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Worksuite ERP – Startup
Capnis Worksuite Startup
"Capnis Worksuite ERP empowers startups to run smarter by bringing finance, sales, HR, projects, and operations into one simple platform. Designed for agility and cost efficiency, it helps new businesses stay organized, make faster decisions, and scale confidently as they grow."
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Have questions? Contact our sales team for assistance. Click here
Your real-time hub for smarter operations
Dashboard
Gain complete visibility with real-time insights, unified task and project summaries, quick action shortcuts, and a control panel tailored for managers and admins to make fast, informed decisions
📈 Real-time business insights for smarter decisions
Stay updated with live data dashboards to drive informed business strategies.
📌 Task, ticket, sales & project summaries in one view
Get a unified snapshot of all key operations at a glance.
🚀 Quick action shortcuts and visual alerts
Act fast with instant access buttons and attention-grabbing indicators
🧭 Always-on control panel for managers and admins
Centralized hub to monitor, manage, and lead efficiently in real-time.
Organize, track, and deliver work efficiently
Task Management
Manage tasks with powerful features like team assignments, priority settings, visual views (Kanban, list, calendar), time tracking, and progress reports—built to streamline execution and boost productivity.
✅ Tasks
Streamline your workflow with powerful task management tools.
📝 Create, assign, and prioritize individual or team tasks
Organize responsibilities clearly to boost team accountability and focus.
📆 Kanban, list, and calendar views for full visibility
Visualize work the way you prefer to track status and deadlines.
⏱️ Time logging for billing and productivity
Track hours spent to improve efficiency and enable accurate billing.
📊 Task reports to measure progress and workload
Analyze team performance and workload distribution with actionable reports.
Sales
Sales
Sales
🌱 Leads – Capture and track potential customers
Easily collect, qualify, and convert leads into opportunities.
👥 Customers – Centralized CRM with interaction history
Maintain a full customer profile with past activities and communications.
📃 Quotations – Send branded quotes with a single click
Create professional, customizable quotes and share them instantly.
🧾 Sales Orders – Confirm orders and track fulfillment
Manage order confirmations and monitor delivery status seamlessly.
🧮 Sales Invoices – Generate and send tax-compliant invoices
Automate invoicing with GST-ready formats and payment tracking.
💳 Payments – Record and monitor incoming payments
Track all payments received with reference to invoices and due dates.
🔄 Sales Returns – Handle product/service returns and credits
Easily process returns, issue credit notes, and update records.
⚙️ Setup – Configure taxes, terms, templates, and workflows
Tailor the sales module to match your business rules and policies.
Projects
Projects
Projects
📌 Projects – Manage timelines, budgets, milestones, and teams
Oversee project execution with complete control over scope and resources.
👷 Assign users, set billing types, and track progress
Allocate responsibilities, choose billing models, and monitor real-time updates.
⚙️ Setup – Define project categories, statuses, and billing models
Customize project structures to align with your workflow and business needs.
Purchase
Purchase
Purchase
🧾 Vendors – Maintain supplier database with ratings and contacts
Store and manage detailed vendor profiles for smarter sourcing.
📥 Purchase Requests – Internal requisitions with approval chain
Streamline purchase needs with multi-level request approvals.
🔍 Proposals – Compare and evaluate vendor quotations
Analyze multiple quotes to select the most cost-effective option.
🛍️ Purchase Orders – Issue POs and track deliveries
Generate and manage purchase orders with delivery tracking.
🔁 Returns – Manage rejected or faulty item returns
Handle defective goods or service issues with proper documentation.
💰 Invoices – Record supplier bills and due payments
Log purchase invoices and track outstanding amounts with ease.
🧾 Payments – Track vendor payments and payment statuses
Monitor what’s paid, pending, or overdue with full clarity.
⚙️ Setup – Define taxes, terms, PO templates, and workflows
Customize purchase operations to match business rules and compliance.
Inventory
Inventory
Inventory
🛒 Products & Services – Define SKUs, pricing, and service types
Catalog all items with detailed specifications, pricing, and classifications.
📥 Inwards / Outwards – Log inventory movements accurately
Track incoming and outgoing stock with real-time inventory updates.
🔄 Stock Transfers – Move items across warehouses or branches
Easily transfer inventory between locations with full traceability.
⚠️ Loss & Adjustments – Record stock loss, damage, or miscounts
Document inventory discrepancies and maintain accurate stock levels.
🖥️ Assets – Track company assets with condition & location data
Manage asset lifecycle with ownership, condition, and assignment records.
🏢 Warehouse – Manage inventory by multiple warehouse zones
Organize stock across multiple warehouses and storage areas efficiently.
⚙️ Setup – Configure units, valuation rules, and reordering points
Define stock units, costing methods, and inventory control parameters.
Tickets
Tickets
Tickets
📩 All Tickets – Central helpdesk to manage internal & client issues
Consolidate all support queries in one place for efficient handling.
🧑💻 Assign agents, define priorities, and track resolution time
Streamline ticket workflows with clear ownership and timely responses.
⚙️ Setup – Categorize issues, configure SLA rules, and automate escalations
Customize support processes to ensure accountability and compliance.
FInance
Finance
Finance
🧾 Sales – Track income and accounts receivable
Monitor revenue and outstanding customer payments effortlessly.
🛍️ Purchase – Manage vendor expenses and payables
Keep track of supplier bills and streamline outgoing payments.
🏦 Banking – Reconcile bank accounts and monitor cash flow
Match transactions with statements and stay on top of liquidity.
💵 Income / Expense – Record one-time or recurring transactions
Log ad-hoc or scheduled financial activities with ease.
📘 Double Entry – Advanced accounting with journal entries
Maintain accurate books using professional-grade accounting practices.
📊 Reports – Generate P&L, balance sheet, cash flow, and more
Get detailed financial insights to support strategic decisions.
⚙️ Setup – Set tax rules, currencies, accounts, and finance policies
Configure accounting settings to match your compliance and business needs.
HRM (Human Resource Management)
HRM (Human Resource Management)
HRM (Human Resource Management)
👤 Staff – Manage profiles, roles, and hierarchy
Maintain structured employee records with access control and reporting lines.
💸 Payroll – Salary templates, payslips, tax setups, and allowances
Automate accurate payroll processing with all components configured.
🗓️ Leave – Leave types, requests, balances, and holiday calendars
Handle leave policies and approvals with real-time balance tracking.
🕒 Attendance – Mark or upload daily presence logs
Capture attendance manually or via bulk upload for accurate tracking.
🎓 Training – Assign trainers, schedule sessions, track completion
Develop team skills with structured training plans and performance logs.
💼 Recruitment – Job listings, applications, interviews, onboarding
Manage the full hiring lifecycle from posting to onboarding.
🧾 HR Ops – Transfers, awards, terminations, complaints, and more
Centralize all HR administrative actions and employee lifecycle changes
📑 Reports – Attendance, payroll, leave, recruitment summaries
Get key HR insights with exportable reports across functions.
⚙️ Setup – Branches, designations, policy docs, and asset requests
Define your organizational structure, policies, and HR workflow settings.
Reports
Reports
Reports
📈 Generate reports across tasks, HR, sales, finance, and more
Access comprehensive insights from every module in one place.
📤 Export to PDF/Excel for presentations or audits
Easily share or archive reports in professional, ready-to-use formats.
🔍 Filterable and real-time data for informed decisions
Drill down into live data with smart filters for accurate analysis.
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Have questions? Contact our sales team for assistance. Click here
Capnis Worksuite ERP is an all-in-one business management software that helps companies streamline finance, HR, sales, inventory, and operations with automation, real-time insights, and flexible deployment options