Project Management

Give your Project Workforce a place on the same page as everyone else. True collaboration with access to all of the information that you have gathered so far. Use OpenCRM Project Management to follow through with the delivery phase don't let it all stop when the Invoice is raised. The complete customer journey

Create Projects of different types and record information that is relevant to a specific Project type.

Track key Project dates including the start date, target end and actual end dates. Link your Project to other entities in OpenCRM giving the maximum visibility for all of your team. Manage Projects using a mixture of statuses, priority, assigned user or any combination, including user defined fields that you can easily create.

Outline the Activities required to complete the Project, track work carried out and record time and cost budgets. View the Project screen to see how much time has been recorded that is chargeable or non-chargeable, completed or scheduled, time left and how much time has overrun.

Broadcast your emails and SMS messages to everyone on the Project or notify individual users keeping an audit of comments raised and responses.

Output the Project description to a PDF and easily distribute this through email with a single click. Link the Project to the originating entities in OpenCRM including the Opportunity, Quotation, Sales Order or Support ticket, showing the bigger picture to your Project Workforce.