Coordinate branches and teams
Set up branches, staff, and teams. Compare branch activity, live files, completed cases, and pipeline value in Reports.
Give every team
a place to work.
Bring branch structure, staff responsibilities, attendance, and permissions together. Keep the business view connected to the people doing the work.
Teams & branchesILLUSTRATIVE WORKFLOW
01Create branches
02Add staff & teams
03Set roles
04Coordinate daily work
05Review attendance & performance
A CLOSER LOOKPractical details.
Practical details.
Connected work.
Set appropriate access
Standard Admin, Branch manager, Employee, and Partner roles determine scope. Custom roles narrow the permissions available to staff.
Review attendance for payroll
Record check-in and check-out times in India time. Review monthly calendars and leave requests before attendance affects payroll.
Organise daily work
Use tasks and personal follow-up queues alongside enquiries and cases. Owners can see what needs attention in their daily workspace.
Built for the next step.
Optional attendance checks
Configure an optional branch-location geofence and an optional face check that requires setup.
Your company’s look
Use your own logo and brand colour across the app.
Work from phone or computer
Install the web application on the home screen. New versions show What’s New and can update with one tap while keeping data intact.
Attendance-reviewed payroll
Apply paid and unpaid leave rules after attendance review and produce PDF payslips.
Less chasing.
More disbursing.
Enquiry se disbursement tak — poora DSA office, ek software mein.
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