The Main Menu is a key navigation tool always present within CompleteEmpire. Quickly accessible when needed.
The MENU has two key elements
- Core Modules - available to most users of Complete Empire.
- Tailored Work Modules - related to your work activity and as assigned to you by your system administrator.
Visibility of the Core or Tailored module in your Main Menu will depend on the level of user or group authorisation assigned to your account login. Refer to your system administrator if necessary.
For example: If your work activity/log in credentials limits you to Tax Work only then the Main Menu Bar display would be limited and you will only have visibility of the Dashboard, Messages, Calendar, DMS, CRM, Opportunities, Taxes, Reports, Connect and System module components in the Main Menu.
Main Menu
- The left-side Main Menu bar displays the accessible Core and Tailored work modules. Note that you will only have visibility of modules as per your User login and your assigned activities within the business.
- The left-side Menu Bar can be reduced to an icon display by using the [Menu] hamburger button, to the immediate right of the CompleteEmpire logo.
- Alternatively, it can be minimised completely using the [minimise/maximise] button at the bottom of the Left-side Menu Bar. To reinstate the missing Main Menu Bar, click the [Menu] hamburger button to the top left-hand side of the screen.
Core Modules
The core modules that most users will have visibility of and access to via the the Main Menu panel of CompleteEmpire
| Core Modules | Description |
|---|---|
| Dashboard | Your dashboard is your home screen and can be used to present important information in simple and customisable layouts. Multiple pre-set widgets to choose from. The widgets interlink with each module to provide a snapshot of your work and a reference for the days ahead. When working across multiple modules, you have the ability to have multiple window ‘Views’ to report only relevant widgets to your current needs, useful if you have multiple job functions within the business. |
| Messages | CompleteEmpire has a message/email capability that can be integrated with your current Microsoft 365 account. Messages can be sent and received from internal subscription users and once linked to your Microsoft 365 account, can be used for the import & automatic filing of emails sent and received using the Contact Log system under your CRM. |
| Calendar | The CompleteEmpire calendar links all your work activities allowing you to display all appointments (meetings, required tasks etc) created within the system on your Calendar. The CompleteEmpire calendar is also integrated with your Microsoft 365 account allowing you to synchronise your calendar events from your Outlook. |
| Timesheets | The time sheets module allows you to manage your time, to quickly create time sheet entries from your calendar items (imported from Outlook) and Calendar in CompleteEmpire; when updating work and opportunity status and when creating contact logs. This will allow you to track activity, productivity and compliance. |
| DMS | DMS - Document Management System a comprehensive and powerful document management system that is accessible throughout CompleteEmpire and is, in its most simplistic form your centralised electronic filing cabinet. The benefits of a centralised DMS are huge and include saved time, improved teamwork, reduced paper filing and storage, security, traceability, accountability, retention, and compliance. |
| CRM | CRM - Client Relationship Management is the core of all CompleteEmpire functions, interlinking with all other modules via Account. Accounts are the primary function of the CRM allowing you to manage and record your interactions with customers, clients, partners and staff. |
| Opportunities | The opportunity system allows for detailed tracking and management of both incoming & outgoing referrals. It is easily integrated with your website allowing for efficient automatic capture of online enquiries as well as the capability to manage internally lead referrals. You also have the option to provide limited access to third party business associates so they can enter and monitor any referrals. Ability to input & track the opportunity from initial communication to final transaction, including referral fees if applicable. Designed as separate module that interlinks with Accounts through the CRM providing a detailed profile & history of the client. The interlinking of Reports & Opportunities also allows you to monitor staff KPI’s & revenue by having full visibility of all transactions related to each opportunity allowing your business to focus on & promote products & services that clients are more likely to engaged with. |
| Marketing | Manage campaigns, comprehensively track new activity as well as link that to costing analysis to properly assess the effectiveness of campaigns and marketing spend. |
| Project Management | The Project Management module will allow you to plan and manage projects and tasks with precision and will give you the ability for internal integration as the module can be linked to the Developments, Syndicates, Consulting and Marketing areas of CompleteEmpire as well as an option for nonspecific projects. This is a powerful planning tool for those that like the detail and oversight of a powerful Gantt Chart functionality. |
| Reports | The Reports module is interlinked with all aspects of CompleteEmpire and is divided into two sections. The Reports module provides visibility of the significant amount of data that is captured in CompleteEmpire. Standard Reports - a range of pre-formatted reports that have been designed to provide key management & operational information. My Reports - quickly design your own custom reports based on your specific requirements that can be seen solely by the creator or shared within your business. |
| Connect |
Broken up into 4 interlinked categories, CompleteEmpire negates the need for multiple separate independent applications for their marketing and event planning operations.
|
| System | Dependent on your access privileges access to advanced search, system configurations, system lookups, system reports, administration functions |
Tailored Work Modules
Currently available Tailored Work Modules, the visibility of which is dependent on your work activity and account credentials.
| Work Activity Modules | Description |
|---|---|
| Home Buildings | Primarily for New Home Construction companies’, this module allows you to store and list house designs within the Home Buildings module that you can integrate with your public website and your sales team allowing you to manage, promote & sell to your clients. This module integrates with the Sales module providing detailed tracking and monitoring of the progress of your sales chain. |
| Developments | View development details, work flow schedules, sales activity, contacts, documents and campaign expenses, integrating with your public website providing live stock inventory to your sales team. This module allows the creation of an Availability Grid allowing real time tracking of unit availability and live reservation by your sales force. The Document Management System provides ease of storage and access of sales and related materials for both internal and external sales force. The Developments module integrates with the Sales module providing detailed tracking and monitoring of the progress of your sales chain |
| Syndicates | Use for any funds management business and includes investor management, financial accounting and compliance. It will allow you to setup, run and manage syndicates, investment funds and perform key administration requirements, including bank reconciliations, bookkeeping , financial accounts, loan and investor ledgers, automatic issuance of investment certificates and receipts, and tracking & management of the entire investor journey. Manage distributions on either a percentage return or value per unit basis. You can also calculate the current market value of an investment fund, after allowing for key adjustments and variances, to a per unit basis. |
| Sales | Assists internal & external sales agents with all aspects of your property sales activities, interlinking with Developments, Home Buildings & Established Property transactions. Detailed tracking with Contact Log entry with full integration into Microsoft 365 including automatic upload of emails into the paperless filing system. The Document Management System is integrated with DocuSign to allow custom creation of forms providing a fast and seamless process for any formal documentary requirements. |
| Product Sales | Products can be added to the Product Sales module within CompleteEmpire and are visible using the products view. From this view, products can be added, edited and viewed in detail. The Products Sales module can be configured to quickly and easily manage low volume product sales by your business. It is a tool to manage stock, product prices and discontinued stock. The search panel can be used to filter products using a number of applicable criteria. At least one criteria needs to be selected. |
| Rentals | Management of property management opportunities and offers a fully integrated property management on-boarding solution, to track opportunities from inception to appointment. |
| Consulting | Facilitates workflow and billing of consulting projects and revenue. The system allows detailed Contact Logs, documents management, workflow, project management and debtors for any work undertaken for a client. |
| Finances | Primarily for Mortgage Brokers, facilitates the management of finance opportunities from initial enquiry through lodgement and settlement. Detailed Contact Log & email functions, improved compliance, workflow management and operational efficiency. |
| Financial Planning | Primarily for Financial Planners, facilitates the management of financial planning opportunities from initial enquiry, fact find & assessment, successful completion and annual review. Detailed Contact Log & email functions, improved compliance, workflow management and operational efficiency. |
| Taxes | Primarily for Tax Agents, the Taxes module of CompleteEmpire facilitates the management of tax clients from initial enquiry through to return lodgement or work completion. Detailed Contact Log & email functions, improved compliance, workflow management and operational efficiency |
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