Accounting, CRM, HRM & Project Management Software

This advanced course takes professionals, entrepreneurs, and administrators through a full journey of implementing and mastering an integrated business management platform. Professionals will gain deep expertise in managing finances, customers, employees, and projects within a unified system.

From CRM analytics and HR workforce management to invoicing, reporting, automation, and enterprise integrations this course equips you with the tools to run a modern, data-driven organisation.

InGroup SA (+0)

Intermediate

English

Course Certificate

0 Enrolled Students

22h 15m

Course Curriculum

Overview of CRM, HR, Accounting & Project Management Systems
00h 15m
Importance in Modern Business Landscape
00h 10m
Key Features & Capabilities
00h 20m
Navigating the Dashboard
00h 10m
Personal Preferences & Settings
00h 10m
Password Policies & Security Basics
00h 10m
System Personalisation
00h 10m
Account Configuration
00h 10m
Introduction to CRM & Data Streams
00h 15m
Lead Management & Sales Pipelines
00h 15m
Managing Customers & Accounts
00h 15m
CRM Data Types & Dimensions
00h 15m
CRM Analytics Setup
00h 15m
Permissions & Access Control
00h 15m
Creating Custom Fields & Objects
00h 15m
Data Importing & Integration
00h 15m
Sales Techniques & CRM Optimization
00h 15m
Dashboards & Insights
00h 15m
Project Creation & Setup
00h 15m
Task Assignment & Tracking
00h 15m
Team Member Collaboration
00h 10m
Kanban Taskboard
00h 10m
Gantt Charts & Scheduling
00h 15m
Project Progress Tracking
00h 15m
Time Tracking Integration
00h 15m
Task Reports & Performance
00h 15m
Project Roadmaps
00h 15m
Financial System Overview
00h 15m
Creating Estimates
00h 15m
Invoice Management
00h 15m
Payments Tracking
00h 15m
Expense Management
00h 15m
Income vs Expense Reporting
00h 15m
E-Invoicing Systems
00h 10m
Credit Notes Conversion
00h 10m
Payment Gateway Integration
00h 10m
Financial Reporting & Insights
00h 25m
Employee Management Basics
00h 20m
Attendance Tracking Systems
00h 15m
Leave Management
00h 10m
Payroll Systems
00h 15m
Recruitment Module
00h 15m
Onboarding Systems
00h 15m
Performance Tracking
00h 15m
Policy Management
00h 10m
Biometric Integration
00h 10m
HR Reporting & Insights
00h 15m
Task Management System
00h 15m
Time Tracking Tools
00h 15m
Productivity Optimization
00h 10m
Task Reports
00h 15m
Workflow Automation
00h 15m
Resource Allocation
00h 15m
Performance Monitoring
00h 15m
Ticket Management System
00h 15m
Creating & Assigning Tickets
00h 15m
Ticket Reports (Open vs Closed)
00h 15m
Customer Support Workflows
00h 15m
SLA & Escalation Handling
00h 15m
Client Communication
00h 15m
Internal Messaging Systems
00h 15m
Group Messaging
00h 10m
Real-Time Notifications
00h 10m
Zoom Integration
00h 15m
Events & Calendar Management
00h 15m
Collaboration Best Practices
00h 15m
Product Catalog Management
00h 15m
Order Processing Systems
00h 15m
Purchase Management
00h 15m
Asset Management
00h 15m
Vendor Management
00h 10m
QR Code Systems
00h 10m
Inventory Insights
00h 20m
Webhooks Automation
00h 15m
SMS Notifications
00h 10m
Subdomain Management
00h 10m
Affiliate Systems
00h 15m
AI Tools Integration
00h 15m
Cyber Security Module
00h 20m
Language Pack Setup
00h 10m
Reporting System Overview
00h 15m
Financial Reports
00h 15m
Project Reports
00h 15m
HR Reports
00h 15m
CRM Analytics
00h 15m
Dashboard Creation
00h 15m
Data Insights & Decision Making
00h 15m
User Creation & Management
00h 15m
Role & Permission Management
00h 15m
Data Security & Compliance
00h 15m
Workflow Automation
00h 15m
System Scaling Strategies
00h 20m
Business Optimization Framework
00h 30m

About the Instructor(s)

InGroup SA

Lecturer

View Details

FAQs

Basic business knowledge recommended

Yes, immediately

Yes

Yes, extensively

Requirements

Laptop or desktop
Internet access
Basic understanding of business operations
Access to CRM/accounting software @ acc.ingroupsa.co.za

Outcomes

Run a fully integrated business system
Automate operations across departments
Improve financial visibility and control
Manage teams, projects, and clients efficiently
Scale operations using data-driven insights
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