HR, CRM and Project Management

HR, CRM and Project Management

1. Manage customers and leads
2. Track client projects, invoices, and proposals/estimates
3. Add company employees, track attendance and manage leaves
4. Create contracts with clients with e-signatures
5. Create projects, add project members, and track progress, expenses, earnings, timelogs, tasks, and milestones
6. Use a Kanban taskboard to visualize work and tasks
7. Use a project gantt chart to plan the project schedule
8. Convert invoices to credit notes that can be redeemed
9. Create products that can be used in invoices and purchased by clients
10. Raise tickets by employees and clients, assigned to ticket agents for resolution
11. Internal chat feature in the messages section
12. Integrate with Slack, Pusher, and One Signal for real-time notifications
13. Theme settings to reflect your brand
14. Receive payments via PayPal, Stripe, payfast, flutterwave, mollie and Razorpay gateways
15. Create custom roles with custom permissions for employees
16. Various reports for tasks, timelogs, finance, attendance, and leaves
17. Tons of other configurable options.
    
    

    The following are the key characteristics to look for in the best human resources software to improve your workflow:

    1. Administration of benefits and payroll

    Payroll and benefits are typically included in human resources software packages. You are able to manage payroll directly from the site thanks to them. Keep in mind that most HR managers seek an all-in-one solution that incorporates both because HR and payroll are sometimes inseparable.

    We advise looking for human resources software systems that can interact with your payroll system if you currently have a payroll solution that you are comfortable with. Your staff and the HR team would find it more convenient to have access from a single platform.

    2. Automation

    Automating repetitive procedures to boost efficiency is one of the biggest conveniences human resources software offers. Software that automates and removes manual labor should be sought out. Some HR technologies, for instance, automate tax filing, time-off tracking, and other tasks. Long-term, you’ll save a ton of time and money.

    3. Small, medium, or entrepreneur-sized businesses

    The size of your company is another aspect that can assist you in locating the human resources software that is suitable for your company. Based on the number of employees and the size of the business, HR needs to alter. A company with 15 employees, for instance, won’t have the same HR requirements as one with 2,000.

    Larger businesses may have more complicated HR requirements and necessitate more capabilities from their human resources software programs. On the other hand, small organizations frequently don’t require all of the functionality that some of the sophisticated HR solutions offer.

    4. Mobile Access

    It’s simple with this one: The best human resources software has a free mobile app. The self-service capabilities we previously discussed can be used by employees via this app. On the administrative side, it may also be useful.

    Some tasks are no longer dependent on a physical office thanks to a human resources software mobile app. HR managers can access tasks in real-time, manage them remotely, and fulfill them.

    5. Self-Service

    In the modern world, having an employee self-service portal is essential. It enables the staff to get important information without having to contact HR via phone, email, text, or in-person visit. On both the employee and administrative ends, it saves a ton of time.

    Last but not least, ensure the human resource management software you select fulfills your needs and your goals.