GradeApp
  • Introduction
    • About The Application
    • How to use the Documentation
  • Getting Started
    • First-time setup
      • User roles and permissions
      • Assigning Roles
      • Permissions table
  • Platform Overview
    • Dashboard
      • Private Dashboard
      • Advanced Dashboard
    • Sales
      • Lead Contact
      • Deals
      • Proposal
      • Clients
      • Estimates
      • Contracts
      • Deal Report
      • Sales Report
    • HR
      • Employees
      • Leaves
      • Shift Roster
      • Attendance
      • Holiday
      • Designation (Positions)
      • Department
      • Appreciation
      • Leave Report
      • Attendance Report
      • Assets
      • Knowledge Base
    • Recruit
      • Dashboard
      • Jobs
      • Job Applications
      • Interview Schedule
      • Offer Letters
      • Skills
      • Candidate Database
      • Reports
      • Career Site
    • Communication
      • Calendar
      • Messages
      • Notice Board
      • Zoom Meeting
      • Letter Generate
      • Letter Template
      • QR Code
      • Webhooks
    • Projects (Work)
      • Projects
      • Tasks
      • Timesheet
      • Project Roadmap
      • Service desk
      • Task Report
      • Time Log Report
    • Finance
      • Invoices
      • Incomes
      • Credit Note
      • Expenses
      • Bank Account
      • E-Invoice
      • Payroll
      • Employee Salary
      • Finance Report
      • Income Vs Expense
      • Expense Report
    • Orders
    • Purchase
      • Vendor
      • Products
      • Purchase Order
      • Bills
      • Vendor Payments
      • Vendor Credits
      • Inventory
      • Reports
    • Settings
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  1. Introduction

About The Application

NextHow to use the Documentation

Last updated 3 months ago

🌐 Language navigation

You can easily navigate this guide in the language that’s most convenient for you. Simply select your preferred language from the options provided, and access the instructions tailored to your needs. We aim to make your experience as smooth and user-friendly as possible 👇🏻

Our CRM/ERP application is a comprehensive solution designed to streamline and optimize your business operations. Built on the latest technologies, this application integrates core business functions such as sales, finance, human resources, and project management into a single, intuitive platform.

Key features of the application include:

  • Centralized Customer Management: Manage your leads, clients, and orders in a unified system, providing a 360-degree view of your customer relationships.

  • Powerful Financial Management: Handle accounting, budgeting, invoicing, and payments with ease, ensuring the financial health of your organization.

  • Efficient HR and Talent Management: Streamline your HR processes, from onboarding to payroll, and empower your employees with self-service tools.

  • Collaborative Project and Task Management: Plan, execute, and monitor your projects and tasks, fostering collaboration and productivity across teams.

  • Seamless Communication and Collaboration: Facilitate internal communication, knowledge sharing, and cross-functional coordination through intuitive messaging, events, and notice board features.

  • Comprehensive Reporting and Analytics: Gain valuable insights into your business performance with a wide range of pre-built and custom reporting capabilities.

  • Flexible Customization and Integration: Tailor the application to your unique business requirements and integrate it with your existing systems and services.

Whether you're a small business, a growing enterprise, or an established organization, this CRM/ERP application is designed to help you achieve your goals and drive your success.

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Про систему | Grade — Посібник користувача
O systemie | Grade — Instrukcja obsługi
О системе | Grade — Руководство пользователя
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