Project Management
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
- Project Phase1
- Project_00001
- 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