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.
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.
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.
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.
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.
Manage Products or Services with flexible price-books and attributes. Classify products by location, users, roles, profiles, and various other parameters.
Maintain intelligent pricing by customers, vendors, partners, quantities, contracts, locations, divisions, departments or other variable controls across multiple currencies.
Manage global currencies’ exchange rates, historical tracking and movement, and record transactions.
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.
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.
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.
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.
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.
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.
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.
Plan user routes and track if the planned routes are correctly followed. Review analytical reports such as Planned V/s Actual, and variance reports.
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.
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.
Add field on-the-fly with rules, formats and various features. Lay these fields out on Page Layouts across modules for various users.
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.
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.
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 across the system to pin-point a specific data item regardless of the module under which that data item resides.
Design print layouts to suit your organizational communication style, theme, and requirements.
Manage duplication through rules that prevent redundant and duplicate data-entry and merge duplicate records already within modules.
All modules of the Centra CRM are powered by a language engine providing multilingual support for data entry, data presentation and reporting.
Integrate with virtually any third party or legacy system which has open-ended system architecture through APIs.
APIs allow incredible flexible building blocks to develop custom-built applications that can augment the underlying platform of the core.
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.
Create and assign multiple dashboards by roles or users to monitor real-time business or department parameters through live graphs.
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.
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.
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.
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.
Organize, schedule, collaborate, invite and monitor appointments across all modules.
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.
Analyze repeat customer trends, behaviour patterns, purchasing preferences, and cash flows to effectively manage and boost sales pipelines.
Capture, recognize and analyze customer purchasing patterns, determine forecasting visibility of future sales and build intelligence of customer preferences.
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.
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.
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 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.
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 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.
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.
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.
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.
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.
Provide owners of properties with a variety of information such as building/community financials, budgets, and their maintenance invoices and receipts.
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.
Auto-populate your organization structure and view your respective departments in a multi-level format.
Define different Job Grades in the organization based on various parameters including its effect on the CTC.
User definable template to generate multiple roles and define expected responsibilities and job descriptions towards them.
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.
Generate recruitment budget for the organization by departments, positions, locations or projects using tags. Check for usage of budgets to actuals and variance.
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.
Shortlist candidates based on multiple filters and applicant details. Load shortlisted candidates and schedule them for Interview or evaluation process.
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
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.
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.
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.
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.
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.
Define different Pay frequencies and assign them to different pay groups based on the organization’s requirements.
Get a one-shot review of the CTC for each employee.
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.
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.
Get a detailed view including leave types, scorecard, eligibility criteria and leave accrual process as per your company policies and accordingly apply for leaves.
A quick and easy provision for the employees to settle their leaves and view summary before submitting the final settlement to verify the calculations.
Create pre-set policies for early or late returns & provide on the fly report computation of additional leaves taken.
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.
Auto adjust for leaves adjustment overtime or if worked on holiday.
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.
Depending on Eligibility & Approval, Loan application form covers all basic information such as Loan amount, Loan type, EMI preference, guarantor etc.
Managers can approve, reject or modify information of their employee’s information before finalizing it.
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.
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.
Manage error-free & efficient payroll with custom defined parameters
Preview your salary structure with detailed break-up by each component and calculations.
Changes to the salary post-payroll runs are handled using this option.
Auto adjustment of advance payment for Vacation or Annual leaves. Leaves are adjusted as per early/late returns, if applicable.
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.
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.
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.
Conduct exit interviews for employees through Employee Self-Services and create workflows for approvals and discussions.
Settle the organization’s assets with the employee to make sure everything that is allocated is returned in acceptable conditions.
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.
Make requests for Trainings, Loans, Advances, Leaves etc. for self or for your peers
Use existing tools to create course details such as Type of course, Duration, Venue, Period, Trainer and Costs.
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.
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.
Track technician hours with clock-on/clock-off as well as update job card status.
Manage job cards for vehicles in the workshop and keep track of SLAs, timelines and job car costs.
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.
Manage job cards for routine servicing, accidents management, and repairs of breakdowns.
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.
Maintain vehicle inventory for sales, lease, test drive, fleet, and courtesy car by warehouse, dealership, stock point and other locations.
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.
Generate delivery orders and sales invoices through the DMS system with easy integration options into the legacy/third party ERP environments.
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.
Maintain inventory location and inventory counts through embedded DMS features and integrate with ERP systems for complete inventory and spares management.
Manage insurance and warranty claims on job cards through entity-wise invoicing based on billable entity of insurance, warranty, FOC or end-customer billing.
Manage rental or lease agreements and keep track of vehicles across the leasing and rental portfolio.
Manage the termination and renewals of rentals and lease agreements.
Generate estimations for tender submission across projects within the opportunity pipeline. Build estimates across departments, manage margins and raise quotations through the system.
Maintain vigilence of opportunities and due dates within the opportunity pipeline and ensure timely responses and follow ups across all opportunities.
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.
Manage project acquisition and billing through the project acquisition and project execution lifecycles within the project management environment.
Track the milestones of delivery, record consumption of BOQs against project exectuion, and monitor completion percentages against project timelines.
Keep track of budgeted quantities of project activities and tasks, and monitor consumption of budgeted BOQs against project completion.
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.
Manage tasks and appointments for transactions, modules or data records anywhere within the software system.
Automate business process administration and governance through automation tools such as workflow and authorization control and delegate process governance to the software system.
For Education Institutions - Manage the process of acquiring students across the journey of student enquiry through student admission across educational facilities
For Education Institutions - Register students for courses and corresponding programs within the educational facilities and control the fee management processes.
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.
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.
Track deliverables, billing and collections of opportunities sold through the delivery life-cycle of opportunities.
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.
Manage databases of landlords and tenants and keep track of terms of business engagement with them.
Track invoice generation for maintenance activities and monitor the payment receipts. Integrate the invoices and receipts seamlessly with the target ERP of choice.
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.
seamless integration with ERP/Financial Accounting solutions is available across the product portfolio.
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.
Receive online payments from customers through the ability to integrate with online payment gateways within the ecosystems of the software.
Manage facilities within communities and facilitate the reservation of these facilities across community members through the online portal interface.
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.
Ensure customer satisfaction with efficient and timely services. Automate approvals, reduce response time with a powerful mechanisms and customized options.
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