support@workduty.online
Contact Number
+27 87 095 6282
Core Functions
| Feature | Description |
|---|---|
| Customer Management | Store and manage customer information, including contacts, companies, and details. |
| Lead Management | Track leads through the sales pipeline, from initial contact to conversion. |
| Project Management | Organize and track projects, tasks, milestones, and deadlines. |
| Task Management | Create, assign, and track tasks within projects or independently. |
| Time Tracking | Record and monitor time spent on tasks, projects, and activities. |
| Invoicing | Generate and send invoices to clients for products or services rendered. |
| Quotations | Create and send quotes to potential clients for proposed products or services. |
| Sales Management | Manage the sales process, from lead generation to closing deals and tracking revenue. |
| Inventory Management | Keep track of products, stock levels, and inventory movements. |
| Accounting | Track income, expenses, and financial transactions within the CRM system. |
| Payroll | Manage employee payroll, including salary calculation, deductions, and tax withholdings. |
| Reporting | Generate various reports on sales, finances, projects, and other CRM data. |
| Customization | Customize fields, forms, and workflows to fit your business needs and processes. |
| Integration | Integrate with other software systems, such as accounting software, email marketing tools, and more. |
| Security | Ensure data security with role-based access control, encryption, and other security measures. |
| Feature | Description |
|---|---|
| Email Integration | Integrate with email providers to manage communication with clients and leads directly within the CRM. |
| Calendar and Scheduling | Schedule appointments, meetings, and follow-ups with clients and team members. |
| Document Management | Store and organize documents related to projects, clients, and other CRM activities. |
| Customer Support | Provide customer support and manage tickets, inquiries, and complaints from clients. |
| Mobile Accessibility | Access the CRM system on mobile devices through responsive web design or dedicated mobile apps. |
| Automation | Automate repetitive tasks, notifications, and workflows to save time and improve efficiency. |
| Collaboration Tools | Facilitate collaboration among team members with features like shared calendars, task assignments, and document sharing. |
| API Access | Access WorkDuty CRM data and functionality through APIs for integration with external systems and custom development. |
| Data Import/Export | Import existing data into WorkDuty CRM and export CRM data for analysis or backup purposes. |
| User Management | Manage user accounts, roles, permissions, and access levels within the CRM system. |
| Feedback and Surveys | Collect feedback from clients and stakeholders through surveys, polls, and feedback forms. |
| Social Media Integration | Integrate with social media platforms to monitor activity, engage with followers, and gather insights. |
| Key Features | Description |
|---|---|
| Multi-Tenancy Made Easy | With our SaaS module, easily convert your WorkDuty CRM installation into a multi-tenancy platform. Manage multiple clients, departments, or branches within a single instance, ensuring data isolation and security. |
| No Wildcard SSL Required | Unlike traditional solutions, our module doesn’t rely on wildcard SSL certificates, reducing complexity and costs. Works on any server including shared hosting and Cpanel, then scales when you validate your business idea or have enough resources. |
| Subdomain and Custom Domain | Simplified subdomain and custom domain implementation. Includes a free guide for setting up free unlimited wildcard SSL for custom domains and subdomains. |
| Robust Tenant Management | Comprehensive tools for onboarding new tenants, configuring settings, and managing access privileges through package control. |
| Module Access Control | Comprehensive control over access to modules at both package and tenant levels, ensuring flexibility and customization. |
| Resources Limitation/Quota | Fine-grained package-level control for essential resources such as staff, contacts, leads, proposals, projects, customers, invoices, and tickets. |
| Settings and Configuration Sharing | Feature enabling sharing of WorkDuty CRM configurations across multiple instances at the package level. |
| Scalable and Flexible | Versatility in terms of database support, accommodating various SaaS database schemes. |
| Cloud Database Solutions | Seamlessly integrate with popular cloud database solutions like Amazon RDS or Google Cloud SQL. |
| Tenant Data Custody Options | Allow tenants to host their data on their own servers for complete control and compliance with internal policies. |
| Maximum Utilization of WorkDuty core | Utilize existing WorkDuty core resources for managing tenant invoices and payments. |
| Testing Framework | Comprehensive unit testing mechanism for essential functionalities, facilitating effortless verification of setup resilience. |
| Disk Space and Tenant Storage Control | Option to limit tenants’ disk usage, including files upload, database backup, and media. |
| Auto Login from the SaaS Client Portal | Enable auto login from the client portal to respective applications. |
| Smooth Signup and Flexible Accessibility | Enhanced user experience with smooth signup process and flexible accessibility options. |
| Module Marketplace | Ability to sell premium addons to tenants. |
| Usage-Based Pricing | Support for usage-based single pricing where tenants pay only for resources used. |
| Inbuilt Feature Control | Ability to disable built-in WorkDuty CRM features/modules at package/pricing and tenant levels. |
| Free Extensions (Bonus) | Access to 7+ extra free modules, including Affiliate Management and Purchase Order. |
| Accounting & Bookkeeping Module Benefits | Helps automate processes, prevent errors, and save time with consolidated financial reports. |
Accounting & Bookkeeping Module Features
| Feature | Description |
|---|---|
| Dashboard | View profit & loss, income, expense, cash flow, and bank accounts overview. |
| Banking | Manage banking transactions, reconcile bank accounts, and import bank transactions. |
| Transactions | Map bank statements, invoices, payments, expenses, purchases, inventory, and payroll to accounting. |
| Item Mapping Setup | Configure mapping settings for products/services. |
| Expense Category Mapping Setup | Configure mapping settings for expense categories. |
| Tax Mapping Setup | Configure mapping settings for taxes. |
| Purchasing Mapping Setup | Configure mapping settings for purchases. |
| Inventory Mapping Setup | Configure mapping settings for inventory. |
| Banking Rules | Set up rules to automatically categorize transactions. |
| Journal Entry | Record transactions in the general ledger. |
| Transfer | Transfer amounts between accounts. |
| Chart of Accounts | List of account numbers and names relevant to your company. |
| Reconcile | Match transactions against bank or credit card statements. |
| Budgets Management | Prepare and monitor budgets for income and expenses. |
| Business Overview Reports | View balance sheet, profit & loss, statement of cash flows, and more. |
| Bookkeeping Reports | Access account lists, balance sheet, general ledger, journal, and more. |
| Sales Tax Reports | Generate tax detail, tax liability, and tax summary reports. |
| Sales and Customers Reports | Access deposit detail, income by customer summary, and more. |
| Expenses and Suppliers Reports | View cheque detail, expense by supplier summary, and more. |
| Budgets Reports | Access budget overview, profit & loss budget vs. actual, and more. |
| Accounts Aging Reports | Generate accounts receivable and payable aging reports. |
| Settings | Configure general settings, account detail types, Plaid API setup, and more. |
| Integration | Integrate with inventory management, purchase management, accounting, and more. |
Omni Channel Sales Module Features
| Feature | Description |
|---|---|
| Order Management | Manage orders including manual, pre-order, client portal, POS, and WooCommerce orders. |
| Manual Order Management | Handle manual order processing. |
| Pre-Order Channel | Manage pre-order forms and products for client portal. |
| Client Portal Channel | Provide a client portal for store, product search, cart management, order placement, and more. |
| POS Channel | Set up a point of sale system with shift management, transaction processing, barcode scanning, payment processing, and more. |
| WooCommerce Channel | Integrate with WooCommerce for store management, product synchronization, order synchronization, and more. |
| Trade Discount | Manage promotions, vouchers, and discounts. |
| Data Sync Logs | Track synchronization logs for orders and products. |
| Reports | Generate trade discount history and sales statistics reports. |
| Settings | Configure general, order, and automatic sync settings. |
| Integration | Integrate with inventory management, purchase management, accounting, and more. |
Video Library Module Features
| Feature | Description |
|---|---|
| Area | Accessible by Admin, Staff, and Clients. |
| Filter | Search by category or title/name. |
| Multi-Lingual Support | Multiple language support for global accessibility. |
| Permissions | Control access to content based on user roles. |
| Comments on Video | Allow viewers to ask questions and receive answers on videos. |
Timesheet and Leave Module Features
| Feature | Description |
|---|---|
| Attendance Management | Track attendance with check-in/out, geographical location, work routes, and more. |
| Leave Management | Manage leave requests and approvals. |
| Overtime Management | Track and manage overtime hours. |
| Shift Management | Create and manage work shifts. |
| Work Routes | Plan and track work routes for employees. |
| Reports | Generate various reports on attendance, leave, and work routes. |
| Settings | Configure norms, holidays, approval processes, permissions, and more. |
Inventory Module Features
| Feature | Description |
|---|---|
| Product/Service Management | Manage products/services with extended attributes. |
| Bulk Import | Import products/services and opening stock in bulk. |
| Barcode Management | Print and scan barcode labels for inventory items. |
| Inventory Transactions | Manage inventory receiving vouchers, delivery notes, packing lists, and more. |
| Warehouse Management | Track inventory across multiple warehouses. |
| Reports | Generate stock summary, inventory analytics, and valuation reports. |
| Settings | Configure general settings, units, groups, sub-groups, and more. |
Purchase Orders Module Features
| Feature | Description |
|---|---|
| Product/Service Management | Manage products/services with extended attributes. |
| Vendor/Supplier Management | Manage suppliers, contacts, products/services, and return policies. |
| Purchase Request Management | Create and manage purchase requests. |
| Purchase Order Management | Create and manage purchase orders, contracts, and invoices. |
| Supplier Portal | Allow suppliers to manage orders, quotes, contracts, and more. |
| Reports | Generate reports on purchase orders, invoices, costs, and more. |
| Settings | Configure general settings, purchasing options, units, and more. |
| Feature | Description |
|---|---|
| Integration | Integrate with inventory management, accounting, manufacturing, and more. |
Asset Management Module Features
| Feature | Description |
|---|---|
| Dashboard | View assets overview, assets by status, asset categories, and more. |
| Asset Management | Manage assets throughout their lifecycle, from acquisition to disposal. |
| Licenses Management | Track and manage software licenses associated with assets. |
| Accessories Management | Manage accessories or attachments related to assets. |
| Consumables Management | Track and manage consumable items used with assets. |
| Components Management | Manage components or parts of assets separately. |
| Check In/Check Out | Track the movement of assets with check-in and check-out functionality. |
| Sign Management | Manage signatures or acknowledgments related to asset transactions. |
| Export PDF for Check In/Check Out | Generate PDF reports for asset check-in and check-out transactions. |
| Bulk Upload | Import asset data in bulk for efficient management. |
| Predefined Kits Management | Manage predefined kits or sets of assets for specific purposes. |
| Request Management | Handle asset requests, such as procurement or allocation requests. |
| Maintenance Management | Schedule and track maintenance activities for assets. |
| Audit Management | Conduct audits to ensure compliance and accuracy of asset records. |
| QR Code Scanning | Scan QR codes using the camera during auditing for quick identification. |
| Depreciations | Track asset depreciation over time for financial reporting purposes. |
| Location Management | Manage asset locations and track their movements. |
| Reports | Generate various reports on asset status, maintenance history, and more. |
| Settings | Configure general settings, depreciation methods, suppliers, manufacturers, categories, and more. |
| Approval Process Management | Define approval workflows for asset-related processes. |
| Custom Field Management | Customize asset forms with additional fields as needed. |
| Permission Management | Control user access to asset data and functionalities. |
| Integration | Integrate with the HR Records module for seamless management of employee equipment. |