Discover our features

Integration

Seamlessly Capture and Sync Leads in Real-Time

Facebook & Instagram Lead Ads Integration

Seamlessly Capture Leads. Automatically sync details from Facebook Lead Ads forms into your ERP software. Streamline lead management, respond swiftly, and enhance business efficiency with real-time data integration.

Indiamart Lead Integration

Sync Leads in Real-Time. Automate Indiamart lead synchronization with your system. Ensure instant updates, manage inquiries efficiently, and never miss potential customers with seamless, real-time integration.

Justdial Lead Integration

Instant Lead Capture from Justdial. Automate lead collection from Justdial into your ERP. Manage inquiries faster, stay organized, and never lose a lead. With real-time syncing, your team is always ready to follow up without delay.

Biometric Integration for ERP & CRM

Real-time attendance sync. Modernize your attendance tracking with the biometric module for ERP & CRM. Supports fingerprint with real-time sync, secure logins, and complete integration with the default attendance module.

Lead Management

Transform leads into loyal clients effortlessly with our all-in-one lead management system

Add Leads

Easily create and track new potential customer records.

Lead Forms

Capture leads using customizable online forms.

Import Leads

Bulk upload leads from external sources efficiently.

Export Leads

Download lead data for reporting or backup purposes.

Deal Tracking

From initial contact to final closing, all in one place.

Add Clients

Effortlessly add new clients to the system for tracking.

Finance Management

Streamline Your Financial Operations

Proposal

Create and send professional proposals that win clients. Customize templates, track approvals, and convert accepted proposals into projects or invoices with ease.

Estimates

Generate accurate estimates in minutes. Provide clients with detailed cost breakdowns, adjust estimates as needed, and convert them into invoices with a single click.

Invoices

Simplify your billing process with customizable invoices. Send invoices directly to clients, set up recurring billing, and track payment status in real time.

Payments

Manage payments effortlessly. Record payments, track outstanding balances, and automate payment reminders to ensure timely collections.

Credit Note

Issue credit notes with ease. Adjust invoices, manage refunds, and keep your financial records accurate and up-to-date.

Expenses

Track and categorize expenses across your business. Monitor spending, set budgets, and generate reports to gain insights into your financial health.

Bank Account

Integrate and manage your bank accounts within the platform. Reconcile transactions, monitor cash flow, and keep your financials organized in one place.

HR Module

Efficiently Manage Your Workforce

Employees

Maintain comprehensive records of your employees. Track personal details, roles, and contact information to keep your HR processes organized.

Leaves

Manage employee leave requests with ease. Track leave balances, approvals, and schedules to ensure smooth operations and compliance.

Shift Roster

Create and manage shift schedules effortlessly. Assign shifts, track changes, and ensure adequate staffing across all departments.

Attendance

Monitor and record employee attendance accurately. Streamline clock-in/out processes and track work hours to ensure punctuality and productivity.

Holiday

Manage company holidays and employee time-off efficiently. Update holiday calendars and ensure employees are informed of upcoming breaks.

Designation

Track and manage employee designations and roles. Update job titles and responsibilities to reflect organizational changes and career progression.

Department

Organize employees by department for streamlined management. Track departmental structures and ensure effective communication within and across teams.

Appreciation

Recognize and reward employee achievements with our Appreciation feature. Document and celebrate contributions to boost morale and foster a positive work environment.

Immigration

Securely Manage Employee Passport and Visa Details.Keep all essential documents organized, ensure compliance, and stay updated on expiration dates to avoid any disruptions.

Recruit Module

Streamline Your Hiring Process

Dashboard

Get a comprehensive overview of your recruitment activities with our intuitive dashboard. Monitor key metrics and stay updated on the status of your hiring process.

Jobs

Create and manage job listings effortlessly. Post new positions, track applications, and update job details from a centralized location.

Job Applications

Review and manage incoming job applications with ease. Sort, filter, and evaluate candidates to find the best fit for your open roles.

Interview Schedule

Coordinate and schedule interviews seamlessly. Keep track of interview times, locations, and participants, and ensure a smooth interview process.

Offer Letters

Generate and send offer letters with a few clicks. Customize templates and automate the offer process to enhance efficiency and accuracy.

Skills

Match candidates with job requirements by assessing their skills. Track and manage the skills needed for each role to ensure you find the right talent.

Candidate Database

Maintain a robust database of candidates. Store and access candidate profiles, track their progress, and build a talent pool for future hiring needs.

Reports

Generate detailed recruitment reports to analyze your hiring process. Gain insights into application trends, time-to-hire, and other key metrics to improve your recruitment strategy.

Career Site

Enhance your employer brand with a professional career site. Showcase your company, promote job openings, and attract top talent with an engaging and user-friendly site.

Project Management

Streamline Your Projects with Ease

Projects

Manage all your projects from start to finish. Track progress, allocate resources, and ensure timely completion with our comprehensive project management tools.

Tasks

Break down projects into manageable tasks. Assign responsibilities, set deadlines, and monitor task completion to keep your projects on track.

Assign Tasks

Efficiently assign tasks to team members based on their skills and availability. Ensure accountability and clarity in task distribution to keep projects on track.

Timesheet

Accurately record and track work hours with our timesheet feature. Monitor project time expenditures, streamline billing, and optimize resource allocation.

Project Roadmap

Visualize your project’s path with a clear roadmap. Plan milestones, set goals, and track progress to ensure your projects stay aligned with your strategic objectives.

Milestones

Set, track, and achieve critical project milestones with precision. Keep your team focused on important goals, monitor progress, and ensure your project stays on course for successful completion.

Reports & Charts

Gain Insights with Comprehensive Reporting

Task Report

Track task completion and monitor project progress with detailed Task Reports.

Time Log Report

Analyze work hours and productivity with Time Log Reports, ensuring efficient time management.

Finance Report

Get a clear view of your financial health with Finance Reports that cover all aspects of your business finances.

Income vs. Expense

Compare income and expenses to understand your financial performance and profitability.

Leave Report

Monitor employee leave trends and ensure balanced workforce management with Leave Reports.

Attendance Report

Keep track of employee attendance and identify patterns with comprehensive Attendance Reports.

Expense Report

Manage and analyze business expenditures with detailed Expense Reports for better budget control.

Deal Report

Evaluate sales performance and deal progress with insightful Deal Reports.

Sales Report

Track sales metrics and drive growth with in-depth Sales Reports, tailored to your business needs.

Burndown Chart

Visualize Project Progress. Track your project's progress in real-time with our Burndown Chart. See how much work remains, identify bottlenecks early, and ensure your team stays on track to meet deadlines. A clear, visual tool to keep your project on target and your team aligned.

Gantt Chart

Plan and Track with Precision. Organize your project timeline with our intuitive Gantt Chart. Visualize tasks, set dependencies, and monitor progress to ensure timely project completion. A powerful tool for managing schedules and keeping your team on the same page.

Powerful Admin Settings Menu

Tailor Your Experience with Comprehensive Settings

Customize your company profile and settings to align with your business needs.

Update and manage your official business address for accurate records and correspondence.

Adjust application preferences to optimize functionality and user experience.

Manage and update user profiles, including personal details and preferences.

Control and configure notification preferences to stay informed without being overwhelmed.

Set and manage the currency options for accurate financial transactions and reporting.

Securely manage payment methods and credentials for smooth financial operations.

Configure financial settings to streamline budgeting, accounting, and reporting processes.

Set up and manage tax rates and rules to ensure compliance and accurate calculations.

Customize ticketing options and workflows to streamline support and service requests.

Adjust project management settings to align with your specific project needs and processes.

Manage attendance policies and configurations to track employee time effectively.

Set up leave policies, types, and approvals to manage employee time-off seamlessly.

Create and manage custom fields to tailor data capture and reporting to your specific requirements.

Define user roles and permissions to control access and maintain security.

Configure settings for messaging and communication within the platform.

Customize lead management settings to optimize your sales pipeline and tracking.

Adjust time tracking preferences and configurations for accurate time management.

Set task management preferences to streamline task assignment and tracking.

Enhance security with settings that protect your data and user information.

Customize the look and feel of the application to match your company’s branding.

Configure module-specific settings to tailor functionality to your business needs.

Integrate and manage Google Calendar settings for seamless scheduling and time management.

Create and manage custom links for enhanced integration and functionality.

Track and manage asset settings to keep your asset management organized and efficient.

Integrate and manage Indiamart leads for streamlined lead capture and conversion.

Configure insurance settings to manage and track insurance-related information.

Set up payroll configurations to ensure accurate and timely employee compensation.

Manage purchase settings to streamline procurement and inventory management.

Customize recruitment settings to enhance your hiring and onboarding processes.

Configure SMS settings for effective communication and alerts.

Integrate and manage Zoom settings for smooth virtual meetings and collaborations.

Manage billing configurations to streamline invoicing, payments, and financial management.

Discover the Difference!

Want to see Wheel ERP in action? Schedule a personalized demo with one of our experts and explore how our features can benefit your organization.

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