Click ERP


Client Management (CRM)
•	Client Profiles: Complete tracking of demographics, services, contract types, billing modes, and Account Manager assignments.

•	Entity Record entries: A dedicated view for each client housing sub-records for Short Codes (SMS/Voice/USSD), Payments, and Onboarding Progress.

•	Time-Locked Communications: A Notes system where staff can log client interactions.

•	Client Data Table: A client's view with real-time search, advanced filtering by service/status, and CSV/PDF exports.

Staff Daily Reporting
•	Report Submission Portal: An interface for staff to log their daily activities, achievements, and challenges.

•	Time-Window Enforcement: Strict backend validation that automatically locks report submissions 48 hours after the target date.

•	Automated Dispatch: Automatic generation and routing of customized HTML email notifications to management upon successful report submission.

Global Offices & Holidays
•	Branch office Management: Centralized directory for managing physical office locations and assigning Country Managers.

•	Public Holiday Management :  The ability to enter recurring or localized public holidays


Management & Admin Dashboard
•	Centralized Approvals: A dedicated hub for reviewing, approving, or rejecting staff Leave Requests.

•	Compliance Tracking: Automated calculations comparing actual submitted reports against expected working days to gauge staff consistency.

•	Report Overrides: A feature that allows management to temporarily unlock the 48-hour submission window for specific staff members and past dates.