Visual Dashboard to Analyze Sales Activity in Real-Time

  • 250

    +

    Projects Delivered

  • 34

    Total Clients

You can analyze the sales activity by analyzing the dashboard, and you can access the report of sales activity, productivity, and individual performance.

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Worldwide compatibility

Build lasting relationships

Improve sales

Trustworthy reporting

Simplified collaboration

Individualized customer experiences

Visual Dashboard to Analyze Sales Activity in Real-Time

You can analyze the sales activity by analyzing the dashboard, and you can access the report of sales activity, productivity, and individual performance.

Why Choose ERP CRM?

Our ERP CRM for small businesses, offers superior security for your data, a client-centric approach, and other unique features that make it stand out from others. Here is why you should choose our ERP CRM,

Eliminates repetitive tasks

Flexible and customizable

Suitable for all-sized businesses

Easy to use

Affordable

Increase Your Productivity By Managing Your Work in One Place.

Progbiz's jobCard management software helps you manage the jobs/tasks with several steps or subtasks. In this way, you can keep track of employees’ tasks with their current status provided for each step, which you can change according to work conditions (like NotStarted, InProgress, Done etc). You can add other daily cash flows to a dedicated page.

JobCard suitable for any type of workflow and any big or small industry. With the user-friendly interface, the user can easily understand who is doing the particular job, what needs to be done, and when they finished the job

  • Automate team management
  • Improve productivity
  • Manages workflow
1. Time and Task Tracking:

JobCard allows you to track the employee's working time and tasks easily. This helps to monitor work progress and meet your target.

2. Task Creation and Assignment:

You can create tasks and assign them to the workers based on their roles. By viewing this job status, you can understand who finished the work when they finished, and what is in process.

3. Collaboration and Communication:

There is a chat option that enables you to chat with staff and clients, and clients can also chat with staff. You can send images and documents to the client and staff as well.

4. Others:

You can attach different types of documents, and staff can add an invoice number and date. Also, add a reverse invoice if the client cancels the job.

04

M+

Total Download

4.8

+

User Ratings

2.5

M+

Active User

Customize the software to improve business performance

Every business is unique. You can customize the software to your business requirements and stay on top of your business performance.

FAQ’s

Here's a list of frequently asked questions (FAQs)

CRM helps accounting by collecting and organizing client data, allowing for tailored billing, improving cash flow forecasts with precise sales information, and enabling targeted financial plans based on customer behavior.

It tracks communication with customers, automatically organizes customer data and sends reminders to follow up with leads.

It can be used for all types of industries, and we will customize it according to your requirements.

All-in-One Solution for Great ROI

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