proj-etc -- Project Management Solution

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

Details for all Company and Individual data

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 Display

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

Pipeline Calendar View

View in Calendar

Quote Detail Page

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

Quote Options

Set global options and adjust per product when needed.

Project Management

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

Project Management Details

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