Project Management

Client: Wits RHI, Adinga, and Webcall

Date: May 25, 2015

Info: Available in Sage CRM 7.3 and higher

Tags: Delivery, Projects, Scope, Tasks, Timesheets

Projects powered by sage CRM is a fully scalable solution that provides complete project activity management.

MOBILE > COLLABORATIVE > ESCALATIONS & ALERTS > ELECTRONIC

Allows your projects team to send collaborate and execute projects via a CRM platform where project activities and deliverables are automated in a web tool.

Key Features

Alerts and reminders to manage all Project activities
Dynamic reporting and configurable dashboards
Integrates with CRM CONTRACTS
Hierarchy of Projects
- Project_00001
  - Project Phase1
    - Activity01 > Assigned to One or more Users
  - Project Phase2
    - Activity02 > Assigned to One or more Users
    - Activity03 > Assigned to One or more Users
Configurable business-rules to automate and manage workflow steps and statuses
Flexible and secure SaaS, cloud or on-premise deployment options
Create Projects from inception to approval via a workflow process
Change deliverable dates on the fly to update current and future tasks and dependencies
Store all communications and documents around the project in one central place – Inside CRM Projects
Capture billable and un-billable Timesheets
Integrates Billing directly to your Sage 300 Accounting system