Use Zoho to create a custom platform will provide comprehensive functionality to manage client budgets, vendor relationships, and staffing requirements effectively.
Features:
1. Client Management Module (CRM)
Annual Budget Management:
Set up and manage client-specific annual budgets.
Track vendor expenses and invoices.
Generate up-to-date reports on actual vs. budgeted spend.
Detailed drill-down reports for analysis.
Vendor Management:
Assign vetted vendors to client accounts.
Reconcile vendor payments with client budgets.
Client Portal:
View annual budget status, invoices, and payments.
Ability to communicate status updates and share files.
Manage and approve vendor assignments.
2. Vendor Management Module
Vendor Vetting:
Conduct background checks and ensure compliance.
Assign vetted vendors to client accounts.
Vendor Portal:
Allow vendors to upload invoices and receive payments.
Display outstanding and historical payments.
Manage background check requirements for good standing.
Provide communication channels between vendors and clients.
3. Employee Management Module
Hiring Process:
Manage hiring workflows for assigning employees to client accounts.
Document background checks, qualifications, and onboarding.
Employee Assignment:
Assign employees to specific client accounts.
Track employee activities and performance on client projects.
Employee Portal:
Enable employees to manage their assignments and update personal details.
Provide onboarding documents and resources.
Allow employees to communicate with clients and staff.
4. Payment and Reconciliation Module
Vendor Payment:
Remit vendor payments on behalf of clients.
Automatically reconcile payments with client budgets.
Generate payment reports for auditing purposes.
Payment Approvals:
Client-side approval workflows for vendor payments.
Ensure alignment with annual budget constraints.
5. Reporting and Analytics Module
Spend Analysis:
Visualize trends in spending across client accounts.
Identify vendors with potential cost-saving opportunities.
Budget Compliance:
Monitor compliance with client budgets.
Generate alerts and reports for over-budget spending.
Employee Performance:
Track employee performance against project deliverables.
Identify training and skill development needs.
6. Communication and Collaboration Module
File Sharing and Messaging:
Secure file sharing between clients, vendors, and staff.
Integrated messaging for real-time status updates.
Notifications and Alerts:
Notify clients, vendors, and staff about pending tasks.
Customizable alerts for important deadlines or issues.