Globix CRM System Details:
Globix CRM has the most comprehensive dashboard with all the essential details under one head. We all can agree that dashboards have made our lives easier. Well, from every minute detail like total Clients, Users, Invoices, Projects, and estimations to Leads, Deals, and items, you can get quantitative data in the most simple layout. You get an overview of Estimates, Invoices, top-due Payments, Projects, and Tasks to take timely actions. Get a reminder of meeting Schedules, Expiring Contracts, Weekly Events, and new clients as you scroll down. Lastly, a Pie Chart can help you understand various project statuses. In short, every activity of your business can be handled through this useful tool.
Manage Staff:
Manage your Employee and Client’s personal as well as company details through easy-to-create options. You can edit and manage the information and status at your convenience. You can search for staff through easy filter options based on department and designation.
Assign roles to each staff:
Our multi-user accounting tool allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.
Employee Management:
Through a detailed HR section, you can manage Attendance, Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit, and Filter at your convenience. You get a detailed understanding of each aspect of the employee. You can also manage Awards, Transfers, Promotions, Complaints, and many such HR aspects of employees with easy tabs. The training and Performance of each employee can be planned, handled, and taken care of with Mideatek CRM.
Payroll:
With the help of the Payroll module, the set salary feature will help you to set the salary of your employees, particularly under various heads set by you. Also, with the payslip feature, you can generate bulk payments.
Added Performance Module Like Indicator, Appraisal & Goal Tracking
INDICATOR, APPRAISAL:
The overall performance of each Designation of each Department of the Branches is given which includes a total of three competencies namely, Technical, Organizational, and Behavioral. The predefined settings can be done/ updated through Setup.
GOAL TRACKING:
Any of the goals including, temporary, short-term, long-term, etc. can be set through this module. One can update the progress by editing the entry manually. The predefined settings can be done/ updated through Setup.
Added Chat Module:
Direct Communication is an important aspect of any business. The easy-to-access and use Chat Module provided in Mideatek CRM, helps you to be in direct and constant touch with the users and clients.
Added Contract Module:
Contract Module is very helpful for proper documentation of the contracts done with clients showing the type of contract, the value, and time duration. The predefined settings can be done/ updated through Setup.
Manage Pre-Sale:
LEADS MANAGEMENT:
You can view all the generated leads through a Kanban and List view. Create pipelines and assign stages to various leads. You can manage the leads by adding Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions. Get all the requisite information on any particular lead in an easily laid layout.
DEAL MANAGEMENT:
Just like lead management, you can view deals in Kanban or List View. Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier.
ESTIMATES:
Keep a tab on issued estimates. Manage the estimates by assigning Clients, Status, and Expiry Dates to each. You can easily generate new estimates by assigning Clients, Categories, Issues, and Expiry Dates. You can add items in the required quantity and apply discounts and tax as requisite. Generate estimates within minutes through Mideatek CRM,
Added Form Builder:
Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs of the users at large.
Project Management
PROJECTS:
You can manage and filter each project available in Kanban and List view again. Get an overview of Project Status, Expenses, Budget, and Due Date to manage projects. Add or Remove the users and check tasks completed by them. Create a task list and assign priority to each task. Get an overview of tasks through the Kanban board. Add Milestones, Notes, Files, Comments, Payments, Timesheets, Client Feedback, Expenses, Invoices, and anything related to the project. Think of a project and consider everything you would need to manage for a successful project. Well, you get to manage them easily with Globix CRM,
TASKS:
Successful project implementation requires small tasks that can help achieve the ultimate goal. Well, you can manage various tasks through an easy filter option. View the priority of each task and the due dates to complete each task. You can also add a checklist for tasks and track your progress. Again add comments and files as required.
PROJECT TIMESHEET:
Create a timesheet by assigning Projects, Tasks, and Users. Assign a starting and ending date as well as a time. This allows you to manage your project most efficiently.
Inventory Management in Invoice and Bill:
Isn’t it effortless to check the inventory status of each of the items you are using for your business activities? Sounds Fascinating!
Here, through the inventory management feature, you can monitor the inventory of each item you have registered with you. After generating the Invoice/ Bill, the quantity will automatically be updated in “Product & Services” for scrutiny. Overall, it is painless to maintain the inventory level of the products.
Customer/ Vendor Statement Report:
With the help of this “Customer/ Vendor Statement Report” Module, you can review the filtered particulars of that customer/ vendor for a certain period. This statement report includes the start and end dates, order details, and payment details along with the transaction history with the customer/ vendor.
Thermal Print in Sales Module:
The main goal of a business is to cut both fixed and operational costs. Thermal Print’s feature here is extremely helpful. Thermal Printing is faster than other printing with fast and accurate services of Faster Labeling, Package Printing, and Receipt Printing. It also offers quick printing, sharpness, and high quality. In addition, it does not use ink and has fewer moving parts, resulting in lower operating costs. Additionally, the increasing use of portable POS systems and credit card machines necessitates thermal prints.
Desktop Application for Tracking Project Hours:
You can track the time spent while working on any given project and its task by starting a timer. In addition, you can customize the settings for generating automatic screenshots of the tracker running within a particular time gap. You can set a minimum of 1 minute for the time gap between screenshots. Also, you can check the screenshots and delete the unnecessary and inappropriate ones if needed.
Email Templates:
The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time. Additionally, this provides readiness, uniformity of drafts, accessibility, and reduced effort required to draft the same email repeatedly. These templates can be created according to various needs.
Added iframe embed link in the form builder:
An inline frame (iframe) of a form builder performs as an external form of the product which can be attached to any of the other websites without redirecting the internal form and getting the responses to the main product. This mainly works as a third party to get more leads from various websites.
Integration of Cloud Data Storage: like Local, AWS, and Wasabi
Integration of Cloud Data Storage like Local, AWS, and Wasabi Protection of your is indeed mandatory. This feature of Cloud Data Storage helps the user with the same.
It facilitates both the internal and external data storage space for backup and archiving, disaster recovery, cloud data processing, and storage tiering based on a range of requirements of costs, availability, performance, recovery, and migration. AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient.
Slack Integration:
Receiving instant notifications of the company’s activities is one of the most painless ways to keep a tap on them. With the help of Slack Integration, you can get insight into the major actions through the specific channels and when they are performed. It also helps you to schedule the messages for future dates. Rectifying mistakes is also not burdensome.
Zoom Integration:
Virtual meetings are no new to us. The Zoom Integration provides a platform where you can create a Zoom meeting after giving inputs of asked details like; Client, User(s), Meeting Time, and Duration, and it generates a link through which people can join the meeting. You can create, View, Start, and Delete meetings with ease.
Along with that, the Zoom meeting created will be synced with the calendar which will show the meeting details, as well as which are people joining the meeting and at what time. This calendar syncing feature helps to schedule meetings accordingly.
Telegram Integration:
Hassle-free and instant message is one of the absolute ways to stay in tune and connected with projects and activities of the projects. With the Telegram Integration, you can get the notification of the actions performed regarding anything which interests you. Staying in tune with the performing jobs is smooth with this feature.
Twilio Integration:
The Twilio Integration for receiving the text messages of the jobs performed is a convenient feature. You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration.
Managing Items:
Add items and assign Categories, Purchases, Sales Prices, Taxes, Units, and Product types to them. Conclusively, everything you would want to keep a tab on.
Sales Management:
Manage various aspects of sales like sending Invoices, making Payments, managing Expenses, and Credit Notes in a single tool. You can create new invoices and edit existing ones. Add new products and receipts to existing Invoices, edit Payments and Products. Resend the Invoices, send the payment reminders, and print the Invoices simply through a click. Similarly, you can manage Payments, Expenses, and Credit Notes with the utmost ease. All in all, keep all your sales fears at bay.
Budget Planner:
A budget is a financial plan for a specified period to keep in check with the working capital. This feature here helps to maintain the capital flow. You can set monthly, quarterly, half-yearly, or yearly budgets according to your business plans and needs. The main categories are “Income” and “Expense” where one can edit /update /delete the sub-categories as well.
Keep a tab on Contracts:
It’s hard to keep everything aligned in business. However, never miss a contract date from now on. Manage your contracts with utmost ease by assigning Start and Due Dates along with Contract Type, Value, Client, and a Description if required.
Events and Notice Board:
Always be prepared for an upcoming event. Assign Employees and Departments to each event reminder. Create Events and add Descriptions to always keep a tab. Create and Issue a notice to Users, Clients, or Employees.
Goals and Notes:
You can create goals and choose whether or not to display them on the Dashboard. You can also add files to your notes for support. Simple, isn’t it?
Reports:
Management shall go to waste if its result cannot be seen in reports. You can get a detailed report in the form of Graphs for Tasks, Time Logs, Financial Details, and Incomes/ Expenses. You can filter and search for reports for a specific time. Also get a detailed report of Leaves, Estimates, Invoices, and many similar aspects.
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