Full feature catalogue
Complete capability inventory. The Description column matches what you see on module pages. Where a grey “Technical reference” block appears below it, treat that as supporting engineering context — prefer the description above if they disagree. Match links to the nearest deep-dive topic (100% indicates a curated match).
| Module | Entity | Feature | Description | Match |
|---|---|---|---|---|
| General | Architecture | Multi Companies | Companies can share their production resources to other companies with different service fees | — |
| General | Architecture | Logs | record log for all system entities (add/edit/delete), with userid and datetime | — |
| General | Architecture | Aging | setup to track changes in specific fields | — |
| General | Architecture | Advanced Security, Who can access What and When/How | Who: The main user or someone related to him by management level, another role, department, Company etc. When: based on item status (can be 1 field value or multiple fields values in same item data or in another items related to the main item) How: Read-only, read write (and which fields) | — |
| General | Architecture | Messages | all users that can access an items can chat on this items | — |
| General | Architecture | Dynamic Reports | Users can create and customize all fields, filters, sorting in any entity they has access to with export to excel option, and also can make scheduled reports to their email | — |
| General | Architecture | Multi users | User can have 1 login with multiple identities in multiple companies | — |
| General | Architecture | File Management | Set of predefined folders in each entity with different access privileges based on roles so uses can upload/download in them based on the required workflow | — |
| General | Architecture | Currencies | System support multi currencies and each company has its own main currency so all financial entities (jobs, tasks, invoices, pos, payments) can have both currencies (account currency and main currency). The conversion rate is recorded daily and used when creating any items that has currency | — |
| General | Architecture | Working Schedule | Weekends, Working time, Public holidays are synced automatically from public API per each country | — |
| General | Architecture | Saving items | system can save item or save and open new item or save and clone item for faster date entry | — |
| General | Architecture | Alerts | send alerts when add/edit/delete to specific user roles | — |
| General | Todo | Items needs attention | Check Important issues that needs user attention and give multiple actions for user to solve them. | — |
| General | Inbox | The main screen for all user message | same as email inbox | — |
| General | Calendar | a place for the user to check his calendar and submit his off days, hours | Staffing, calendars, or resource requests. Inferred from naming only. | — |
| General | Company Settings | Main Settings | All company identity data and management users, weekends setup, invoicing setup (templates, grace period), default price books per currency, default credit limits, etc. | — |
| General | Company Settings | Branches | Each company can have 1 or multiple branches | — |
| General | Company Settings | Teams | add trusted production teams and block other users from being assigned based on task types and task specs | — |
| General | Activities | Shared Entity | users can add activates in it related to any other entity | — |
| General | Tickets | Shared Entity | users can add ticket in it related to any other entity and the ticket will be sent to assigned user to attend | — |
| General | Cases | Shared Entity | users can add cases in it related to any other entity for assigned users to investigate on | — |
| Customers | Marketing Campaigns | to collect leads | Add campaign by email,event,ad, etc. and add new leads that came from this campaign. The campaign should have cost and expected revenue to be able to track ROI later | — |
| Customers | Leads | Companies or Individuals | this are contacts that we didn't contact yet, and they can have statuses like bad lead, good lead. And can be converted later to accounts | — |
| Customers | Request For Leads | Send request to collect leads | Needed count, industry, region country, # of employees, size, etc. Technical reference Workflow object representing a request to source resources for a job/task; orchestrates selection, candidate vetting, approvals, deliveries, extensions, reopens, and closure. | 12% |
| Customers | Sales Campaigns | Create Sales campaign and assign it to sales agent to make sales activities | it work on a previously create request for leads to contact the attached leads and validate them to be active accounts | — |
| Customers | Accounts | Structure | Infinite tree level of accounts in case company has multiple branches, then product lines, etc. | — |
| Customers | Accounts | Payment Reminders | Send reminders to account email if they are delayed to pay the invoices | — |
| Customers | Accounts | Profit | PM can't create jobs with negative profit unless its marked in account data | — |
| Customers | Accounts | Invoicing options | automatic Per po, per month or manually | — |
| Customers | Accounts | Send invoice | System can send the invoice automatically once its created | — |
| Customers | Accounts | Credit limit | System calculate the credit limit for each account based on its payment behavior and spending amounts | — |
| Customers | Accounts | Roles | Each account have 1 account manager, 1 main PM, and list of backup PMs | — |
| Customers | Accounts | Satisfaction email | System send monthly email to customer to rate our service in the past month, can be disabled for certain accounts | — |
| Customers | Accounts | Follow-up | user can add follow-up and assign other user or himself with description and date | — |
| Customers | Accounts | Teams | system can assign production team dedicated to an account per task type and/or specs | — |
| Customers | Accounts | Portal | Add websites portals like PO portal, files portal, invoicing portal, etc. | — |
| Customers | Accounts | Tracking | System can track account behaviors and patterns on weekly bases | — |
| Customers | Accounts | Other Important fields | Currency, Pricebook, blacklist, price adjuster, allow sharing pos, payment terms, payment behavior, invoicing point | — |
| Customers | Price Books | Service prices | Each price book has set of services and then set of specs on each services with UOM and price/currency. The price book can be linked to multiple accounts | — |
| Customers | Opportunities | Potential project | opportunity is linked to leads, or account and potential gross profit and detailed jobs requests. The user can work on opportunity and then make it won, partially won or lost. If won then the user can create project based on it | — |
| Customers | Opportunities | Quotation | user can send formatted quotation email to customer from the opportunity | — |
| Customers | Opportunities | Tracking | each lost opportunity is sent to a consultant group based on its lost reason to check | — |
| Customers | Feedback | General | Feedback can be created from automatic customer satisfaction email or manually on account level or job level or po level. It can be positive, negative or neutral Technical reference Sends satisfaction surveys post-delivery, collects ratings/feedback, updates contact/account scores, alerts AMs on issues; supports unsubscribe. | 18% |
| Customers | Feedback | Feedback Actions | User can add cases and assign it to other users to investigate. Also in case of negative feedback on job user can assign resource to fix the wrong task | — |
| Customers | Forecast | Annual Forecast | Brand manager and account managers add revenue forecast for next year in 3 pillars. New Sales: expected revenue from new customers Account management: expected revenue from current customers Upselling: expected revenue from current customers who will add new product lines | — |
| Projects | Purchase Order | Verification | Check PO vs Sum of related jobs amounts | — |
| Projects | Purchase Order | PO file | Option to Check related jobs data against attached po file | — |
| Projects | Purchase Order | Add to Draft Invoice | In case PM want to send invoice to customer for prepayment | — |
| Projects | Purchase Order | Generate Payment link | Online link so customer can pay by credit card | — |
| Projects | Purchase Order | Follow-up | Create follow-up request if customer delayed to send the PO file | — |
| Projects | Projects | Grouping entity | Project has name and dates only, its optional item to group jobs when the project is big and has many jobs | — |
| Projects | Jobs | Services sold to customers | Select customer, Job Types, specs, dates, amount prices | — |
| Projects | Jobs | Workflow | Has predefined workflow (Phases) Technical reference Background queue rebuilding row-level privilege records when entities are created/updated/deleted; supports retry, blacklist, and on-behalf attribution. | 12% |
| Projects | Jobs | Test Job | Can mark job as test for customer | — |
| Projects | Jobs | Auto Plan | Can auto plan the phases and tasks based on selected workflow preset Technical reference A status-driven row-level security engine that determines which user can view/create/update/delete each record of each entity, based on the entity's current status, the event being performed, the actor field on the record, and traversed relationships across the data graph. Privileges are pre-computed and stored in Security{Entity} and Security{Entity}User tables; updates are queued via cron_job_sqs and rebuilt by background cron. | 12% |
| Projects | Jobs | Sync with TMS | sync with external TMS like phrase and Transessor | — |
| Projects | Jobs | Advanced financial data | Unit price, minimum price/charge, discount %/Amount, Taxes, Extra Fees, Total Job Price, Total Cost (from related tasks), Gross Profit, Target profitability, actual profitability | — |
| Projects | Jobs | Unpayable jobs | Can mark job for free with reason | — |
| Projects | Jobs | Job Risk | Check quality, revenue, delivery time risks by trained data model Technical reference Sheet-based evaluation of completed tasks using configurable templates (categories, items, grades, allowances), producing scores, grades, and downstream resource updates. | 12% |
| Projects | Jobs | Send Quotation | Can send quotation file to customer from job data Technical reference Jobs encode the actual work to be performed: language pair, job type, mode/modality, content type, subject matter, DTP/QC levels, units, amounts, dates, files, weighted-words, plus auto-plan and TMS sync flags. | 18% |
| Projects | Jobs | Files | file management workflow (Source, In, Out, reference, instructions) Technical reference Manages source/in/out folders, phase splitting and merging, pre-translation, deliverables packaging, and ownCloud-backed file cache integration. | 17% |
| Projects | Jobs | Delivery and Validation | when job marked as delivered by PM, he can verify the tasks and rate the assigned talents | — |
| Projects | Jobs | Request Resource | Can send request to talent management team to search for capable resources Technical reference Workflow object representing a request to source resources for a job/task; orchestrates selection, candidate vetting, approvals, deliveries, extensions, reopens, and closure. | 21% |
| Projects | Jobs | Instruction | Job instruction as shared to all sub tasks Technical reference Sheet-based evaluation of completed tasks using configurable templates (categories, items, grades, allowances), producing scores, grades, and downstream resource updates. | 18% |
| Projects | Phases | To organize tasks | this is a 2nd layer after job, each phase has a specific task type so all sub tasks will have the same type | — |
| Projects | Phases | Resource selection | Pm can send resource selection plan to many resources in a bidding mode so each resource choose what files/amount he want to work on in the allocated phase time, the PM then review the accepted resource and amounts and assign them all in 1 click | — |
| Projects | Phases | Instructions | Phase instructions is shared to all tasks under the same phase | — |
| Projects | Tasks | production task assigned to resources | select task type related to the parent job type the select specs, dates, assign resource | — |
| Projects | Tasks | Assign resource | Can assign directly from dropdown list or search from advanced resource pool or send resource selection plan | — |
| Projects | Tasks | resource selection plan | send to dedicated account team or employees only or all applicable talents, based on the plan setting the system assign the 1st one to accept or assign the best one from the accepted after a set of time | — |
| Projects | Tasks | Advanced financial data | Unit cost, discount, deduction, extra fees, total cost, service fees, total cost = service fees | — |
| Projects | Tasks | Instructions | Instruction shared to the assigned resource in this task | — |
| Projects | Tasks | Online link and credentials | If the task files online the PM enter this value for resources Technical reference Workflow object representing a request to source resources for a job/task; orchestrates selection, candidate vetting, approvals, deliveries, extensions, reopens, and closure. | 12% |
| Projects | Tasks | Approval | task should be approved by assigned resource before he start working on it (he can also reject) | — |
| Projects | Tasks | Status | Accepted, started, in progress, completed, overdue, invoiced | — |
| Projects | Tasks | Workflow | Each task is related to another task in the previous phase, and when the resource in previous phase upload files in the output, it will be sent automatically to the in folder of the related task in the next phase | — |
| Projects | Tasks | Prepayment | PM can initiate prepayment request to pay a percentage of the task amount to the assigned resource before the task start, this action should be verified by talent manager and finance | — |
| Projects | Tasks | Knowledge based | if resource has a question he can search in the knowledge based related to this task or send a query to PM | — |
| Projects | Tasks | Task Evaluation | PM evaluate resource after the task is completed (delivery, communication, quality) Technical reference Sheet-based evaluation of completed tasks using configurable templates (categories, items, grades, allowances), producing scores, grades, and downstream resource updates. | 21% |
| Projects | Queries | Send a question to Project manager | the answer of the question will be save automatically in the knowledge base Technical reference Captures knowledge base articles per account, query workflows tied to tasks, and consultation requests for jobs and tasks. | 20% |
| Projects | Evaluation Sheet | Production evaluation | some task types is mandatory to be evaluated by another resource assigned on the next phase (example: translation and revision tasks) | — |
| Projects | Evaluation Sheet | Quick evaluation | the evaluator here only put stars 1-5 stars on multiple categories based on the evaluated task type | — |
| Projects | Evaluation Sheet | Detailed evaluation | evaluator enter detailed issues with their type, category, severity and the system will calculate the final score | — |
| Talents | Talents Profile | General info | hold all resource profiles (employees, freelancers and agencies) | — |
| Talents | Talents Profile | basic Data | Name, contact information, location, CV, Currency, service fees %, manager, etc. | — |
| Talents | Talents Profile | Approval method | for the resource to be assigned, he must be approved by talent manager and enter the approval data and how he was approved | — |
| Talents | Talents Profile | Other Related data | References, communication channels, training, education, employment history | — |
| Talents | Talents Profile | Financial Information | Bank details and ecash details | — |
| Talents | Talents Profile | SLA | each freelancer/agency must approve to the SLA before working | — |
| Talents | Talents Profile | Export CVs | Option to generate CV from the save resource data and work history | — |
| Talents | Talents Profile | Rating | Each resource is auto rated based on the PM evaluation and Production evaluation scores | — |
| Talents | Talents Profile | Utilization | each resource has a utilization percentage calculated automatically based on his assigned tasks Technical reference Tracks daily availability for resources and users (PMs/managers), holidays, calendar updates, and computes utilization for selection. | 13% |
| Talents | Talents Capabilities | Add Capabilities | each resource has set of tasks types and specs of these task types that he can do | — |
| Talents | Talents Capabilities | Prices | Main price/unit and another for off time and weekend | — |
| Talents | Talents Capabilities | Other Capabilities data | Recommended flag, productivity amount per day, proficiency level, grade, rating | — |
| Talents | Talents Capabilities | Advanced capabilities setup | Advanced dashboard to add/update/import capabilities with all needed data to many resources at once | — |
| Talents | Account Team | Dedicated team for certain accounts | talent managers can allocated team for different task types/specs on an account so they will be 1st ones to be assigned | — |
| Talents | Resource Selection | Automatic resource assignment | send availability request to many resources on a task It can be sent to account team, employees only, all capable resources and system assign 1st one to accept or best one after set of time, some plans has different strategies in order and system evaluate at the end of plan time | — |
| Talents | Request for resources | request sent to talent managers to search for capable resources | the request can be sent manually by PM or opportunity, or job. And is sent automatically after the resource selection time end and no one is accepted Technical reference Workflow object representing a request to source resources for a job/task; orchestrates selection, candidate vetting, approvals, deliveries, extensions, reopens, and closure. | 12% |
| Talents | Resource Pool | Advanced resource search | project managers and talent managers can search for database on capable resources based on task type, specs, rating, prices, resource type, etc. | — |
| Talents | Resource Pool | Utilization | it can show the utilization % for each resource on the coming days Technical reference Tracks daily availability for resources and users (PMs/managers), holidays, calendar updates, and computes utilization for selection. | 15% |
| Talents | Resource Pool | Compare | users can select multiple resources and system compare them (price, quality, etc.) | — |
| Talents | Resource Pool | Send email | Talent managers can send group email to selected resources | — |
| Talents | Resource Pool | Talent Card | Summarizd view for the resource that has all his important data, work history, rating, files in 1 place | — |
| Finance | Client Invoices | Create invoice | client invoice can have multiple pos (each pm can have multiple jobs too) | — |
| Finance | Client Invoices | Invoice Number | Auto generated based on saved template for each company | — |
| Finance | Client Invoices | Due date | is set automatically based on the account payment terms | — |
| Finance | Client Invoices | Generate Payment link | can generate link for the customer to pay only by credit card and when paid the system will create the client payment automatically | — |
| Finance | Client Invoices | Generate invoice file | accountant can export he invoice (PDF or excel) from different templates related to the company Technical reference Generates client invoice PDFs (and PO exports) using brand-specific templates with full tax/profit/currency calculations. | 17% |
| Finance | Client Invoices | Email Invoice | Accountant can press on send invoice so the file is sent to customer by email. Also the system can send the invoice to customer automatically once the invoice is submitted if this option is marked in account settings | — |
| Finance | Client Payments | Payment made by customer | Each payment may have multiple invoices and payment can be for part of some invoices and the invoices will be marked as paid or partially paid. So each invoice can have 1 or more payments | — |
| Finance | Vendor Invoices | Invoices related to tasks assigned to vendors (freelancers/agencies) | Each invoice is related to 1 task and its created automatically after the task is completed | — |
| Finance | Vendor Invoices | Download official documents | accountant can download ID, proof of address of the invoice vendor before issuing payment Technical reference Generated from completed/verified tasks; line items represent tasks with rates, units, taxes, distribution rules; SAP-synced AP documents. | 13% |
| Finance | Vendor Payments | Payment for vendor invoices | Each payment can have multiple vendor invoices Technical reference Generated from completed/verified tasks; line items represent tasks with rates, units, taxes, distribution rules; SAP-synced AP documents. | 20% |
| Finance | Vendor Payments | Notification | After payment is done a notification with payment PDF files is sent to the vendor for confirmation | — |
| Finance | Internal Invoices | intersection invoices between companies | A company can assign resources from other company, the company that has the assigned resources can issue and invoice to the other company who assigned its resources with the assigned tasks cost + services fees added in the tasks | — |