CRM Project Management
Customer relationship and project management in the one software
Project Management with CRM
Invite your customers to participate on key projects.
Project Billing Software
Bill your projects including time tracking and milestones..
Customer support software
Customer service software to better manage project outcomes.
Document Management Tools
Create folder templates for clients. Set permissions and allow remote access over the web.
Sales automation options
Create web forms to capture sales leads. Assign and qualify leads, issue quotes and set follow-ups.
CRM (Customer Relationship Management) project management gives you the time to interact with your customers instead of sitting in your office doing mundane chores that frustrate and overwhelm you.
Imagine on any given day that you can get on the Internet and open your web-based small business software and see at a glance exactly where you stand on any given project, the overall condition of your company, to-do lists, deadlines, problems, expenses, employees, e-mails, etc. – in short, every aspect of your company.
If you are ready to find a CRM project management program to make your life easier, follow these simple steps that will give you complete control:
Find a single web-based software solution instead of different software programs that you have to try and integrate or switch from one program to another, double-enter the information and print out, lay side-by-side, in order to get the big picture. You will be wasting valuable time, your employees will be confused and only see parts of the project instead of getting a comprehensive overview of what is going on.
The program must combine CRM (the most important aspect of any company), projects, billing, documents, time sheets, staff and employee situations, expenses, calendars and Gantt Charts to keep you on track.
