KnowaERP – Custom SaaS
Platform

Accounting

Invoices, billing, finance

Sales

Orders, quotes, pipeline

CRM

Leads, deals, customerse

POS

Point of sale, inventory

Support

Tickets, SLAs, helpdesk

Projects

Tasks, milestones, bugs

HRM

Payroll, attendance, leave

Fleet

Vehicles, drivers, trips

CRM Module

• Lead capture and pipeline management
• Deal tracking with stage progression
• Contact & company profiles
• Activity logs and follow-up reminders
• Convert leads to customers in one click
• Reporting: win rate, cycle time, revenue forecast

Sales

• Sales orders, quotes & invoicing
• Product catalog with pricing tiers
• Commission management for sales reps
• Discount and coupon management
• Customer purchase history tracking
• Revenue analytics and performance KPIs

Employee Profiles

Detailed employee records including documents, contracts, and emergency contacts.

Attendance & Leaves

Track daily attendance, approve leave requests, and manage shift schedules.

Payroll Processing

Automate salary calculation with allowances, deductions, and tax breakdowns.

Recruitment

Post jobs, manage applicants, conduct interviews, and onboard new hires.

Performance Reviews

Set KPIs, conduct appraisals, and track employee growth over time.

Asset Management

Assign and track company assets allocated to each
employee.

Invoicing & Billing

Create, send, and track professional invoices automatically

Purchase Management

Manage vendor POs, receipts, and payment schedules

Expense Management

Log, categorize, and approve company expenses with ease.

Credit Notes

Issue refunds and adjustments with full audit trail.

Bank Reconciliation

Match transactions and keep accounts balanced effortlessly.

Budget Tracking

Set budgets per department and monitor real-time spending.

Tax Management

Configure tax rules and generate tax reports per region.

Financial Reports

P&L, Balance Sheet, Cash Flow — at a glance.

Project Board

Real-time overview of all projects — progress, budget, and team activity at a glance.

Task Management

Create, assign, prioritize, and track tasks with deadlines and status updates.

Milestone Tracking

Define and monitor key milestones to keep projects on schedule.

Bug Tracking

Log, assign, and resolve bugs within the same project workspace.

Gantt & Timelines

Visual project timelines with dependency mapping and drag-anddrop scheduling.

Client Portal

Share project updates with clients through a dedicated, secure portal.

Multi-Workspace

Create and manage separate workspaces for different companies — each isolated with its own data, settings, and users.

SaaS Subscription Plans

Define subscription tiers with custom pricing, feature
access, and usage limits. Bill clients automatically.

White-Label Branding

Fully rebrand the platform with your own logo, colors, domain, and identity. Sell it as your own product.

Super Admin Control

Manage all workspaces from one master board — monitor usage, billing, and user activity platform-wide.

Role-Based Access

Granular user permissions per workspace with team hierarchies, IP restrictions, and login history tracking.

Flexible Add-On Pricing

Set custom pricing for each add-on module and allow clients to selfsubscribe based on their needs.

AI Add-Ons

ChatGPT, Smart Suggestions, Auto-responses, AI Analysis

Payment Gateways

Stripe, PayPal, Razorpay, Mollie, 50+ gateways

Communication

Slack, Telegram, WhatsApp Chat, Facebook Chat, SMS

Support Tools

Advanced ticketing, SLA management, chatbot, FAQ

Security

2FA, Social Login, IP Restriction, Activity Audit Logs

Industry Solutions

Beauty Spa, Laundry, Courier, Agriculture, Hotel, CMMS

Mobile Apps

Attendance, Lead Management, Projects, Support Ticket

Integrations

Google Drive, Google Meet, Zoom, Twilio, AWS S3, Wasabi

Communication

• Slack
• Telegram
• Twilio SMS
• WhatsApp Chat
• Facebook Chat
• Instagram Chat

Productivity

• Google Drive
• Google Meet
• Google Calendar
• Zoom
• ChatGPT / AI
• Zapier

Payment

• Stripe
• PayPal
• Razorpay
• Mollie
• Cashfree
• 50+ gateways

Revenue Reports

Track income by period, product, customer, and sales rep.

Project Analytics

Monitor project health, time logged, budgets, and completion rates.

HR Reports

Attendance summaries, payroll breakdown, leave usage, and headcount.

CRM Reports

Lead conversion rates, deal pipeline value, and win/loss analysis.

Financial Statements

Profit & Loss, Balance Sheet, and Cash Flow — export-ready.

SaaS Metrics

Subscriber count, MRR, plan adoption, and churn rate boards.

Custom Boards

Each module has its own focused board for quick insights.

Export & Share

Export reports in PDF or Excel. Share with clients or stakeholders.

Role-Based Access Control

Define roles with granular module-level permissions per workspace.

Two-Factor Authentication

Optional 2FA for all users — add security without friction.

Login History Tracking

Monitor all login events with timestamps, IPs, and devices.

IP Restriction

Whitelist IP addresses to limit access to trusted networks only.

Activity Audit Logs

Full trail of who changed what and when across the system.

Social Login Security

Authenticate via Google, LinkedIn, or social providers securely.

1. One-Time Purchase

Own the platform forever with full source code and lifetime updates.

2. 300+ Add-Ons

World’s largest ecosystem for an ERP — extend any workflow without custom development.

3. White-Label Ready

Rebrand and resell as your own SaaS product. Full customization from logo to domain.

4. Open Source

Full access to code means unlimited flexibility. Modify, extend, and deploy
on your infrastructure.

5. Scalable SaaS

Cloud-based model with subscription management. Grow from startup to enterprise seamlessly.

6. Strong Support

1,600+ satisfied customers. Active development, regular updates, and responsive support team.