Setup automatic alerts on any field to notify internal and external contacts of changes. Review all sales history of any client in seconds.
Live data at a glance for the status of all opportunities and quotes in the pipeline
Display data in variety of methods to get the information you want to see the way you want to see it.
View in Calendar
Custom quotes, change orders, product catalog, parts change with product size and options, adjustable delivery date per line.
Set global options and adjust per product when needed.
Custom Project Management with unlimited projects, stages and tasks. Drag and drop tasks to different stages in seconds
Assign start stop dates, staff assignment, buffer dates between stages, capacity per stage, demand per task against capacity.
Proj-etc: How do you manage your projects?
Introduction to Project Management featuring: Proj•etc
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