DOA Connect

Deals Of Arya Finserv Consultants Private Limited

About this app

1. Employee CRM Login

The CRM (Customer Relationship Management) module allows employees to manage leads and tasks efficiently.

Key Features:

Add New Lead: Employees can create new lead entries directly from the app.
Lead List: View and manage all existing leads with the following options:
Lead Details: Access complete information about each lead.
Upload Documents: Attach relevant documents or files for each lead.
Change Lead Status: Update the progress or status of a lead as it moves.
Assign User: Assign specific users to manage or follow up on leads.
Task List: View and manage tasks assigned to the employee or created by them.
Add New Task: Create new tasks with detailed descriptions and deadlines.
Assign Task: Allocate tasks to other users for better workflow management.
2. Employee HRM Login

The HRM (Human Resource Management) module enables employees to manage their attendance efficiently and keep track of their working hours.

Key Features:

Punch In / Punch Out: Employees can record their attendance by punching in and out directly from the app.
View Monthly Attendance: Access a summary of attendance records for the current month to monitor presence and absences.
3. Partner Login

The Partner Login provides partners with access to CRM features similar to the employee CRM module, ensuring consistent functionality across user roles while maintaining separate partner credentials.

Key Features:

Add New Lead: Partners can create and manage leads in the system.
Lead List: View all leads along with detailed options such as:
Lead Details
Upload Documents
Change Lead Status
Assign User
Task List: Manage tasks related to partner activities.
Add New Task
Assign Task

What’s new

Bug fix