1.6 KiB
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.