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People Tray

375 Charles Street

North Perth WA 6006

Contact: Tony Hampton

tel: 0419 949 210

email: t.hampton@peopletray.com

web: http://www.peopletray.com

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People Tray

Safety, Project and CRM Software in a single online system

Capability Statement

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.


Maximise Sales

Keep your customers, leads and sales opportunities organised. View a forecast. Approve travel and capture checklists for customer visits and meetings.


Manage Projects

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 Contractors

Manage contacts, communications and documents. Manage contractor compliance. Conduct audits and track performance.


Equipment Register

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


PRODUCT MODULES

USER GUIDES

CRMTray TeamTray
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


SUPPORT

Email and telephone support available - Australian based.