Project Management System

An excellent project management and CRM application that enhances productivity

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Project Management System

Great project management means much more than keeping project management’s iron triangle in check, delivering on time, budget, and project scope; it unites clients and teams, creates a vision for a successful project, and gets everyone on the same page of what’s needed to stay on track for success. When projects are managed properly, there’s a positive impact that reverberates beyond delivery of ‘the stuff’.

Our Solution is an excellent project management and CRM application that enhances productivity and customer satisfaction. You can manage your projects, clients & team easily in one place. It includes everything you need to manage your business effectively.

Our Aim is to promote digitization in the education sector.

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Features

Projects

Add unlimited projects and tasks. Assign tasks to your team members, truck time spent on each project and tasks and send invoices to your customers. Setup milestones, see auto calculated project progression and meet the deadlines. Collaborate with your team members and get feedback from your clients.

Tasks

Follow-up work progression more clearly. Assign tasks to your team members and monitor the statuses. Team members can comment and attach files on the tasks. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Add check lists and labels for better understanding.

Estimates

Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices with various taxes such as VAT, GST etc. Set up payment reminders to clients with ease.

Invoices

Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses. Set multiple taxes in the invoices. Change the invoice color and logo to match with your brand.

Clients

Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients

Chat

You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. Send direct messages to your team members. Create multiple conversations based on different topics & reduce waiting time for feedback.

Leads

Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.

Support Tickets

Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment.

Expenses

Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.