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Project Management Software – illustration of hr, crm & professional services software
HR, CRM & Professional Services

Project Management Software to Automate & Grow Your Business

One integrated platform for project management operations — inventory, billing, accounts, HR and live reports on any device.

  • Free live demo
  • Customized to your process
  • Local support team

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Overview

What is Project Management Software?

UdyamS Project Management Software helps service firms, agencies, HR teams and professionals run daily operations from a single, easy-to-use system — covering telecalling & Follow-Ups, document management, client portal, GST billing and management reports.

Most project management operations struggle with leads slipping through the cracks, payroll errors and compliance stress and no visibility into team productivity. Our software removes that friction with role-based access, automated workflows, WhatsApp/SMS alerts and real-time reports.

Every implementation is configured to your process, not the other way round. Our team handles requirement study, data migration, training and post go-live support, and the system can be extended with custom modules, mobile apps and API integrations as you grow.

Explore Features
Project Management Software dashboard and reports by UdyamS
Secure & ScalableCloud or on-premise
Key Capabilities

Key Capabilities & Deliverables

Everything you need from Project Management Software — engineered for performance, security and ease of use.

Telecalling & Follow-Ups

Call logging, reminders and conversion reports.

Document Management

Secure storage, versioning and quick search of documents.

Client Portal

Clients view status, invoices and documents online.

Field Staff Tracking

GPS check-ins, visit reports and expense claims.

Lead & Pipeline Management

Capture leads from all sources and track them to closure.

Employee Lifecycle

Onboarding, documents, appraisals and exits in one place.

Audit Trail & Data Security

Every change is logged; daily backups and encrypted data keep you safe.

Custom Modules on Demand

Need something unique? We build custom modules that plug into the same system.

GST-Ready Billing & Accounting

GST invoices, credit/debit notes, ledgers, outstanding tracking and Tally export.

Modules

Modules Included

Lead & Pipeline ManagementEmployee LifecycleAttendance & PayrollTask & Project TrackingTelecalling & Follow-UpsDocument ManagementClient PortalField Staff TrackingGST-Ready Billing & AccountingRole-Based DashboardsMobile & Cloud AccessWhatsApp & SMS AlertsMulti-Branch & Multi-CompanyPurchase & Inventory Control
Business Benefits

Why Businesses Choose It

  • Faster, error-free operations with project management workflows automated end-to-end
  • Real-time dashboards and reports for confident decisions
  • Secure, role-based access with complete audit trails
  • Mobile-friendly experience for office and field teams
  • Scales with your business — add users, branches and modules anytime
  • Local support team with quick response over phone and WhatsApp
How We Work

Our Implementation Process

01

Requirement Study

We study your current process, formats and reports on-site or online.

02

Configuration & Customization

Masters, workflows, print formats and custom modules configured for you.

03

Data Migration

Opening balances, items, customers and history imported from Excel or old software.

04

Training & Go-Live

Role-wise training for owners, managers and operators with go-live handholding.

05

Support & Upgrades

Phone, WhatsApp and remote support with regular feature upgrades.

Technology & Integrations: Cloud / On-PremiseCore PHPMySQLAndroid AppWhatsApp APITally ExportGST e-InvoiceRazorpayExcel/PDF ReportsRole-Based Access
FAQ

Frequently Asked Questions

Yes. Masters, workflows, print formats, reports and approval rules are configured to your process, and we build custom modules when required.

Yes. The system is web-based and responsive, and we also provide Android apps for owners, field staff and customers where needed.

Yes. It generates GST invoices and GST reports, and can be integrated with e-invoice and e-way bill APIs.

Data is protected with role-based access, encrypted connections, audit logs and automated daily backups. On-premise installation is also available.

Most implementations go live within a few weeks depending on modules, customization and data migration. We share a clear plan after the requirement study.

Yes. We provide role-wise training and ongoing support over phone, WhatsApp and remote sessions.

Looking for Project Management Software?

Connect directly with our technology team to discuss your requirements, architecture or a free demonstration.

Ready to digitize your business?

Talk to an UdyamS expert today for a free consultation or live ERP demo.