Discover Excellence in Customer Relationship Management

Dive into a comprehensive suite of tools designed to streamline communication, boost efficiency, and gain actionable insights. Elevate your customer interactions, collaborate effectively, and drive productivity with the power of H-Office Core CRM.

Effortless Management and Meaningful Engagement

Contact Center

Elevate Customer Engagement with H-Office CRM Core’s Contact Center. Seamlessly manage your contacts while reaping substantial business benefits. Enhance privacy controls, streamline categorization, and map contacts to specific industries and segments. Gain a panoramic 360-degree view of each contact’s interactions, fostering deeper insights and better understanding. Forge meaningful relationships by mapping contacts to companies or individuals, nurturing personalized engagement. Collaborate effectively through notes and comments, and optimize business strategies by categorizing contacts based on divisions. Assign dedicated key account managers and effortlessly manage multiple addresses and communication channels. With contact alias management, communication becomes effortless, empowering you to nurture stronger connections, drive conversions, and fuel growth.

Contact Privacy
Categorization
Industry Mapping
Segmentation
360 View of Contact
Company / Individual Relationship Mapping

Your Hub for Versatile Product Management

Product Center

Embracing diverse product types, such as Assembled, Manufacturing, Kitset, Service, and more, our platform offers comprehensive features to streamline your product management process. Seamlessly create, categorize, and code your products while ensuring privacy settings match your business needs. Effortlessly set pricing, rates, and division preferences, empowering you with complete control. Activate products for sales, purchase, and support, and fine-tune decimal settings to match your requirements. With H-Office’s Product Center, managing products becomes a breeze, backed by a wealth of options and functionalities to suit your unique business landscape.

Diverse Product Types
Efficient Product Creation
Products Account Type
Product Purpose
Division Mapping
Brands

Effortlessly Orchestrating Productivity

Task Management

Our dynamic task management system offers a comprehensive range of task options to cater to your diverse needs. From quick to-do lists and comprehensive tasks to recurring tasks and more, we’ve got you covered. Prioritize effectively with dynamic activity and sub-activity settings, set task templates for repetitive workflows, and engage task followers to collaborate effortlessly. Copy tasks for consistent processes and ensure timely task completion with end dates and follow-up reminders. With H-Office’s Task Management, your team gains the tools to enhance productivity, meet deadlines, and drive results. Elevate your task management experience with H-Office today.

Dynamic Activity & Sub Activity
Priority Setting
Task Templates
Task Followers
Copy Task Functionality
Task End Date

Effortless Organization and Accessibility

Document Management System

Enhance your document management experience with our Document Management System (DMS), which acts as a central repository accessible throughout CRM functionality, providing a unified and centralized hub for efficient document management. Handle the complete lifecycle of documents, from creation to storage, approval workflows, version control, and more. Our DMS ensures hassle-free access to essential files and information. With features such as folder management, privacy controls, version tracking, and comprehensive notes, you can confidently organize, retrieve, and collaborate on documents. Experience the power of streamlined document handling that enhances productivity and transforms the way your organization manages information.

Approval Workflow
Folder Management
Privacy Controls
Version Management
Notes
Document Logs & Audit Trails
Document Alias
Document Storage Selection
Document Retrieval
Collaboration
Inbuilt document viewer (doc, spreadsheet, pdf)

Organize and visualize critical information

Dashboard & Gadgets

Empower informed decision-making with H-Office’s Dashboard & Gadgets feature. Tailor your experience by personalizing dashboards, leveraging a multitude of customizable gadgets, and accessing vital information at a glance. With a diverse range of over 50 gadgets spanning various categories, from tasks and reminders to sales and support, you can create a dashboard that suits your unique needs. Stay organized, track progress, and gain actionable insights effortlessly through this dynamic tool.

Personalize Dashboard
Multiple Dashboard Views
50+ Gadgets
Everyday To-Do Quick Gadget
EMI Calculator
Holidays
Calculator
Reminders

Stay On Track and Never Miss a Beat

Reminders & System Notifications

Stay Connected and Never Miss a Beat with H-Office Alerts & Reminders. H-Office goes the extra mile to keep you informed and on track. Receive timely email, SMS, and WhatsApp alerts for crucial events, ensuring you’re always in the loop. The system’s intuitive notifications feature guarantees that you’re aware of every key development. Additionally, H-Office offers an array of customizable reminders—both one-time and recurring—tailored to your preferences. From annual and half-yearly to quarterly, fortnightly,weekly, and daily frequencies, our reminders keep you on top of your game. With H-Office’s comprehensive Alerts & Reminders, you’re empowered to manage your tasks, meetings, and deadlines effortlessly, fostering greater efficiency and success.

Email, SMS & WhatsApp Alerts
Customizable Reminders
Flexible Frequencies
Event-Specific Reminders
Meeting Alerts
Deadline Notifications

Organized Mass Mailing Solutions

Labels & Envelops Printing

Generate professional-looking labels and envelopes effortlessly, saving time and ensuring a consistent and polished representation of your brand. Whether you need to print labels for contacts or envelopes for mailing, our feature offers a range of customization options to meet your specific needs. Simplify your printing process and enhance your business communication with H-Office.

Bulk Printing
Customization Options
Search and Selection
Professional Presentation
Branding Consistency
Efficient Mailing
User-Friendly Interface
Customization Options

Organize Your Schedule and Collaborate Effectively

Appointments & Calendar

Elevate your time management with H-Office’s robust Appointment & Calendar section, and integrate with Google Calendar to keep your schedules synchronized. Enjoy dynamic features such as customizable categories, statuses, and types. Visualize your plans with flexible calendar views, manage appointments effortlessly, and ensure smooth coordination across teams. Stay organized and productive with H-Office’s intuitive calendar solutions. Additionally, enhance your scheduling capabilities by incorporating tasks, warranty expiry dates, birthdates, and anniversaries, all conveniently accessible in calendar view.

Calendar Views & Time Management
Google Calendar Integration
Slot Management
Dynamic Category
Dynamic Status
Dynamic Types
Email Notifications
Privacy Setting

Customize H-Office to Suit Your Business Needs

Timesheet

Effectively manage and track employee time with H-Office’s Timesheet feature. Streamline your timekeeping processes, enhance productivity, and gain valuable insights into resource allocation. Whether it’s tracking project hours, managing client interactions, or evaluating time-based tasks, our Timesheet feature empowers you with accurate and organized time tracking capabilities.

Employee Time Tracking
Activity Wise Tracking
Contact Wise Tracking
Charges Calculation

Tailored Data Forms with Custom Fields

Custom Fields & Custom Field Groups

Customize your data forms experience using H-Office’s Custom Fields & Custom Field Groups feature. Empower your organization with the flexibility to capture and categorize information according to your unique needs. Whether it’s contacts, products, documents, or tasks, our Custom Fields feature allows you to create, configure, and manage data fields that align perfectly with your business processes. Assign custom fields at the contact and product master level, accessible at lead, task, quotation, and throughout the subscribe features for selection and printing of their value. Custom fields are also useful for filtering various transactions where contacts or products are involved, based on their custom fields, to facilitate report filtering.

Contact Fields
Products Fields
Document Fields
Task Fields
Lead Fields
Support Request Fields
Quotation Fields
Custom Field Groups
Field Properties Configuration
Tailored Data Capture
Streamlined Data Entry
Custom Field Value printing
Custom Field Wise Reporting
Custom Field Wise Search

Efficatevely Craft Personalized Documents

Document Templates

Simplify your document creation process using H-Office’s Document Templates feature. Craft professional and standardized documents with ease using our user-friendly editor. Seamlessly merge contact and product variables into your templates, enabling you to generate personalized documents effortlessly. Enhance your business efficiency by mapping products and generating reports directly from your templates.

User-Friendly Editor
Report Generation
Contact and Product Variables
Product Mapping

Insightful Intelligence

Daily Analysis & Reports

Unlock a wealth of insights with H-Office’s Daily Analysis feature. Gain a deep understanding of your business operations by harnessing the power of data-driven analysis. This feature empowers you to track your progress, identify trends, and make informed decisions, all on a daily basis and generate various activity reports.. Whether you’re interested in numeric overviews or detailed breakdowns, H-Office’s Daily Analysis & reporting section offers you the tools to stay on top of your business’s performance.

Auto Reporting Via Email
Numeric & Detail Analysis
Individual & Company Wise Data Selection
Dynamic Date Range
Contact Wise Auto Daily Reporting
Various Activity Reports

Seamless Import & Export Utilities

Import & Export Tools

Simplify your data management with H-Office’s Import & Export Tools. Effortlessly transfer and organize information using our comprehensive set of utilities designed to simplify tasks such as contact, product, pricelist imports, and versatile report exports. Whether you’re transitioning data from spreadsheets or need to generate professional PDFs and spreadsheets, our tools make the process swift and efficient.

Contacts Import
Associated Contacts Import
Product Import
Pricelist Import
Report Export
Products Associated with Contacts Import

Customize H-Office to Suit Your Business Needs

Setup & Configuration

Tailor H-Office to fit your business requirements seamlessly with the Setup and Configuration section. This feature empowers you to fine-tune every aspect of the system, from ticket management to email campaigns and beyond. Simplify your operations, optimize workflows, and ensure that H-Office works hand in hand with your business processes.