General Features
Account Management Activity Management Administrative Interface Contact Management Email Logging Expense Management Marketing Campaign Mobile Connection Opportunity Management Outlook Integration Project Management Reporting-Exporting Support Management System Architecture Task Management Template Management
Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.
Move an Opportunity, once closed, from the selling phase to the Project Delivery mode and maintain all of the electronic history used during the selling phase
Link billable/non-billable activities to a project for billing purposes
Link project-related expenses directly to a project to help analyze actual costs associated with a project
Establish tasks required for a successful project delivery and assign them to appropriate mangers with automated reminders of due dates
Link outside influencers to a project, e.g., Engineering, Architectural firms, contractors, consultants and track their activities related to each specific project
Once an Opportunity is closed and becomes an active project, use line item Forecasting to detail project billing/revenue milestones
Extensive reporting through the Advanced Export module to allow detailed analysis of project (See Reporting/Advance Export for details)
Track all specific project documents through the Document Management capabilities
Extensive flexibility to add a customized Project Details tab to the Opportunity to track every detail for project reporting
Post standardized templates for all key documents, i.e., change orders, project update notice, project transmittals, etc., used in the Project Delivery process.