are the most important part of this tool. The main purpose of this software is
to feasibly manage the clients be it in form of single entity or as a company.
There is a separate dedicated client panel apart from an administration panel.
Client panel can easily provide and discuss project quotation, oversee project
progress, manage tickets, invoices, contracts and add special notes. Login to
dashboard click Clients and on the
bottom side there are two buttons Person and
can approve/delete client’s registration from “pending clients” to register. Clients
will be able to register at your base URL where Ekushey Project Manager CRM is
installed eq. yourdomain.com/crm/
You can view and edit client’s profile, projects, payments as well as can communicate with him from “Clients” tab of “Person” sub-section under “Client” section. You can add new client from “Add New Client” section.
view, add and edit company profile and associate a representative from the
respective company from “Company” section.
The internal organizational structure of the company in this project manager CRM is divided in-to two sub-categories. One being “Admin” and the other being “Staffs”.
The Admin will be able to add multiple admins by clicking on “Add New Admin” button. The Admin’s can also be viewed and deleted from “Action” menu. However, an “Owner” can’t be deleted as he is a super-user.
From the “Staff” section click on “Add New Staff” button to add and edit new staff. The staffs can be further edited from “Action” menu bar.
The account roles can be managed from “Permissions” section. For adding new role with set permissions, click on “Add New Account Role”. For editing and setting user and role specific permissions from the “Actions” menu bar.
This software focuses and emphasizes on core aspect of project management. It enables 360-degree solution in managing projects.
All of the information’s related to projects are listed under “Client Project” section. The Client Project section has three associated tabs named “Project List”, “Create Project” and “Project Quote”.
Upon Clicking on “Project List” will take the user to a page that reads “Manage Projects” with two tabs “Running” and “Archived” . The completed projects are marked as “Archived”.
All the running projects are listed under “Running” tab. The progress of the project can be visualized from this tool. Under the “Options” table, there are visualized button that can be used to “Delete”, “Archive” a project. Clicking on “Project Room” will take the user to interactive “Project Room” of the project.
The “Project Room” is interactively designed on the basis of Permissions set for various stakeholders and staffs of the project. The information of “Client” and “Assigned Staff” can be visualized and edited on the right corner of Project room. On the basis of permissions set, various responsive tabs including “Wall”, “tasks”, “Bugs”, “payment” and “expense” can be managed from the left corner. In the mid, there is an interactive message box. Text can be added in the form with attachment and upon clicking “Post Message” , the message will be circulated to all the members related to the projects and will be visualized in Project discussion section.
Projects can be created from “Create Project” section by filling up the required information. The client will be able to perform “Quotation Management” tasks from “Project Quote” section.
Upon Clicking “View Quote” From “Action” menu, Project Quote will be shown.
Clicking on Project Room will redirect to specific project-rooms that are in progress by different teams. The Left hand bar changes with the permission that is being set by Admin.
Internal team building and R&D are pertinent for the growth and scaling up of any business. Keeping that in mind we have designed a dedicated internal team task manager for skyrocketed growth of business.
Task” section, New tasks for the team can be created by clicking on “Add a New
Team Task”. Internal team staffs can be
assigned and the progress can be monitored from this form. After the successful
completion of the task, the tasks can be archived from the “Archived Tasks”
Keeping track of time is very important in project
management. Keeping this in mind, the software allows the user to set events on
the basis of time-span. Important Events can be added, edited, tracked and being
reminded by clicking on the “Day” on which the event is intended to set. Then
after successfully filling up the required information, the event is all set to
help you with daily activities.
The software makes it easy to send private messages to all
the stakeholders for the smooth functioning of the project works.
By clicking on “message” section, and clicking “New Message”
button this action can be performed.
Alternatively, the user’s to whom the message is intended to be sent are
selected and message is sent by clicking on “Send” button. The earlier
conversations can also be viewed in this section.
The app enables to create, edit and delete note for the
personal convenience in project management.
The “Note” menu redirects to a page to create notes. For
creating personal notes, click on “Create Note” button situated at the
upper-right corner of the window, to save the note, click on the “Save Note”
button and for deleting a specific note click on “Delete note”.
Accounting and finance management is one of the basic and
important aspect of project management. We have covered all the financial
aspects of project management under “Accounting” section.
payments that are given by clients for the milestones completed for each
project are listed in this category. Under Accounting section, click on “Client
Payment” sub-section to visualize the listed client payments as well as to
print the invoice of the payment click on “invoice” on the right most of every
expense is managed under two different sub-section, “Expense Management” and
“Expense Category”. New expenses can be added by clicking on “Add Expense”
button under “Expense Management” sub-section. The expense can be edited or
deleted from “Action” tab listed at right for every expense listing. Under
“expense category” sub-section, New category of expenses can be added under
“Add Expense Category” button. Similar to Expense management, the categories
can also be edited under “Action” tab.
Expense Category by clicking Accounting > Expense Category>Add Expense
Edit/Delete Expense Category by clicking Accounting > Expense
Report helps to visualize the progress of the project and
its effect on financial aspects as well as overall development of R&D.
“Project Report” shows the listing of income for projects listed under specific
time-span. The time-span can be selected by clicking on “Time-bar” beside
“Search” icon to search for income. It shows the income bar and income
percentage for the better visualization of the project.
“Client Report” shows the payment report provided by the clients under specific
time-span. Upon selecting the specific time-span and clicking “search” it shows
the payment bar and percentage which provides the better visualization of the
“Expense Report” shows the listing of expense for projects listed under
specific time-span. The time-span can be selected by clicking on “Time-bar”
beside “Search” icon to search for expenses encountered in the project. It
shows the expense bar and expense percentage.
“Income Expense Comparison” situated under “Report” Section gives a proper
visualization of Total income vs Total expense encountered in projects for
Client management is plays an important role as support and
customer relationship manages largely leans and relies upon customer support.
“Client Support” section, the “Ticket List” lists all the tickets given by the
clients. The “Action” bar can “Update ticket status” and “assigned staff”.
Also, under Create Ticket section, new tickets can be created and can be given
“priority” based on its priority level and can be solved through dedicated
Viewing Existing Tickets: Client Support > Ticket List > Opened >
Action > View Ticket
Adding New Tickets: Client Support > Create Ticket
“System Settings” section, The “System Name”, “System Title”, “Address”,
“Phone”, “System Email”, “Language” , “Text Align” and “Logo” can be updated.
Also, The Theme of Dashboard can be modified from selected themes at the right
hand corner of “System Settings”.
software supports multiple languages along with RTL (Right-to-Left) and LTR(Left-to-Right) support. For
selecting a language which can be availed from “System Settings”. “Language
Settings” lists all the available languages and allows addition of new phrase
and new languages with its “Add Phrase” and “Add Language” tab.
app supports multiple system currency. To proceed with payment, the app
supports payment via PayPal, stripe and manual payment. Using “Payment Settings”, the PayPal account
and Stripe can be set up and saved to proceed with business transactions.
the “Email Settings” section, the email templates can be modified and saved by
clicking “Save Template” as per the requirement. However, the variable names
can’t be modified only the texts surrounding the “variables” can be modified.
application gives the feasibility to everyone to use customized webs server for
sending or receiving email.
profile information can be edited by clicking the top first-right icon when
hovered over reads “ account”. The information can be edited and saved using
this “edit Profile” listed under “account”
Password can also be reset by clicking “Change
Password” listed under “account” icon.
clicking “Log Out” listed under “account” icon, one can successfully log out
from this application.
Fill Up the Form to Change the information and to change the password.
the right corner there is an interactive sidebar that enables the user to
perform mathematical calculations and save event list with a priority queue.