The Projects Element takes Elements CRM to the next level. Internal projects and client projects can be efficiently managed with
the comprehensive features of the Projects Element. Using project and task templates, projects can be built
in a matter of minutes. The customization tools conform to your company's needs, leaving you wondering how you
ever lived without it.
Company-wide project management has never been this organized.
Feature Set
• Project Setup Wizard.
• Attach projects to calendar events.
• Add project notes stamped with a date and time.
• Set project stages and quickly view the stage of each project.
• Assign tasks to project stages with automation tools.
• Create custom categories to define project information.
• Create project and task templates.
• Set project preferences and project types.
• Attach projects to products or customers.
• Approve and manage submitted projects.
• Set project priority level.
• View analytic charts.
|
|
• Create and manage private projects.
• Manage people associated with each project.
• Store detailed information about each project.
• Attach documents to projects.
• Send internal project messages.
• Manage project issues and features.
• Manage, track and update task progress status.
• Manage billing associated with projects.
• Develop and edit project and task budgets.
• Order and manage products required for tasks.
• Generate detailed task and project reports.
|