PROJECT MANAGEMENT
proj.etc can help your team manage, track and deliver projects on-time on-budget.
Robust CRM and opportunity management makes even complicated projects easily manageable and visible across the organization.
Free to try, no credit card needed.
Please note: an instance will be created specifically for your business, please allow 24 hours to receive your access.
Features
DASHBOARD ALLOWS EASY ACCESS TO:
- Chat between users
- Company and Individual Calendars
- Unlimited company and individual contacts that work for those companies
- CRM to track all types of interest levels, quotes, orders, win/loss
- Create details quotes
- Manage Documents
- Measure performance with live KPI
- Unlimited projects, processes in the projects and tasks on the processes
- Email and text marketing options
- Status for live tracking of all quotes and sales orders
CONTACT DETAIL SCREEN
Setup automatic alerts on any field to notify internal and external contacts of changes. Review all sales history of any client in seconds
OPPORTUNITIES/PIPELINE
Live data at a glance for the status of all opportunities and quotes in the pipeline
PIPELINE CALENDAR VIEW
SALES PIPELINE
Quickly view sales pipeline, see where project are production.
QUOTE DETAIL PAGE
Custom quotes, change orders, product catalog, parts change with product size and options, adjustable delivery date per line.
QUOTE OPTIONS
View pdf quote in screen before sending - completely customizable.
PROJECT MANAGEMENT
Custom Project Management with unlimited projects, stages and tasks.
