PR Agency – ERP
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- PR Agency – ERP
Zoho CRM: Opportunity Management, Proposal & Contract Management
Opportunity Tracking
Capture inquiries from various
sources, including website, chat,
referrals, and social media.
Pricing & Scoping
Utilize a custom pricing calculator
to determine fees based on market,
scope, and extra charges.
Customer Data Management
Centralize customer information
for easy access and better
decision-making.
Integration Capabilities
Seamlessly integrate with
other business tools and
Zoho Applications.
Proposal Generation
Create proposals based on approved
pricing and scope, leveraging
pre-defined templates.
Contract Management
Utilize multiple contract templates,
invite clients for collaboration, and
send for digital signatures.
Digital Signatures
Utilize Zoho Sign for secure
and efficient contract signing, streamlining the process.
Client Onboarding
Automate client registration
forms and contract creation
using mail merge.
Zoho Books: Financial Management
Multi-Entity Support
Manage financial data for multiple legal entities across different locations.
Budgeting & Tracking
Set budgets for each chart of accounts and track actuals against them.
Chart of Accounts Management
Maintain a clean and organized chart of accounts for accurate financial reporting.
Zoho Payroll: Streamlined Payroll Processing
Automate payroll processing for employees in UAE, integrating with Zoho People for leave and attendance data.
Zoho Analytics: Powerful Reporting & Insights
Generate consolidated financial reports, including budget vs. actuals, across multiple legal entities and currencies
Zoho People: Human Resources Management
Leave Management
Configure leave policies and
track employee leave requests.
Onboarding & Offboarding
Automate onboarding and off
boarding processes for new hires
and departing employees.
Performance Management
Conduct performance appraisals
and track employee development.
Timesheets & Attendance
Track employee time against
projects and clients, ensure accurate
billing, and generate reports.
Zoho People: Efficient Expense Management
Expense Tracking
Submit expense requests, track
approvals, and categorize expenses.
Billable & Non-Billable Expenses
Categorize expenses as billable or
non-billable, and allocate them
to specific clients.
Integration with Zoho Books
Automatically post approved expenses
to Zoho Books for accurate accounting.
Zoho Creator: Customized App for Client Reporting
Task Management
Create custom workflows for managing tasks and projects.
Client & Group Reporting
Generate detailed reports on campaign performance, media coverage, and consolidated group reporting
Client Portal
Provide clients with secure access to reports and project updates.
Integration Capabilities
Zoho Creator offers extensive third-party integrations and REST APIs to connect with existing software systems