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Word: It is a premium property administration module for Concord CRM.

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⚡ Property Administration for Harmony CRM – Observe & Management Each Useful resource

Hold all of your firm property: laptops, furnishings, automobiles, instruments and so on, organized and accountable with our Property Administration Module for Harmony CRM. Create, categorize, assign and monitor property from buy via depreciation, injury, or retirement, all inside your CRM’s acquainted interface.

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✔️ Goal of Property Administration module

Harmony CRM handles offers and contacts brilliantly and now you can add full asset monitoring to handle bodily assets with out leaving the platform. Preserve an up-to-date stock, implement accountability and simplify audits by logging each asset occasion in a single place. You too can assign Property to Firms! Cool, eh?

⚙️ Characteristic Highlights – Full Asset Oversight

  • ✔️ Straightforward Asset Creation & Categorization
    Outline every asset with title, code, mannequin, buy date, unit value, photograph. Group and filter by class, location, or division.

  • ✔️ Task & Switch Workflow
    Optionally assign property to Firms and revoke allocations with a single click on, preserving your data present.

  • ✔️ Asset Standing & Lifecycle Monitoring
    Create Asset Allocation, Revocation, Additions, Misplaced Reviews, Damaged Reviews, Liquidations, Warranties and Upkeep data.

  • ✔️ Notes, Attachments & Audit Logs
    Add inside notes and images. Each change is logged for compliance and straightforward auditing.

  • ✔️ Knowledge Export
    Immediately export any view (together with filtered ones) to Excel, CSV, PDF, or print for reporting.

  • ✔️ Function-Primarily based Permissions
    Effective-tune entry so solely approved employees can view, edit, or delete property, totally built-in with Harmony’s permission system.

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➡️ Actual-World Use Instances

  • IT Departments: Observe {hardware} assignments, monitor guarantee expirations and mechanically reassign tools on employees modifications.

  • Services Administration: Handle furnishings, automobiles and constructing property, log upkeep, injury stories and site transfers.

  • Service & Rental Companies: Document customer-owned or rented tools per challenge, with full historical past of service, repairs and returns.

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✉️ Skilled Help & Straightforward Set up

Fast setup takes solely a couple of minutes to put in, activate and have a totally operational CRM invoicing integration operating easily.

For any technical questions or customization wants, contact our skilled help workforce via our dedicated support portal.
Our technical help specialists present immediate help and complete options for all Harmony CRM invoicing module inquiries.

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Model 1.0.0 

-Preliminary launch of Property Administration Module
-Creating Property, Including, Allocating, Reporting, Liquidation, Reporting misplaced, Upkeep, Guarantee, Revocation, Standing historical past & Depreciation features added


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