Modules
Modules are Mashoom's building blocks, each designed to fulfil a specific workflow, task or use case. Each module is independent, but seamlessly integrate with other's to create a coherent solution.
Library
Library
Store files in the cloud, as you would a file server. A complete permissions system allows granular access control for both internal employees and external clients.
- Simple, persistent file storage
- Organize files how you are used to, just online!
- Complete log of all actions and downloads
- Suitable for providing and receiving tendering documents
- Suitable for personal use, scales to large corporate use
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Share
Share
Send, distribute and receive files of any size. Quick, simple, sorted.
- Fast and unlimited file sharing via email
- Receiving files by sending email link
- Multiple recipients
- Download log
- Enables external users for the account
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Contact
Contact
A simple yet power CRM solution
- An address book of all your contacts
- Add activity and tasks; log what you've done and what you need to do
- Stay on track with mission control, providing an efficient workflow for chasing leads
- Add any number of custom fields by creating types for your contacts
- Advanced filtering allows powerful analytics of your database
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Quote
Quote
Fast and easy quote and proforma building
- Our advanced interface makes quote building a breeze, even when on the phone!
- A simple workflow tracks when the quote was sent, rejected, versioned and accepted
- Add activity and tasks, track customer feedback and log a reminder to chase it
- Simple estimation tool to give an idea of expected cash flow
- Connects to Contact and Stock module to provide powerful features
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Forms
Forms
Create a form to collect data and / or generate documents.
- Define a set of data fields to collected
- Upload a PDF template to be filled with some or all of the data
- Form filled in online or offline
- On completion, a static PDF file is generated and the data stored for analysis
- Many advanced features for complex workflows, including signing
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Physical Things
Physical Things
Store any information about a set of physical things
- Define "types"; a set of fields to collect about your items
- Powerful hierarchical type structure allows simple management of complex data sets
- Each "thing" needs a unique serial number; everything else is customisable
- Filters enable fast and efficient searching using "AND" / "OR" statements
- Fully customisable reporting including downloadable spreadsheet formats
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Design
Design
Centralized CAD data storage, version control and management. Everything you need to get your CAD organized and safely stored in the cloud.
- Centralized and version controlled CAD storage
- Automated generation, updating and interpretation of your part numbering scheme
- Never reads CAD data; completely independent from CAD providers
- Simple but effective workflow and drawing authorization
- One click download of assemblies and sub-components
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Booking
Booking
Simple HR, time booking and location management
- Setup any number of "locations" and "activities" for people to book
- Impose quotas and authorisation for bookings
- Optionally setup check-in emails, allowing 1-click logging of activity
- Team manager page for managers to see and manage their team's bookings
- Suitable for replacing registers, hot-desking and meeting room management
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