proj-etc - project management solution

Gain control of tasks and timelines

Contact us to find out what Proj-etc can do for your business.

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
Proj-etc - Main Screen

DETAILS: ALL COMPANY AND INDIVIDUAL DATA

Proj-etc -- Contact Screen

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.

Proj-etc -- Contact Screen Details

OPPORTUNITIES/PIPELINE

Live data at a glance for the status of all opportunities and quotes in the pipeline

Proj-etc-- Opportunity/Pipeline - Card View

PIPELINE DISPLAY

Display data in variety of methods to get the information you want to see the way you want to see it.

Proj-etc -- Pipeline - List View

PIPELINE CALENDAR VIEW

View in Calendar

Proj-etc - Calendar View

QUOTE DETAIL PAGE

Custom quotes, change orders, product catalog, parts change with product size and options, adjustable delivery date per line.

Proj-etc -- Quote Detail Page

QUOTE OPTIONS

Set global options and adjust per product when needed.

Proj-etc - Quote Options

PROJECT MANAGEMENT

Custom Project Management with unlimited projects, stages and tasks. Drag and drop tasks to different stages in seconds

Proj-etc -- Project Management

PROJECT MANAGEMENT DETAILS

Assign start stop dates, staff assignment, buffer dates between stages, capacity per stage, demand per task against capacity.

Proj-etc -- Project Management -- Details