Features — ITToolKit | 30+ Business Modules

👥 HR & Leave Management

Complete employee lifecycle management — from onboarding to daily attendance and leave tracking.

Employee Master

Comprehensive employee profiles with personal, professional, bank, and statutory details. Photo upload, reporting hierarchy, role assignment.

Leave Management

Configurable leave types, policies, carryover rules, holiday calendar. Employee self-service leave applications and manager approvals.

Leave Exceptions

Special leave overrides for specific employees — adjust balances, grant exceptions, and track deviations.

Punctuality Policy

Define late-coming and early-going rules. Auto-flag exceptions and link to leave deductions.

Biometric Integration

Connect with biometric attendance devices for automatic punch-in/punch-out. Auto-sync scheduler with configurable intervals.

Reporting Hierarchy

Visual org-chart builder with printable hierarchy views. PDF export with employee photos.

Role & JD Manager

Define roles, responsibilities, and KRAs. Auto-generate job descriptions with print-ready formatting.

Organizational Masters

Branch, Department, Division, Designation, Grade — all configurable master data with code series.

📈 CRM & Field Operations

Manage your sales team from lead to close — with field tracking, tour planning, and competitor intelligence.

Lead & Opportunity Pipeline

Capture leads, assign to team members, track stages from initial contact to closure. Visual Kanban pipeline.

Agent Calling (Cloud Telephony)

Click-to-call from CRM leads, Exotel / CCM integration, per-agent licensed seats, call history on the lead record, and reminders — a high-value add-on in the CRM bouquet.

Field Attendance

GPS-enabled check-in/check-out for field sales team. Route mapping and daily activity reports.

Tour Planning

Plan customer visit tours, submit for approval, and track actual visits vs planned itineraries.

Exhibition Management

Track exhibitions, stall bookings, visitor leads collected, and follow-up actions.

Sampling & Trials

Manage product sampling workflows — sample requests, dispatches, feedback tracking, and conversion to orders.

Complaint Management

Log customer complaints, assign resolution owners, track SLA, and analyze trends.

Competitor Intelligence

Track competitor products, pricing, and activities. Field team can report competitive insights in real time.

Expense Management

Employee expense claims, approval workflows, policy limits, and reimbursement tracking.

🛒 Sales & Customer Portal

From item catalogs to customer self-service ordering — streamline your entire sales process.

Item Master

Multi-level item catalog with HSN codes, tax structures, pricing tiers, and image galleries.

Customer Master

Detailed customer profiles with multiple addresses, contact persons, bank details, and credit limits.

Sales Order Portal

Self-service customer portal for placing orders, checking delivery status, and viewing invoices.

Tax Structure

Configurable GST, IGST, CGST, SGST structures with automatic tax computation on orders.

Customer Portal Sync

Real-time synchronization between customer portal activity and internal CRM data.

ERP Bridge

Connector to sync sales orders with external ERP systems — Tally, SAP, or custom integrations.

🗂 DMS & Document Control

Centralize company documents with controlled publishing, indexing, validity tracking, and acknowledgements.

Document Types & Indexing

Define document types and hierarchical index structures so files are easy to classify, search, and govern.

Document Library

Upload, publish, and manage documents with metadata, status, owner, validity, and department context.

Versioning & Publishing

Maintain controlled revisions and publish the correct version to the right audience without email chaos.

Acknowledgement Retention

Track who has acknowledged documents and retain evidence for compliance and internal audits.

📢 Digital Marketing

Run multi-channel outreach from one command center, connected to your customer, lead, and opt-out data.

Bulk SMS, WhatsApp & Email

Send campaigns through company-configured SMS, WhatsApp Business, and SMTP profiles with channel-specific templates.

Voice / OBD Campaigns

Support outbound voice/OBD campaign workflows alongside digital channels for complete outreach coverage.

Audience Segments & Templates

Create reusable audience filters and maintain approved campaign copy for SMS, WhatsApp, email, and voice.

Opt-Out Registry & Analytics

Respect DNC/opt-out lists and monitor delivery, engagement, and campaign performance from one dashboard.

☑️ Tasks & Projects

Keep your team organized, accountable, and on schedule.

Task Management

Create, assign, and track tasks with priorities, due dates, and sub-tasks. Kanban and list views.

Project Milestones

Break projects into phases with milestones, deliverables, and progress tracking.

Meetings & MoM with KITTY

Schedule in-person or ConnectSphere video meetings, RSVP, waiting room, KITTY AI reminders, conflict checks, and Minutes by KITTY.

Calendar View

Unified calendar showing tasks, meetings, leave, holidays — everything in one view.

💬 Collaboration & Engagement

Keep your team connected, engaged, and heard.

ConnectSphere

Team chat with channels, direct messages, file sharing, and real-time notifications.

Internal Mail

Outlook-style mail — folders, rich signatures with HR variables, org disclaimer templates, contacts directory, meeting reminders, and attachments.

Polls & Surveys

Create internal polls and surveys to gather feedback. Anonymous options, results dashboard.

Announcements

Company-wide announcements with read receipts, targeting by department or role.

📄 Vendor Onboarding

Digitize your entire vendor registration process — from prospect to approved supplier/customer.

Prospect Master

Manage supplier and customer prospects with auto-generated codes, company details, and status tracking.

Multi-Step Approval Workflow

Configure N-step approval chains with departments, specific employees, mandatory/optional reviewers, serial/parallel execution.

Online Registration Form

Token-secured public form with 10+ tabs — Basic, Branches, Godowns, Bank Details, Machinery, MSME, References, and more.

Statutory Verification

Auto-verify GST, PAN, DIN, Company Registration, and Bank Account against government portals. Manual override with audit trail.

SLA Enforcement

Set SLA hours per approval step. Overdue detection with visual badges and one-time email notifications.

Code Series Configuration

Define code prefix, length, charset (numeric/alphanumeric), duplicate handling for prospects, customers, and suppliers.

Audit Timeline

Complete visual timeline of every action — creation, invite, approval, rejection, verification, conversion.

Prospect Conversion

One-click conversion of approved prospects to full supplier or customer records with auto-code generation.

💳 Payroll & Asset Management

Finance and operations modules with subscription capacity aligned to your organisation size.

Payroll Management

Salary structures, runs, and compliance workflows — typically licensed per active employee (configured in Subscription Management).

Asset Register

Categories, locations, assignments, depreciation, warranty, and lifecycle events with approval steps.

Physical audit & ERP export

Stock-take workflows and export paths for finance / ERP integration.

🚪 Visitor Management (VisitGate)

Digital front desk for secure, paperless visitor management.

Visitor Check-In/Out

Digital registration with photo capture, ID verification, and host notification.

Visitor Pass

Auto-generated visitor passes with QR codes, validity period, and access zones.

Pre-Registration

Hosts can pre-register visitors — auto-approval and quick check-in on arrival.

Reports & Analytics

Daily visitor logs, trend analysis, frequent visitor tracking, and compliance reports.

⚙️ Administration & Security

Enterprise-grade control over access, security, and platform management.

Role-Based Access Control

Granular permissions — View, Add, Edit, Delete, Import, Export, Print — for every module. Bulk "Select All" toggle.

Session & Idle Policy

Configurable idle timeout, warning windows, session takeover detection, and forced logout.

Email, SMS & WhatsApp Setup

Configure SMTP profiles, SMS API, and WhatsApp Business API per company, including public registration notifications for applicants and SSA.

Subscription Management

Per-tenant module entitlements, named/concurrent login seats, max employees, meeting room quota, CRM calling agents, and subscription dates.

Company Setup

Centralized configuration — code series, onboarding workflows, notification preferences, password policies, branding, meeting rooms, KITTY AI, and more.

Active User Monitoring

Real-time view of who's logged in, from where, and session duration. Force-logout capability.

30+ Modules.One Platform.