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 is usable with dashboards, projects, phases, tasks, workflow board, reports, finance, risks, issues, and documents.
Cloud Tenants
Tenant workspace management, onboarding, usage, subscription checks, and plan-change flow are in place.
CRM
CRM organization management, contacts, opportunity pipeline, dashboard, and sample opportunity data are available.
Helpdesk
Helpdesk dashboard, ticket queue, basic ticket lifecycle, SLA policy settings, project SLA overrides, and quick filters are in place.
Accounting
Accounting has chart of accounts, AR/AP, invoice and bill detail, payments, auto journal posting, and financial reports.
HRMS
HRMS includes staff profiles, skills, certifications, leave management, leave settings, recruitment/onboarding, attendance categories, smart clock-in/out, timesheets, and Malaysia holiday calendars.
Use the platform in this order
The sequence starts with administrator configuration, then moves into CRM, HRMS, project delivery, 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.
- Link organizations to projects when deals move into delivery.
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.
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, and payment records.
- 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
92%Run projects from proposal to closeout with governed phases, tasks, teams, risks, issues, finances, and documents in one operating record.
Cloud Tenants
88%Operate the ERP platform as a multi-company SaaS workspace with tenant profiles, plan changes, onboarding, usage visibility, and guarded access.
CRM
78%Manage customers, partners, contacts, and opportunities so sales context can flow into project delivery without duplicate records.
Helpdesk
68%Manage service tickets, queues, priorities, SLA targets, project-specific policies, and support follow-up inside the ERP workspace.
Accounting
84%Manage chart of accounts, journal entries, debit and credit posting, trial balance, and general ledger reporting inside the ERP workspace.
HRMS
90%Build a staff capability layer for project teams with employee profiles, departments, skills, certifications, leave, recruitment, onboarding, attendance, and timesheets.