AllCRM

Employee Tracker System

Efficiently manage and monitor your field workforce with an integrated Employee Tracker system—seamlessly tracking attendance, expenses, client visits, and real-time activity, all from a central dashboard.

1. Employee Attendance

Time Logging: Staff check-in/out with automated timestamps.
Vehicle & Distance Tracking: Capture vehicle info and distance traveled each day.
Geo-location Logs: Monitor staff presence and route mapping in real time.

2. Expense Management

Expense Recording: Staff submit expenses with type, amount, date, and receipt photos.
Approval Workflow: Automatic routing to designated managers for approval. Track status: pending/approved/rejected.
Policy Compliance: Custom expense categories and business rules.

3. Client Visit Tracking

Visit Logging: Time-stamped check-ins at client locations.
Comprehensive Data: Log client info, visit notes, and meeting outcomes (successful, follow-up needed, etc.).
Lead Generation: Instantly convert successful visits to leads. Capture new lead details and attach notes.

4. Management Dashboard

Real-Time Monitoring: Live staff location on map.
Activity Timelines: See historical visits, attendance, and expense patterns.
Conversion Metrics: View visit-to-lead ratios, team KPIs, and export reports.

CRM Module

Enhanced CRM Workflow

Track every opportunity from lead generation to closed deal with activity tracking, automation, and integrated reporting.

1. Lead Creation

Client Details: Capture name, company, contacts.
Source Tracking: Mark if the lead came from a visit, referral, or marketing campaign.
Needs Assessment: Identify client needs and potential requirements.
Value & Probability: Estimate expected deal value, with auto-generated probability scoring.

2. Lead Qualification

Qualification Checklist: Tick off budget, decision-maker, timeline, fit, and custom criteria.
Seamless Advancement: Once qualified, leads move automatically to the deal stage with data transfer.

3. Conversion to Deal

Automated Workflow: Conditions trigger deal creation.

Service & Complaints/Ticket Management

Customer Service & Ticket Workflow

Enhance after-sales support with fast ticket routing, status updates, and automated feedback requests.

1. Ticket Creation

Instant Raise: Client or staff can log service/complaint tickets.
Assignment Automation: Tickets assigned to appropriate staff.
Resolution Workflow: Status tracked as open/in-progress/resolved.

2. Client Communication

Issue Tracking: Clients get real-time app/SMS/email updates as their issue moves through stages.
Resolution & Feedback: When closed, clients are notified and prompted to submit feedback on the experience.