Proj.etc: Project Management
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.