Work & Business
Employee, timesheet, CRM and invoice tools.
-
1:1 Notes Rolling notes per direct report for performance reviews.
-
Asset Register Track business assets, serial numbers and warranties.
-
Client List Manage clients used by the invoice generator.
-
Contact CRM Lightweight contacts list with an interaction timeline.
-
Contract Renewal Tracker Track vendor and customer contracts coming up for renewal.
-
Document Vault Index work documents with title, type and notes.
-
Employee Directory Keep a private directory of employees with role and status.
-
Feature Request Inbox Capture, vote on and triage product feature requests.
-
Hiring Pipeline Track candidates through stages from applied to hired.
-
Incident Log Capture incidents with severity, duration and root cause.
-
Inventory Tracker Track product inventory with reorder points.
-
Investor Update Archive Archive monthly investor updates with highlights and asks.
-
Invoice Generator Create and download PDF invoices for saved clients.
-
Lead Pipeline Track leads through stages from new to won or lost.
-
Leave Tracker Track vacation, sick and unpaid leave requests.
-
Payment Tracker Log payments received against invoices.
-
Quote / Proposal Builder Build client quotes with line items, expiry and status.
-
Recurring Invoice Schedule Schedule recurring invoices and track the next run date.
-
Risk Register Track risks with severity, owner and mitigation.
-
Sales Commission Ledger Log sales commissions with status, totals, and a 12-month chart.
-
Timesheet Tracker Log clock-in/out per employee with weekly totals.
-
Vendor Directory Track vendors, contacts and scorecards.
-
Win / Loss Log Track why deals were won or lost to spot patterns.