Keka PSA

Project Management

• Quote Management
  Generate accurate project quotes efficiently.
• Cost Management
  Track project expenses and control costs effectively.
• Project Planning and Scheduling
  Plan and manage project timelines with ease.
• Collaboration Tools
  Enhance teamwork with integrated communication tools.
• Task Management
  Assign, track, and manage tasks seamlessly.
• Milestone Tracking
  Monitor key project milestones to ensure timely delivery.
• Portfolio Management
  Oversee and prioritize multiple projects to align with strategic business goals.
• Risk Management
  Identify, assess, and mitigate potential risks that could impact project success.

Resource Management

• Resource Allocation
  Assign the right people to the right projects efficiently.
• Skill Management
  Match resources based on skills and project needs.
• Capacity Planning
  Plan workloads to prevent over or under-utilization.
• Utilization Tracking
  Monitor billable and non-billable time to improve resource productivity and profitability.

Financial Management

• Budgeting And Forecasting
  Plan and predict financial trends for projects.
• Expense Management
  Track and control expenses to ensure alignment with project budgets.
• Profitability Analysis
  Assess profit margins across projects, clients, and services.

Billing and Contract Management

• Billing & Invoicing
  Automate and simplify the invoicing process.
• Multi-Currency Support
  Manage international billing with multiple currency options.
• Contract Tracking
  Manage the lifecycle of contracts, including creation, approval, and renewal.

Time Tracking

• Real Time Tracking
  Monitor time spent on tasks and projects in real time.
• Approval Workflows
  Ensure accurate time tracking with approval processes.
• Timesheet Management
  Automate and streamline timesheet submissions.

Customer Relationship Management (CRM)

• Client Management
  Store and manage client details effectively.
• Lead and Opportunity Management
  Track and nurture potential business leads.
• Proposal Management
  Streamline the proposal creation process.
• Client Communication
  Manage communication history for consistent and informed interactions with clients.
• Sales Pipeline Tracking
  Visualize and manage the sales process to close deals faster.
• Customer Feedback Management
  Collect and analyze feedback to improve service delivery and client satisfaction.

Workflow Automation and Management

• Workflow Automation
  Automate repetitive tasks to enhance efficiency.
• Customizable Workflows
  Tailor workflows to fit unique business needs.
• Service Delivery Automation
  Ensure seamless project delivery through automation.
• Task Automation
  Simplify task assignments and updates with automated processes.
• SLA Monitoring and Automation
  Track and automate service-level agreement compliance and reporting.
• Business Process Modeling
  Visualize and optimize business processes for better efficiency.

Integrations

• Third Party Integrations
  Connect with external tools for seamless operations.
• CRM Integration
  Sync with CRM platforms for better customer management.
• API Integration
  Enable custom integrations and expand software capabilities.
• E-Signature Integration
  Incorporate electronic signature tools for faster contract approvals.

Security and Compliance

• Compliance Management
  Ensure adherence to industry regulations.
• Role-Based Access Control (RBAC)
  Restrict access to sensitive data based on user roles and permissions.
• Remote Access
  Securely access the system from any location or device.
• Data Encryption
  Protect sensitive information with encryption both in transit and at rest.
• Audit Logs
  Maintain records of system activities for accountability and compliance.
• Data Backup and Recovery
  Safeguard data with regular backups and robust disaster recovery plans.

AI Capabilities

• Resource Forecasting
  Predict future resource requirements using AI.
• Project Risk Assessment
  Identify and mitigate potential project risks.
• Optimal Resource Allocation
  AI-driven smart resource allocation.
• Automated Invoicing
  Streamline billing with AI that verifies details and sends reminders for overdue payments.
• Intelligent Ticket Prioritization
  Prioritize service tickets using AI to address critical issues promptly.

Alerts & Notifications

• Custom Workflow Alerts
  Receive alerts for workflow changes.
• System Notifications
  Receive alerts for errors, updates, or critical system activities.
• Customer Interaction Alerts
  Stay updated on client interactions and engagement.
• Workflow Trigger Alerts
  Get real-time updates when specific workflows are initiated or completed.

Analytics and Reporting

• Performance Metrics
  Gain insights into business performance.
• Predictive Analytics
  Use AI to forecast business trends.
• Dashboards
  Visualize key data points in real time.
• Workflow Insights
  Analyze workflow efficiency for improvements.
• Profitability Analysis
  Assess profit margins across projects, clients, and services.
• Customizable Reports
  Generate tailored reports to analyze performance and identify trends.
• KPI Tracking
  Monitor key performance indicators to measure success and areas for improvement.