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Accounting is the process of recording and tracking financial statements to see the financial health of an entity. This is done by inputting, sorting, measuring, and then communicating transactions in various formats. Accounting consists of bookkeepi...
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Account Planning Module for PowerfulCRMCRM, is a strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing and analysing critical information, allows you and your staff members to develop a...
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HR Records is a human resource records system. The primary function is to provide a central database containing records for all employees past and present. Human resource records refers to the informational documents utilized by an organisation...
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OKR (Objectives and Key Results) is a goal system. It is a simple tool to create alignment and engagement around measurable goals. The big difference from traditional planning methods? OKRs are frequently set, tr...
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Processo de ERP
O software Enterprise Resource Planning oferece muitos módulos que são tot...
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Líder mundial em tecnologias e inovações médicas, necessário para melhorar todo o seu processo logístico, garantir a melhor experiência do cliente e minimizar o desperdício nos serviços de entrega.
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When using AWS for email sending additional steps are required to perform in order to be able to send emails from PowerfulCRM. Follow the steps below to to configure SMTP with AWS.
First make sure that you followed AWS Steps (1 and 2)...
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If you are using at least version 1.9.4, we have added a feature for email queue to speed up the email sending process.
Very common issue is when the system is sending a lot of emails, eq when a new commen...
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Use 2-factor Email Authentication For Admin Area
In version 1.9.0 we have added 2-factor authentication for staff members in order to increase the security while logging in to the admin area. Each staff member cre...
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PowerfulCRM from version 1.8.0 supports various hot keys for the most important features to speed the working workflow with the CRM. The following hotkeys are only available for the...
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SaaS System Scalability Plan
1. Introduction
This document outlines the scalability plan for the PowerfulCRM, a cloud-based software service. The plan aims to ensure that the system can handle increased loads and grow with t...
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Features
Complete backup of project files and database.
Simple R...
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Create Vehicle In Fleet Management
Vehicle group -> Vehicle types -> Vehicle...