In Openspace services CRM, Lead is an unqualified customer; with systematic follow ups and earnest efforts, you can identify potential prospects. Generating Leads is supposedly the first step of Sales Process in OSS CRM. A Lead record maintains information of a person, and the company he is associated with. You might generate Leads from trade shows, purchase lists, advertisements, websites, business cards, or through a referral. The responsibility of sales agents is to introduce Leads into the system, organize, filter and qualify the prospects. In B2B model, lead represents a company where as in B2C model, lead represents a person.
Account & Contact Management
The Openspace services CRM account module presents a simple and straight forward interface to manage accounts. Apart from basic information fields, the history section at the bottom helps in monitoring potentials, contacts, notes, activities and products categorized by account.
Sales Management is an Internal document generated within the company after the Purchase Order is received. It helps your sales team track all the Products or Services that should be manufactured, shipped etc according to the agreed prices and dates. Sales Management comprise Sales Order number, Purchase Order, Recurring Invoice, Billing and Shipping Address, Products or Services, Prices and Taxes etc.
A purchase management is a legal document handled over to a vendor to purchase Products or Services. It offers you a channel to explain your requirements and intentions explicitly. Purchase Management comprise the purchase order number, vendor details, product or service details, terms and conditions, prices, etc.
You can use Activity Management at any time during the CRM life cycle. The business activities keep a record of any interaction that has taken place between your company and its customers. On the other hand, the tasks provide a way for your employees to manage their own workload as well as record any private appointments or reminders they may have. Thus, everything undertaken by employees within a department or company can be managed quickly and easily in one transaction.
Activities can be created as subsequent documents for a wide variety of other business transactions, such as opportunities, leads, sales orders, or contracts.
Reports provides your sales team the ability to extract only data relevant to them from thousands of records. You may use these report features to get an overview of customer related activities and to draw conclusions on how to improve your sales process. You can generate reports based on desired criteria by using filters.
Notification / Reminder.
Role based Module.
Recruitment / Talent Acquisition | Candidate Screening / Interview workflow | Curriculum Vitae repository | Vendor Management | Position Fulfillment & Offer Letter
Time & Attendance
Integration with Bio-metric | Attendance Review & Control | Late Come / Early Go
Attendance & Leave Rule Engine | Leave Ledger
Talent on Boarding
Checklist execution for joining | Register Employee | Resource allocation & Transfers | E-repository of documents submitted by employees
Employee Self Service Interface
Online Employee requests [Leaves / Loans / Training / Reimbursement etc] | Online investment declaration | Online update [Time card / CV] | Online approvals / Pay slips / Leave Info | Alerts, Letters, Reports, MIS
Attendance Report | Leave Register | Salary Structure configuration | OT & Bonus Computations | Government Statutory registers
Talent Skills Management
Administration of training cycle | Generates training calendar | Competency mapping | Measure Feedback and effectiveness | Appraisal Management | Maintain the Employee skill & competency
Web based Payroll Software
Salary Structure Management | Salary Generation | Payroll fraud prevention | Increment Management | Tax Computations | Prepare Form 16 | eTDS Compliant reports | Payroll MIS |
Approvals / Confirmations | Man power Planning| Warning / Appreciations | Employee Helpdesk & Knowledge management | Implementation of Exit checklist | Attrition Analysis
Modern, easy to use interface
Designed to be responsive and accessible, the e-learning interface is easy to navigate on both desktop and mobile devices.
Organise and display courses the way you want, and view at a glance current tasks and messages.
Collaborative tools and activities
Work and learn together in forums, wikis, glossaries, database activities, and much more.
e-learning’s calendar tool helps you keep track of your academic or company calendar, course deadlines, group meetings, and other personal events.
Convenient file management
Drop and drop files from cloud storage services including MS Skydrive, Dropbox and Google Drive.
Simple and intuitive text editor
Format text and conveniently add media and images with an editor that works across all web browsers and devices.
When enabled, users can receive automatic alerts on new assignments and deadlines, forum posts and also send private messages to one another.
Educators and learners can track progress and completion with an array of options for tracking individual activities or resources and at course level.