| OperationsHIT tickets, recurring tasks and the live operations dashboard. |
| Operations Dashboard i | ✓ | ✓ | ✓ | ✓ | ✓ |
| HIT Management |
| Create Ticket i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Assigned to Me i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Assigned by Me i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Reassign Tickets i | ✓ | — | ✓ | ✓ | ✓ |
| All Tickets i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Recurring Tasks |
| Create Recurring Task i | ✓ | ✓ | ✓ | ✓ | ✓ |
| My Recurring Tasks i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Team Recurring Tasks i | ✓ | — | ✓ | ✓ | ✓ |
| Approve Team Recurring Tasks i | ✓ | — | ✓ | ✓ | ✓ |
| Checker Verification i | ✓ | — | — | ✓ | ✓ |
| Workflow (FMS)Build, run and track multi-step business processes. |
| My FMS Tasks i | ✓ | — | ✓ | ✓ | ✓ |
| View Workflow / Run Steps i | ✓ | — | ✓ | ✓ | ✓ |
| Workflow Tracker i | ✓ | — | ✓ | ✓ | ✓ |
| Manage FMS Processes i | ✓ | — | ✓ | ✓ | ✓ |
| Create FMS Process i | ✓ | — | ✓ | ✓ | ✓ |
| Workflow Builder i | ✓ | — | ✓ | ✓ | ✓ |
| CRMLeads, contacts, companies and customer conversations. |
| CRM Dashboard i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Leads i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Contacts i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Companies / Accounts i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Duplicate Review i | ✓ | — | ✓ | ✓ | ✓ |
| HQChat i | ✓ | — | — | ✓ | ✓ |
| My Tasks i | ✓ | — | ✓ | ✓ | ✓ |
| CRM Settings i | ✓ | — | — | ✓ | ✓ |
| WhatsApp CampaignRun bulk WhatsApp campaigns with templates and contact lists. |
| Campaign Dashboard i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Campaigns i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Campaign Contacts i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Message Templates i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Customer SupportCustomer-facing support desk, separate from internal tickets. |
| Support Dashboard i | ✓ | — | ✓ | ✓ | ✓ |
| Support Tickets i | ✓ | — | ✓ | ✓ | ✓ |
| Email MarketingEmail campaigns, audiences and automation. |
| Marketing Dashboard i | — | — | ✓ | ✓ | ✓ |
| Email Inbox i | — | — | ✓ | ✓ | ✓ |
| Email Campaigns i | — | — | ✓ | ✓ | ✓ |
| Audience i | — | — | ✓ | ✓ | ✓ |
| Email Templates i | — | — | ✓ | ✓ | ✓ |
| Marketing Automation i | — | — | ✓ | ✓ | ✓ |
| Email Settings i | — | — | — | ✓ | ✓ |
| SalesFrom pre-sales to orders, handover and reporting. |
| Sales Dashboard i | ✓ | — | ✓ | ✓ | ✓ |
| Pre-Sales i | ✓ | — | ✓ | ✓ | ✓ |
| Opportunities i | ✓ | — | ✓ | ✓ | ✓ |
| Quotations i | ✓ | — | ✓ | ✓ | ✓ |
| Commercial Approvals i | ✓ | — | — | ✓ | ✓ |
| Orders i | ✓ | — | ✓ | ✓ | ✓ |
| Handover i | ✓ | — | — | ✓ | ✓ |
| Sales Reports i | ✓ | — | — | ✓ | ✓ |
| Sales Settings i | ✓ | — | ✓ | ✓ | ✓ |
| HREmployee records, leave and payroll. |
| Employee Directory i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Payroll |
| Salary Assignment i | ✓ | — | ✓ | ✓ | ✓ |
| Monthly Payroll i | ✓ | — | ✓ | ✓ | ✓ |
| Payroll Finance i | ✓ | — | — | ✓ | ✓ |
| Leave Management |
| Apply Leave i | ✓ | ✓ | ✓ | ✓ | ✓ |
| My Leaves i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Where Is i | ✓ | — | ✓ | ✓ | ✓ |
| Leave Approvals i | ✓ | ✓ | ✓ | ✓ | ✓ |
| HR Settings i | ✓ | ✓ | ✓ | ✓ | ✓ |
| FinanceExpenses, bills, payments and reimbursements. |
| Expenses |
| Submit Expense i | ✓ | ✓ | ✓ | ✓ | ✓ |
| My Expenses i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Bills & Payments |
| Finance Procurement View i | ✓ | — | — | ✓ | ✓ |
| Create Bill Entry i | ✓ | — | — | ✓ | ✓ |
| Record Payment i | ✓ | — | — | ✓ | ✓ |
| Review Reimbursements i | ✓ | — | ✓ | ✓ | ✓ |
| ProcurementIndent to purchase order, delivery, GRN and payment visibility. |
| Purchasing |
| Procurement Dashboard i | ✓ | — | ✓ | ✓ | ✓ |
| Raise Indent i | ✓ | — | ✓ | ✓ | ✓ |
| Vendor Quotations i | ✓ | — | ✓ | ✓ | ✓ |
| Vendor Management i | ✓ | — | ✓ | ✓ | ✓ |
| Purchase Orders i | ✓ | — | ✓ | ✓ | ✓ |
| Delivery Tracking i | ✓ | — | ✓ | ✓ | ✓ |
| GRN i | ✓ | — | ✓ | ✓ | ✓ |
| PO Status i | ✓ | — | ✓ | ✓ | ✓ |
| Procurement Settings i | ✓ | — | ✓ | ✓ | ✓ |
| Material Issue i | ✓ | — | ✓ | ✓ | ✓ |
| Payment Visibility |
| PO Payment Status i | ✓ | — | — | ✓ | ✓ |
| Payment Summary i | ✓ | — | — | ✓ | ✓ |
| Payment Timeline i | ✓ | — | — | ✓ | ✓ |
| Finance Reference Numbers i | ✓ | — | — | ✓ | ✓ |
| Sensitive Finance Details i | ✓ | — | — | ✓ | ✓ |
| Procurement Payment Dashboard i | ✓ | — | — | ✓ | ✓ |
| Export Payment Data i | ✓ | — | — | ✓ | ✓ |
| InventoryStock levels and item records. |
| Inventory i | ✓ | — | ✓ | ✓ | ✓ |
| GeneralOrganisation setup, access control and integrations. |
| Organisation Settings i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Access Center i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Apps & Integrations i | ✓ | ✓ | — | ✓ | ✓ |
