- CRM Project Management.
- Customer relationship and project management combined with other aspects of business management in one intuitive, simple package.
- Project Management with CRM.
- Invite your customers through the customer portal to participate on key projects, view and reply to their support inquiries, and check out their unpaid invoices - no extra charge.
- Project Billing Software.
- Bill your projects including time tracking and milestones, have projects automatically associate with timesheets and milestones for added convenience, and set up templates to save time.
- Customer Support Software.
- Customer service software to better manage project outcomes. Have support cases and projects associate with one another for quick reference, and never have to jump between applications to check up on information.
The perfect combination of tools.
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.
Document management tools.
Create folder templates for clients. Set permissions and allow remote access over the web. Make document sharing simple and efficient. Integrated documents and help desk software allows for use of documents across your business, whether for support, project management, internal use, or other options.
Sales automation options.
Create web forms to capture all relevant sales leads, and create new contacts within our contact management software. Assign and qualify leads, issue quotes, close in on important sales, and set follow-ups. Update the state of a lead from anywhere, even through email.
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