The PM platform
PM — your company’s entire internal life
From projects and tasks to calls, attendance, document signing and the financial plan — 30+ modules. Opens from EIOS in one click, no password.
- modules
- 30+
- role & access levels
- 12
- languages: Uzbek, Russian, English
- 3
- mobile app
- iOS + Android
The PM platform
Tasks & projects
- Kanban, table, Gantt and backlog — four views of one project
- Business processes (BPM) and automation rules
- Priorities, deadlines, owners and statuses — configured by you
- Content plan: a posting calendar for social media
- Files, comments and activity history on every task
CRM & sales
- Sales funnels by stage and amount
- Clients, contracts and one-off deals
- Receivables: who owes how much and by when
- Lead generation: website requests land in the CRM automatically
- Linked to EIOS: find a client by policy number, PINFL or TIN
Call center
- IP telephony: extensions and call history
- Every conversation recorded — play it in one click
- Overview: answered, missed and waiting time
- Communication graph: who talks to whom, and how much
- Complaints log with resolution tracking
People & attendance
- Org structure: departments, positions and managers
- Attendance: check-in and check-out recorded with a photo
- Late arrivals, exceptions and monthly reports
- A profile and activity feed for every employee
- Meetings and meeting-room booking
Documents & e-signature
- Templates and document types — a new document in one click
- Approval chain: author → manager → lawyer → CEO
- Approval with an electronic signature
- Export to Word and PDF
- Every step kept in history with time and comment
Finance & inventory
- Financial planning: plan vs actual
- Funds and expense categories
- Receivables and expected income
- Inventory: stock, receipts and issues
- Financial history on every client card
Communication
- Internal chat and groups
- Announcements with a rich-text editor and a public link
- Inbox: every notification in one place
- Push notifications to phone and browser
- Sites: manage company websites and landing pages
Analytics & monitoring
- Reports by department and employee
- Monitoring: who’s working on what — in real time
- Sales, call and attendance charts
- Role-based views: managers see everything, staff see their own
- A 12-level permission matrix
Together with EIOS
PM and EIOS — one organism
The two systems know each other: staff sign in once, a client is the same in both, and no data is entered twice.
Single sign-on
From EIOS to PM in one click, no password.
One client
The CRM finds the client in EIOS by policy number, PINFL or TIN.
The PM.co.uz app
Tasks, calls and attendance — on every employee’s phone.
One notification center
Push notifications reach phone and browser at the same time.
Permissions
A 12-level permission matrix
Each role sees only the sections it needs: managers see everything, staff see their own.
| Role | CRM | Finance | Documents | Call center | Attendance | Analytics |
|---|---|---|---|---|---|---|
| CEO | Full | Full | Full | Full | Full | Full |
| Head of department | Full | Partial | Full | Full | Full | Full |
| Manager | Full | None | Partial | Full | Partial | Partial |
| Operator | Partial | None | None | Full | Partial | None |
| Agent | Partial | None | Partial | None | Partial | None |
FullPartialNoneExample: 5 of 12 roles
PM.co.uz
PM.co.uz — PM in your pocket
Tasks, calls and attendance on every employee’s phone. When a call comes in, the client’s EIOS policies are on screen.
See the appDemo
See EIOS on your own processes
In a short meeting we’ll walk through the system using your company’s processes and propose an implementation plan.
Apply via Telegram@eiosinsurance_bot