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Project Management

CRM with Project Management. Tasks, documents, timesheets and much more. In eWay-CRM.

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.
Convert deal to a project

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.
Change type of project

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.
Select team members

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).
Task dialog in eWay-CRM

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!
Notification about project deadline

HELICOPTER VIEW OF ALL YOUR PROJECTS

  • Goals / targets for project managers.
  • Projects profitability.
  • Invoice plan.
  • Human resource planning.
  • Financial efficiency by project types.
Switch project list to resource plan

Try now!

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