stock distribution, improved branch support, reduced idle stockReorder AlertsLow stock alerts, out-of-stock alerts, minimum stock warnings, automatic reorder notifications, supplier suggestions, reorder quantity recommendations, email/SMS alerts, dashboard alerts, reorder historyAlerts staff when stock needs replenishmentPrevents stockouts, improves purchasing timing, supports sales continuityBatch TrackingBatch number, manufacturing date, expiry date, supplier batch reference, quantity, location, movement history, quality status, recall tracking, reportsTracks products by batchEasier expiry control, quality control, product recall managementSerial Number TrackingUnique serial numbers, registration, assignment, sales tracking, warranty tracking, returns, repair history, location, statusTracks individual items with unique identifiersBetter warranty control, improved traceability, reduced fraudWarehouse ManagementMultiple warehouses, warehouse location, manager, storage sections, bin tracking, rack/shelf tracking, receiving, picking, packing, dispatch, internal transfers, capacity, reportsManages physical warehouse operationsBetter warehouse efficiency, faster picking, improved storage controlStock ValuationStock value by product, category, warehouse, cost of goods sold, average cost, FIFO, LIFO, buying price, selling price, valuation reports, profit margin calculationCalculates the financial value of stockBetter financial reporting, accurate costing, improved profit analysisDamaged Stock TrackingDamage record, damage reason, date, quantity, location, responsible staff, supplier damage, customer-returned damage, disposal status, repair/replacement status, reportsTracks damaged, defective, or unusable stockReduces hidden losses, improves accountability, supports quality controlInventory ReportsStock summary, product movement, low stock, out-of-stock, adjustment, transfer, warehouse stock, valuation, damaged stock, batch, serial number, fast-moving, slow-moving, expiry, audit reportsProvides inventory intelligence and documentationBetter planning, improved compliance, stronger operational controlStock ReceivingGoods received note, supplier delivery recording, purchase order matching, received quantity, rejected quantity, damaged quantity, receiving warehouse, staff, date, supplier document uploadManages receiving of stock from suppliersAccurate receiving, better supplier control, fewer purchase disputesStock IssuingIssue to sales, production, department, project, employee, issue request, approval, stock issue note, issue historyControls stock issued from inventoryReduced misuse, better department costing, improved stock accountabilityReturns ManagementCustomer returns, supplier returns, return reason, quantity, condition, approval, restocking, damaged marking, refund/replacement status, reportsManages returned goodsBetter customer service, accurate returned stock, cleaner stock balancesInventory Counting / Stock TakePhysical count, cycle count, full stock take, count sheets, count variance, expected vs actual stock, approval, correction, reportCompares system stock with physical stockDetects losses, improves accuracy, strengthens audit readinessBarcode & QR Code ManagementGenerate barcodes, generate QR codes, barcode scanning, product lookup, receiving by barcode, issuing by barcode, transfer by barcode, barcode labels, QR product informationSpeeds up stock identification and transactionsFaster operations, fewer manual errors, improved traceabilityProduct CategoriesMain categories, sub-categories, product grouping, category code, description, status, category reports, category pricingOrganizes products into structured groupsEasier product management, better reporting, improved pricing controlSupplier Stock LinkLink products to suppliers, preferred supplier, supplier product code, supplier price, lead time, minimum order quantity, supplier performance, supplier stock historyConnects products with supplier informationSmarter purchasing, better supplier selection, improved reorder planningInventory ApprovalsStock adjustment approval, transfer approval, issue approval, damaged stock approval, disposal approval, purchase receiving approval, multi-level approvals, approval historyControls sensitive inventory actionsReduced unauthorized stock changes, stronger governance, better accountabilityInventory Audit TrailUser logs, stock edit history, product edit history, adjustment history, transfer history, deletion history, login activity, audit reportsTracks all inventory system activityBetter transparency, reduced fraud, easier auditsInventory SettingsProduct numbering, SKU format, barcode settings, warehouse setup, unit of measure, valuation method, reorder rules, approval rules, opening balance, user permissionsConfigures inventory operations for the businessFlexible setup, scalable stock control, secure operations

8–16 wks 23 modules
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CRM - Customer Relationship Management
Cost per Module

CRM - Customer Relationship Management

he CRM Software is a centralized customer management system designed to help businesses manage leads, customers, communication, sales opportunities, follow-ups, complaints, feedback, campaigns, and customer retention from one connected platform.It helps sales, marketing, customer service, and management teams understand every customer journey from the first inquiry to repeat business. The system improves customer visibility, increases conversions, strengthens follow-ups, reduces missed opportunities, and supports long-term customer growth.ModuleKey FeaturesMain Process ManagedBusiness ImpactCRM DashboardCustomer overview, new leads summary, active opportunities, sales pipeline status, follow-up alerts, complaints summary, retention insights, sales team performance, conversion overview, engagement analyticsGives management a real-time view of customer and sales activitiesFaster decisions, better sales visibility, improved customer controlCustomer ProfilesCustomer details, customer type, contact person, phone, email, billing address, delivery address, category, account status, customer source, documents, notes, lifetime value, purchase history, balance, credit limitStores complete customer information in one placeBetter customer understanding, improved service, easier account managementLead CaptureManual leads, website leads, social media leads, WhatsApp leads, email leads, phone leads, walk-in leads, referrals, campaign leads, source tracking, scoring, qualification, assignment, conversionCaptures and organizes potential customers from different channelsMore leads captured, fewer missed inquiries, stronger sales pipelineContact ManagementContact database, multiple contacts per company, job titles, departments, phone numbers, emails, WhatsApp, social profiles, preferred contact method, tags, status, historyManages customer contact persons and communication detailsEasier communication, better relationship tracking, improved customer serviceCustomer Communication HistoryEmail history, SMS history, WhatsApp history, call records, meeting records, quotation history, invoice communication, inquiries, support conversations, follow-ups, internal notes, timelineTracks every interaction with customersBetter continuity, reduced communication gaps, stronger customer experienceCalls, Emails & Meeting LogsCall logging, missed call follow-up, outgoing and incoming calls, email tracking, meeting scheduling, notes, outcomes, next actions, responsible staff, date/time logs, response statusRecords sales and service communication activitiesImproved accountability, better follow-up discipline, clearer customer historyFollow-Up RemindersCustomer tasks, lead follow-ups, quotation reminders, payment follow-ups, meeting reminders, call-back reminders, renewal reminders, complaint resolution reminders, notifications, staff assignment, status tracking, overdue alertsEnsures customers and leads are followed up on timeFewer missed opportunities, faster responses, better customer retentionOpportunity TrackingSales opportunities, deal pipeline, opportunity value, close date, deal stage, probability, assigned salesperson, requested products/services, competitor tracking, lost reason, won records, notes, forecasted revenueTracks potential deals from inquiry to closureBetter sales forecasting, improved conversion, stronger revenue planningCustomer SegmentationSegment by type, location, industry, purchase history, spending level, product interest, lead source, status, engagement level, VIP grouping, dormant grouping, campaign groupingGroups customers for targeted sales and marketingBetter campaigns, improved personalization, higher conversion ratesCustomer ComplaintsComplaint registration, category, priority, assignment, status, deadline, notes, response tracking, escalation, history, root cause analysis, resolution report, satisfaction after resolutionManages customer issues and service recoveryFaster complaint handling, improved trust, better customer satisfactionCustomer FeedbackFeedback collection, service rating, product rating, satisfaction score, comments, surveys, branch feedback, salesperson feedback, product/service feedback, positive/negative feedback, improvement recommendationsCollects and analyzes customer opinionsBetter service improvement, stronger customer loyalty, clearer quality insightsCustomer Retention ReportsRepeat customers, dormant customers, lost customers, lifetime value, purchase frequency, churn rate, retention rate, satisfaction trends, loyalty analysis, follow-up effectiveness, upsell, cross-sell, reactivation reportsTracks customer loyalty and repeat businessReduced customer loss, improved repeat sales, stronger long-term growthLead ManagementLead database, lead stages, source, priority, owner, notes, activity timeline, qualification checklist, nurturing, conversion report, unqualified leads, lost leads reportManages leads throughout the sales journeyHigher lead conversion, better sales organization, improved sales accountabilitySales Pipeline ManagementPipeline stages, new inquiry, contacted, qualified, quotation sent, negotiation, won, lost, pipeline value, pipeline movement, bottleneck tracking, performance reportsTracks sales progress from inquiry to closed dealBetter pipeline visibility, improved sales forecasting, faster deal movementQuotation & Proposal ManagementCreate quotation from CRM, link to customer, link to opportunity, quotation status, approval, follow-up, convert to invoice, proposal documents, quotation history, lost reasonsManages sales quotations and proposalsFaster quoting, better follow-up, improved quote-to-sale conversionCustomer Account ManagementCustomer statement, outstanding balance, payment history, credit limit, invoices, receipts, overdue payments, account notes, account status, finance follow-up historyConnects customer relationship data with account activityBetter payment tracking, stronger customer account control, reduced debt riskCampaign ManagementMarketing campaigns, audience selection, email campaigns, SMS campaigns, WhatsApp campaigns, social media leads, campaign budget, performance, conversion rate, ROI, leads per campaignManages marketing campaigns and lead generationBetter campaign targeting, improved ROI, measurable marketing performanceTask & Activity ManagementCustomer tasks, sales tasks, follow-up tasks, meeting tasks, call tasks, staff assignment, deadlines, priority, status, completed activities, overdue activitiesOrganizes daily sales and customer service activitiesBetter team productivity, improved accountability, fewer missed tasksCustomer Support IntegrationSupport tickets, customer issues, service requests, complaint escalation, ticket history, resolution tracking, support team assignment, service level tracking, support reportsConnects customer support with CRM recordsFaster support resolution, better customer experience, improved service trackingCRM Reports & AnalyticsLead reports, customer reports, pipeline reports, opportunity reports, conversion reports, follow-up reports, complaint reports, feedback reports, retention reports, source reports, salesperson performance, revenue by customerTurns CRM data into actionable insightsBetter management decisions, improved sales strategy, stronger performance trackingCRM AutomationAutomated lead assignment, follow-up reminders, customer notifications, email responses, SMS alerts, birthday messages, renewal reminders, payment reminders, dormant customer alerts, lead nurturing workflowsAutomates repetitive customer and sales actionsSaves time, improves consistency, increases customer engagementCRM SettingsCustomer categories, lead sources, pipeline stages, opportunity stages, complaint categories, feedback forms, follow-up types, tags, user roles, permissions, notification settings, numbering formatsConfigures CRM workflows based on business needsFlexible setup, controlled access, scalable customer management

8–16 wks 22 modules
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Procurement & Purchasing System
Cost per Module

Procurement & Purchasing System

The Procurement & Purchasing System is a centralized platform designed to help businesses manage the full purchasing lifecycle from purchase requests, supplier quotations, approvals, purchase orders, goods received notes, supplier bills, price comparison, procurement planning, vendor performance, contracts, returns, and procurement reports.It helps businesses control spending, reduce unauthorized purchases, compare supplier prices, improve approval workflows, track supplier performance, and connect purchasing with inventory and finance. The system supports major procurement processes such as purchase requests, purchase orders, supplier management, supplier quotations, goods received notes, purchase approvals, supplier bills, price comparison, purchase planning, vendor performance tracking, budgeting, contracts, inventory integration, finance integration, returns, documents, alerts, and settings.ModuleKey FeaturesMain Process ManagedBusiness ImpactProcurement DashboardPurchase requests overview, pending approvals, active purchase orders, supplier quotations, goods received summary, supplier bills pending payment, monthly spend, budget tracking, top suppliers, delayed purchase orders, performance analyticsGives management a real-time overview of purchasing activitiesBetter procurement visibility, faster decisions, stronger spending controlPurchase RequestsCreate requests, item details, quantity required, requesting department, request purpose, delivery date, priority level, budget allocation, document attachments, approval status, request history, convert to purchase orderStarts the buying process from internal departmentsReduces random purchasing, improves accountability, controls departmental needsPurchase OrdersPO creation, PO number generation, supplier selection, product/service details, quantity, unit price, tax, discount, delivery terms, payment terms, expected delivery date, approval, supplier sending, status tracking, partial order tracking, cancellationManages official orders sent to suppliersImproves supplier communication, reduces order errors, strengthens purchase controlSupplier ManagementSupplier profiles, company details, contact person, phone, email, category, location, tax details, payment terms, documents, bank details, contracts, account status, history, ratingStores and manages supplier informationBetter supplier organization, improved sourcing, stronger vendor relationshipsSupplier QuotationsRFQ, supplier quote submission, quotation number, quoted items, unit prices, delivery timeline, payment terms, validity period, attachments, approval, comparison, convert quotation to POManages supplier price offers and sourcingBetter price negotiation, transparent supplier selection, improved value for moneyGoods Received NotesGRN creation, link to PO, received item details, ordered quantity, received quantity, pending quantity, damaged items, returned items, delivery note reference, receiving warehouse, received by staff, date received, quality inspection, approval, auto-update inventoryConfirms goods received from suppliersAccurate stock receiving, fewer supplier disputes, better inventory accuracyPurchase ApprovalsMulti-level approval, department head approval, finance approval, procurement manager approval, director approval, approval limits, comments, rejection reasons, notifications, history, status tracking, escalationControls purchase authorization before spendingReduces unauthorized buying, improves governance, protects budgetsSupplier BillsCreate bills, link bill to PO, link bill to GRN, supplier invoice number, bill date, due date, tax details, discounts, additional charges, payment status, partial payments, outstanding balance, approval, send to financeManages supplier invoices before paymentBetter payable control, reduced payment errors, improved finance handoverPrice ComparisonCompare quotations, unit prices, delivery timelines, payment terms, supplier ratings, product quality, warranty terms, total landed cost, best value supplier, historical prices, price variance analysisHelps select the best supplier offerLower costs, better purchasing decisions, improved supplier competitivenessProcurement ReportsPurchase request reports, PO reports, supplier reports, quotation reports, goods received reports, pending purchases, spend reports, budget vs actual, supplier bill reports, approval reports, department reports, product purchase reports, monthly reports, tax reports, audit reportsProduces procurement insights and documentationBetter planning, improved compliance, stronger procurement analyticsPurchase PlanningPurchase forecasting, reorder planning, demand planning, budget planning, supplier planning, procurement calendar, recurring purchases, schedules, stock requirement planning, minimum stock alerts, seasonal purchasing, project-based planningPlans future purchasing needsAvoids emergency buying, improves stock readiness, supports budget controlVendor Performance TrackingDelivery performance, quality score, pricing score, response time, reliability rating, late delivery tracking, defective goods tracking, contract compliance, dispute history, evaluation forms, preferred supplier ranking, performance reportsMeasures supplier reliability and service qualityBetter supplier selection, fewer delays, improved procurement performanceProcurement BudgetingDepartment budgets, project budgets, monthly purchase budgets, budget allocation, utilization, approval, variance tracking, over-budget alerts, budget vs purchase reportsControls procurement spending against budgetsReduces overspending, improves financial discipline, strengthens cost planningContract ManagementSupplier contracts, start and end dates, contract value, terms, SLAs, contract documents, renewal reminders, expiry alerts, contract approval, performance trackingManages supplier agreements and obligationsBetter contract compliance, fewer missed renewals, improved supplier accountabilityInventory IntegrationLink purchases to inventory, auto-update stock after GRN, reorder level alerts, stock availability check, warehouse receiving, batch tracking, serial tracking, damaged stock update, returned goods update, inventory valuation updateConnects purchasing with stock controlAccurate stock updates, better warehouse coordination, improved inventory valuationFinance IntegrationLink supplier bills to accounts payable, supplier payment tracking, tax posting, expense posting, cost center allocation, budget control, payment approvals, supplier balances, purchase ledger updates, financial reportingConnects procurement with accountingCleaner financial records, better payment control, improved cost trackingReturns & ClaimsPurchase returns, damaged goods claims, wrong item returns, supplier credit notes, replacement tracking, refund tracking, return approval, return reason, return status, supplier claim historyManages problems after receiving goodsReduced losses, better supplier accountability, improved quality controlProcurement DocumentsPurchase request documents, supplier documents, quotation attachments, PO documents, delivery notes, GRN documents, supplier invoices, contracts, compliance certificates, warranty documentsStores procurement files in one placeEasier audits, better document control, faster referenceAlerts & NotificationsPurchase request alerts, approval reminders, pending PO alerts, delivery due reminders, late delivery alerts, supplier bill due alerts, contract expiry alerts, budget alerts, low stock purchase alerts, reorder notificationsKeeps teams updated on procurement actionsFaster follow-up, fewer delays, improved process disciplineProcurement SettingsPurchase categories, supplier categories, approval levels, PO numbering, tax settings, currency settings, payment terms, delivery terms, procurement roles, document templates, email notification settingsConfigures procurement workflows and rulesFlexible system setup, controlled access, scalable purchasing operations

8–16 wks 20 modules
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Sales Management System
Cost per Module

Sales Management System

The Sales Management Software is a complete system designed to help businesses manage the full sales cycle from lead generation to customer payment. It helps sales teams track leads, manage customers, prepare quotations, create proforma invoices, process sales orders, issue invoices, record receipts, manage discounts, monitor targets, calculate commissions, and generate sales reports.This software gives management real-time visibility into sales performance, customer activity, pending deals, sales revenue, team productivity, and business growth opportunities.ModuleKey FeaturesMain Process ManagedBusiness ImpactSales DashboardTotal sales overview, monthly revenue, sales targets, pending quotations, pending invoices, sales pipeline, top customers, best-selling products, team performance, recent activitiesGives a real-time overview of sales operationsFaster decisions, better revenue tracking, improved sales controlLeads ManagementLead registration, lead source tracking, lead status, lead assignment, qualification, scoring, follow-up reminders, conversion tracking, lost lead reasons, reportsManages potential customers from first contact to conversionMore conversions, better follow-up discipline, reduced lost opportunitiesCustomer ManagementCustomer profiles, contacts, company details, category, location, communication history, purchase history, credit limit, payment terms, documents, notes, statementsManages customer records and relationship historyBetter customer service, stronger retention, improved account managementSales PipelineSales stages, deal tracking, opportunities, pipeline value, expected closing date, deal probability, stage movement, won/lost/pending deals, pipeline reportsTracks deals from opportunity to closingBetter forecasting, stronger deal visibility, improved sales planningQuotationsCreate quotations, add products/services, quantities, prices, discounts, VAT, approval, email sending, convert to proforma or sales order, expiry date, historyManages customer price proposalsFaster quoting, improved professionalism, easier conversion to salesProforma InvoicesCreate proforma invoices, convert from quotation, add customer details, products/services, tax, discounts, send to customer, track status, convert to order or invoice, reportsIssues preliminary invoices before final saleBetter pre-payment handling, cleaner sales documentationSales OrdersCreate sales orders, convert from quotation/proforma, approval workflow, order status, product availability check, inventory link, delivery note, partial fulfillment, backorders, reportsConfirms customer orders and connects sales to deliveryBetter order control, fewer fulfillment errors, improved stock coordinationCustomer InvoicesCreate invoices, convert sales orders, recurring invoices, partial invoices, VAT calculation, approval, due dates, status tracking, overdue invoices, reminders, reportsManages official billing to customersFaster billing, improved cash collection, reduced invoice errorsReceiptsRecord payments, link receipts to invoices, partial payments, payment methods, cash, bank, cheque, M-Pesa, card payments, printing, emailing, balance updates, reportsRecords customer payments and updates balancesBetter cash tracking, cleaner customer accounts, faster reconciliationDiscounts and OffersProduct discounts, customer discounts, seasonal offers, bulk discounts, promo codes, sales campaign offers, approval workflow, user discount limits, performance reportsControls pricing offers and promotional discountsPrevents uncontrolled discounts, improves campaign trackingSales TargetsMonthly, quarterly, annual, salesperson, team, branch and product targets, achievement tracking, variance reports, performance alertsTracks sales goals and performanceBetter motivation, clearer accountability, stronger revenue planningSales CommissionsCommission setup, percentage/rate, product-based commission, target-based commission, paid invoice commission, approvals, calculation, payout tracking, reportsCalculates and manages sales commissionsFair commission tracking, improved motivation, reduced disputesSales ForecastingExpected sales revenue, monthly forecast, salesperson forecast, branch forecast, product/service forecast, pipeline stage forecast, expected deals, demand prediction, revenue projectionPredicts future sales performanceBetter planning, improved stock readiness, stronger revenue forecastingCustomer Follow-upsFollow-up schedules, call reminders, meeting reminders, email follow-ups, SMS/WhatsApp follow-ups, notes, status, missed follow-up alerts, next action planning, reportsManages customer engagement after contact or proposalHigher conversion rate, fewer missed opportunities, stronger customer relationshipsSales ReportsSales summary, sales by customer, product, salesperson, branch, region, quotation reports, invoice reports, payment reports, targets, commissions, pipeline, lost sales, profitabilityGenerates sales performance insightsBetter visibility, stronger planning, improved performance managementProduct and Service CatalogueProduct/service listing, categories, SKU/code, unit prices, descriptions, images, tax settings, stock availability, price history, active/inactive statusManages sellable products and servicesFaster quoting and invoicing, better product controlPrice ListsStandard, wholesale, retail, customer-specific, branch-specific, currency-based pricing, price update history, approval workflowManages different pricing structuresBetter price control, improved customer segmentationSales ActivitiesCalls, meetings, emails, site visits, demos, presentations, notes, calendar, assignments, activity reportsTracks daily sales team activitiesImproved team accountability, better customer engagement trackingCustomer CommunicationEmail integration, SMS integration, WhatsApp integration, templates, quotation emails, invoice reminders, payment reminders, follow-up messages, communication historyCentralizes customer communicationBetter customer experience, improved response trackingApprovals and WorkflowQuotation approval, discount approval, sales order approval, credit sale approval, invoice approval, return approval, multi-level approvals, notifications, historyControls sales approvals and authorizationReduced risk, better internal control, stronger governanceSales ReturnsReturn requests, returned goods tracking, approval, credit note creation, refund tracking, replacement tracking, return reason analysis, reportsManages product/service returnsCleaner return handling, better customer support, improved stock correctionCredit NotesCreate credit notes, link to invoices, refund tracking, stock return update, approval workflow, reportsHandles invoice reductions, refunds, or returnsAccurate customer balances, better financial controlCustomer StatementsAccount statement, invoice history, payment history, outstanding balance, credit note history, printing, emailing, aging summaryShows customer account positionBetter debt collection, improved customer transparencyTerritory and Branch SalesSales regions, territories, branch sales, salesperson territory assignment, regional targets, territory performance, branch reportsTracks performance by location or branchBetter regional planning, stronger sales distribution controlSales Team ManagementSales staff profiles, roles, target assignment, lead assignment, task assignment, activity tracking, performance, commissions, rankingManages the sales team and responsibilitiesImproved productivity, clearer accountability, better team performanceSales SettingsInvoice numbering, quotation numbering, sales order numbering, tax settings, discount rules, payment terms, credit limit rules, commission rules, approval rules, templates, permissionsConfigures the sales system for company operationsFlexible setup, better control, scalable sales operations

8–16 wks 22 modules
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Warehouse Management System
Cost per Module

Warehouse Management System

The Warehouse Management System is a centralized platform designed to help businesses control warehouse operations from receiving goods, storing stock, tracking bin locations, picking, packing, dispatching, transfers, stock counts, returns, quality control, staff tasks, warehouse equipment, alerts, documents, and reports.It helps businesses improve stock accuracy, reduce warehouse errors, speed up order fulfillment, track stock movement in real time, and manage multiple warehouses or branches from one system. The system supports major warehouse operations such as multiple warehouse management, bin/location tracking, stock receiving, picking, packing, dispatch, barcode scanning, warehouse transfers, inventory counting, stock movement, inventory control, returns, quality control, order fulfillment, staff management, equipment management, alerts, documents, and reports.ModuleKey FeaturesMain Process ManagedBusiness ImpactWarehouse DashboardWarehouse performance overview, stock movement summary, receiving summary, picking and packing status, dispatch status, low stock alerts, pending transfers, damaged stock summary, capacity overview, daily activity reportGives management a real-time overview of warehouse operationsFaster decisions, better visibility, improved warehouse controlMultiple Warehouse ManagementMultiple warehouses, branch warehouse setup, main and sub-warehouse control, manager assignment, capacity tracking, stock visibility, operating status, location details, inter-warehouse comparison, performance reportsManages stock across different warehouses and branchesBetter stock distribution, improved branch control, stronger warehouse scalabilityBin / Location TrackingWarehouse zones, aisles, racks, shelves, bin numbers, product bin assignment, stock location mapping, fast-moving item locations, bin capacity, location-based search, bin occupancy trackingTracks exact product storage locationsFaster picking, reduced misplaced stock, better warehouse space utilizationStock ReceivingGoods receiving, purchase order receiving, supplier delivery verification, GRN, quantity checking, quality checking, batch number capture, serial number capture, expiry date capture, damaged goods recording, partial receiving, approval workflowManages goods entering the warehouseAccurate stock entry, fewer supplier disputes, improved inventory accuracyStock PickingPicking lists, order-based picking, batch picking, zone picking, wave picking, picker assignment, priority, barcode-assisted picking, quantity confirmation, short-picked reporting, picking statusManages selection of items for ordersFaster order processing, fewer picking errors, improved customer fulfillmentStock PackingPacking lists, packing station management, packaging verification, box/carton assignment, weight capture, dimensions capture, fragile tagging, packing materials tracking, labels, confirmation, ready-for-dispatch statusPrepares picked goods for deliveryBetter packaging control, fewer dispatch errors, improved delivery readinessStock DispatchDispatch note, delivery note, sales/customer order dispatch, approval, driver assignment, vehicle assignment, loading checklist, quantity verification, proof of dispatch, status tracking, reportsManages goods leaving the warehouseBetter delivery control, improved accountability, cleaner dispatch recordsBarcode ScanningBarcode generation, label printing, receiving scans, picking scans, packing scans, dispatch scans, barcode stock lookup, serial barcode tracking, batch barcode tracking, mobile scanner integration, error reductionDigitizes stock handling through scanningFaster operations, fewer manual errors, improved traceabilityWarehouse TransfersStock transfer requests, inter-warehouse transfers, branch-to-branch transfers, approval workflow, transfer picking, dispatch, receiving, in-transit tracking, transfer cost tracking, status updates, reportsMoves stock between warehouses or branchesBetter stock balancing, reduced stock shortages, improved transfer accountabilityInventory CountingPhysical count, cycle count, full warehouse stock take, random checks, count sheets, barcode-assisted counting, variance detection, stock adjustment, approval workflow, count history, reportsVerifies physical stock against system stockBetter accuracy, reduced losses, improved audit readinessStock Movement ManagementStock-in, stock-out, internal movements, product relocation, bin-to-bin movement, adjustment movement, transfer movement, returned stock movement, damaged stock movement, audit trailTracks every warehouse stock movementStronger accountability, clearer traceability, reduced stock discrepanciesInventory ControlReal-time stock balance, available stock, reserved stock, allocated stock, damaged stock, returned stock, expired stock, reorder levels, min/max stock levels, stock valuation, slow-moving and fast-moving stockControls warehouse inventory availability and statusPrevents stockouts, reduces overstocking, improves stock planningReturns ManagementCustomer returns, supplier returns, return authorization, returned goods inspection, restocking approved returns, damaged return recording, credit note linkage, return reason tracking, status management, reportsManages returned goods from customers or suppliersCleaner stock balances, better customer support, reduced return-related lossesQuality ControlIncoming goods inspection, product condition checking, damaged item identification, defective stock tracking, quarantine stock area, quality approval before storage, rejection records, inspection checklist, reportsChecks quality before stock is accepted or storedBetter product quality, fewer defective deliveries, stronger complianceOrder FulfillmentSales order fulfillment, ecommerce order fulfillment, wholesale order processing, order allocation, picking workflow, packing workflow, dispatch workflow, fulfillment status, backorder handling, reportsManages the full order fulfillment journeyFaster delivery, better customer satisfaction, improved sales executionWarehouse Staff ManagementStaff profiles, role assignment, picker assignment, packer assignment, receiver assignment, supervisor approval, staff activity tracking, task allocation, productivity reports, shift managementManages warehouse team activities and responsibilitiesBetter staff accountability, improved productivity, clearer task ownershipWarehouse Equipment ManagementForklift records, pallet jack records, scanner records, shelving equipment, equipment assignment, maintenance, availability, usage logs, reportsTracks warehouse tools and equipmentReduced downtime, better asset control, improved operational readinessWarehouse Alerts & NotificationsLow stock alerts, overstock alerts, expiry alerts, pending receiving alerts, pending dispatch alerts, delayed transfer alerts, stock variance alerts, damaged stock alerts, order fulfillment alerts, approval alertsNotifies teams about urgent warehouse actionsFaster response, fewer delays, better operational disciplineWarehouse DocumentsGRNs, picking lists, packing lists, dispatch notes, delivery notes, transfer notes, stock count sheets, adjustment forms, return forms, audit documentsStores and manages warehouse documentsEasier audits, better documentation, faster referenceWarehouse ReportsStock balance report, stock movement report, receiving report, picking report, packing report, dispatch report, transfer report, inventory count report, variance report, damaged stock report, expired stock report, warehouse performance report, staff productivity report, bin location reportProvides warehouse performance and stock intelligenceBetter planning, improved reporting, stronger operational control

8–16 wks 20 modules
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Logistics & Delivery Management
Cost per Module

Logistics & Delivery Management

The Logistics & Delivery Management Module is a centralized delivery operations system designed to help businesses manage delivery orders, dispatch notes, driver assignment, vehicle assignment, route planning, delivery tracking, proof of delivery, customer updates, delivery cost calculation, scheduling, returns, warehouse dispatch, sales integration, driver mobile app features, reports, and logistics settings.It helps businesses improve delivery coordination, reduce failed deliveries, track drivers and vehicles in real time, calculate delivery costs accurately, update customers automatically, and monitor delivery performance from dispatch to final confirmation. The module supports major logistics functions including delivery orders, dispatch notes, driver assignment, route planning, delivery tracking, proof of delivery, customer delivery updates, delivery cost calculation, delivery reports, and logistics settings.ModuleKey FeaturesMain Process ManagedBusiness ImpactLogistics DashboardTotal deliveries, pending deliveries, in-transit deliveries, completed deliveries, failed deliveries, cancelled deliveries, cost summary, driver performance, vehicle utilization, route performance, alerts, daily/weekly/monthly summariesGives management a real-time view of delivery operationsFaster decisions, improved delivery visibility, stronger logistics controlDelivery OrdersCreate delivery order, link to sales order, link to invoice, customer details, delivery address, contact person, phone number, item details, quantity, priority, date/time, status, approval, historyStarts and manages customer delivery requestsBetter order coordination, fewer delivery mistakes, improved fulfillment controlDispatch NotesDispatch note generation, note number, dispatch date, customer details, location, items dispatched, quantity, warehouse issuing goods, driver details, vehicle details, approval, confirmation, printing, PDF download, historyDocuments goods released for deliveryCleaner dispatch records, better warehouse accountability, easier proof of dispatchDriver AssignmentAssign driver, assign assistant/loader, assign vehicle, driver availability, contact details, workload tracking, trip schedule, route, performance rating, commission/allowance tracking, attendance integration, delivery historyAllocates drivers to deliveriesBetter driver utilization, improved accountability, faster delivery executionVehicle AssignmentAssign vehicle to delivery order, check availability, capacity, vehicle type, registration, insurance verification, inspection status, mileage, maintenance status, trip history, vehicle cost trackingAllocates vehicles for delivery workBetter fleet usage, safer delivery operations, reduced vehicle-related delaysRoute PlanningRoute selection, map-based planning, start and destination, multiple stops, distance calculation, estimated delivery time, traffic-aware suggestions, fuel cost, toll/parking cost, optimization, alternative routes, approval, historyPlans efficient delivery movementLower delivery costs, faster deliveries, improved route performanceDelivery TrackingReal-time status, GPS integration, driver location, vehicle location, progress updates, picked-up status, on-the-way status, arrived status, delivered status, failed delivery, returned delivery, delay alerts, timeline historyTracks delivery progress from dispatch to completionImproved visibility, faster issue response, better customer confidenceProof of DeliveryCustomer signature, delivery photo, goods received confirmation, receiver name, phone, ID number, date/time delivered, condition notes, damaged goods report, partial delivery confirmation, digital POD, PDF, approvalConfirms successful deliveryReduced disputes, stronger accountability, better customer confirmationCustomer Delivery UpdatesSMS, email, WhatsApp updates, tracking link, ETA updates, dispatch notification, driver details sent to customer, delay notice, completion notice, feedback request, rating, complaint follow-upKeeps customers informed during deliveryBetter customer experience, fewer follow-up calls, improved service trustDelivery Cost CalculationDistance-based cost, weight-based cost, volume-based cost, vehicle type cost, city/town tariff, fuel cost, driver allowance, loading/offloading cost, tolls, parking, waiting time, return trip, special handling, total cost, customer charge, company expense, profit/lossCalculates full delivery cost and marginAccurate pricing, better profit control, reduced hidden delivery lossesDelivery SchedulingDelivery date, delivery time, calendar, driver schedule, vehicle schedule, customer preferred time, same-day delivery, next-day delivery, recurring delivery, rescheduling, reminders, missed delivery alertsPlans delivery timing and availabilityFewer missed deliveries, better resource planning, improved customer convenienceReturns ManagementReturn delivery request, returned items, reason for return, customer confirmation, driver return assignment, pickup scheduling, return dispatch note, inspection, damaged goods report, approval, cost tracking, reportsHandles goods moving back from customersCleaner return control, better stock recovery, reduced return lossesDelivery Status ManagementPending, approved, packed, ready for dispatch, dispatched, picked up, in transit, arrived, delivered, partially delivered, failed, returned, cancelledStandardizes delivery progress stagesBetter tracking, clearer communication, improved operations reportingWarehouse Dispatch IntegrationLink delivery to warehouse, stock picking, stock packing, loading confirmation, stock deduction after dispatch, barcode scanning, batch tracking, serial tracking, warehouse approval, dispatch stock reportConnects delivery with warehouse operationsAccurate stock updates, better dispatch control, fewer stock errorsSales & Invoice IntegrationLink delivery to quotation, sales order and invoice, delivery charge on invoice, customer balance checking, payment confirmation before dispatch, credit customer delivery approval, delivery status visible on sales order, completion linked to invoice statusConnects sales, billing, and deliveryBetter revenue control, fewer unpaid deliveries, cleaner order-to-delivery flowDriver Mobile App FeaturesDriver login, assigned deliveries, route map, customer contacts, delivery checklist, update status, upload proof of delivery, capture signature, report delivery issue, report vehicle issue, delivery completion confirmationGives drivers mobile tools for field deliveryFaster updates, better field accountability, improved real-time trackingDelivery ReportsDaily, weekly, monthly delivery reports, completed deliveries, pending deliveries, failed deliveries, returned deliveries, driver performance, vehicle delivery, route performance, cost reports, profit/loss, customer delivery, delay reportsProvides delivery performance intelligenceBetter planning, stronger accountability, improved logistics optimizationLogistics SettingsDelivery zones, city/town tariffs, vehicle types, delivery charges, route settings, driver allowance rates, fuel rates, delivery statuses, SMS/email notifications, POD settings, approval workflows, numbering formatConfigures logistics workflows and rulesFlexible setup, controlled operations, scalable delivery management

8–16 wks 18 modules
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Document Management System
Cost per Module

Document Management System

The Document Management Module is a centralized digital filing system designed to help businesses store, organize, approve, share, secure, search, track, archive, and manage documents from one platform.It helps companies move away from scattered files, misplaced documents, manual approvals, and insecure file sharing. The module supports company documents, customer documents, supplier documents, project files, contracts, approval documents, file sharing, expiry alerts, secure storage, uploads, categories, search, version control, access control, workflows, templates, reports, archives, and settings.ModuleKey FeaturesMain Process ManagedBusiness ImpactDocument DashboardTotal documents overview, recent uploads, pending approvals, expiring documents, shared documents, activity summary, storage usage, department summary, user access activity, important alertsGives management a real-time view of document activityBetter visibility, faster follow-up, stronger document controlCompany DocumentsRegistration certificates, business permits, tax documents, licenses, insurance files, company policies, board resolutions, memos, compliance documents, company profile, brand guidelines, legal documentsStores key company filesEasier compliance, faster access, better corporate record keepingCustomer DocumentsCustomer profiles, contracts, agreements, KYC documents, purchase documents, approval files, invoice attachments, communication files, project documents, support documents, document historyManages customer-related filesBetter customer records, improved service, stronger account managementSupplier DocumentsSupplier registration documents, contracts, quotations, invoices, compliance files, tax documents, delivery documents, certificates, vendor approvals, performance documents, expiry trackingStores and tracks supplier filesBetter supplier compliance, faster procurement support, reduced document gapsProject FilesProposals, briefs, plans, timelines, drawings, budgets, reports, photos, approvals, completion documents, handover files, version historyManages project-related documentsBetter project organization, faster collaboration, improved delivery recordsContracts ManagementCustomer contracts, supplier contracts, employee contracts, lease agreements, SLAs, partnership agreements, subcontractor agreements, start dates, expiry dates, renewal reminders, approval status, amendment historyManages contract lifecycleFewer missed renewals, better legal control, stronger complianceApproval DocumentsPurchase approvals, payment approvals, expense approvals, leave approvals, procurement approvals, contract approvals, budget approvals, sales discount approvals, management notes, status tracking, historyStores and tracks approval recordsBetter governance, clearer audit trail, reduced approval disputesFile SharingShare with users, departments, customers, suppliers, public links, private links, password protection, expiry date, download control, view-only access, activity trackingControls document sharingSafer collaboration, reduced unauthorized access, better sharing visibilityDocument Expiry AlertsContract expiry, license expiry, insurance expiry, tax expiry, supplier expiry, customer expiry, employee expiry, permit renewals, email/SMS notifications, dashboard alertsTracks documents with expiry datesFewer missed renewals, better compliance, reduced business riskSecure Document StorageCentralized storage, cloud storage integration, role-based access, department access, encrypted storage, password protection, backup, recovery, secure downloads, activity logs, audit trailProtects company documentsStronger security, reduced file loss, improved data governanceDocument Upload ManagementSingle upload, bulk upload, drag-and-drop upload, category selection, title, description, tags, attach to customer, supplier, project, invoice, or employeeManages document submission into the systemFaster filing, better organization, reduced manual workDocument CategoriesCompany, customer, supplier, project, contracts, financial, HR, legal, procurement, sales, technical, approval documentsOrganizes documents by typeEasier searching, better structure, improved reportingDocument Search & FilteringSearch by name, customer, supplier, project, category, department, upload date, expiry date, owner, tags, advanced filtersHelps users find documents quicklyFaster retrieval, less time wasted, improved productivityDocument Version ControlVersion history, previous versions, active version, update tracking, revision notes, uploaded by user, date updated, compare versions, restore previous version, approval statusTracks document changes over timeReduced confusion, better revision control, stronger accountabilityDocument Access ControlUser permissions, department permissions, view, edit, download, delete, share, approval permissions, admin-only documents, restricted documentsControls who can access or modify documentsBetter security, reduced unauthorized changes, stronger internal controlDocument WorkflowUpload, submit for review, assign reviewer, approve, reject, request changes, publish, archive, workflow history, approval notificationsManages document review and approvalFaster approvals, better compliance, clearer process ownershipDocument TemplatesContract templates, quotation templates, invoice templates, proposal templates, letterhead templates, HR forms, procurement forms, project reports, approval forms, policy templatesProvides reusable business document formatsFaster document creation, better brand consistency, improved standardizationDocument ReportsUploaded documents, expiring documents, shared documents, downloaded documents, pending approvals, user activity, department documents, contracts, supplier compliance, customer documentsGenerates document intelligenceBetter monitoring, stronger compliance reporting, improved management oversightDocument ArchiveArchived company documents, customer documents, supplier documents, project files, contracts, approval documents, restore files, permanent delete control, archive reason, archive historyManages inactive or old filesCleaner active records, better storage control, safer file retentionDocument SettingsCategory setup, file size limits, allowed file types, storage locations, user access, approval workflow, expiry alerts, sharing settings, backup settings, numbering settingsConfigures document control rulesFlexible setup, secure operations, scalable document management

8–16 wks 19 modules
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Section 02

Business, Office & Enterprise Systems (2)

Manufacturing Management System
Cost per Module

Manufacturing Management System

The Manufacturing Management System is a centralized production control platform designed to help businesses manage the full manufacturing cycle from raw material planning, bill of materials, work orders, production planning, scheduling, machine allocation, labor allocation, quality checks, finished goods tracking, production costing, waste control, and manufacturing reports.It helps manufacturers improve production efficiency, reduce material waste, control production costs, monitor machine and labor performance, track quality, and ensure finished goods are delivered on time.ModuleKey FeaturesMain Process ManagedBusiness ImpactManufacturing DashboardProduction overview, active work orders, pending jobs, completed jobs, raw material availability, machine utilization, labor productivity, production cost overview, waste and scrap summary, quality alerts, analyticsGives management a real-time view of production performanceFaster decision-making, better production visibility, improved operational controlBill of MaterialsCreate BOM, product component listing, raw material requirements, component quantities, unit of measure, alternative materials, material cost, labor cost, machine cost, overhead allocation, multi-level BOM, version control, approval workflowDefines materials, labor, machine time, and cost needed to produce finished goodsAccurate production planning, better costing, reduced material errorsRaw Material PlanningMaterial demand planning, MRP, minimum stock levels, reorder alerts, availability checks, material reservation, material requests, consumption forecast, supplier-linked planning, shortage alerts, purchase planningPlans and controls raw materials needed for productionPrevents material shortages, reduces delays, improves purchasing accuracyWork OrdersCreate work orders, assign jobs, link to sales order, link to BOM, work order quantity, priority, status tracking, material allocation, labor allocation, machine allocation, start date, due date, approval, completion reportControls production jobs from creation to completionBetter job tracking, stronger accountability, improved production flowProduction PlanningProduction plan creation, demand planning, sales order-based production, forecast-based production, raw material planning, labor planning, machine planning, capacity planning, batch planning, production targets, priority planning, cost estimationPlans what to produce, when to produce, and what resources are requiredBetter resource planning, reduced delays, improved output controlProduction SchedulingDaily, weekly and monthly schedules, shift scheduling, machine schedules, labor schedules, job sequencing, timelines, calendar, start/finish tracking, delay tracking, rescheduling, conflict alertsOrganizes production jobs into practical schedulesBetter time management, fewer conflicts, improved on-time deliveryMachine AllocationMachine register, capacity setup, availability tracking, work order assignment, utilization tracking, downtime tracking, maintenance alerts, breakdown reporting, performance reports, machine cost per hour, operator assignmentAssigns and monitors machines used in productionHigher machine utilization, reduced downtime, better equipment planningLabor AllocationEmployee assignment, skill-based allocation, shift allocation, labor hours, overtime, productivity, labor cost calculation, team leader assignment, attendance integration, performance tracking, efficiency reportsAssigns workers to production tasks and tracks performanceBetter workforce productivity, accurate labor costing, stronger accountabilityQuality ChecksRaw material inspection, in-process checks, finished goods inspection, QC checklist, approval workflow, defect tracking, rejected items, rework management, batch quality records, certificates, QC reports, compliance trackingControls product quality throughout productionFewer defects, better compliance, improved customer satisfactionFinished Goods TrackingFinished goods registration, batch tracking, serial tracking, stock updates, production output recording, warehouse transfer, packaging tracking, labeling tracking, inspection status, dispatch readiness, valuationTracks completed products after productionAccurate finished stock, better warehouse handover, improved delivery readinessProduction CostingRaw material cost, labor cost, machine cost, overhead allocation, batch costing, unit production cost, estimated vs actual cost, variance analysis, waste cost, rework cost, profit margin, profitability reportsCalculates the true cost of productionBetter pricing, improved profit control, reduced hidden production costsWaste and Scrap TrackingRaw material waste, production scrap, defective product tracking, reusable scrap, non-reusable scrap, disposal records, waste cost, waste percentage, reason analysis, approval workflow, reduction reportsTracks losses, waste, defects, and scrap materialsReduced wastage, lower production cost, stronger process improvementManufacturing ReportsProduction summary, work order report, raw material consumption, BOM cost report, schedule report, machine utilization, labor productivity, quality control, waste and scrap, finished goods, production costing, variance, profitabilityProvides manufacturing insights and documentationBetter planning, improved performance tracking, stronger management reporting

8–16 wks 13 modules
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Supply Chain Management System
Cost per Module

Supply Chain Management System

The Supply Chain Management System is a centralized platform designed to help businesses manage the movement of goods, materials, suppliers, warehouses, transport, shipments, deliveries, distribution, demand planning, order fulfillment, returns, risks, costs, and performance reports.It connects procurement, inventory, warehouse, logistics, suppliers, and customer delivery into one streamlined operating system. The system helps businesses improve delivery timelines, reduce supply disruptions, control logistics costs, track shipments, monitor supplier performance, and maintain real-time stock movement visibility. It supports major supply chain functions such as supplier coordination, procurement planning, demand planning, inventory visibility, logistics planning, shipment management, delivery tracking, distribution planning, warehouse coordination, order fulfillment, vendor performance, quality control, returns, cost management, risk compliance, reports, alerts, and settings.ModuleKey FeaturesMain Process ManagedBusiness ImpactSupply Chain DashboardPerformance overview, pending deliveries, active shipments, supplier order status, stock movement summary, delivery performance, demand vs supply, logistics cost overview, alerts, report snapshotGives management a real-time overview of supply chain activitiesBetter visibility, faster decisions, improved operational controlSupplier CoordinationSupplier database, contacts, product listing, communication history, order coordination, delivery schedules, contract tracking, compliance documents, quotation requests, issue management, payment status, performance monitoringManages supplier relationships and supplier activitiesBetter supplier communication, fewer delays, stronger vendor accountabilityProcurement PlanningPurchase planning, purchase requests, approvals, supplier quotations, purchase orders, order tracking, reorder planning, budget tracking, purchase history, price comparison, procurement reportsPlans and controls purchasing requirementsSmarter purchasing, improved budget control, reduced emergency buyingDemand PlanningDemand forecasting, sales demand analysis, historical demand, seasonal planning, customer order demand, stock requirement planning, demand vs available stock, alerts, reports, production/procurement linkingPredicts product demand and supply requirementsBetter stock planning, fewer shortages, improved production and procurement readinessInventory & Stock VisibilityReal-time stock levels, stock availability checks, stock movement, transfers, adjustments, reservations, minimum stock alerts, reorder alerts, batch tracking, serial tracking, warehouse stock visibility, damaged stock, valuation reportsTracks stock availability and movement across the supply chainBetter inventory accuracy, reduced stockouts, improved stock movement controlLogistics PlanningTransport planning, route planning, vehicle assignment, driver assignment, loading plan, dispatch planning, delivery cost estimation, fuel cost planning, transport capacity planning, delivery schedules, third-party logistics, reportsPlans how goods move from one point to anotherLower transport costs, better delivery planning, improved logistics efficiencyShipment ManagementShipment creation, tracking, status updates, documentation, packing lists, waybills, bill of lading, customs documents, shipment cost tracking, delay alerts, proof of delivery, reportsManages shipment movement and shipping documentationImproved shipment visibility, fewer documentation gaps, better customer updatesDelivery TrackingDelivery order management, status tracking, driver updates, customer updates, route monitoring, confirmation, proof of delivery upload, failed delivery tracking, rescheduling, delivery notes, cost tracking, reportsTracks final delivery to customers or branchesFaster response to delivery issues, improved customer satisfaction, stronger accountabilityDistribution PlanningDistribution network setup, branch distribution, warehouse-to-branch transfers, customer delivery allocation, regional distribution, product allocation, replenishment planning, route grouping, cost tracking, performance reportsPlans product distribution across regions, branches, and customersBetter stock distribution, reduced delivery delays, stronger market coverageWarehouse CoordinationWarehouse receiving, GRNs, put-away, picking, packing, dispatch, transfers, bin/location tracking, stock counts, capacity tracking, activity reportsConnects warehouse operations with the supply chainFaster fulfillment, better stock handling, improved warehouse-to-delivery flowOrder FulfillmentSales order linking, customer order processing, picking, packing, dispatch confirmation, partial delivery, backorder tracking, delivery notes, customer order updates, performance reportsManages customer orders from order placement to dispatchFaster order processing, better delivery accuracy, improved customer experienceVendor PerformanceVendor rating, delivery accuracy, delivery timeline tracking, product quality, response time, pricing analysis, late delivery reports, rejection reports, scorecards, performance comparison, preferred supplier rankingMeasures supplier reliability and performanceBetter supplier selection, fewer supplier-related risks, improved procurement qualityDelivery TimelinesExpected and actual delivery dates, lead time tracking, delay alerts, SLA monitoring, supplier timelines, customer timelines, shipment transit timelines, delivery calendar, timeline reportsTracks delivery time performance from supplier to customerImproved delivery reliability, better SLA compliance, fewer missed deadlinesQuality ControlGoods inspection, product quality checks, supplier quality rating, damaged goods recording, rejected goods management, return to supplier, approval workflow, inspection reports, non-compliance tracking, analyticsEnsures products meet required quality standardsFewer defective deliveries, improved compliance, stronger supplier accountabilityReturns ManagementCustomer returns, supplier returns, return authorization, inspection, replacement management, refund coordination, damaged product tracking, return reason, return delivery tracking, reportsManages products moving back through the supply chainCleaner stock records, reduced return losses, better customer serviceSupply Chain Cost ManagementTransport costs, delivery cost calculation, procurement cost tracking, warehouse cost tracking, shipment costs, supplier cost comparison, fuel costs, handling costs, distribution analysis, variance reportsTracks and controls supply chain expensesLower operating costs, better pricing decisions, improved profitabilityRisk & Compliance ManagementSupplier compliance, transport compliance, product compliance, contract expiry alerts, import/export compliance, customs compliance, insurance tracking, risk alerts, supply disruption tracking, reportsManages supply chain risks and compliance obligationsReduced compliance exposure, better continuity planning, improved risk controlSupply Chain ReportsSupplier performance, procurement reports, delivery tracking, shipment reports, stock movement, demand planning, distribution, logistics cost, delayed delivery, fulfillment, warehouse, executive reportsConverts supply chain data into management insightsBetter planning, stronger performance monitoring, improved executive reportingNotifications & AlertsLow stock alerts, reorder alerts, delayed shipment alerts, delayed delivery alerts, supplier response alerts, purchase approval alerts, failed delivery alerts, transfer alerts, demand spike alerts, compliance expiry alertsNotifies teams about urgent supply chain actionsFaster response, fewer disruptions, improved process disciplineSupply Chain SettingsSupplier categories, delivery zones, route setup, warehouse setup, stock movement rules, reorder rules, approval workflows, shipment status, delivery status, cost calculation settings, user roles and permissionsConfigures supply chain workflows and controlsFlexible setup, secure operations, scalable supply chain management

8–16 wks 20 modules
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Project Management System
Cost per Module

Project Management System

The Project Management System is a centralized platform designed to help businesses plan, assign, track, monitor, approve, bill, and report projects from start to completion.It helps teams manage project dashboards, tasks, milestones, timelines, team assignments, budgets, expenses, time tracking, documents, progress reports, client approvals, profitability, billing, collaboration, calendars, risks, change requests, resources, templates, analytics, and project settings.The system improves delivery speed, team accountability, cost control, client communication, project visibility, and profitability tracking.ModuleKey FeaturesMain Process ManagedBusiness ImpactProject DashboardProject overview, active projects, completed projects, pending projects, delayed projects, project status summary, progress percentage, KPIs, deadlines, alerts, team workload, budget vs actual costGives management a real-time view of all projectsBetter visibility, faster decisions, improved project controlProject Creation & SetupProject title, description, category, type, priority, start date, due date, status, project owner, client, department, project code, approval setupStarts and structures a new projectClear project ownership, better planning, stronger accountabilityProject TasksTask creation, task assignment, description, priority, start date, due date, status, dependencies, subtasks, comments, attachments, reminders, recurring tasks, completion percentageBreaks projects into actionable work itemsBetter task execution, fewer delays, improved team productivityMilestonesMilestone creation, title, deadline, status, linked tasks, progress tracking, completion approval, delayed milestone alerts, reportsTracks major project checkpointsEasier progress monitoring, better delivery discipline, stronger timeline controlProject TimelinesCalendar view, Gantt chart view, task timeline, milestone timeline, start/end date tracking, schedule planning, adjustments, deadline alerts, overdue tracking, dependency mappingManages project schedules and deadlinesBetter planning, fewer missed deadlines, improved project coordinationTeam AssignmentProject manager assignment, team members, departments, roles, responsibilities, workload tracking, availability, task ownership, collaboration tools, performance tracking, reassignmentAllocates people to project workBetter workload balance, clearer responsibility, improved team accountabilityBudget TrackingProject budget setup, estimated cost, approved budget, task budget, milestone budget, utilization tracking, variance analysis, approval workflow, revision history, budget alertsControls project budget from planning to deliveryReduced overspending, stronger financial control, better project profitabilityProject ExpensesExpense recording, categories, receipts upload, approval, reimbursable expenses, billable expenses, non-billable expenses, tracking by task/milestone, cost summary, reportsTracks all project-related costsBetter cost visibility, cleaner expense control, improved billing accuracyTime TrackingTimesheets, time per task, time per project, start/stop timer, manual time logging, billable hours, non-billable hours, productivity tracking, approvals, overtime, reportsRecords time spent on project activitiesBetter productivity tracking, accurate billing, improved resource planningProject DocumentsUpload documents, proposals, contracts, client briefs, design files, approval documents, reports, invoices, quotations, version control, sharing, access permissions, expiry alertsStores all project files in one locationFaster access to documents, better compliance, improved collaborationProgress ReportsDaily, weekly, monthly reports, task reports, milestone reports, team performance reports, budget reports, timeline reports, project health report, executive summaryReports project progress to managers and clientsBetter transparency, improved decision-making, stronger project governanceClient ApprovalsApproval requests, approval stages, design approval, budget approval, milestone approval, task completion approval, document approval, change request approval, comments, history, notificationsManages client sign-offs and approvalsReduced disputes, faster approvals, clearer client accountabilityProject Profitability ReportsRevenue tracking, cost tracking, gross profit, net profit, budget vs actual profit, billable vs non-billable cost, labor cost, expense cost, client profitability, margin report, profitability dashboardMeasures project financial performanceBetter pricing decisions, improved profit control, stronger business intelligenceProject Billing & InvoicingProject quotation, invoice creation, milestone-based billing, task-based billing, time-based billing, deposit invoice, progress payment invoice, final invoice, payment status, outstanding balanceHandles project billing and payment trackingFaster invoicing, improved cash flow, better revenue controlProject CollaborationInternal team chat, comments, task discussions, file sharing, client communication, meeting notes, activity feed, notifications, mentions, tags, team announcementsSupports team and client communicationBetter coordination, fewer communication gaps, faster project executionProject CalendarProject calendar, task calendar, milestone calendar, meeting calendar, deadline calendar, team schedule, client meeting schedule, reminders, calendar integrationOrganizes dates, meetings, tasks, and deadlinesBetter time management, fewer missed activities, improved schedulingProject Risk ManagementRisk identification, category, priority, impact level, probability, owner assignment, mitigation plan, status tracking, reportsIdentifies and manages project risksReduced project failure, better contingency planning, improved delivery confidenceChange Request ManagementChange request creation, description, impact on budget, impact on timeline, impact on scope, client approval, internal approval, status, historyManages changes to project scope, cost, and timelineReduced scope creep, better cost control, clearer approval trailResource ManagementResource planning, staff allocation, equipment allocation, material allocation, availability, utilization, conflict alerts, resource cost trackingManages project resourcesBetter resource utilization, fewer conflicts, improved cost planningProject TemplatesStandard templates, task templates, milestone templates, budget templates, timeline templates, document templates, approval workflow templates, custom workflowsSpeeds up repeated project setupFaster project launch, consistency, improved operational efficiencyProject Reports & AnalyticsPerformance reports, status reports, task completion, overdue tasks, team productivity, budget reports, expense reports, time reports, profitability reports, client reportsConverts project data into insightsBetter project intelligence, improved accountability, stronger performance trackingProject SettingsCategories, statuses, task priorities, numbering format, approval settings, notification settings, billing settings, user roles, permissions, access control, integrationsConfigures project workflows and accessFlexible setup, secure project control, scalable project operations

8–16 wks 22 modules
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Payroll Management System
Cost per Module

Payroll Management System

The Payroll Management System is a centralized salary processing platform designed to help businesses manage employee salaries, allowances, deductions, overtime, bonuses, PAYE, NSSF, NHIF/SHIF, loans, salary advances, payslips, bank payment files, payroll approvals, payroll reports, accounting integration, compliance, and employee self-service.It helps HR, finance, and management teams process payroll accurately, reduce salary errors, automate statutory deductions, improve compliance, control payroll costs, and ensure employees are paid on time. The system supports major payroll functions such as salary processing, allowances, deductions, overtime, bonuses, statutory deductions, loans, attendance integration, approvals, payslip generation, bank files, reports, finance integration, compliance, self-service, and settings.ModuleKey FeaturesMain Process ManagedBusiness ImpactPayroll DashboardPayroll overview, total payroll cost, pending approvals, employees to be paid, tax and statutory summary, salary payment status, payroll alerts, monthly analyticsGives management a real-time view of payroll activitiesBetter payroll visibility, faster approvals, improved salary controlEmployee Salary ProfilesBasic salary setup, job grade salary, salary category, payment frequency, bank account details, employment type, salary history, salary adjustment recordsStores employee salary informationAccurate salary setup, cleaner employee payroll records, easier salary trackingSalary ProcessingMonthly salary calculation, gross salary, net salary, salary arrears, salary advances, adjustments, payroll batch processing, final salary computationCalculates employee salaries for each payroll periodFaster payroll processing, reduced manual errors, accurate salary paymentsAllowancesHouse allowance, transport allowance, medical allowance, meal allowance, airtime allowance, field allowance, responsibility allowance, custom allowances, taxable and non-taxable allowancesManages employee benefits added to salaryBetter compensation control, accurate gross pay calculationDeductionsStatutory deductions, loan deductions, salary advance deductions, Sacco deductions, insurance deductions, welfare deductions, penalties, custom deductions, recurring deductionsManages amounts deducted from employee salariesAccurate net pay, reduced deduction errors, better complianceOvertime ManagementOvertime hours, normal overtime, weekend overtime, public holiday overtime, overtime rates, approval, payment calculation, reportsCalculates extra pay for additional hours workedFair overtime payment, better labor cost tracking, improved staff accountabilityBonuses & IncentivesPerformance bonuses, sales commissions, annual bonuses, project bonuses, incentive payments, approval workflow, taxable bonus setup, bonus payment reportsManages extra performance-based paymentsImproved staff motivation, accurate incentive tracking, better reward controlPAYE ManagementPAYE calculation, tax relief setup, taxable income computation, employee tax records, monthly PAYE summary, PAYE return reports, tax compliance reportsHandles employee income tax calculationsBetter tax compliance, reduced PAYE errors, easier statutory reportingNSSF ManagementNSSF contribution setup, employee contribution, employer contribution, monthly summary, return file, compliance reportsManages pension/social security deductionsAccurate NSSF reporting, improved statutory complianceNHIF / SHIF ManagementNHIF/SHIF contribution setup, employee contribution calculation, monthly health contribution report, statutory health deduction file, compliance tracking, contribution historyManages health insurance statutory deductionsAccurate health contribution records, stronger compliance trackingPayroll Loans & AdvancesSalary advance requests, employee loan setup, repayment schedule, loan balance tracking, automated loan deductions, approval workflow, reportsManages employee loans and salary advancesBetter loan recovery, reduced manual follow-up, improved payroll accuracyLeave & Attendance Payroll IntegrationAttendance-based salary calculation, leave deductions, unpaid leave, absenteeism deductions, late-coming deductions, timesheet integration, shift-based salary processingConnects attendance and leave data with salary calculationFair salary computation, reduced payroll disputes, better workforce cost controlPayroll Approval WorkflowPayroll preparation, review, finance approval, HR approval, management approval, payroll release approval, approval history, audit trailControls payroll authorization before paymentStronger governance, reduced unauthorized payroll changes, cleaner accountabilityPayslip GenerationIndividual payslips, bulk payslips, PDF payslips, email payslips, branded template, gross pay breakdown, deduction breakdown, net pay summaryGenerates employee salary statementsBetter employee transparency, faster payslip distributionBank Payment FilesBank payment list, bulk salary payment file, employee bank validation, transfer schedule, payment status, failed payment tracking, bank export format, salary payment confirmationPrepares salary payments through banksFaster payment processing, fewer transfer errors, better payment trackingPayroll ReportsMonthly payroll report, employee payroll report, department payroll report, allowance report, deduction report, PAYE, NSSF, NHIF/SHIF, net salary, payroll cost, variance reportsProduces payroll insights and compliance reportsBetter reporting, improved payroll cost control, easier auditsPayroll Accounting IntegrationPayroll journal entries, salary expense posting, statutory liability posting, department cost allocation, project payroll costing, payroll-to-finance integration, general ledger posting, reconciliationConnects payroll with accounting recordsCleaner finance records, better cost allocation, faster payroll reconciliationPayroll ComplianceStatutory compliance tracking, tax records, payroll audit logs, employee payroll documents, government return preparation, compliance alerts, payroll policy setupEnsures payroll follows statutory and company rulesReduced compliance risk, better audit readiness, stronger payroll governanceEmployee Self-Service PayrollView payslips, download payslips, salary history, deductions, allowances, salary advance requests, bank detail updates, payroll inquiriesAllows employees to access payroll information directlyReduced HR workload, better employee experience, faster payroll supportPayroll SettingsPayroll period setup, salary structure, allowance setup, deduction setup, tax settings, statutory settings, payslip templates, approval settings, numbering format, roles and permissionsConfigures payroll rules and accessFlexible setup, secure payroll operations, scalable payroll management

8–16 wks 20 modules
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Human Resource Management System
Cost per Module

Human Resource Management System

The Human Resource Management System is a centralized workforce management platform designed to help businesses manage employees, departments, job positions, attendance, leave, payroll integration, recruitment, onboarding, performance reviews, training, employee documents, self-service, shifts, approvals, disciplinary cases, exits, compensation, assets, and HR reports.It helps HR teams reduce manual paperwork, improve employee data accuracy, automate approvals, track staff performance, manage attendance and leave, support payroll processing, and improve workforce visibility across the organization. The system supports major HR functions such as employee profiles, departments, job positions, attendance, leave, payroll integration, recruitment, onboarding, performance reviews, training records, employee documents, self-service portal, shift management, HR approvals, disciplinary management, exit management, compensation, asset assignment, reports, and settings.ModuleKey FeaturesMain Process ManagedBusiness ImpactHR DashboardHR performance overview, total employees, active staff, new hires, attendance summary, leave summary, pending approvals, birthdays, contract expiry alerts, HR analytics, department workforce overviewGives management a real-time view of workforce activityBetter HR visibility, faster decisions, improved workforce controlEmployee ProfilesPersonal information, contact details, emergency contacts, employment history, job title, department, employment type, contract details, salary information, reporting manager, employee status, photo, staff ID, documents, activity historyStores complete employee information in one systemBetter employee data control, faster HR administration, improved complianceDepartmentsDepartment creation, department list, department heads, employees, structure, budgets, performance, attendance summary, leave summary, reportsOrganizes employees by business unitsBetter workforce structure, improved reporting, clearer departmental accountabilityJob PositionsJob titles, job descriptions, job grades, job levels, position requirements, responsibilities, salary range, department-linked positions, vacancies, active positions, reportsManages company roles and designationsClear role definition, better recruitment planning, improved salary structureAttendance ManagementDaily attendance, clock-in/out, late arrivals, early departures, overtime, absence tracking, shift attendance, biometric integration, mobile attendance, approvals, correction requests, reportsTracks employee attendance and working hoursReduced absenteeism, accurate payroll support, improved disciplineLeave ManagementLeave applications, approval workflow, annual leave, sick leave, maternity leave, paternity leave, compassionate leave, unpaid leave, study leave, leave balances, calendar, history, reportsManages employee leave requests and balancesFaster approvals, better workforce planning, reduced leave conflictsPayroll IntegrationLink HR records to payroll, salary details, allowances, deductions, overtime, leave deductions, attendance-based payroll, statutory deductions, payslip generation, approval, reports, finance integrationConnects HR data with payroll processingMore accurate payroll, reduced errors, faster salary processingRecruitment ManagementJob vacancy creation, job posting, applicant tracking, candidate profiles, CV upload, shortlisting, interview scheduling, interview feedback, offer letters, hiring approvals, onboarding after hiring, reportsManages hiring from vacancy to onboardingFaster recruitment, better candidate tracking, improved hiring workflowOnboarding ManagementNew employee checklist, document collection, contract signing, department assignment, job position assignment, work tools assignment, orientation schedule, policy acknowledgement, probation setup, progress trackingGuides new employees into the organizationSmoother onboarding, better compliance, improved employee readinessPerformance ReviewsAppraisals, KPI setup, goal setting, manager reviews, self-assessment, peer reviews, performance ratings, strengths, improvement areas, promotion recommendations, performance history, reportsTracks and evaluates employee performanceBetter productivity, fairer evaluations, stronger talent developmentTraining RecordsTraining programs, calendar, employee history, skills development, course enrollment, attendance, certificates, internal/external training, cost tracking, evaluation, reportsManages employee learning and developmentImproved skills, better staff growth, stronger organizational capabilityEmployee DocumentsID/passport copies, KRA PIN, NSSF documents, SHIF/NHIF documents, academic certificates, professional certificates, contracts, appointment letters, warning letters, promotion letters, leave documents, secure storageStores employee files securelyEasier compliance, faster document retrieval, reduced paperworkEmployee Self-Service PortalProfile access, leave application, payslip access, attendance view, HR requests, document upload, company policies, training requests, personal information update, notifications, announcementsAllows employees to access HR services directlyReduced HR workload, improved employee experience, faster HR communicationShift & Work Schedule ManagementShift creation, shift assignment, weekly schedules, monthly schedules, rotational shifts, night shifts, public holiday setup, off-day management, schedule changes, shift reportsManages staff work schedules and shiftsBetter workforce planning, fewer scheduling conflicts, improved shift controlHR Requests & ApprovalsLeave approvals, attendance correction approvals, overtime approvals, training approvals, recruitment approvals, promotion approvals, salary adjustment approvals, document approval, multi-level approval, approval historyRoutes HR actions through approval workflowsStronger governance, faster approvals, better accountabilityDisciplinary ManagementWarnings, incident reporting, disciplinary cases, investigation notes, HR hearings, action taken, suspension records, termination recommendations, history, reportsManages employee disciplinary casesBetter HR compliance, fairer case handling, clearer documentationEmployee Exit ManagementResignation records, termination records, exit clearance, handover checklist, final dues tracking, exit interview, asset return tracking, deactivation process, reportsManages employee offboardingCleaner exits, reduced asset loss, improved complianceCompensation & BenefitsSalary structures, allowances, bonuses, commissions, benefits setup, insurance benefits, staff welfare, pension benefits, eligibility, compensation reportsManages employee rewards and benefitsBetter salary control, improved employee retention, clearer compensation planningAsset AssignmentAssign laptops, phones, uniforms, access cards, vehicles, asset condition tracking, asset return tracking, lost/damaged asset records, employee asset historyTracks company assets issued to employeesReduced asset loss, better accountability, improved asset recoveryHR ReportsEmployee reports, department reports, attendance reports, leave reports, payroll reports, recruitment reports, training reports, performance reports, disciplinary reports, exit reports, workforce analytics, compliance reportsProduces HR insights and compliance recordsBetter planning, stronger reporting, improved management decisionsHR SettingsHR policies, leave types, attendance rules, shift rules, job grades, departments, designations, contract types, approval workflows, document categories, notifications, user roles and permissionsConfigures HR workflows and controlsFlexible setup, secure access, scalable HR operations

8–16 wks 21 modules
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Operations Management System
Cost per Module

Operations Management System

The Operations Management Module is a centralized workflow control system designed to help businesses manage daily tasks, department workflows, internal requests, approvals, job cards, work schedules, operational reports, resource allocation, productivity tracking, work orders, maintenance requests, incidents, quality control, budgets, documents, branches, and department performance.It helps operations managers coordinate people, tasks, resources, approvals, job execution, and performance from one connected system. The module improves productivity, reduces delays, strengthens accountability, and gives management real-time visibility across all departments and branches.ModuleKey FeaturesMain Process ManagedBusiness ImpactOperations DashboardDaily operations overview, pending tasks, department performance, active job cards, pending approvals, staff workload, alerts, productivity analytics, resource utilizationGives management a real-time view of operational activityFaster decisions, better visibility, improved operational controlDaily Task ManagementCreate tasks, assign staff, set priority, deadlines, progress tracking, task status, notes, file attachments, reminders, notifications, daily reportsManages daily staff and department activitiesBetter task execution, fewer missed activities, improved accountabilityDepartment WorkflowsWorkflow stages, task routing, department approvals, handover tracking, process status, automation, delay alerts, workflow reportsControls how work moves between departmentsFaster internal processes, reduced bottlenecks, better coordinationInternal RequestsStaff requests, department forms, material requests, equipment requests, maintenance requests, transport requests, stationery requests, service requests, approval status, request history, reportsHandles internal company requestsBetter request control, reduced confusion, faster service deliveryApproval ProcessesMulti-level approvals, department head approvals, manager approvals, finance approvals, procurement approvals, operations approvals, comments, history, rejection tracking, escalation rulesControls authorization of requests and operational actionsStronger governance, reduced unauthorized actions, faster approval trackingJob CardsJob card creation, number generation, client/job details, assigned staff, job description, materials, labour, start date, deadline, status, completion confirmation, costing, reportsManages operational jobs from creation to completionBetter job tracking, accurate costing, improved delivery accountabilityWork SchedulesStaff schedules, department schedules, shift planning, daily/weekly plans, job scheduling, maintenance scheduling, delivery scheduling, calendar view, conflict alerts, remindersOrganizes work plans and schedulesBetter time management, fewer scheduling conflicts, improved productivityOperational ReportsDaily, weekly, monthly reports, department performance, task completion, job card reports, resource usage, productivity, delayed work, staff performance, approval reportsConverts operations data into management insightsBetter planning, improved performance tracking, stronger reportingResource AllocationStaff, equipment, vehicle, material, budget, room/space, machine allocation, availability tracking, booking, conflict alerts, utilization reportsAllocates company resources to tasks and jobsBetter resource utilization, fewer conflicts, reduced wastageProductivity TrackingStaff productivity, department productivity, task completion rate, job completion rate, time spent per task, output tracking, delay tracking, scorecards, charts, comparison reportsMeasures team and department outputImproved efficiency, clearer performance visibility, stronger accountabilityWork OrdersWork order creation, assignment, approval, materials needed, work instructions, progress tracking, costing, completion status, supervisor confirmation, reportsControls structured operational work assignmentsBetter execution, improved costing, clearer supervisor oversightMaintenance RequestsEquipment, facility and vehicle maintenance requests, preventive schedules, task assignment, maintenance cost, history, approval, reportsManages repair and preventive maintenance workReduced downtime, better asset care, improved business continuityIssue & Incident ManagementIssue reporting, owner assignment, priority, status tracking, corrective actions, incident reports, resolution tracking, escalation alerts, issue history, risk reduction reportsTracks operational problems and incidentsFaster issue resolution, reduced repeat problems, stronger risk controlPerformance MonitoringDepartment KPIs, staff KPIs, task KPIs, job completion KPIs, time efficiency, cost efficiency, quality performance, bottleneck tracking, executive summaryMonitors operational performanceBetter decision-making, improved efficiency, stronger executive oversightCommunication & NotificationsAnnouncements, task notifications, request notifications, approval alerts, job card updates, schedule reminders, delay alerts, email/SMS integration, messaging, communication historyKeeps teams updated on operational actionsFaster communication, fewer delays, better coordinationDocument & File ManagementAttach files to tasks/job cards, upload request documents, approval documents, work instructions, manuals, department documents, permissions, expiry alerts, historyStores operational documents in one placeBetter documentation, faster access, improved complianceQuality ControlQuality checklist, task quality checks, job card quality checks, supervisor inspection, defect reporting, rework tracking, quality approval, score reports, compliance trackingChecks operational work quality before completionBetter output quality, reduced rework, improved customer satisfactionCost & Budget TrackingTask cost, job card cost, department budget, resource cost, labour cost, material cost, operational expenses, budget variance, cost performance reportsTracks operational spending and cost performanceBetter cost control, reduced overspending, improved profitabilityBranch & Department ManagementMultiple branch operations, department setup, staff assignment by department, branch performance, workload tracking, inter-branch requests, branch reports, department reportsManages operations across departments and branchesBetter branch control, improved workload balance, scalable operationsOperations SettingsTask categories, request categories, job card templates, approval rules, workflows, schedule settings, notifications, user permissions, numbering formats, report settingsConfigures operational workflows and controlsFlexible setup, secure access, scalable operations management

8–16 wks 20 modules
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Asset Management System
Cost per Module

Asset Management System

The Asset Management Module is a centralized fixed asset control system designed to help businesses register, track, assign, maintain, depreciate, value, insure, audit, and dispose of company assets.It helps management control company property such as furniture, computers, vehicles, machines, office equipment, buildings, tools, and accessories. The module improves asset visibility, reduces asset loss, supports accurate depreciation, strengthens accountability, and gives the business a complete view of asset value, condition, location, ownership, maintenance, and movement.ModuleKey FeaturesMain Process ManagedBusiness ImpactAsset DashboardTotal assets overview, asset value summary, active assets, assigned assets, unassigned assets, assets under maintenance, disposed assets, depreciation summary, asset alerts, performance overviewGives management a real-time view of all company assetsBetter asset visibility, faster decisions, stronger asset controlFixed Asset RegisterAdd new assets, asset code generation, asset name, description, purchase date, purchase cost, location, condition, ownership details, serial number, warranty details, supplier details, document attachments, status trackingRecords all company fixed assets in one systemImproved asset accountability, cleaner records, better audit readinessAsset CategoriesFurniture and fittings, computers and IT equipment, vehicles, machinery and equipment, office equipment, buildings and property, tools and accessories, category-based depreciation rules, reporting, classificationGroups assets by type and business useEasier reporting, better depreciation setup, improved asset organizationAsset AssignmentAssign assets to employees, departments, branches, and projects, track custodian, handover records, return records, transfer history, employee responsibility, acknowledgement formsTracks who is responsible for each assetReduced asset loss, improved employee accountability, clearer custody recordsAsset DepreciationDepreciation method setup, straight-line depreciation, reducing balance depreciation, depreciation rates, start date, monthly and annual depreciation, accumulated depreciation, net book value, reports, journal integrationCalculates asset value reduction over timeAccurate financial reporting, better asset valuation, improved accounting complianceAsset MaintenanceMaintenance scheduling, preventive maintenance, corrective maintenance, requests, approvals, cost tracking, service provider details, history, spare parts used, alerts, downtime trackingManages asset servicing and repairReduced breakdowns, longer asset lifespan, better maintenance cost controlAsset DisposalDisposal requests, approval workflow, disposal reason, disposal method, sale, scrapping, donation, lost/stolen asset, disposal value, gain/loss, disposal certificate, reportsControls removal of assets from company recordsBetter compliance, reduced fraud risk, accurate asset register updatesAsset ValuationPurchase value, current value, market value, replacement value, net book value, residual value, revaluation records, history, approval, value reportsTracks the financial value of assetsBetter decision-making, accurate insurance and financial reportingAsset TrackingAsset movement tracking, branch transfers, department transfers, location tracking, QR code, barcode, serial number, audit trail, check-in/check-out, custody historyTracks asset location and movementImproved traceability, reduced misplaced assets, stronger asset controlAsset InsuranceInsurance policy details, provider, insurance value, start date, expiry date, premium amount, claim history, renewal alerts, insured asset reportsManages insurance coverage for company assetsReduced risk exposure, better renewal control, improved claims managementAsset Warranty ManagementWarranty start date, expiry date, provider, terms, warranty documents, claim tracking, expiry alerts, reportsTracks asset warranties and claimsReduced repair costs, better warranty utilization, fewer missed claimsAsset DocumentsPurchase invoices, warranty documents, insurance documents, maintenance documents, ownership documents, disposal documents, valuation reports, asset photos, compliance certificatesStores asset-related documents in one placeFaster document access, better compliance, easier auditsAsset Audit & VerificationPhysical verification, asset count, missing asset tracking, damaged asset tracking, condition updates, audit checklist, notes, approval, audit reportsConfirms physical assets against system recordsReduced asset loss, improved accuracy, stronger audit complianceAsset ReportsFixed asset register, category report, assignment report, depreciation report, maintenance report, disposal report, valuation report, location report, insurance report, warranty report, audit report, movement reportGenerates asset insights and documentationBetter reporting, improved planning, stronger management oversightAsset ApprovalsPurchase approval, assignment approval, transfer approval, maintenance approval, disposal approval, revaluation approval, multi-level workflow, comments, historyControls key asset decisions through authorizationBetter governance, reduced unauthorized asset activity, stronger accountabilityAsset SettingsAsset numbering format, category setup, depreciation rules, condition setup, location setup, status setup, maintenance schedule setup, approval workflow, user permissions, notification settingsConfigures asset workflows and controlsFlexible setup, secure access, scalable asset management

8–16 wks 16 modules
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Fleet & Transport Management Module
Cost per Module

Fleet & Transport Management Module

The Fleet & Transport Management Module is a centralized vehicle, driver, fuel, trip, delivery, maintenance, GPS, compliance, and transport cost control system.It helps businesses manage vehicles, drivers, fuel usage, trips, routes, maintenance schedules, expenses, insurance, inspections, accidents, tyres, GPS tracking, and fleet reports from one connected platform. The module improves vehicle utilization, reduces transport costs, controls fuel misuse, improves driver accountability, supports delivery tracking, and gives management full visibility of fleet operations.ModuleKey FeaturesMain Process ManagedBusiness ImpactFleet DashboardTotal vehicles, active vehicles, available vehicles, vehicles under maintenance, vehicles on trip, utilization summary, fuel consumption, driver performance, maintenance alerts, fleet cost, trip status, GPS snapshotGives management a real-time view of fleet operationsBetter visibility, faster decisions, improved transport controlVehicle RecordsVehicle registration, make and model, year, type, category, capacity, engine number, chassis number, ownership, insurance, road license, inspection certificate, documents, status, assignment historyStores complete vehicle informationBetter vehicle control, easier compliance tracking, improved fleet documentationDriver ManagementDriver profiles, personal details, license number, license expiry, contacts, employment status, assigned vehicle, trip history, performance rating, incidents, documents, availability, attendance integration, payments/allowancesManages drivers and their performanceBetter driver accountability, safer operations, improved workforce planningFuel TrackingFuel purchases, fuel station details, fuel type, litres, cost per litre, total cost, consumption, fuel cards, vouchers, efficiency, mileage per litre, alerts, fraud monitoring, reports by vehicle and driverTracks fuel usage and costReduced fuel misuse, better cost control, improved vehicle efficiencyTrip ManagementCreate trips, assign vehicle, assign driver, start location, destination, purpose, date/time, expected arrival, actual arrival, distance, cost estimate, approval workflow, status, completion, cancellation, historyManages business trips and transport assignmentsBetter trip planning, improved accountability, accurate trip costingDelivery RoutesRoute planning, route assignment, multi-stop routes, pickup points, drop-off points, distance calculation, cost estimation, route optimization, history, schedule, performance, traffic notes, driver instructions, customer location mappingPlans and manages delivery routesFaster deliveries, lower transport costs, improved customer serviceMaintenance SchedulingPreventive maintenance, service due alerts, mileage-based maintenance, date-based maintenance, inspection checklist, repair requests, garage/workshop assignment, spare parts, cost tracking, approvals, history, breakdown records, service providers, reportsManages vehicle repairs and servicingReduced breakdowns, longer vehicle lifespan, better maintenance cost controlVehicle ExpensesFuel expenses, repairs, insurance, parking, tolls, driver allowances, cleaning, spare parts, inspections, license renewals, accident costs, approvals, receipts, cost per vehicle, cost per tripTracks all vehicle-related spendingBetter cost visibility, reduced leakage, improved fleet profitabilityGPS Tracking IntegrationLive vehicle location, real-time trip tracking, movement history, route replay, speed monitoring, geofencing, driver behavior, idle time, unauthorized movement alerts, distance tracking, ETA, GPS device assignment, location reports, mobile trackingTracks vehicle location and movement in real timeBetter security, improved delivery tracking, reduced unauthorized useVehicle AssignmentAssign vehicle to driver, department, branch, project, temporary assignment, permanent assignment, handover records, return records, condition before assignment, condition after return, approvals, historyControls vehicle allocation and responsibilityBetter custody tracking, reduced misuse, improved asset accountabilityVehicle InspectionDaily checklist, pre-trip inspection, post-trip inspection, tyre check, brake check, engine check, oil level, lights, body condition, safety equipment, comments, photos, defect reporting, approvalConfirms vehicle roadworthinessSafer trips, fewer breakdowns, improved complianceInsurance & ComplianceInsurance records, insurance expiry alerts, inspection expiry alerts, road license expiry alerts, driver license expiry alerts, document uploads, accident claims, renewal reminders, compliance reports, regulatory documentsManages legal and compliance requirementsReduced compliance risk, fewer missed renewals, better audit readinessAccident & Incident ManagementAccident reporting, incident date/location, vehicle involved, driver involved, damage description, police abstract, insurance claim, repair cost, photos, approvals, investigation notes, reportsManages transport accidents and incidentsBetter incident control, faster claims processing, improved risk managementTyre ManagementTyre purchases, tyre assignment, serial number tracking, condition tracking, rotation records, replacement records, mileage tracking, cost tracking, supplier details, tyre reportsTracks tyre usage and performanceLower tyre costs, better safety, improved maintenance planningFleet ReportsVehicle utilization, fuel consumption, trip reports, driver performance, maintenance, expenses, route performance, accidents, compliance, cost per kilometre, cost per vehicle, cost per driver, profitability, downtime, executive summaryProvides fleet performance insightsBetter planning, stronger cost control, improved executive reporting

8–16 wks 15 modules
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Customer Support System
Cost per Module

Customer Support System

The Customer Support / Helpdesk System is a centralized customer service platform designed to help businesses manage support tickets, complaints, issue assignments, priorities, response tracking, resolution status, knowledge base, service level agreements, customer feedback, live chat, email support, call center support, escalations, reports, automation, roles, integrations, and audit trails.It helps businesses respond faster to customer issues, reduce unresolved complaints, improve service quality, track support agent performance, and maintain a clear history of every customer interaction. The system supports major helpdesk functions such as support tickets, customer complaints, issue assignment, ticket priority, response tracking, resolution status, knowledge base, service level tracking, support reports, customer management, communication channels, live chat, email support, call center support, escalation, automation, notifications, and integrations.ModuleKey FeaturesMain Process ManagedBusiness ImpactCustomer Support DashboardTotal tickets, open tickets, pending tickets, resolved tickets, overdue tickets, urgent complaints, response time summary, customer satisfaction score, agent performance, SLA status, ticket trendsGives management a real-time view of support performanceFaster decisions, better service visibility, improved customer care controlSupport TicketsCreate tickets, ticket number, customer details, subject, description, category, source, status, priority, attachments, history, internal notes, escalation, closing remarksManages customer support requests from creation to closureBetter issue tracking, fewer missed requests, improved accountabilityCustomer ComplaintsComplaint registration, category, description, customer details, affected product/service, date, severity, status, assigned officer, investigation notes, corrective action, resolution, feedback after resolutionHandles customer dissatisfaction and service recoveryFaster complaint resolution, improved customer trust, better quality improvementIssue AssignmentAssign tickets to agents or departments, reassignment, auto-assignment, manual assignment, workload tracking, assignment history, escalation assignment, supervisor reviewRoutes issues to the right team or personFaster handling, better workload balance, improved ownershipTicket Priority ManagementLow, medium, high, critical and urgent tickets, priority sorting, escalation, color labels, response time rules, approval workflowClassifies support issues by urgency and importanceFaster response to critical issues, better SLA control, improved customer satisfactionResponse TrackingFirst response time, last response time, agent response history, customer response history, pending responses, automated response logs, email/SMS/WhatsApp tracking, delay alertsTracks how fast and how well teams respondImproved accountability, faster service, reduced response delaysResolution StatusNew, open, in progress, pending customer response, pending internal review, escalated, resolved, closed, reopened, cancelled, resolution notes, resolution timeTracks ticket progress until completionClear ticket lifecycle, fewer unresolved cases, stronger service managementKnowledge BaseHelp articles, FAQs, troubleshooting guides, product guides, service guides, internal manuals, self-service portal, searchable articles, categories, approvals, feedback, most viewed articlesProvides answers for customers and support teamsReduced repeat questions, faster support, improved customer self-serviceService Level TrackingSLA setup, response time, resolution time, breach alerts, countdown timer, SLA by priority, customer type and department, performance reports, escalation before breach, compliance percentageMonitors agreed support timelinesBetter compliance, fewer overdue tickets, stronger customer commitmentSupport ReportsTicket summary, complaints, agent performance, department performance, customer satisfaction, SLA performance, resolution report, pending tickets, escalated tickets, reopened tickets, response time, monthly support reportConverts support data into insightsBetter service planning, improved team performance, stronger reportingCustomer ManagementCustomer profile, contact details, support history, complaint history, products/services, priority level, account status, communication history, feedback records, satisfaction ratingLinks support activity to customer recordsBetter customer understanding, improved service personalization, stronger retentionCommunication ChannelsEmail, phone, SMS, WhatsApp, website chat, social media, contact form, customer portal, internal messaging, automated notificationsManages support across multiple channelsWider customer reach, faster communication, better service experienceLive Chat ManagementWebsite live chat, chat queue, assignment, transcript, transfer, status, rating, response time, chatbot integration, offline messagesSupports real-time customer conversationsFaster issue handling, improved customer engagement, better online supportEmail Support ManagementSupport inbox, convert email to ticket, email replies from ticket, templates, notifications, history, attachments, escalation, auto-replyManages support requests received by emailBetter email control, faster replies, organized support recordsCall Center SupportCall logs, incoming calls, outgoing calls, missed calls, notes, recording attachment, follow-up, assignment, outcome tracking, performance reportsTracks phone-based customer supportBetter call follow-up, improved call accountability, stronger customer recordsEscalation ManagementEscalation rules, levels, supervisor escalation, department head escalation, technical team escalation, reason, status, alerts, history, resolutionMoves unresolved or urgent issues to higher support levelsFaster resolution, reduced service failure, better issue controlSupport Agent ManagementAgent profiles, departments, availability, workload, assigned tickets, response time, resolved tickets, ratings, performance score, activity logsManages support staff and productivityBetter agent performance, improved workload planning, stronger accountabilityDepartment Support ManagementSales support, technical support, billing support, delivery support, product support, service support, finance support, operations support, department routing, department reportsRoutes support issues by business functionFaster specialist handling, better department responsibility, improved service deliveryCustomer FeedbackTicket feedback form, rating, comments, satisfaction survey, net promoter score, complaint feedback, improvement suggestions, reports, negative feedback alertsCollects customer opinion after serviceBetter service improvement, stronger customer loyalty, faster issue correctionSelf-Service Customer PortalCustomer login, submit ticket, track status, view history, reply to ticket, upload attachments, view knowledge base, view FAQs, reopen ticket, rate support serviceAllows customers to manage support requests directlyReduced support workload, improved transparency, better customer experienceAutomation & WorkflowAuto-ticket creation, auto-assignment, auto-priority tagging, auto-escalation, notifications, reminders, SLA automation, status automation, follow-up automation, reopen automationAutomates repetitive helpdesk workFaster operations, fewer manual errors, improved consistencyNotifications & AlertsNew ticket alerts, assigned ticket alerts, updates, customer replies, SLA breach alerts, escalation alerts, overdue ticket alerts, resolution alerts, complaint alerts, supervisor alertsNotifies users about important support actionsFaster response, fewer missed updates, better operational disciplineTicket CategoriesGeneral inquiry, technical issue, billing issue, payment issue, product issue, delivery issue, service complaint, refund request, account issue, warranty issue, internal support requestOrganizes tickets by issue typeBetter routing, clearer reporting, improved issue analysisDocument & Attachment ManagementCustomer documents, screenshots, receipts, invoices, product images, service reports, call recordings, approval documents, secure storage, downloadsStores support-related filesBetter evidence management, faster investigation, improved documentationUser Roles & PermissionsAgent access, supervisor access, manager access, admin access, customer access, department access, visibility permissions, report permissions, edit/delete permissions, audit trail accessControls access to helpdesk dataBetter security, reduced unauthorized access, stronger governanceIntegrationsCRM, sales, finance, inventory, delivery, email, SMS, WhatsApp, website contact form, customer portal integrationConnects support with other business systemsBetter data flow, improved service continuity, stronger end-to-end operationsAudit TrailTicket creation logs, update logs, assignment logs, status changes, priority changes, escalation logs, resolution logs, user activity, deleted records, system access logsTracks all helpdesk actionsImproved transparency, better compliance, reduced dispute riskHelpdesk SettingsTicket numbering, categories, priorities, statuses, SLA setup, email templates, SMS templates, notifications, escalation rules, user permissionsConfigures support workflows and rulesFlexible setup, secure operations, scalable customer support

8–16 wks 28 modules
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Section 03

Sectors Management System