Workday CRM Management Features

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Management Features
Manage your projects and talent in one system for
empowered teams, satisfied clients, and increased
profitability.
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Leads
Clients
Employees
Leads are the potential customer of an
organization. These are mainly the queries
dropped in for the company to revert to in a
promising manner such that the individual is
convinced about the plans they have chosen.
Clients are the active customers of the
organization who are listed under this subsection
of the Customers module. This section records the
data for each individual. It includes name,
email, status, creation date along with few more
options which include viewing, editing, and
deletion.
An employee is an individual who agrees to offer
their services in exchange for wages or other
agree to compensation. This Employee section
under the HR Module offers space to record
individuals' required data which are saved in the
organization's database for future references
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Leaves
Attendance
Holidays
Leaves Section compiles the combined data for the
leaves taken by all the employees of the
organization. This data can easily be viewed
either as a list form or a calendar form.
The Attendance Section under the HR Module
compiles the entire attendance for the
organization's employees in an easy-to-view
format, It also offers the option to view the
attendance record in member-view format which can
be chosen by the user as per their convenience.
The holiday section under the HR Module records
the information available for official holidays
as per the company requirements. It includes
holiday details for National holidays, Festival
Holidays, any company-centric holidays,
weekends/off-days, etc.
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Contracts
Projects
Tasks
The contract is a legally binding agreement that
defines and governs the rights and duties between
or among parties. It is legally enforceable when
it meets the requirements of applicable law. It
typically involves the exchange of goods,
services, money, or a promise of any of these.
A project is an undertaking, carried out
individually or collaboratively and possibly
involving research or design, that is carefully
planned to achieve a particular aim.
The Tasks sheet under the Work Module handles
information for all the tasks assigned to the
team or individuals respectively. This section
compiles all the data for the tasks and thus,
covers the overall progress of the chosen
project. It records the presented data in a
tabular manner wherein it stores the task
Title/Name, concerning Project, Due date, Members
it is assigned to, the status of the task, and
few additional options including, descriptive
view, editing, and deletion.
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Time Logs
Proposal
Estimates
The Time Logs panel under the Work Module mainly
focuses on recording the time required for the
individual task that is recorded in the database
which later adds together to calculate the total
time logged in for projects individually. This
section helps in calculating the average of time
taken to complete tasks when reports are
generated for analysis.
The proposal is mainly for Leads. This section
holds all the proposed budget along with the
project details that were presented by the lead.
Once the proposal presented is approved, then it
can be converted into a contract and the lead can
be changed into a client.
Estimates are documentation concerning the
expected monetary expenditure that might be spent
while working on the project presented to the
client before proceeding. It allows a platform
for the two parties to decide, discuss, and
negotiate on the expenditures for the project
before starting it. It also allows transparent
conversations about the products and prices of
products being consumed. It helps in avoiding
future discrepancies between them as every step
is discussed before its initiation.
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Invoices
Payments
Credit Notes
An invoice is a commercial document issued by a
seller to a buyer relating to a sale transaction
and indicating the products, quantities, and
agreed prices for products or services the seller
had provided to the buyer. The payment terms are
mentioned on the invoice.
The payments section is mainly responsible for
recording all the transactions made to the
organization by the clients. The data is recorded
in a tabular format for convenience. It records
details such as the concerning project, invoice
number, order number, amount, payment date, the
status of payment along with editing, viewing,
and deleting options. The data can be filtered
depending on the project name, or status of the
payment.
Credit Notes are the amount of an invoice that
isn't refunded but recorded in the database such
that it is redeemed by the client in their next
invoice/payment. This is created when any paid
invoice is canceled for certain reasons then this
is not refunded instead it is converted into a
credit note which can be redeemed on the next
payment.
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Expenses
Products
Orders
Expenses are a few extra expenditures that an
employee spends for the completion of tasks or
projects concerning the organization. This
section records the expense data that employees
feed in for redemption from the organization. It
records the fed-in data in a tabular manner
consisting of information such as item name,
price, employee details, purchased from,
purchased date, status, and a few extra options
including viewing, editing, and deletion.
The products section mainly holds the
information/list of the generic products/services
that are sold by the company and can be directly
bought by the clients as per their needs. These
can be directly bought by the client depending on
their requirements, these services can also be
added to a specific project taken up by the
client. On every purchase of product(s) offered
by the organization, an invoice is generated.
Orders are mainly an instruction to buy or sell
on a trading venue. The order module in the
software records the list of all the received
orders in a tabular manner under the admin panel
and orders that are placed under the client
panel. The tabular content contains all the
necessary details regarding the details including
the order number, amount, order date, status, and
other details.
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Tickets
Messages
Notice Board
Tickets are a source to raise any problem, query,
incident-related discussion, or any point by
client/customer/employee which needs discussion.
A message is a form of communication containing
information, news, advice, request, or some other
data sent by messenger via email, telephone, or
other means of communication. This space records
messages shared between two or more parties
regarding any sort of information concerning the
organization or individuals. This space allows
easy communication without using any third-party
platform instead within the same space as for
other data organizations.
Notice is a signed document that holds important
and necessary information for all the concerned
members and Notice Board is a space that collects
all the notices in one space for all the members.
It cumulated data in a tabular manner which has
brief details when overviewed and detailed
information when accessed properly. The tabular
data consists of the Notice Heading, Issued Date,
Members issued to, and extra features for
editing and deletion.
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Report
The reports section is a cumulative analysis for
all the stored data in the system's database, and
Task Report, Time Log Report, Finance Report,
Income vs Expense Report, Leave Report,
Attendance Report stores similar data for all the
data stored concerning tasks alone. This section
analyzes the input data and curates a proper
evaluation for the data in a visual format i.e. a
pie chart, making the understanding of the
analyzed data easier.
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