Create and manage customer projects requiring sophisticated resource allocation, costing details, and project tracking. Specify all customer contacts, roles, and all required company resources. Specify project locations and project-related items (orders, POs). Maintain all project-related notes and interactions.
Quickly and easily allocate company resources (staff) to projects. Specify their roles within a project. Allocate selected resources full- or part-time, including start and end dates of project assignment. Easily select appropriate resources with a clear view of resource allocations across all activities.
Track project-specific events (meetings, milestones, etc.) and project resource allocations with project-specific calendars. Project calendars also display location-specific events (holidays, company off days, etc.) for better planning. Additionally, see resource-specific calendars on each resource’s profile to view their availability based on current project assignments; vacation days; sick days; etc.
View all projects and manage project-related expenses with the powerful Expense Management app. See full details about expense functionality in the Expenses app.
Automatically send emails to customers and internal users, updating them on project progress. Notifications can be manually resent as needed. Easily customize notification templates to suit your company’s needs.
Create and view notes for each project, with relevant documents/attachments, centralizing project information and making it easier to share across your organization. For each note, you can restrict access to selected users. Notes can be archived instead of deleted, ensuring no information is lost.
Create and keep track of all interactions with your customers, such as comments and emails, in one location. This feature allows interaction details to be accessed by relevant people in your company. Easy-to-use templates for standard communication responses to customers are readily available from the intuitive interactions screen.