Lore System

You’re looking for systems that cover HR (Human Resources), CRM (Customer Relationship Management), and Project Management? These systems help streamline processes, manage data, and increase efficiency across different business functions. There are a few options that integrate all three or specialize in one but work well together. Our system provides you with that and more.

Super admin dashboard

1. Manages overall functioning of the organization
2. project management under one space
3. complete data compilation for team and clients
packages
1. a trail version is available for experimentation
2. create your own package as per your client needs
3. can control Modules in a package
Company
1. can impersonate as company
2. update client package
3. view company Billing
Multilingual
1. compatible for international audience
2. customizable as per the user’s region
security
1. securing the data accessibility features
2. checks threats through artificial intelligence
manual and automated analysis for security
Notifications
1. uniform notification formatting for email and slack
2. controls major information channels within the organization
3. sets up default Notification settings
Customers
1. Organizational client details recorded
2. Individual Project Tracking space available
3. work relation details with the organization
Invoices
1. creating time-Based and recurring invoices
2. Professional and attractive Invoices generation
3. mailing system with PDF invoices the the clients
Estimates
1. Auto-Conversion of Invoices into Estimates
2. Understandable price distribution outline present
3. customer status and negotiation section available
Contracts
1. Legal Document for current and future projects
2. Easily converted into pdfs and sent to clients
acceptance feature using E-Signatures
Projects
1. tracks the work under progress
2. flat time layout for a project in hand
3. Graphical Representation of actual and ideal work situations
Tasks
1. Recording the time taken for completion of tasks
2. segregates the tasks into their present work status
3. date-Based view of different tasks
Tickets
1. audience and company queries are raised through these tickets
2. problems or Discrepancies can be addressed
3. Multi-Channel acceptance of Tickets
Attendance
1. feature for individual Clock In/Clock Out
2. Permission to mark Attendance for Yourself
3. Location Base Restrictions in the Attendance system
4. IP address Monitoring for attendance
Leaves
1. Different Leave Quota for leaves to be taken
2. Options to set Paid and Unpaid Leaves for the employees
3. Customization of Leave Criteria’s as required
Messaging
1. Direct Interaction amongst members and third parties with members
2. discussion can be done with the concerned
3. One-to-one Conversation feature available
Events
1. Organization’s Important Dates are marked
2. Specified in Individual Calendars for reminders
3. New Customized Events can be created bi individuals
Notice Board
1. important News circulated here
2. Convenient for sharing information to a large group
3. works as a virtual information Board for the team
Reports
1. Analysis of Task Activity performed overall so far
2. time log analysis for project tasks allotted overall
3. finance reports recording the overall financial data
Custom Roles & Permissions
1. Permission Control feature for roles in a team
2. Creation of customized Roles as per requirement
Customer Panel
1. Access to Projects signed with the organization
2. Work Tracking and updating analysis made easier
3. E-signatures to sign contracts digitally
Custom Fields
1. Addition of custom fields in per-generated forms
2. Customization of forms according to requirements
3. Helps in collection Uniform data from all members