Pars Crm

As a VP of this Product, Pars is software that incorporates CRM and HRMS (Human Resource Management System) Processes and workflows.

It has been developed to improve processes and workflows for over 1800 employees, reduce paperwork, and help company leaders monitor and control all activities.

Features:

 

  • Dashboard
  • Customers

    • Total customers
    • Kanban display of all customers
    • appointment

      • My appointments
      • My group dates
    • Definite customers
    • Potential customers
    • My referral clients
    • Clients I transferred
    • Repository of raw numbers
    • Customers are about to release me
    • Customers are released
    • Customers waiting for financial follow-up
    • Customers based on ability

      • Two billion and above
      • One to two billion
      • Five hundred to one billion
    • My pursuits
  • Task and reminder

    • Tasks
    • Reminders
    • Time extension requests
  • Process

    • New stages

      • Steps focused on me (active)
      • Steps in which I have a task (all)
      • New steps that I am observing
    • My processes
    • All processes
    • Financial processes
    • Events invoice my customers
    • Financial steps

      • All financial steps
      • Steps taken
      • Steps in progress
      • Canceled procedures
    • Mother steps
    • Financial mother steps
  • Financial

    • Factors
    • Unfinished
    • Not yet approved
    • rejected
    • Accepted
    • Invoices based on updates
    • Payments based on updates
    • Payments of my invoices
    • Allocations
    • Due financial tasks
    • contracts

      • Customer's foreign currency receipts
      • List of contracts
      • fund report
      • Contract files
  • Settings

    • Management of receiving notifications
    • Login page management
    • On-demand service management
    • Financial services management
    • Financial services category management
    • Currency management
    • Manage categories
    • Contract system management

      • fields
      • Templates
      • contract type
      • Contract files
    • Add promotional number
    • People

      • All employees
      • Groups
      • Job positions
      • User services
    • Roles
    • call center
    • Manage customer processes
    • cash desk
    • tag
    • Managing role relationships
    • New cooperation in sales
  • reporting

    • Daily allocation of consultant numbers
    • Daily allocation of group numbers
    • Call report
    • General report of consultants
    • The status of the total immigration lead
    • Summary report of appointments
    • The list of the number of clients of each consultant
    • Transfers
    • Sales funnel

      • Management of sources
      • Number of incoming leads
      • the chart
      • Advertising efficiency report
    • Report based on invoice
    • Dependency report

      • Process dependency by group
      • General Process Dependency Report
      • Report forms based on personnel
    • Reports of complaining customers
    • New report of sent SMS
    • New transfer report total holder
  • forms

    • Add personnel request
    • List of your requests
    • New Process Change Requests
  • Important processes

    • Determining assignments
    • Special contracts
    • purchases
    • Infractions
    • Salary

      • Recharge
      • Presentation and delivery of salary
    • Entry and exit of personnel
    • Discrepancy list
    • legal
    • Miscellaneous request
    • working group
    • statement
    • Legal process
    • preventively
    • customer satisfaction
    • Financial settlement
  • Rewards and penalties

    • My rewards and punishments
    • Rewards and penalties of my personnel
    • Detailed rewards and penalties
    • Rewards and penalties based on the individual
  • training center

    • training center
    • Education center management
  • Ideas
  • General list of employees
  • Supervisors report

Description

  • 3.12.2019

Non-Functional requirements:

  • Scalability
  • Consistency
  • High Availability
  • Security
  • Latency (-150ms)