Use progress status to decide what to configure first
Each module shows what is usable now and the live operational counts from this ERP workspace.
Project Management
Core PMO delivery with scoped dashboards, task-derived project progress, workflow board, Gantt timeline, reports, finance, risks, issues, documents, and an in-app user guide.
Cloud Tenants
Host, Operator, and Tenant workspaces with onboarding, usage, subscription checks, plan-change flow, Operator Program, and an adaptive workspace user guide.
CRM
CRM covers organizations, contacts, pipeline, activity timeline, won conversion, lead capture, account scoring, follow-up notifications, dashboard, Sales handoff, and an in-app user guide.
Sales & Contract Management
Sales & Contract Management supports quotation-to-cash plus contract lifecycle: quotations, PO/LOA, sales orders, deliveries, invoices, receipts, MyInvois fields, approvals, contracts, and an in-app user guide.
Helpdesk
Helpdesk dashboard, ticket queue, ticket lifecycle, SLA policies, project SLA overrides, quick filters, agent workload, SLA breach reporting, and an in-app user guide.
Accounting
Malaysia-ready accounting with SST, bank reconciliation, fiscal periods, statutory remittances, SST-02, recurring AR/AP, cross-module GL posting from sales, procurement, payroll, claims and assets, plus an in-app user guide.
Procurement
Procurement covers purchase requisitions through supplier payment vouchers with linked accounting AP documents, approval settings, and an in-app user guide.
HRMS
HRMS covers staff profiles, leave, attendance, recruitment, staff claims, monthly Malaysia payroll with statutory GL buckets, payslips, ESS payslip access, and an in-app user guide.
Asset Management
Asset register, categories, locations, assignments, maintenance, disposal, fixed-asset capitalization, depreciation GL posting, reports, and an in-app user guide.
Use the platform in this order
The sequence starts with administrator configuration, then moves into CRM, HRMS, sales contracts, project delivery, procurement, accounting control, and reporting.
Create and prepare the tenant workspace
- Create the company workspace and confirm active status.
- Complete the tenant onboarding checklist for the organization.
- Review usage and plan settings as the workspace grows.
Set up users, roles, and permissions
- Create user accounts for administrators, managers, staff, and module owners.
- Create or edit roles to match job responsibilities.
- Assign permissions so users only see the modules they need.
Configure master data
- Populate list-of-values for statuses, priorities, roles, departments, and classifications.
- Create organization types for customers, partners, suppliers, subcontractors, and principals.
- Create project types and phase templates before opening delivery projects.
Add HRMS staff records
- Create staff profiles and link them to user accounts when login access is required.
- Add department, position, skills, certifications, and employment status.
- Mark eligible people as project team members so they can be assigned to delivery work.
Build CRM records and opportunities
- Create organizations and attach contacts for sales and delivery communication.
- Create opportunities with stage, expected value, probability, owner, and close date.
- Use customer context for quotations, contracts, projects, and delivery follow-through.
Prepare quotations and customer contracts
- Create quotations from CRM opportunities or direct customer requests.
- Capture customer PO or LOA, generate sales order, delivery, invoice, and receipt.
- Track active contracts, obligations, amendments, documents, and renewal dates.
Create and govern projects
- Create the project with customer, dates, type, contract value, owner, progress, and health.
- Add phase history or generate template tasks from the selected methodology.
- Assign project members, organizations, risks, issues, finance entries, and documents.
Run daily task execution
- Use the workflow board to move work through statuses.
- Use Gantt planning to review dependencies, dates, and scheduling conflicts.
- Add comments and attachments so delivery updates remain inside the task record.
Control purchasing and supplier documents
- Create purchase requisitions or RFQs and invite suppliers or vendors.
- Record supplier quotations, award the best offer, and generate purchase order.
- Record receipt or service completion, supplier invoice, payment voucher, and approval history.
Set up accounting and post journals
- Create chart of accounts records for assets, liabilities, equity, revenue, and expenses.
- Create balanced journal entries with debit and credit lines.
- Post approved journals, then review trial balance and general ledger reports.
Control finance, documents, and reporting
- Track finance entries, payment milestones, invoices, receipts, supplier payments, and contract status.
- Upload documents and manage submit, approve, reject, download, and delete actions.
- Review dashboards, project reports, PDF exports, Excel exports, notifications, and audit trails.
Open a feature page for deeper detail
Project Management
94%Run projects from proposal to closeout with governed phases, tasks, teams, risks, issues, finances, and documents in one operating record.
Cloud Tenants
92%Operate the ERP platform as a multi-company SaaS workspace with tenant profiles, plan changes, onboarding, usage visibility, and guarded access.
CRM
95%Manage customers, partners, contacts, and opportunities so sales context can flow into project delivery without duplicate records.
Sales & Contract Management
90%Manage customer quotations, PO or LOA confirmation, sales orders, deliveries, invoices, receipts, active contracts, obligations, amendments, and renewal reminders.
Helpdesk
85%Manage service tickets, queues, priorities, SLA targets, project-specific policies, and support follow-up inside the ERP workspace.
Accounting
94%Malaysia-oriented ledger control: SST tax codes, AR/AP with line items, bank reconciliation, fiscal periods, statutory remittances, recurring documents, and financial reporting inside the ERP workspace.
Procurement
88%Manage purchasing from purchase request and RFQ through supplier comparison, purchase order, receipt or service completion, supplier invoice, payment voucher, and approval control.
HRMS
95%Build a staff capability layer with profiles, leave, attendance, recruitment, staff claims, Malaysia monthly payroll, payslips, and statutory GL posting.
Asset Management
92%Track fixed assets, maintenance, assignments, depreciation, and portfolio insights from a PMO-style command center dashboard.