PR Agency – ERP

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Introduction

PR Agency

1
Opportunity Tracking

Capture inquiries from various
sources, including website, chat,
referrals, and social media.

2
Pricing & Scoping
Utilize a custom pricing calculator to determine fees based on market, scope, and extra charges.
3
Customer Data Management
Centralize customer information for easy access and better decision-making.
4
Integration Capabilities

Seamlessly integrate with
other business tools and
Zoho Applications.

5
Proposal Generation

Create proposals based on approved
pricing and scope, leveraging
pre-defined templates.

6
Contract Management
Utilize multiple contract templates, invite clients for collaboration, and send for digital signatures.
7
Digital Signatures
Utilize Zoho Sign for secure and efficient contract signing, streamlining the process.
8
Client Onboarding
Automate client registration forms and contract creation using mail merge.

Zoho Books: Financial Management

Multi-Entity Support – Manage financial data for multiple legal entities across different locations.

Budgeting & Tracking – Set budgets for each chart of accounts and track actuals against them.

Chart of Accounts Management – Maintain a clean and organized chart of accounts for accurate financial reporting.

Zoho Payroll: Streamlined Payroll Processing

Automate payroll processing for employees in UAE, integrating with Zoho People for leave and attendance data.

Zoho Analytics: Powerful Reporting & Insights

Generate consolidated financial reports, including budget vs. actuals, across multiple legal entities and currencies

Zoho People

Human Resources Management
Leave Management

Configure leave policies and
track employee leave requests.

Performance Management

Conduct performance appraisals
and track employee development.

Onboarding & Offboarding
Automate onboarding and off boarding processes for new hires and departing employees.
Timesheets & Attendance

Track employee time against
projects and clients, ensure accurate
billing, and generate reports.

Efficient Expense Management
Expense Tracking

Submit expense requests, track
approvals, and categorize expenses.

Billable & Non-Billable Expenses

Categorize expenses as billable or
non-billable, and allocate them
to specific clients.

Integration with Zoho Books
Automatically post approved expenses to Zoho Books for accurate accounting.
Customized App for Client Reporting
Task Management
Create custom workflows for managing tasks and projects.
Client & Group Reporting

Generate detailed reports on campaign performance, media coverage, and consolidated group reporting

Client Portal

Provide clients with secure access to reports and project updates.

Integration Capabilities

Zoho Creator offers extensive third-party integrations and REST APIs to connect with existing software systems

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