CONVERT DEAL INTO A PROJECT
- Make all data collected through the sales process available for your delivery department.
- Copy all the communication history (meetings, phone calls, e-mails) along with important documents.
- No need to send anything manually anymore.
- eWay-CRM creates a relation between sales lead and the just starting project. Sales department has access to up-to-date information on how is the project going even after sale was made.
DIFFERENT PROJECT WORKFLOWS FOR DIFFERENT TYPES OF BUSINESSES
- Set up different workflows for each of your business types. Promote consistency within your organization.
- Automatically generate tasks at appropriate stages.
- Check for important milestones.
CREATE A PROJECT AND SET UP ALL THE REQUIRED ATTRIBUTES
- Select people for your project team and assign roles and responsibilities.
- Set up the project scope – deadlines, budgets…
- Start your tailor made workflow and let the rest on your team and eWay-CRM.
PROJECT MANAGEMENT RIGHT IN MICROSOFT OUTLOOK
- Create important documents in just a few clicks using templates.
- Plan tasks using both eWay-CRM and Microsoft Outlook. They are the same.
- Project calendar is directly linked to your Outlook calendar. All the important events are shared and synchronized automatically.
- Constant time and finance comparison between your plan and reality.
- All the important information shared easily among your team (notes, meetings, calls, e-mails, documents).
USE NOTIFICATIONS TO KEEP AN EYE ON ALL OF YOUR PROJECTS
- Any changes made on the project (new document, note, e-mail…)
- Deadline is getting close.
- Profit plummets below certain value.
- Custom notifications, tailor made to address your specific needs!
HELICOPTER VIEW OF ALL YOUR PROJECTS
- Goals / targets for project managers.
- Projects profitability.
- Invoice plan.
- Human resource planning.
- Financial efficiency by project types.
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