Defigo CRM
Defigo CRM
Features
Defigo CRM is best project management tool to manage your company’s projects and tasks very effectively. it’s powerful features helps to boost growth of your company. this powerful tool also helps you to manage human resources so you can increase your productivity. It have features such as Project Management, Task Management, Events, Team Management, Clients, Chat, Billing, Activity Logs, Leave Management, Contracts, Leads, Payslip, Finance, Reminders, Notes etc.
Dashboard
Dashboard shows important information like project status, task overview and task insights. it also provides numeric information like total projects, tasks, users and clients.
Tasks
It provides basic information about task also you can filter taksk by project, status, due date, clients and users. you can see detailed information of particular task by clicking view button.
Projects
Here you can see all the projects in grid view, list view and calendar view. also projects can be filtered according to it's status and you can manage projects from here.
Calendar
You can create events by clicking particular date or selecting multiple dates and can see events in calendar and list view. also you can drag and drop to change start date and end date of event you can change event details by clicking it.
- LEAVE REQUESTS: Not able to manage your internal team members leave records? Don’t worry Defigo CRM provides a simple solution to create and manage leave records of all the team members.
- TEAMWORK: Bring in all your team members, share the project, task whichever they are intended to work on. This makes the overall work experience more smooth and also gives great insight into the total work progress by each individual team member.
- CHAT: Project management or Task Management alone is not sufficient to tackle all the challenges faced while working in teams. Real-time Chat comes into light then. Chat directly with all other team members, create groups with team members, and share your media easily.
- NOTES: Create personalized notes to set reminders
- MULTILANGUAGE: Turn your whole panel into your native language panel and add as many languages as you want.
- MULTIPLE WORKSPACE: Share the same project management tool with your ally, friendly, or business partners organizations hassle-freely. You can explore and manage all your workspaces in one place. Also, see all associated users and clients of the workspace.
- BILLING & FINANCE: Create, maintain and share your estimations or invoices with your clients with ease from the dashboard. Generate, store and/or print PDF invoices, estimates. Send personalized mails Directly send rich-text formatted mails attachments to any email address from the dashboard at a time. Send, Save as Draft, Resend Failed mails and also keep track of all the emails you have generated in the system. Payments and Expenses It also includes other supporting modules like expenses, payments, payment modes, products, and more.
