Some of the tailored modules and functionality we have available, so we can fastrack systems.

 

Web Portal

A secure way to allow Contacts and Organisations to update their information, purchase online from the CRM catalog, make bookings, view and cancel bookings.

 

Email an attachment from any record.

If someone makes a booking or pays online, auto send an email with a receipt of the transaction or bookins or changes.

 

Work Health and Safety functionality

Auto manage inspections, and incident processes to comply with obligations, hazard registers and safety documentation, manage contractors and licenses and their work, traffic management.

 

Recruitment and employment

Manage the recruitment process including skills assessment, reviews and counselling, wage calculations based on productivity, award increases.

 

Non profit and NDIS management

Client Case Management, Event Management, funding streams such as NDIS, Fundraising and Volunteers. Please see ourAteesaproduct for more information.