Key Features
Elevate Your Business Strategy
Project and Task Management
Task Management
This feature integrates seamlessly with the overall project management framework, linking tasks with broader project goals and timelines.
Gantt Chart
This feature provides a visual timeline of project schedules, highlighting task dependencies, milestones, and deadlines. It's a powerful tool for planning and adjusting project timelines.
Kanban Board
The Kanban board offers a dynamic view of task progression, enabling teams to visualize workflow stages and identify bottlenecks quickly. It enhances agility and responsiveness in task management.
Timesheet System
The integrated timesheet system makes it easy to log hours, track billable time, and monitor team productivity, crucial for project budgeting and resource allocation.
Detail Project Overview
The Detail Project Overview feature provides a comprehensive snapshot of your project, offering key details such as milestones, progress, and contributors.
Team Task Management
It offers the ability to assign tasks to team members, set priorities, and track progress, ensuring that everyone is aligned and on schedule.
Human Resource Management
Employee Management
Effortlessly organize and track employee information, from personal details to work history, streamlining HR processes for effective workforce management.
Leave Management
Simplify and automate leave requests, approvals, and tracking, ensuring a seamless process for employees and managers to manage time-off efficiently.
Shift Roster Management
Facilitate the creation and management of employee shift schedules, optimizing workforce distribution for seamless operations.
Attendance Management
Track and monitor employee attendance, integrating with time-tracking systems to ensure accurate records and efficient payroll processing.
Holiday Management
Manage and communicate company-wide holidays, ensuring employees are informed about upcoming breaks and facilitating leave planning.
Employee Appreciation
Implement programs to recognize and appreciate employee achievements, fostering a positive workplace culture and motivating staff.
Customer Relationship Management
Lead Management
This system allows for a nuanced approach to lead management. Users can track the origin of each lead, whether it’s from social media, email campaigns, website inquiries.
Client Management
The design prioritizes user experience, ensuring data is not only accessible but also presented in an organized manner, facilitating quick decision-making.
Deals Management
The Deals feature lets users track and manage potential and ongoing deals effectively. This includes monitoring deal stages, values, and related activities.
Sales Automation
From tracking leads to managing sales pipelines and finalizing deals, the system uses sophisticated algorithms to streamline tasks.
Support Ticket System
The support ticket feature is integral to managing customer issues and inquiries. It allows businesses to track, prioritize, and resolve customer support tickets effectively.
Quote and Order Management
Users can create and manage quotes directly within the CRM. This feature simplifies the process of providing customers with pricing and service details.
Financial Management
Proposal Management
Create and send proposals to clients outlining services or products offered, pricing, and terms, facilitating the negotiation and agreement process.
Estimates Calculation
Generate estimates for potential projects or services, providing clients with projected costs and timelines before finalizing contracts or agreements.
Invoices Management
Create and send invoices to clients for goods or services rendered, detailing charges, due dates, and payment instructions, ensuring timely and accurate billing.
Payments Tracking
Record and track payments received from clients, updating invoice statuses and maintaining financial records for accurate accounting.
Credit Note
Issue credit notes to clients for returned goods or services, providing refunds or credits to their accounts while maintaining transaction transparency.
Expenses Calculation
Track and categorize business expenses incurred, including purchases, travel, and other costs, facilitating budget management and expense reporting.
Payroll Management
Reports
Simplified Payroll Processing: Add new employees, generate paychecks, and seamlessly integrate time log reports, eliminating manual data entry.
Payment
Flexible Payment Options: Allow your employees to choose their preferred payment method, including bank deposits, checks, cash disbursements, or online gateways.
Salary
Streamlined Salary Management: Manage salaries with ease. Set up monthly, semi-monthly, weekly, or bi-weekly pay schedules. Easily apply salary increments or decrements.
Recruitment Management
Recruitment Features Of UniTaskerPro
UniTaskerPro introduces a comprehensive Recruitment Management system that goes beyond a simple candidate management system.
Effortless Job Posting and Management
UniTaskerPro simplifies job posting and management, allowing you to reach a wider pool of qualified candidates.
Schedule Interviews with Confidence
UniTaskerPro’s online recruitment management system streamlines this process to ensure a smooth and organized experience for both candidates and your team.
Purchase Management
Centralized Vendor Management:
Maintain a comprehensive database of your vendors, including contact details, purchase history, and preferred payment terms etc.
Automatic Vendor Credits:
Issue vendor credits directly from purchase orders for returned or incorrect items. This simplifies record-keeping and streamlines communication with vendors.
Inventory Management:
Track your inventory levels and automate stock replenishment based on purchase order data. This will help you gain better control over your stock and minimize stockouts.
Asset Management
Comprehensive Asset Tracking & Categorization
From laptops and tools to furniture, inventory, and even intangible assets like software licenses, UniTaskerPro effortlessly tracks everything you own.
Asset Lending & Status Update
UniTaskerPro eliminates the hassle of manual asset lending. Lend equipment to employees with a few clicks, fostering a collaborative work environment while ensuring clear accountability and streamlined record-keeping.
