Achieve true collaboration by giving everyone working on a Project access to all the information relating to it.
Set up your CRM to fit your project management process with custom fields and a variety of automation tools. Track key Project dates including start date, target end date, and actual end dates.
Link the Project to an Opportunity, Sales Order, or support Ticket. This gives your team the ability to see ongoing Projects as part of their customer relationship management tasks.
See how much time, both chargeable and non-chargeable, has been recorded, completed. or scheduled. Compare this to the time allocated to the Project without having to do the sums yourself.
Automatically send Reports to the head of operations so they get an overview of all outstanding time and overspending Projects.
Broadcast Emails and SMS messages to everyone on the Project. Notify individual users, keeping an audit of comments raised and responses.
Set up email plans to automatically send out communications to your customers about the status of your Projects.
Setting Activities linked to Projects as chargeable or non-chargeable does more than just informs your team how long it is taking. From here you can create Invoices for a Project that accurately reflect the time it took to complete.
Because both are integrated elements of Open CRM, you can easily move from Project Management to Invoicing with just the click of a button.
Create automated action plans so the right tasks are assigned to the right people at the right point in your project management process.
Everyone will be on the same page because they can all have access to the linked Emails, Activities, Documents, and attachments relevant to each individual Project.