Every feature below is fully operational in BizMS. No placeholders — just powerful, production-ready business logic built for real teams.
Complete Financial Control
Transaction types: Credit (income) and Debit (expense)
Custom categories — protected defaults: Campaign Expense, Subscription Expense, Salary
Auto transactions from: Campaign spend, Subscription price, Salary disbursement, Project payments
Auto transactions display [Auto] tag in the transaction list
Filter by type, category, and date range
Reports: Daily, Weekly, Monthly summaries
Summary: Total Credit, Total Debit, Net Balance (green/red/gray)
Expense breakdown by source: Manual, Project, Campaign, Subscription, Salary
Transaction Analysis page with interactive DonutChart by category
Bulk import/export via Excel with intelligent field mapping
Full Lead Lifecycle Management
6-stage Kanban pipeline: New → Contacted → Qualified → Proposal → Won / Lost
Add leads with name, company, email, phone, deal value, and source
Sources: Website, Referral, Cold Call, Social Media, Campaign, Event, Other
Inline quick status change directly on Kanban cards or Table rows
Follow-up date reminders displayed per lead card
Tags support (comma-separated) for flexible segmentation
Notes field for tracking conversation history per lead
Toggle between Kanban board view and Table view
Pipeline stats bar: Total Leads, Active, Won Deals, Pipeline Value
Custom delete confirmation modal to prevent accidental removal
Employees, Attendance, Leave, Salary — All in One Place
Employee profiles: name, role, contact, department, status (Active, Probation, Resigned, Terminated)
User accounts with granular role-based permissions (View / Add / Edit / Delete per module)
Daily attendance: Clock-In / Clock-Out with automatic late detection
Automated Absent marking — employees marked Absent after office end time if no clock-in
HR Settings: configure office hours, grace period (minutes), and toggle auto-absent on/off
Leave types: Sick, Casual, Earned, Work From Home (WFH)
WFH is exempt from leave duration limits and tracked separately
Leave request flow: Submit → Pending → Approved / Rejected with custom modals
Salary tracking: Monthly Base Salary, Paid Amount, Pending Amount per employee
Paid salary auto creates Debit transaction (category: Salary)
Multiple partial salary payments per month supported (Cash, Bank Transfer, UPI)
Department management with head-of-department assignment
Company-wide announcements with Normal / Important / Urgent priority levels
HR Dashboard: real-time present/absent/leave metrics and pending approvals
HR Summary widget embedded on main business Dashboard
Track Every Project, Every Rupee
Project fields: name, client, contact, description, start date, deadline, status, price, notes
Status: Pending / In Progress / Completed
Assign contributors from active users list with role and responsibility
Contributor roles: Developer, Designer, SEO, Marketing, Tester, Manager, Other
Payment section: new payment creates a Transaction, or link existing for profit calc only
Pending Amount = Total Project Price − Total Credit received
Profit = Total Credit − Total Debit for the project
Staff view: Contributors see only their assigned tasks in "My Projects"
Per-contributor task management: due dates, priority labels, progress slider
Projects dashboard card shows Credit, Debit, Pending, Profit at a glance
Overall summary aggregated across all active projects
Professional Invoices in Seconds
Auto invoice numbers: INV-2025-001, INV-2025-002…
Two stages: Quotation → Payment Complete (header changes automatically)
Fields: client name, company, email, phone, address — auto-filled from Customers
Line items: description, quantity, unit price, auto-calculated total
Calculations: Subtotal, Flat or % Discount, GST Tax %, Grand Total
PDF export includes: business logo, name, GST number, client details, line items, totals
Multiple invoice layout themes selectable from Settings
Mark as paid: payment date, method, notes
Editing locked once Payment Complete stage is reached
Bulk import from Excel with intelligent field mapping
Know Your Customers, Grow Your Business
Full client profiles: name, company, email, phone, address, tags
Status: Active / Inactive
Marketing consent flag: API-enforced exclusion from campaigns if false
Preferred contact channels: Email, WhatsApp, SMS, Phone
Source tracking: Website, Referral, Social Media, Cold Call, Walk-in, Other
Link customers directly to Projects and Invoices
Filter by status, source, consent, and tags
Search by name, email, phone, or company
Bulk import from Excel
Run Campaigns. Track Every Lead.
Campaign channels: Email, WhatsApp, SMS, Social
Status: Draft, Scheduled, Sent, Completed
Performance fields: Total Leads, Completed, Pending, Rejected
Total Spent → auto creates Debit transaction (category: Campaign Expense)
Conversion rate calculated automatically from leads data
Campaign spend shown in Dashboard Expense Breakdown widget
CRM leads can reference Campaign as source for attribution
Bulk import from Excel
Analysis: Funnel, Donut, Bar, Line, Radial gauges + ROI table
Never Miss a Renewal Again
Store: product name, username, password, login URL
Purchase date and expiry date tracking
Subscription price → auto creates Debit transaction (Subscription Expense) on purchase
Expiry status: Active (30+ days), Expiring Soon (<30 days), Expired
Dashboard alert: subscriptions expiring within 7 days surfaced as action-required cards
Search and filter by expiry status
Expense contribution shown in Dashboard Expense Breakdown
Stay Organized. Stay Productive.
Available to ALL users — no special permission required
Personal and private — each user sees only their own todos
Create, check off, and delete tasks instantly
Priority levels: High, Medium, Low
Due date tracking per task
Always accessible from the sidebar under the personal section
All modules. One workspace. Zero compromise.