Q: Hi Simar, Looks quite promising.
1. Can we have control over what the client can see? Like, I don't want them to see Projects tab for example.
2. Can I associate a particular client within a project. If yes, can I associate the same client with multiple projects as well?
3. Can I monitor time logs for each of my team member?
4. Is there any bulk import and export feature for tasks and leads?
5. Can I set chargeability of my employees based on hours?
6. Can invoices be sent automatically? And are there any pre-built templates I can quickly choose from?
These all my core requirements, and if this can be achieved, then I'm ALL IN for the 4 codes.
Thanks,
Jose
SandraSumo
May 14, 2024A: Hi Jose,
Below are my answers to your questions:
1. Can we have control over what the client can see? Like, I don't want them to see Projects tab for example.
---> Yes definitely. You can enable/disable the modules for the client portal from the admin settings.
2. Can I associate a particular client within a project. If yes, can I associate the same client with multiple projects as well?
---> Yes, you can associate a client with 1 project or multiple projects. It's optional as well. You can choose NOT to associate as well.
3. Can I monitor time logs for each of my team member?
---> Yes, 100%
4. Is there any bulk import and export feature for tasks and leads?
---> You can do bulk EXPORT of tasks and leads in csv and excel format from Confleo. Bulk import feature is not yet available at tje moment. We are planning to have this incorporated in next 3 to 4 months. At the moment, we are working to integrate payroll system within confleo to manage salaries of your employees.
5. Can I set chargeability of my employees based on hours?
---> Yes, you can. You can set billable hours and cost for those hours in project or task details.
6. Can invoices be sent automatically? And are there any pre-built templates I can quickly choose from?
---> Yes invoices can be sent automatically whenver you charge your clients. Your clients will recieve email regarding the invoices and they can pay you within Confleo itself. Also, we have 4 pre-built beautiful looking invoice templates created already. You can use any one of them via admin settings.
Hope to see you super soon onboarded for Lifetime with us.
Thanks,
Simar