Project management solution
Do you think things you do:
- take too long?
- use too many resources?
- lack process?
- don't meet deadlines?
If you answered "yes" to at least one of these questions, project management is the solution for you. Implementation of project management to your company brings a big change of your habits but this change has great positive impact. The chaos is transformed into an organized set of projects with people assigned responsibility and deadlines.
eWay-CRM and project management
Even with a small amount of projects it may be very difficult to keep complete and actual information about each of them. Our information system eWay-CRM is very helpful in this case because one of its primary purposes is support of project management. eWay-CRM can clarify project management and save your money. For better project evaluation a wide range of reports are available.
Module Projects in eWay-CRM
Along with the Projects module in eWay-CRM you can set up basic workflow of each project type you undertake. There are a lot of properties you can track:
- name
- start and deadline
- type
- status
- project phases
- importance
- budget and costs
In addition, you can also track the following information:
- project manager
- customer
- investor
- invoicing
Further capabilities of the Projects module in eWay-CRM
To each project you can add related companies (partners, suppliers) and contacts (people outside of your firm). You can create a project team and assign each employee a specific role on the project. Then you just let the project workflow generate tasks to a specific project role (e.g. accountant has to create an invoice whereas once the accountant is Thomas and next time Sarah).
eWay-CRM can file much more information such as:
- relation to other projects,
- past meetings,
- project journal,
- tasks,
- documents
- e-mail communication,
- work reports.
You can send e-mails to other team members or to customer directly from the dialogue window in the Project module.
