Leave Settlement

Leave Settlement


A quick and easy provision for the employees to settle their leaves and view summary before submitting the final settlement to verify the calculations.

Leave Settlement

Leave Settlement Process Management

Leave Settlement

Easy provision for leave settlement

Automated and quick facility to calculate leave settlement

Leave summary

Leave summary can be viewed to verify and cross check the figures

Leave history record

Store permanent record of leave history or accrued leaves which will be used while calculating leave settlements.

Left over leave auto generation

System will autogenerate left over or over used leaves as per the criteria set for the employee.

Other Features


Campaigns

Campaigns

Create multiple campaigns across the application and define objectives for each of them. Group them under various campaign types ranging from marketing campaigns to location or platform-based campaigns. Control various parameters such as active date range, estimated costs, expected returns, actual costs, actual returns and variance analyses.

Tele Marketing

Tele Marketing

Manage your tele-calling databases with ease and generate calling queues with call scripts and various other automated tools to convert calling lists into prospects and revenue-paying customers with our easy-to-use telemarketing features.

Leads

Leads

Group your suspects and prospects with pre-configured filters and groupings. Utilize various interaction governance tools such as mass email, mass SMS, follow ups, correspondence, and Lead Qualification processes to ensure maximum conversion of leads to opportunities.

Products

Products

Manage Products or Services with flexible price-books and attributes. Classify products by location, users, roles, profiles, and various other parameters.

Pricebooks

Pricebooks

Maintain intelligent pricing by customers, vendors, partners, quantities, contracts, locations, divisions, departments or other variable controls across multiple currencies.

Currency

Currency

Manage global currencies’ exchange rates, historical tracking and movement, and record transactions.

Business Sales Life Cycle

Business Sales Life Cycle

Progress processes or opportunities through multiple stages and monitor parameters such as aging, approvals, mandatory stage and escalation, thereby providing visibility of the sales funnel and accurate sales projections forecasts.

Opportunities

Opportunities

Convert leads to opportunities and effectively manage your revenue pipeline. Manage sales teams, their visits and activities, follow-ups, and inward and outward documents. Estimate, quote and book orders with effective tracking of stage propagations and convert opportunities into revenue clients without missing out on any opportunity.

Calendar Management

Calendar Management

Create, manage and share your calendar with other internal users through rights and permissions for specific teams, locations and users, and invite other internal users for tasks and meetings. See their free/busy times, receive confirmation for appointment invitations and much more with the integrated calendar.

Competitors

Competitors

Capture pertinent information about competitor behavior while working on leads and opportunities and identify trends. Competitor analysis and intelligence will help you position your price, payment terms, products, services and sales teams correctly, maximizing your results of revenue.

Partners and Resellers

Partners and Resellers

Acquire, manage and track your partners and resellers through a partner acquisition lifecycle and convert them into active contributors to your business model. Keep track of their performance, leads, opportunities, sales, and commissions, all through robust integrated partner and reseller management tools.

Quotations

Quotations

Standardize your quotation structure, pricing, and discount/approval policies. Your hierarchies can create, approve and send quotations directly to customers using standard pricebooks, or pricing specific to contracts or customers.

Sales Orders And Invoicing

Sales Orders And Invoicing

Raise sales orders directly from the approved quotation and have the system automatically trigger alerts, actions, tasks and notifications to various departments in order to execute the sale. Utilize the smart integration capabilities for smooth functioning.

Route Planner And Location Trackers

Route Planner And Location Trackers

Plan user routes and track if the planned routes are correctly followed. Review analytical reports such as Planned V/s Actual, and variance reports.

Surveys

Surveys

Create user-definable surveys and trigger them across various stages or modules to obtain feedback from their target audiences ensuring Quality Control and Quality Assurance.

Communications Engine

Communications Engine

Enable all modules to trigger smart communications through user-defined templates of emails, SMS messages, notifications, reminders or periodic actions within organizational users or external clients.

Fields And Layouts

Fields And Layouts

Add field on-the-fly with rules, formats and various features. Lay these fields out on Page Layouts across modules for various users.

Custom Modules

Custom Modules

Looking for something more? Create customizable modules which will inherit all the critical functionalities, related modules, workflows, authorizations and all other tools to suit specific user-case scenarios.

Document Management

Document Management

Provide security-based access control to all documents, track versions and manage access restrictions within a truely paperless environment. Consolidate all documents under a single, unified view with smart-search functionalities.

List Views

List Views

Create multiple list views which can be restricted to specific users and user-groups thereby ensuring that the correct information is always in sight of the logged-in user

Search Customizations

Search Customizations

Search across the system to pin-point a specific data item regardless of the module under which that data item resides.

Print Layouts And Design

Print Layouts And Design

Design print layouts to suit your organizational communication style, theme, and requirements.

Duplicate Records Management

Duplicate Records Management

Manage duplication through rules that prevent redundant and duplicate data-entry and merge duplicate records already within modules.

Multilingual Support

Multilingual Support

All modules of the Centra CRM are powered by a language engine providing multilingual support for data entry, data presentation and reporting.

Integration

Integration

Integrate with virtually any third party or legacy system which has open-ended system architecture through APIs.

API

API's

APIs allow incredible flexible building blocks to develop custom-built applications that can augment the underlying platform of the core.

Reports And BI

Reports And BI

Build, monitor and analyze multi-dimensional reports with smart analytical capabilities including color-coding, KPI definitions and graphing-engines on-the-fly. These graphs can be assimilated onto user-specific dashboards. The BI tool further allows for custom report creation using virtually any of the fields available within the module. Reports can easily be extracted into PDF, CSV, Excel and various industry-standard formats based on user rights and permissions.

Dashboards

Dashboards

Create and assign multiple dashboards by roles or users to monitor real-time business or department parameters through live graphs.

Technicians

Technicians

Maintain lists of technicians, classify them by skillsets, track their schedules, assign tasks and monitor their deliverables and efficiencies. Technician & customer self-service apps on Android and iOS provide accessibility.

SLA management

SLA management

Define SLA policies to ensure your standards of service governing parameters such as initial response, time lapsed, hours served (or billed at discounted/contractual rates), escalation matrices and priority management.

Planned and Preventive Management

Planned and Preventive Management

Generate PPM schedules over various contract periods, monitor them through powerful SLA tools and auto-generate service requests with an automatic assignment to preferred queues of skillsets.

Task Management

Task Management

Auto-create tasks from a business process or manually create, assign, track and accomplish tasks using the integrated tasks management module. Manage tasks across all modules and features within the system to ensure that nothing goes overlooked. Utilize robust governance features such as reminders and escalations to ensure your task accomplishment efficiency at a proactive level.

Appointments

Appointments

Organize, schedule, collaborate, invite and monitor appointments across all modules.

Authorizations

Authorizations

Define decision-making within your organization through the CRM system. Define auto-approval parameters and the CRM will automatically validate input data or raise approval requests to hierarchies with repetitive reminders.

Trend Analysis

Trend Analysis

Analyze repeat customer trends, behaviour patterns, purchasing preferences, and cash flows to effectively manage and boost sales pipelines.

Customer Behaviour Analysis

Customer Behaviour Analysis

Capture, recognize and analyze customer purchasing patterns, determine forecasting visibility of future sales and build intelligence of customer preferences.

Forecast Inventory Stocks

Forecast Inventory Stocks

Utilize customer behavioral patterns, analyze sales trends and determine future sales forecasts to evaluate inventory requirements thereby ensuring minimal opportunity loss through adequate stockpiling of goods.

Patient Details

Patient Details

Users get a clear picture as to which patient they are supposed to contact, their condition, the frequency of contacting them and a guide to related treatment they may require in future.

Application Management

Application Management

Applicants are ranked based on the criteria. Student ID is generated after fee payment in this process. The Admission module can restrict applicants with outstanding fee or any other conditional requirements.

Course & Lecturer Scheduler

Course & Lecturer Scheduler

Course details like course type, credit points, priority hours are defined. Program Type captures the curricula details. Details of the lecturers, Weekly availability, workload logs and courses assigned can be defined.

Fee Management

Fee Management

Notification of Admission fee and due-dates are projected. Generation of Auto-SMS/Emails to qualified applicants /parents for initial payment to confirm admission. Payment gateway integration to allow online payments.

Property Units

Property Units

Property units can capture various attributes of properties such as area, rate, amount and additional information such as corner unit, better view, etc., enabling easy sorting and filtering of preferential or premium units.

Lease Contracts & Invoicing

Lease Contracts & Invoicing

The system automatically monitors the lease starting and ending dates and, based on predefined rules, triggers renewal, termination, increment and decrement policies and communications automatically.

Booking & Registration

Booking & Registration

All terms of contract such as outright payment, stage-based or instalment-based payment plans, booking terms and conditions, and agreement definitions are managed through robustly monitored modules.

Transfer and Cancellation

Transfer and Cancellation

Transfers or cancellations can be managed using predefined rules. This level of automation ensures the adherence of business policies across all real estate assets regardless of teams managing their processes.

Accounts

Accounts

Maintain a central repository of Accounts to which all services of sales, marketing and services are offered. Group these entities under the Accounts module as Masters and include various data parameters such as address and related information. Personalize your accounts with flexi-fields, page layouts and other customization tools to suit your specific needs.

Landlords & Tenant Management

Landlords & Tenant Management

Provide owners of properties with a variety of information such as building/community financials, budgets, and their maintenance invoices and receipts.

Contacts

Contacts

Assign multiple contacts to your Accounts. Manage and share contact details across your organization and create leads and opportunities specific to accounts and contacts. Enable Customer-Self-Service for these contacts.

Leads and Opportunities Management

Leads and Opportunities Management

Group your suspects and prospects with pre-configured filters and groupings. Utilize various interaction governance tools such as mass email, mass SMS, follow ups, correspondence, and Lead Qualification processes to ensure maximum conversion of leads to opportunities.

Organization Tree

Organization Tree

Auto-populate your organization structure and view your respective departments in a multi-level format.

Job Grade

Job Grade

Define different Job Grades in the organization based on various parameters including its effect on the CTC.

Roles, Responsibility & Description

Roles, Responsibility & Description

User definable template to generate multiple roles and define expected responsibilities and job descriptions towards them.

Workflows

Workflows

Train the CRM system on your business rules and policies, define actions and triggers based on specific conditions, and the system monitors these sales and related processes by itself to ensure timely execution of tasks and deliverables using time-based situational workflows and alerts.

Manpower Budget & Planning

Manpower Budget & Planning

Generate recruitment budget for the organization by departments, positions, locations or projects using tags. Check for usage of budgets to actuals and variance.

Job Postings

Job Postings

Using our powerful APIs Post your positions and job descriptions directly on the career sites and receive alerts and emails on candidate applications. View the candidates based on the filters which are completely customizable. Get a snapshot of an applicant’s CV just by hovering over his/her name. 

Shortlisting & Scheduling

Shortlisting & Scheduling

Shortlist candidates based on multiple filters and applicant details. Load shortlisted candidates and schedule them for Interview or evaluation process.

Scheduling

Scheduling

Compare and enter marks for each applicant based on rounds and round types. Decide if the candidate has to be moved to the next stage, rejected, placed on hold or released

Evaluation

Evaluation

Evaluate these candidates with multi-level processes by defining rounds of Interviews. Set Interview questions based on job role and position. Rate the candidate by the interviewers or an online Test. Select the best to suit the profile and make an offer.

Onboarding

Onboarding

Set up a multi-level process to onboard an employee at every event, create a task or approvals and escalations for the operations member to ensure smooth onboarding of the employee.

Payroll Components

Payroll Components

Create custom payroll components, for example, Earnings, Deductions, Leaves, Loans and other additional components like Gratuity and PF. Define the parameters and restrictions separately for each component.

Pay Tag

Pay Tag

Define multiple dimensions by which the payroll needs to run, be it a department, cost center, location or a Project. Process the payroll from time cards or attendance by these Tags.

Pay Group & Pay Batch

Pay Group & Pay Batch

Create multiple pay groups and assign calculation-based rules and regulations for each pay group as per your company policies. Cluster pay groups into one pay batch to ease the payroll runs for similar group of employees and make the process faster and more efficient.

Pay Frequency

Pay Frequency

Define different Pay frequencies and assign them to different pay groups based on the organization’s requirements.

CTC Matrix

CTC Matrix

Get a one-shot review of the CTC for each employee.

General, Personal and Professional Details

General, Personal and Professional Details

Create fields on the fly to capture all information such as Passport number & expiry date, Visa, Driving License, department, division etc. which is necessary for organization’s record. Define and generate alerts or reminders for each section to ensure all required data has been captured.

Air Ticket

Air Ticket

Define custom fields and record all the information depending on employee’s eligibility criteria to issue air tickets. Encash unused air tickets as per organizations’ policies which are connected to a GL account for accruals.

Leave Application

Leave Application

Get a detailed view including leave types, scorecard, eligibility criteria and leave accrual process as per your company policies and accordingly apply for leaves.

Return from Leave

Return from Leave

Create pre-set policies for early or late returns & provide on the fly report computation of additional leaves taken.

Leave Encashment

Leave Encashment

Option to review and apply for encashment with pre-defined rules in Leave Masters prior to the user opting for any encashment. Option to choose for full/partial encashment which can then run through an approval process.

Leave Adjustment

Leave Adjustment

Auto adjust for leaves adjustment overtime or if worked on holiday.

Unplanned Public Holidays

Unplanned Public Holidays

Enable HR to adjust the leaves after removing the public holidays with auto adjustment for unplanned public holidays for employees on Leave or having an approved leave.

Loan Application

Loan Application

Depending on Eligibility & Approval, Loan application form covers all basic information such as Loan amount, Loan type, EMI preference, guarantor etc.

Loan Approval

Loan Approval

Managers can approve, reject or modify information of their employee’s information before finalizing it.

Time Card

Time Card

Attendance can be captured & processed with different parameters such as Shifts including the Start – End time of the shift and the Working hours, OT Hours (min /max), Late definition, tolerance settings etc.

Attendance Management

Attendance Management

Multiple options to capture hourly, daily or monthly attendance, filtered by location & project for single or multiple employees and pay groups created in the masters.

Payroll Computation

Payroll Computation

Manage error-free & efficient payroll with custom defined parameters

Pay Slip

Pay Slip

Preview your salary structure with detailed break-up by each component and calculations.

Salary Change

Salary Change

Changes to the salary post-payroll runs are handled using this option.

Leave Salary (Late or Early Return)

Leave Salary (Late or Early Return)

Auto adjustment of advance payment for Vacation or Annual leaves. Leaves are adjusted as per early/late returns, if applicable.

Job Allocation

Job Allocation

Current and proposed structures are available on the screen for comparison purpose. The current one is only display based on which the proposed can be created.

Compensation Details

Compensation Details

The current and proposed salary structure can be presented to employee while review and sent for approval through workflow to the immediate manager for review purpose.

Claims

Claims

Claim your air tickets for yourself and your family based on your eligibility criteria. Expense claims settlement can also be made using different custom-defined claim types. This is settled against the full and final payments made to the employee during their end of service.

Exit Interviews

Exit Interviews

Conduct exit interviews for employees through Employee Self-Services and create workflows for approvals and discussions.

Employee Asset Return

Employee Asset Return

Settle the organization’s assets with the employee to make sure everything that is allocated is returned in acceptable conditions.

Team Communications & Tools

Team Communications & Tools

View details broadcasted by the managers as well as use this platform as a tool to communicate personal information and absence details to the respective departments using workflow manager.

Requisitions

Requisitions

Make requests for Trainings, Loans, Advances, Leaves etc. for self or for your peers

Requisitions

Requisitions

Make requests for Trainings, Loans, Advances, Leaves etc. for self or for your peers

Course Design

Course Design

Use existing tools to create course details such as Type of course, Duration, Venue, Period, Trainer and Costs.

Initiate Training

Initiate Training

Generate training schedules with internal or external trainers or conduct web-based online courses and create examination structures wherever applicable. Scores and grades of an employee are displayed in training exam result.

Return from Training

Return from Training

Maintain a record of employees who have returned after the completion of the assigned trainings. Initiate feedback forms & allow employees and trainers to exchange feedback for each other after the completion of training.

Work log Management

Work log Management

Track technician hours with clock-on/clock-off as well as update job card status.

Job -card / Service Ticket Management

Job -card / Service Ticket Management

Manage job cards for vehicles in the workshop and keep track of SLAs, timelines and job car costs. 

Spare Parts Replacement Management

Spare Parts Replacement Management

Track spares replacement against job cards. Order parts through the procurement process through ERP integration and update parts stocks within the ERP on parts consumption. 

Servicing, Accidents and Repairs

Servicing, Accidents and Repairs

Manage job cards for routine servicing, accidents management, and repairs of breakdowns.

Test Drive and vehicle Selection

Test Drive and vehicle Selection

Manage the vehicle selection process and conduct test drives for prospects including capturing mandatory data such as driver's license, mileage out, milage in, etc. 

Vehicle Inventory

Vehicle Inventory

Maintain vehicle inventory for sales, lease, test drive, fleet, and courtesy car by warehouse, dealership, stock point and other locations. 

Distributors Dealers and Sub Dealers

Distributors Dealers and Sub Dealers

Manage the dealership distribution channels through the ecosystems of distributors, dealers and subdealers including the processes of acquisition, inventory and opportunity tracking, order placement and delivery management and much more. 

Delivery and Invoicing

Delivery and Invoicing

Generate delivery orders and sales invoices through the DMS system with easy integration options into the legacy/third party ERP environments. 

Job Card Processing

Job Card Processing

Manage garage job cards through the journey of job card generation through to job card completion and vehicle delivery/invoicing across within stipulated SLA timelines. 

Spare and Inventory Management

Spare and Inventory Management

Maintain inventory location and inventory counts through embedded DMS features and integrate with ERP systems for complete inventory and spares management. 

Warranties and Insurance claims

Warranties and Insurance claims

Manage insurance and warranty claims on job cards through entity-wise invoicing based on billable entity of insurance, warranty, FOC or end-customer billing. 

Rent and Lease Agreement Management

Rent and Lease Agreement Management

Manage rental or lease agreements and keep track of vehicles across the leasing and rental portfolio. 

Termination and Renewal

Termination and Renewal

Manage the termination and renewals of rentals and lease agreements. 

Estimation and Tender

Estimation and Tender

Generate estimations for tender submission across projects within the opportunity pipeline. Build estimates across departments, manage margins and raise quotations through the system. 

Track Opportunities

Track Opportunities

Maintain vigilence of opportunities and due dates within the opportunity pipeline and ensure timely responses and follow ups across all opportunities.

Go No-go Qualification

Go No-go Qualification

Maintain status of quick-evaluations of tender opportunities and record decisions of go/no-go in order to invest the time and effort involved in submitting bids. 

Acquisition and Billing

Acquisition and Billing

Manage project acquisition and billing through the project acquisition and project execution lifecycles within the project management environment. 

Project Execution Tracking

Project Execution Tracking

Track the milestones of delivery, record consumption of BOQs against project exectuion, and monitor completion percentages against project timelines. 

Budget Variance Control

Budget Variance Control

Keep track of budgeted quantities of project activities and tasks, and monitor consumption of budgeted BOQs against project completion. 

Accounts & Contacts

Accounts & Contacts

Maintain a curated database of entitites (accounts) that are engaged with the organization, and curate a list of contacts by account across the software ecosystem. 

Task and Appointments

Task and Appointments

Manage tasks and appointments for transactions, modules or data records anywhere within the software system. 

Workflows and Authorizations

Workflows and Authorizations

Automate business process administration and governance through automation tools such as workflow and authorization control and delegate process governance to the software system. 

Student Acquisition

Student Acquisition

For Education Institutions - Manage the process of acquiring students across the journey of student enquiry through student admission across educational facilities

Student Registration

Student Registration

For Education Institutions - Register students for courses and corresponding programs within the educational facilities and control the fee management processes. 

Preventive and Reactive Maintenance

Preventive and Reactive Maintenance

For CAFM - Generate, track and resolve breakdowns and reported issues within pre-defined timelines of SLAs including monitoring the utilization of spares, consumption of manhours and other related costs. 

Customer Acquisition

Customer Acquisition

Manage the customer acquisition journey across marketing campaigns through the process of lead generation, maturity of leads into qualified opportunities, follow up, estimations and quotations management, through to the process of raising sales orders and creating customers. 

Delivables Tracking & Billing

Delivables Tracking & Billing

Track deliverables, billing and collections of opportunities sold through the delivery life-cycle of opportunities. 

Pickup and Delivery Processes

Pickup and Delivery Processes

Manage pickup and delivery of packages, goods or products across customers by region through the pick up and delivery processes. Pre-integration is provided with Google Maps. 

Landlords and Tenants

Landlords and Tenants

Manage databases of landlords and tenants and keep track of terms of business engagement with them. 

Maintenance Invoicing and Receipts

Maintenance Invoicing and Receipts

Track invoice generation for maintenance activities and monitor the payment receipts. Integrate the invoices and receipts seamlessly with the target ERP of choice. 

Community Portal

Community Portal

Maintain online portals for community members with broadcast announcements of news, alerts, events and calendars. Also provide secure environments for monitoring and executing financial transactions across maintenance charge invoices, receipts, statements of accounts and budget variance statements. 

Integration with ERP - Finacial Accounting

Integration with ERP - Finacial Accounting

seamless integration with ERP/Financial Accounting solutions is available across the product portfolio. 

Predefined maintenance Frequencty Templates

Predefined maintenance Frequencty Templates

Frequency templates for planned preventive maintenance can be defined within the masters of the system and can be allocated to specific assets, properties, customers and contracts as needed. 

Online Payment Gateway Integation

Online Payment Gateway Integation

Receive online payments from customers through the ability to integrate with online payment gateways within the ecosystems of the software. 

News Alerts and Events

News Alerts and Events

Trigger news, alerts and events as communication to community audiences through integrated features within portals. These communications are also triggered across email and sms text messages as well. 

Facilities Reservation Calendar

Facilities Reservation Calendar

Manage facilities within communities and facilitate the reservation of these facilities across community members through the online portal interface. 

Preventive Maintenance

Preventive Maintenance

Schedule and perform maintenance tasks with powerfully built and customized dashboards to track maintenance tasks, product conditions, renewals to increase the utilization of assets and technicians. Take data-driven decisions with actionable reports and maximize product uptime.

Customer Satisfaction

Customer Satisfaction

Ensure customer satisfaction with efficient and timely services. Automate approvals, reduce response time with a powerful mechanisms and customized options.