Smallcapcrm working on to deliver state of the art product solution for Accounting/ Consultancy Practice firms. The software will be hosted on cloud thus accessible to the users globally from web connected sites. It is one solution that is combo of CRM, project and document management for practice firms operating on the basis of checklists and step of activities. Following features would make it distinct and differentiate from other software available.
- Client Management (Quotation thru till order and Invoice)
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- Customer registration alongwith various contacts
- Customer dashboard indicating all transactions relating to customer on single page
- Collaboration with customer as limited access to customer could be given so that they can contribute to project/assignment actively
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- Data and Document
- i. Upload documentary evidence against each of the checklist items
- ii. Upload client supplied documents for completeness from audit perspective
- Assignment management
- i. Assignment that are process based on checklists
- ii. Assignment that are time and cost controlled follows thru a set number of steps or dynamic vary
- iii. Tasks that could be assigned to different staff for allocated time and effort
- iv. Each task could be linked with a checklist template
- v. Review comments can be logged against each of the checklist items
- vi. Automatic progress calculation using the %age of checklist completion and pending review comments
- vii. Task could be all at same level of execution (ie parallel working on tasks) or can follows waterfall methodology (ie preceding task must finish 100% before next could be initiated)
- viii. Automatic lock of checklist items for a user working on checklist item unless unlocked by the user or the super user
- ix. Once completed a checklist, task should be sent for review and approval
- x. Automatic marking 100% task progress when task is approved
- Time and cost management
- i. provides availability of the staff to the project administrator
- ii. Resource wise workload and progress on jobs assigned
- iii. Booking of time against assigned task or internal non-billable activities
- iv. Time sheet approval by project or HR appointed manager
- v. email based workflow information backed by on screen calendar event within the application
- Security and Staff accesses
- i. Staff assignment and workload management
- ii. Stop trip and petty expense payments records
- iii. User role based access to assignments and different modules within the product
- MIS reports
- i. List of UN-invoiced assignments
- ii. Invoice Aging report
- iii. List of projects with budget/actual and planned vs actual timeline, approximation of task completion
- Export MIS reports in Spreadsheet (CSV format), PDF or on screen
- Email MIS reports to senior management on a set frequency to provide them oversight and alert about possible breach of timeline or budget or pending invoices
SCC deliver services to small companies on software as service basis that means low capital expanses and high versatility. The aim of SCC is to enable firms to take benefit of IT revolution and reduced cost of storage and network and improving efficiency at reduced cost.
