CROTMS

We help small business owners and professionals to get things done efficiently.

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Dashboard Feature

Attractive & Useful Dashboard

Our dashboard is designed to give you a complete overview of your business at a glance. With intuitive charts, task summaries, and quick access to key metrics, managing your clients and office tasks has never been easier.

  • Real-time task & client tracking
  • Interactive charts and reports
  • Quick navigation to all modules
  • Customizable widgets for your workflow
See Dashboard Demo

Create Smart Tasks

Effortlessly create tasks that are intelligent and dynamic. Assign them to team members, set deadlines, and track progress with ease. Smart tasks help you stay organized and boost productivity across your organization.

  • Assign tasks to team members instantly
  • Set recurring tasks with automated reminders
  • Track task progress in real-time
  • Smart notifications to never miss deadlines
See Smart Tasks Demo
Smart Tasks Feature

Auto Task Creation

Save time and reduce manual effort with Auto Task Creation. The system automatically generates tasks based on recurring workflows, client interactions, or predefined rules, ensuring nothing falls through the cracks.

  • Automatically create recurring tasks
  • Generate tasks from client activity or requests
  • Smart assignment to relevant team members
  • Notifications and reminders for all auto-created tasks
See Auto Task Demo
Auto Task Creation Feature

Add Comments and Notes

Collaborate with your team efficiently by adding comments and notes directly on tasks or client records. Keep track of important discussions, feedback, and instructions without leaving the platform.

  • Add comments to tasks and projects
  • Attach notes for internal reference
  • Tag team members for instant notifications
  • Keep all discussions organized and searchable
See Comments Demo
Comments and Notes Feature
Timelog Feature

Timelog

Track every minute of your work with Timelog. Whether it’s client meetings, task execution, or internal discussions, log the time spent and generate detailed productivity reports for better planning.

  • Track time spent on tasks automatically or manually
  • Generate daily, weekly, and monthly time reports
  • Identify bottlenecks and improve team efficiency
  • Export time data for billing and payroll
Explore Timelog

Update Task Status

Keep your entire team aligned by updating task status in real time. Whether tasks are pending, in-progress, or completed, everyone stays informed instantly.

  • Mark tasks as Pending, In Progress, or Completed
  • Automatic notifications to team members
  • View progress updates in a single dashboard
  • Reduce confusion and miscommunication
Try Task Updates
Update Task Status
Sub Task

Sub Task Management

Break down complex projects into smaller, actionable sub-tasks for better team collaboration and smoother progress tracking.

  • Divide big tasks into manageable sub-tasks
  • Assign sub-tasks to different team members
  • Track progress of each sub-task in real time
  • Automatically roll up progress to the main task
See demo of Sub Tasks

Task History

Get a complete overview of all past activities on a task — who created it, who worked on it, updates made, and when it was completed.

  • View full timeline of task updates
  • Know exactly when status changes happened
  • Track user actions for better accountability
  • Maintain transparency in team workflows
View Task History
Task History
Add Clients

Add Clients

Quickly add new clients to your system with essential details. Keep all your client information organized and accessible in one place.

  • Simple and quick client onboarding
  • Store contact, PAN, GST details easily
  • Maintain centralized client records
  • Search and filter clients anytime
See Demo to add Client

Client Dashboard

Manage everything about a client from a single, powerful dashboard. View tasks, documents, invoices, and communication history all in one place.

  • View all client tasks and status updates
  • Quick access to uploaded documents
  • Track invoices and payment history
  • Maintain a 360° view of client activity
see demo Dashboard
Client Dashboard
Client Group

Client Group

Organize your clients into groups for better management. Easily filter, assign tasks, and send bulk communications to specific client segments.

  • Create and manage multiple client groups
  • Assign services to groups effortlessly
  • Send group-level notifications & reminders
  • Save time with bulk task assignment
Check demo

Import Clients

Save time by importing all your client data in bulk. Upload Excel or CSV files to quickly bring all your clients into the system.

  • Bulk import clients via Excel or CSV
  • Validate data before finalizing import
  • Avoid duplicate entries automatically
  • Migrate from other systems seamlessly
See Demo
Import Client
Add Users by Role

Add Users According to Role

Invite your team members and assign them roles such as Admin, Manager, Staff, or Client. Control access and permissions to ensure secure and efficient collaboration.

  • Role-based access control for security
  • Assign tasks based on user responsibility
  • Easily manage permissions and roles
  • Collaborate efficiently with your team
See Demo