The system provides a wide and comprehensive solution and has a large number of modules that include:
Company structure management
Company goals
Client management
Sales management (quotes, etc.)
Purchasing and operations (purchase orders, items , invoices and more…)
Project management (including kanban)
Task management – Task workflow automation management
Leads
Contracts
Support (opening tickets)
Subscriptions (managing renewable contracts)
Expenses
Reports
and more…
Operation and procurement module
The module makes it possible to automate the procurement cycle From creation a purchase requisition document to
finally receiving the ordered goods and payment.
It is also possible to prepare a budget estimate, company expenses, contracts and suppliers with full control at any given moment.
Through this module you can also manage inventory, monitor the equipment in real time,
and use it to determine what to purchase and what not for the company's inventory
Project Kanban
this is the most efficient way to organize your projects
everything is at your fingertips with the TaskLiCRM Kanban module
WhatsApp module
The module makes it possible to automate the procurement cycle From creation a purchase requisition document
finally receiving the ordered goods and payment.
It is also possible to prepare a budget estimate, company expenses, contracts and suppliers with full control at any given moment.
Through this module you can also manage inventory, monitor the equipment in real time,
and use it to determine what to purchase and what not for the company's inventory