Well Run Professional Firms Watch:
New Deals & Conversion Rates
New Deals & Conversion Rates
On time Delivery & Delay rates
On time Delivery & Delay rates
Business Pipeline
Business Pipeline
Employee Occupancy
Employee Occupancy
Billed & Vacancy Rates
Billed & Vacancy Rates
Service Efficiency & Compliance Scores
Service Efficiency & Compliance Scores
Client Feedback Score
Client Feedback Score
Average Hourly Recovery Rates
Average Hourly Recovery Rates
Automation Suite For Professional Firms
Dashboards
Analytics
Employee Scorecards
Business Health Tracker
Features:
- ✓ Complete ERP for Professional Service Firms
- ✓ Integrated Analytics & Intuitive Dashboards
- ✓ Project Planning, Hours Tracking
- ✓ Hourly, Retainership, Project Based, Deliverable Based billing features
- ✓ Invoicing, Claims, Collections Tracking
- ✓ Pre-built Employee KPIs
- ✓ Scorecards, Appraisal& Performance Monitoring
- ✓ Integration with Accounting Packages viz., Quickbooks
Analytics & Dashboards
Watch insightful metrics sliced and diced intuitively to bring clarity of performance & progress of organization
Organization Design
Design hierarchy, reporting lines & clear roles and designations for better control & accountability
Performance Scorecards
Set KPIs & measure in real-time performance of employees & service delivery teams for transparency & clear focus
Sales & CRM
Track business leads, deals and monitor potential and empower your sales team to better handle business funnel
Projects Planning
Plan your milestones & tasks meticulously through variety of standard project templates and assign team and estimated effort
Employee Hours Tracking
Track your employee hours against task, client projects including back office functions viz., marketing, training, administration & accounting
Client Tickets
Let your clients raise issue tickets & track their closure against SLAs. Get alerts or escalate delays
Checklist & Compliance
Identify review check points, statutory compliances, operating procedure checklists, assign to responsible employees & measure adherence scores
Billing & Claims
Raise invoices on customers, debit notes for reimbursement claims, internal expenditure tracking & monitor receivables & collections
Integration with Quickbooks
Automated accounting transactions posting in QuickBooks to avoid duplication of effort & manual errors in entries
