Safety, Project and CRM Software in a single online system
PeopleTray is an Australian CRM, Project, Safety and Equipment management software. It is a modern online system, locally supported and designed for Australian business requirements.
PeopleTray is a leader in providing incident reporting, equipment management and flexible pre-start and inspections as a genuine online software-as-a-service application. Combined with the sales, contractor and project management tools, PeopleTray helps businesses maximise their sales while managing the safety, compliance and performance of their operations.
Keep your customers, leads and sales opportunities organised. View a forecast. Approve travel and capture checklists for customer visits and meetings.
Manage projects as a workflow. Assign tasks and manage documents. Conduct project audits, site and workshop inspections.
Safety and Compliance
Incident reporting and analysis. Manage risks and ensure your employees and contractors remain compliant for their roles.
Manage contacts, communications and documents. Manage contractor compliance. Conduct audits and track performance.
Configure Pre-starts and inspections. Capture live into the management dashboard. Manage the service and calibration plan based on date and usage.
Audits and Inspections
Configure audits, inspections and checklists for any purpose. Instantly deployed to mobile devices without using apps. Capture submissions live into the management dashboard.
PRODUCT HOSTING AND DEPLOYMENT
Microsoft Azure online Software-As-Service application
- Customer Relationship Management
- Employee and contractor performance and compliance management
- Safety Heath and Environment
- Recruitment management
- Equipment Register
- Audits and Inspections
- Project Management
- Mobile mode - Supports all devices via Web Browser
|Sales and customers||Team management|
|Introduction to CRMTray||Introduction to TeamTray|
|Leads||Add team members|
|Companies and contacts||Actions-add and close|
|Notes, documents and actions||Add documents and notes|
|Opportunities||Roles and Role Compliance|
|Import CRM Data||Performance appraisals|
|Export CRM Data||Search for people|
|SHETray - Safety, Health, Environment||Custom checklists|
|Introduction to SHETray||Introduction|
|Incident and event management||Configuring response options|
|Equipment Register||Configuring checklists|
|Risk register||Pre-starts and Site inspections|
|Injuries management||Checklist Workflow tab|
|TalentTray - Recruitment management||Workflows|
|Introduction to TalentTray||Workflows introduction|
|Create a position||Workflow class|
|Add documents and notes||Process and type|
|Create a job advertisement||Add a process|
|Publishing advertisements||Configure the steps|
|Manage candidates||Using your workflow|
WEB AND VIDEO USER GUIDES
Comprehensive user guides
Email and telephone support available - Australian based.