155 Features.
One Platform.
From HR to Cloud Infrastructure, from Finance to Analytics — every feature you need to run a modern business, built and maintained for you.
All features
Showing 155 of 155 features
Multi-template Project Management
Create Kanban, Scrum, or Basic projects with customizable templates, grid/list views, and archiving
Task Management
Assign tasks with priorities, start and due dates, story/task/bug/epic types, sub-tasks, blocking dependencies and story points
Board, List, Timeline & Calendar
View any project as a drag-and-drop Kanban board, sortable list, dependency timeline, or deadline calendar
Milestones & Releases
Track project milestones and manage software releases with versioning and deployment tracking
Project Resources & Activity Log
Attach documents and resource links to projects and follow a chronological activity feed of every change
My Work Board & Focus Mode
Personal cross-project board in list, Kanban, timeline or calendar view, with a focus mode for critical and high-priority work and a layout that is remembered per user
Priority & Overdue Alerts
Visual priority banners, overdue warnings, and automatic days-until-due calculation on every task
Effort Tracking & Work Logs
Record estimated versus actual hours on every task and file daily work logs with start and end times, exportable to PDF, Excel or TXT
Routines
Recurring task checklists on hourly, daily or weekly cycles with reminder times, tags, shared collaborators and a per-cycle completion history
Courses & LMS
Build courses from modules and lessons with video, article, link and quiz content, track learner progress, and issue PDF certificates
Document Templates
Reusable rich-text templates with a starter gallery, version control, bulk operations, and export to PDF, HTML, JSON, CSV, or Excel
Special Days & Recurring Events
Define holidays, events, deadlines, observances and maintenance windows with annually recurring MM-DD rules and assign them to projects
Command Palette & Keyboard Shortcuts
Ctrl+Shift+F opens a palette that jumps to any page your modules and role allow, Ctrl+F focuses search on pages that have it, and Ctrl+Shift+S toggles quick notes
Company Onboarding Wizard
Guided step-by-step setup flow for new accounts covering company, team invites, and go-live
Public Certificate Verification
Anyone can verify a course certificate by its ID and see the learner, course, instructor and issue date, including revoked certificates
Course Enrollment Approvals
Private courses take applications with an optional note, and admins approve or decline them with a reason
Course Analytics & Lesson Drop-off
Per-course enrolment, completion, watch-time and rating metrics plus a lesson-by-lesson drop-off table that flags where learners stop
Participant Progress & Certificate Reissue
Open any learner to see lesson-by-lesson completion, watch time and quiz attempts, and reissue the certificate of anyone who has finished
In-course Notes, Bookmarks & Quizzes
Learners bookmark lessons, keep notes pinned to the video timestamp, sit graded quizzes with a pass threshold and attempt limit, and build a daily learning streak
Document Generation & Usage Log
Generate documents from any template through a guided form with live preview and server-computed totals, and keep a per-template log of every document produced
Template Quality Checks
The template editor flags unknown variables, unbalanced template tags, unclosed tokens, missing image alt text and header-less tables as you edit
Finance Command Center
Revenue, expense, margin, burn-rate, cash-runway and current-ratio KPIs, filterable by company, branch, team, member, client or project
Financial Reporting Views
Revenue-versus-expense and expense-category breakdowns, a quarterly P&L, and a six-month cash-flow forecast across month, quarter, financial-year or custom ranges
Cash Flow Forecasting
Project cash inflows and outflows using trailing averages and baseline financial trends
Burn Rate & Runway
Track daily and average burn rates to calculate cash runway and liquidity status
Scoped Budgets & Variance
Set budgets against a branch, project, team or individual member and track allocated versus spent, variance, and burn rate with over-budget flags
Petty Cash Management
Run a petty cash float per branch with numbered vouchers, sanctioning, approve-or-reject review, replenishment, and low-balance alerts
Expense Claims
Employees submit categorized claims against a branch and project; approvers accept or reject with a reason and approved amounts roll into the finance expense total
Bank Account Management
Store and display bank details (name, account number, IFSC) on invoices
Multi-Currency
Price plans in nine currencies and raise invoices in INR, USD, EUR or GBP, with plan prices set explicitly per currency instead of auto-converted
Unified Expense Roll-Up
Consolidate spend from direct transactions, inventory purchases, petty cash, and approved expense claims into a single expense figure
Project Profitability
Compare revenue, direct costs, net profit, and margin for every project side by side with a performance rating
Vendor Bills & Subscriptions
Register recurring vendor bills and SaaS subscriptions with cycle, department, auto-pay flag, and variable amounts, then record each payment as an expense
Explained Financial Metrics
Finance and platform-billing KPIs carry a tooltip showing how the number is calculated and what it should tell you
GST Invoice Generation
Create GST-compliant invoices with automatic CGST/SGST tax calculation and SAC/HSN code tagging
Proforma Invoice Conversion
Convert proforma invoices into binding GST tax invoices with one-click conversion and automatic numbering
Invoice Builder & Drafts
Issue invoices from any of your companies to a client, a collaboration partner, or an off-platform company, with line-item tax, live preview, and saved drafts you can resume
Branded Invoice Templates
Apply multiple branded PDF templates to invoices and download or email them to clients
Payment Recording
Record invoice payments across cash, UPI, NEFT, RTGS, cheque, and card with reference tracking and history
AR Aging & Collection Efficiency
Track receivables by aging buckets (0-30, 31-60, 61-90, 90+) and measure collection efficiency
GST Liability & Configuration
Configure GSTIN, default GST rate, invoice logo and bank details globally or per company, and read CGST/SGST/IGST liability for any date range
SAC/HSN Code Repository
Maintain SAC and HSN codes with tax rate, unit and active state, globally or per company, and drop them straight into invoice line items
Failed Invoice Recovery
Retry failed platform invoices inside a ten-attempt budget, read the per-attempt error timeline, and mark an invoice paid or waived
Cross-Company Bill Tracking
View bills payable to partners and bills raised for collaboration partners in a single interface
Plan Catalog & Comparison
Browse fixed or metered plans, switch display currency, compare up to three side by side, and start a free trial
Subscription Management
See plan, billing period, quotas and trial countdown; switch plans after a proration preview, end a trial early, cancel at period end, or resume
Razorpay Subscription Checkout
Subscribe through a Razorpay checkout overlay without leaving the page, paying by card, UPI or net banking, with the payment signature verified server-side
Payment Method Management
Add or remove cards and UPI IDs and set a default, with PCI-DSS-compliant secure storage
Dunning & Payment Retry
Watch past-due subscriptions in a retry queue showing attempt count, next retry time and last error; force a retry and audit every attempt against the subscription event log
Payment Gateway Configuration
Register payment gateways for the platform with encrypted write-only credentials, a default choice, and coming-soon, dev or live status
Platform Billing Dashboard
Real-time MRR, ARR, ARPU, churn, and utilization KPIs for platform operators across all tenants
Plan Administration
Create fixed or metered plans with bandwidth, CPU and storage limits, daily caps, trials, explicit per-currency prices, and per-provider request quotas
Inter-org Billing Partnership
Issue a single-use key and token to another company; once they redeem it and you approve, both sides can bill each other — with optional expiry and one-click revocation
Online Invoice Collection
Collect payment on an invoice through a configured live gateway, with the Razorpay checkout opening in-app
Recurring Invoices
Flag an invoice as recurring on a daily, weekly, monthly, quarterly, or yearly cycle and auto-generate the next one on its billing date
Usage Metering & Daily Caps
Meter API bandwidth, media bandwidth, CPU minutes, and storage against plan quotas and daily caps with near-limit and at-limit warnings
Delegated Billing Access
Grant a user — including one from another tenant — view, create, approve, or manage rights to issue invoices, quotations and purchase orders for a specific company, with an optional expiry
Lead Management & Pipeline
Capture, track, and move leads through customizable stages with favorites, archiving, and search
Lead-to-Client Conversion
Convert qualified leads into clients with consultant assignment and onboarding kickoff
Call Scheduling & Recording
Schedule customer calls with reminders and upload/playback multi-format call recordings
Quotation Management
Build quotations and proposals for your client, a partner company or an off-platform company; send, accept, reject or void them, then convert to a purchase order and issue a proforma
Service Catalog & Pricing Tiers
Publish services with pricing tiers, requirements, delivery and response targets, side-by-side comparison, and ticket linking
Coupons & Referral Program
Create percentage or fixed discount codes with recurring cycles, referral rewards, client and service targeting, minimum-spend and cap rules, and global or per-client usage limits
Outsourcing Marketplace
Post work requirements across ten work types with a budget range, duration, tags, and an MOU-required flag, then express interest in other organizations' posts or accept and reject your own
Service Orders & Payment Tracking
Track client service orders with status, item count, and payment progress, then record payments with mode, transaction reference, and proof-of-payment upload
Leave Management
Apply against company-defined leave categories with eligible comp-off dates, see allowed versus taken balances, and route through team-lead then HR approval with a commentable timeline
Attendance Tracking
Check in and out multiple times a day with categorized breaks and a cooldown between them, a work-mode selection at check-in, and a month calendar overlaying holidays and approved leave
Forgot Check-in/out & Approvals
Request backfill for missed attendance records with an HR approval workflow
Payroll Runs & Payslips
Run monthly payroll to compute gross, PF, ESI, professional tax, TDS, loss of pay and net salary per employee, then approve the period and mark it paid
OD, Client Visit & Expense Requests
Raise on-duty and client-visit requests with team-lead then HR approval, or claim travel, food, accommodation and stationery expenses for HR approval
Project NOC Management
Grant or deny no-objection certificates for team member leaves on active projects
Work Reports
Log daily work summaries with time tracking and view consolidated team reports by date
Employee Directory & Profiles
Browse colleagues in grid or table view with role, experience and skill filters, proficiency-rated tech stacks, mailto and social quick actions, and CSV export
HR & Approval Dashboard
Centralized HR view to approve pending leave, OD, allowances, and permissions across the org
My Approvals Inbox
One queue for every request awaiting your decision across features, with an optional comment on each approve or reject
Policies & SOP Management
Author policies and SOPs in a split-view rich editor with live document preview, keep them as drafts or publish them, and browse by type
Payroll Policy Configuration
Set working days and hours per week, week-off days, pay cycle and pay date, grace, late-mark and half-day thresholds, and allowed break durations per company
Statutory Deductions & Tax Setup
Configure PF and ESI employee and employer contribution rates with ceilings, state-wise professional tax slabs, and TDS applicability
Leave Category Designer
Define company leave categories with limit type, maximum days, notice periods, consecutive-day caps, and paid, half-day, carry-forward and document rules
Salary Structures & Components
Build earning and deduction components as fixed amounts or a percentage of basic with taxable flags, then assign dated CTC structures per employee
Holiday Calendar Management
Maintain company and general holidays with recurring weekly rules, long-holiday date ranges, government holiday import by country and year, and CSV export
Employee Statutory & KYC Records
Hold Aadhaar, PAN, bank account and IFSC, ESI number and PF/UAN details with supporting document uploads, alongside family details and emergency contacts
Directory Visibility Controls
Each employee chooses which details appear in the company directory — email, mobile, bio, social links, tech stack, experience, employee ID and designation — or opts out entirely
Attendance Matrix & Exports
Org-wide month grid of per-day attendance codes with branch, presence, status and employee filters plus check-in time and worked-hours ranges, exported to Excel or PDF
Leave Analytics
Organization and team leave dashboards covering top leave takers, status breakdown, monthly volume, leave-type mix, per-employee summaries and upcoming team leaves
Feedback & Feature Requests
Submit feedback, feature requests, bug reports and enhancements with rich text and attachments, then triage them through a seven-stage status workflow with admin replies
Client & Organization Management
Manage client organizations in card or table view with contact details, company and user counts, active or archived status, and instant search across name, email, and phone
Client 360 & Health Score
Client 360 dashboard covering projects, open tickets, team size, and total billed, plus a health score computed from delivery footprint, team engagement, and ticket load, banded from Excellent to Critical
Multi-Contact Management
Manage multiple contacts per lead or client with names, emails, phones, and designations
Client Billing & Credits
Manage client invoices, GST/PAN details, credit balances, coupons, and revenue metrics
Client Onboarding & Documents
Track a per-client onboarding checklist with step owners, due dates, and overdue flags, alongside a categorized document vault showing file size and version
Client Usage Metrics
Meter API and media bandwidth, CPU, and storage against plan limits per client, with cost projection and usage broken down by user, endpoint, and status
Ticket Management
Raise tickets from the ticket desk, a client record, or the service catalog, then work them with priority, severity, assignment, discussion replies, and attachments
Ticket Completion Checklist
Track ticket progress against a five-point checklist covering assignment, discussion, status movement, and resolution, with a live completion meter
Polls & Surveys
Build polls with 7 question types, control visibility, anonymity, and repeat responses, then publish and visualize results as charts
Meeting Scheduling & Minutes
Schedule meetings with reminders, capture minutes, generate reports, and handle extension requests
Client User Account Support
Reset a client user's password to a one-time temporary credential, lock or unlock their account, and clear their 2FA enrolment without leaving the client record
Cloud & SSH Server Management
Connect to cloud servers by SSH key or password, watch CPU, memory, disk, and network live, and start, stop, or restart services
Web Terminal Console
Interactive xterm-based SSH terminal for remote command execution in the browser
Cron Job Management
Add, list, and remove crontab entries on any connected server straight from the browser
Deployment Pipeline
Manage application deployments across environments with status tracking and a framework command reference
Server Logs & Audit
Download and view server logs with complete audit log tracking for compliance
Database Backup Manager
Schedule PostgreSQL, MySQL, and ClickHouse backups on an IST-aware cron or fixed interval, with retention limits, retry, and download
Vault File Storage
Cloud file storage with folders, version history with rollback, per-user sharing, starring, and a recoverable trash
Site Uptime Monitoring
Automated checks on every site and its individual pages, with uptime percentage over any date range and response-time history charts
Background Job Monitoring & Control
Watch active, scheduled, and registered background work, then pause, resume, run now, skip the next run, or cancel
Asset & Inventory Management
Track hardware assets across locations with transfers, vendor management, and purchase orders
Third-party Integrations Hub
Connect Meta, Google, GitHub, LinkedIn, Telegram, X, and Pinterest by OAuth or credentials, pick which services to enable, test the connection, and share with use or manage access
Integration Console
Run provider actions, switch the active Meta Page or account, chart the returned metrics, and export results to CSV, PDF, or PNG
API Lab
Explore and test project APIs with an integrated API explorer
Worker Fleet Visibility
See every live worker process with its host, PID, leader-election state, assigned work count, and last heartbeat
Remote Server File Manager
Browse, upload, download, rename, move, copy, and edit files directly on a connected server over SSH
Live Deployment Console
Trigger a deployment and watch step-by-step progress with build logs streaming into the browser in real time
Downtime Alerts & Incident Detection
Open an incident and alert admins once a site fails a configurable number of consecutive checks, with intervals from one minute to three hours
Files Grouped by Source Module
Browse every file the platform produced, grouped by where it came from — tasks, tickets, chats, CRM, call recordings, database backups, and generated documents
Team & Direct Messaging
Real-time team and private messaging with quoted replies, forwarding, edit and delete, reactions, pinning, starring, @mentions and per-conversation media, file and link tabs
Read Receipts & Typing Indicators
See when messages are read and who is currently typing in real time
Mailbox Integration
Connect Gmail, Outlook, Yahoo, Zoho, iCloud or any custom IMAP/SMTP host, switch between several accounts in one click, and compose with drafts, signatures and saved templates
Email Productivity Tools
Advanced email search, snooze with undo, and attach email threads directly to tasks
Notification Center
Centralized inbox for reminders, overdue alerts, mentions, assignments, and invitations with filtering
Push Notifications
Browser push alongside in-app and email alerts, with quiet hours and per-category channel muting
Targeted Announcements
Broadcast rich-text announcements to tenants, companies, teams, or users with scheduling and acknowledgment
FAQ Management
Rich-text FAQ builder with split-view live preview, publish and draft toggles, and separate read and manage modes gated per action
Client WhatsApp Thread
Read the WhatsApp conversation and contact list linked to a client, with sent, delivered, and read status shown on outbound messages
Team Management
Create teams, manage members, and organize cross-functional groups for project assignment
Team Board
View and manage team members tasks with manager priority override and CSV export
Cross-Org Collaboration
Accept shared projects from external organizations with policy-based, permission-gated access to tasks and docs
One-time Access Keys
Generate single-use, expiring access keys for secure outside-collaborator invitations with lifecycle tracking
Inter-organizational Chat
A dedicated inbox for messaging partner organizations, scoped by per-org send permissions
Secure Public File Sharing
Share files via tokenized links with expiry, download limits, previews, and one-click save-to-vault
Public Profile Directory
Branded public profiles with categories, social links and verification badges, reviewed against a superadmin due-diligence checklist, where edits to a live profile stay unpublished until re-approved
Multi-tab Analytics Dashboard
150+ KPIs across overview, finance, sales, operations, HR, growth, clients and work tabs with period filtering
Period & Year-over-Year Comparison
Compare metrics across days, weeks, months, quarters, fiscal years, and same period last year
Productivity & User Scoring
Per-user daily activity trends, work hours, task completion, and computed productivity scores
Team & Project Delivery Reports
Team throughput and velocity plus per-project effort variance, blockers, and timeline health
Branch & Client Portfolio Analytics
Per-branch utilization and per-client portfolio health and cross-project delivery trends
Activity Timeline & Audit Trail
Comprehensive audit trail of all recorded activity, filterable by user, team, project, and action
Request & Performance Analytics
Request volume, P95 and P99 latency, success and error rates, unique users, peak hour and latency buckets, with top and slowest endpoint tables and automatic performance insights
Tenant Usage Analytics
Track per-tenant API and media bandwidth, CPU and storage against plan quotas, with cost projection, top users and endpoints by bandwidth, and third-party API usage by provider
Operational Report Suite
Eight ready-made reports — productivity, user, team, project, branch, client, company and activity — sliceable by preset or custom period and by company, branch, team, client, project and user filters
Auto-flagged Report Issues
Report tabs end with a list of flagged negative signals derived from that report's own data, and KPIs carry a how-it-is-calculated and why-it-matters explainer
End-to-End Message Encryption
Encrypt direct and team messages using conversation keys with public-key infrastructure
Consent Management
Toggle granular consent preferences for each data-processing purpose with compliance tracking
Data Subject Rights (DSR)
Submit access, correction, erasure, portability, consent-withdrawal and opt-out requests, each tracked by reference ID with a statutory due date and status
Click-wrap Acceptance Gate
Blocks the app with a non-dismissable dialog until the current version of every required legal document is accepted, and records each acceptance against the document version
Password & Secret Vault
Store credentials against a site or custom URL, reveal or copy them on demand, and share with named teammates with instant revoke
Admin Panel & IAM
Fine-grained role and permission engine with custom roles, permission-based gating, and audit logs
Staff & User Management
Manage user accounts and org permissions, assign a role plus attach or detach policies and individual permissions per user, and reset passwords with immediate session invalidation
Multi-Company & Branch Hierarchy
Run multiple company entities with nested parent branches, headquarters flags, branch managers, member assignment, and archiving with data preserved
Master Data Management
Centralized CRUD for standardized data types like ticket types, priorities, skills, and CRM statuses
Industry Terminology Master
Configure per-industry custom labels (Ticket to Case, Client to Patient, Deal to Opportunity) and toggle codes
Tenant Management Portal
Superadmin portal to create, filter, and monitor all tenant organizations with subscription lifecycle control
Platform Control Panel
Multi-tenant KPI dashboard tracking MRR, ARR, subscriptions, storage, and signup trends
Settings & Personalization
Per-user timezone, dark/light theme, layout density, and notification preferences with quiet hours
Profile Management
Rich user profiles with skills, preferences, notification settings, and integration management
All these features, one subscription
No per-feature pricing. No hidden add-ons. Everything included from day one.