Workflow Management Application that enables you to plan and manage all your engagements and manpower resources to improve business performance, profitability and client service delivery.
Integrated practice management suite for Accounting firms with CRM, Job allocation, Resource management, Accounting, HR, File storage and Analytics dashboards.
- Every application interact with other applications seamlessly.
- Context-based analytics enable users to access real-time data insights.
- Business applications and collaboration tools work seamlessly together.
- Partners network empowers businesses to bring new revenue stream.
You can easily manage and track engagements in terms of its progress, recovery, invoicing status and turnaround time in one glance.
The dynamic scheduling tool provides powerful visibility of your available resources to optimise resource allocation. Staff can be assigned to each engagement easily via quick add, replace, replicate or copy function.
Flexible invoicing options such as interim and final billings, fixed and variable billings and multiple billing entities to support the full dynamics of your business.
Simple and intuitive interface which allows staff to view their schedule, input and track their time log.
The resource management tool tracks every staff’s planned and actual utilisation rate, billing contribution, recovery rate and overrun hours for each engagement, optimising your resources to improve your business productivity and profitability.
Features
Engagement Management
Dynamic Scheduling
Flexible Invoicing Options
Intuitive Time Tracking
Resource Management
* Standard
Marketing Campaigns
Simple Input and Association
Opportunities Tracking
Account Management
Streamling Communication
SGD 30
(UP: SGD 40)
per user per month
Pricing
SGD 30
(UP: SGD 40)
per user per month
* Add on Workflow Analytics Cursor at SGD 5 per user per month
Workflow Analytics Cursor app allows you to manage clients, case details, invoice aging, incidentals, planned/actual contribution, planned/actual chargeability and recovery on dashboards and visual reports that you can collaborate and share with your team. You can use overview, drill down and time intervals capabilities on historic data to access to insights how your engagement team is performing at any time.
Above exclude GST (based on prevailing rate), one-time setup fee for system configuration, group training and out-of-pocket expense.
Take the first step to unify operation tools in SmartCursors to thrive in the digital era
