The Stunning Dashboard
AYS Enterprises has the most comprehensive dashboard with
all the essential details under one head. We all can agree that dashboards have
made our lives easier. Well, from every minute detail like total Clients,
Users, Invoices, Projects, estimations to Leads, Deals, and items, you can get
quantitative data in the most simple layout. You get an overview of Estimates,
Invoices, top due Payments, Projects, and Tasks to take timely actions. Get a
reminder of meeting Schedules, Expiring Contracts, Weekly Events, and new
clients as you scroll down. Lastly, a Pie Chart can help you understand various
project statuses. In short, every activity of your business can be handled
through this useful tool.
Manage Staff
Manage your Employee and Client’s personal as well as
company details through easy to create options. You can edit and manage the
information and status at your convenience. You can search for staff through
easy filter options based on department and designation.
Assign roles to each staff
Our multi-user accounting tool allows you to assign roles to
each of your staff. By managing their permissions gain control over their
access to certain parameters.
Employee Management
Through a detailed HR section, you can manage Attendance,
Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company
Policies. Create, Edit and Filter as per your convenience. You get a detailed
understanding of each aspect of the employee. You can also manage Awards,
Transfers, Promotions, Complaints, and many such HR aspects of employees with
easy tabs. The training and Performance of each employee can be planned,
handled, and taken care of with AYS Enterprises.
Payroll
With the help of the Payroll module, the set salary feature
will help you to set the salary of your employees, particularly under various
different heads set by you. Also, with the payslip feature, you can generate
bulk payments.
Added Performance Module Like Indicator, Appraisal &
Goal Tracking
INDICATOR, APPRAISAL
The overall performance of each Designation of each
Department of the Branches is given which includes a total of three
competencies namely, Technical, Organizational, and Behavioral. The predefined
settings can be done/ updated through Setup.
GOAL TRACKING
Any of the goals including, temporary, short-term,
long-term, etc. can be set through this module. One can update the progress by
editing the entry manually. The predefined settings can be done/ updated
through Setup.
Added Chat Module
Direct Communication is an important aspect of any of the
businesses. The easy-to-access and use Chat Module provided in AYS Enterprises,
helps you to be in direct and constant touch with the users and clients.
Added Contract Module
Contract Module is very helpful for proper documentation of
the contracts done with clients showing the type of contract, the value, and
time duration. The predefined settings can be done/ updated through Setup.
Manage Pre-Sale
LEADS MANAGEMENT
You can view all the generated leads through a Kanban and List
view. Create pipelines and assign stages to various leads. You can manage the
leads by adding Users, Items, Files, Notes, Sources, Call Details, Emails, and
Discussions. Get all the requisite information on any particular lead in an
easily laid layout.
DEAL MANAGEMENT
Just like lead management, you can view deals in Kanban or
List view. Get an overview of deals in a week, month, and deals in the last 30
days. Assign Tasks, Products, Files, and Users for each deal. Manage
discussions and notes. Also, get a calendar view for every deal detail. In
short, managing deals has never been easier.
ESTIMATES
Keep a tab on issued estimates. Manage the estimates by
assigning Clients, Status, and Expiry Dates to each. You can easily generate
new estimates by assigning Clients, Categories, Issues, and Expiry Dates. You
can add items in the required quantity and apply discounts and tax as
requisite. Generate estimates within minutes through AYS Enterprises.
Added Form Builder
Create and manage various required forms with diverse form
fields, like, Text, Email, Number, Date, and Description as per the business
needs for the users at large.
Project Management
PROJECTS
You can manage and filter each project available in Kanban
and List view again. Get an overview of Project Status, Expenses, Budget, and
Due Date to manage projects. Add or Remove the users and check tasks completed
by them. Create a task list and assign priority to each task. Get an overview
of tasks through the Kanban board. Add Milestones, Notes, Files, Comments,
Payments, Timesheets, Client Feedback, Expenses, Invoices, and anything related
to the project. Think of a project and consider everything you would need to
manage for a successful project. Well, you get to manage them easily with AYS Enterprises.
TASKS
Successful project implementation requires small tasks that
can help achieve the ultimate goal. Well, you can manage various tasks through
an easy filter option. View the priority of each task and due dates to complete
each task. You can also add a checklist for tasks and track your progress.
Again add comments and files as required.
PROJECT TIMESHEET
Create a timesheet by assigning Projects, Tasks, and Users.
Assign a starting and ending date as well as time. This allows you to manage
your project most efficiently.
Inventory Management in Invoice and Bill
Isn’t it effortless to check the inventory status of each of
the items you are using for your business activities? Sounds Fascinating!
Here, through the inventory management feature, you can
monitor the inventory of each item you have registered with you. After
generating the Invoice/ Bill, the quantity will automatically be updated in
“Product & Services” for scrutiny. Overall, it is painless to maintain the
inventory level of the products.
Customer/ Vendor Statement Report
With the help of this “Customer/ Vendor Statement Report”
Module, you can review the filtered particulars of that customer/ vendor for a
certain period. This statement report includes the start and end dates, order
details, and payment details along with the transaction history with the
customer/ vendor.
Desktop Application for Tracking Project Hours
You can track the time spent while working on any given
project and its task by starting a timer. In addition, you can customize the
settings for generating automatic screenshots of the tracker running within a
particular time gap. You can set from a minimum of 1 minute for the time gap of
screenshots. Also, you can check the screenshots and delete the unnecessary and
inappropriate ones if needed.
Slack Integration
Receiving instant notifications of the company’s activities
is one of the most painless ways to keep a tap on them. With the help of Slack
Integration, you can get insight into the major actions through the specific
channels as when they are performed. It also helps you to schedule the messages
for future dates. Rectifying mistakes are also not burdensome.
Zoom Integration
Virtual meetings are no new to us. The Zoom Integration
provides a platform where you can create a zoom meeting after giving inputs of
asked details like; Client, User(s), Meeting Time, Duration, and it generates a
link through which people can join the meeting. You can create, View, Start,
and Delete meetings with ease.
Along with that, the zoom meeting created, will be synced
with the calendar which will show the meeting details, as well as which are the
people joining the meeting at what time. This calendar syncing feature helps to
schedule meetings accordingly.
Telegram Integration
Hassle-free and instant message is one of the absolute ways
to stay in tune and connected with projects and activities of the projects.
With the Telegram Integration, you can get the notification of the actions
performed regarding anything which interests you. Staying in tune with the
performing jobs is smooth with this feature.
Twilio Integration
The Twilio Integration for receiving the text messages of
the jobs performed is a very handy and convenient feature. You can get an
instant text message of the activities on the registered mobile number even
when your phone is not connected to the internet, which is one of the most
important benefits of Twilio Integration.
Managing Items
Add items and assign Categories, Purchases, Sales Prices,
Taxes, Units, Product types to them. Conclusively, everything you would want to
keep a tab on.
Sales Management
Manage various aspects of sales like sending Invoices,
making Payments, managing Expenses, and Credit Notes in a single tool. You can
create new invoices and edit existing ones. Add new products and receipts to
existing Invoices, edit Payments and Products. Resend the Invoices, send the
payment reminders and print the Invoices simply through a click. Similarly, you
can manage Payments, Expenses, and Credit Notes with the utmost ease. All in
all, keep all your sales fears at bay.
Budget Planner
A budget is a financial plan for a specified period to keep
in check with the working capital. This feature here helps to maintain the
capital flow. You can set monthly, quarterly, half-yearly, or yearly budgets according
to your business plans and needs. The main categories are “Income” and
“Expense” where one can edit /update /delete the sub-categories as well.
Keep a tab on Contracts
It’s hard to keep everything aligned in business. However,
never miss a contract date from now on. Manage your contracts with utmost ease
by assigning Start and Due Dates along with Contract Type, Value, Client, and a
Description if required.
Events and Notice Board
Always be prepared for an upcoming event. Assign Employees
and Departments to each event reminder. Create Events and add Descriptions to
always keep a tab. Create and Issue a notice to Users, Clients, or Employees.
Goals and Notes
You can create goals and choose whether or not to display
them on the Dashboard. You can also add files to your notes for support.
Simple, isn’t it?
Reports
Management shall go to waste if its result cannot be seen in
reports. You can get a detailed report in the form of Graphs for Tasks, Time
Logs, Financial Details, Incomes/ Expenses. You can filter and search for
reports for a specific time. Also get a detailed report of Leaves, Estimates,
Invoices, and many similar aspects.
