Description
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How It Works:
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SaaS Packages:
Create and manage SaaS packages as a Superadmin and sell them to admins to launch their own projects.
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SaaS Agencies:
As a Superadmin, you can manually create SaaS agencies, ensuring complete control over their setup and administration.
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Informative Dashboard:
Get a quick, powerful overview of your business at a glance track clients, active and total projects, team performance, yearly revenue, and more. Everything you need to stay on top and make informed decisions, all in one smart dashboard.
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Manage Project Category:
Effortlessly add custom project categories to match your specific needs. Whether it’s design, development, marketing, or anything else, organize your projects your way.
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Manage Project:
Oversee multiple projects, assign tasks, and monitor progress in real-time. Attach key files, set milestones, and streamline workflows for maximum efficiency.
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Advanced Filter Option:
Easily find what you need with Insight CRM’s Advanced Filter option. Search projects by category, status, client, staff, or budget, saving time and boosting productivity.
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Grid View:
Admins can seamlessly view Project Two in both grid and list formats, offering flexibility and enhanced control. Easily switch between views to manage tasks efficiently and stay organized.
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Export Project:
Admins can effortlessly export projects as PDF, CSV, or print format perfect for reports, presentations, or backups.
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Project Dashboard:
Every project comes with a dedicated dashboard where admins can easily monitor the project overview, task progress, and team timesheets.
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Project Milestone:
Easily set key milestones to keep your team on track and aligned. This feature improves focus and drives smarter project management, ensuring your projects stay on schedule and succeed with less hassle.
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Project Taskbar:
Stay on top of your projects with our powerful Task Manager feature. Admins can effortlessly assign tasks to staff, track progress in real-time, and set clear deadlines.
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Kanban Board:
A clear visual board that displays project tasks, workflow stages, and overall progress to improve collaboration and team productivity.
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Add Project File:
Easily manage project files with seamless upload and download options. Both admins and clients can securely share and access files anytime, ensuring smooth collaboration and faster project delivery.
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Project Meeting:
Admins and clients can easily collaborate on projects through our built-in live meeting feature, enabling real-time discussions, faster decision-making, and seamless communication.
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Project Gantt Chart:
Track your team’s progress effortlessly with the Gantt Chart See who’s working on what and how tasks are progressing in real time.
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Project Invoice:
The Project Invoice provides clear details on payment status, amount, and date, ensuring full transparency. It also highlights the client’s payment history and the project cost.
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Project Timesheet:
Timesheet saves the expended time by your team for a certain project. It shows by which time period you have worked on a project and sums up the total time frame in an hour-minute value.
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Context Menu:
Enhance User Efficiency with the Context Menu for Quick Actions on Selected Items
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Bulk Selection with Export/Delete:
It allows users to select multiple items (in this case, projects) and then perform actions like exporting or deleting them simultaneously.
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Internal Messaging:
Chat messaging available for communicating with clients and your team members.
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Project Report:
Easily track project payments with detailed reports for any time range monthly, yearly, or custom.
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Offline Payment:
Easily accept payments from clients through cash or offline methods with our flexible offline payment option perfect for customers who prefer traditional transactions.
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Event Calendar:
An Event calendar is a place where users can see the upcoming and previous school events with detailed information.
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Roles & Permission:
In Insight CRM, roles are predefined groupings of permissions, while permissions are specific actions or rights users can have to access resources or perform tasks.
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Multilanguage Support:
Convertibles to any native language from system’s language settings
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SMTP Settings:
Smtp configuration setup for outgoing mail
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Payment Settings:
Insight CRM makes global transactions seamless with support for multiple currencies. Choose from 7 built-in, reliable payment gateways to ensure fast, secure, and hassle-free payments.
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Email Template:
Easily create customized email templates for Payment Confirmation and Forgot Password messages.
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Zoom Settings:
Configure your Zoom settings and launch meetings in seconds.
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Addon:
Integrate the Premium Addons to your existing Insight CRM infrastructure.
Version 1.3 – 01, September 2025
- Point of Sale (POS) add-on integrated.
Version 1.2 – 21, JULY 2025
- SaaS module with exclusive superadmin panel. - Kanban board for easy project task management. - Project notes added: users can now add private and public notes.
Version 1.1 – 12, May 2025
- Client report charts now update instantly. - Improved table layout. - Project code formatting improved. - Project report's chart issue resolved. - Product update module added
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Send us a ticket for presale questions and getting after sales developer support via zendesk.
http://support.creativeitem.com
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