Whether you are working on small project or managing a multi team project, our crm services will provide you a user friendly tool that will help you in managing all the client projects and project related tasks.
Add a project in crm with all the details like start date, end date, assigned it to the responsible person, progress, status. Add “n” number of tasks, milestones to complete the project successfully. Attach all the documents related to the respective project so that you can find each and every detail and document at one place.
Our CRM will provide you functionality of analyzing the progress of the project. You can check the progress report of the project and task from anywhere just on one click. Login to the CRM account and check the progress report.
Users will get a notification through emails, On-screen, or calendars for completing the tasks on or before deadline. Schedule your tasks, set the calendar and complete all the tasks on time without any worry.
You can write any project related comments or entities in comment field so that all team members get notified about the same.
Provide our crm customer portal to your clients and start sharing the project status with them and allow them to know about the status of their project. Client and you can interchange your views or messages as well on CRM.
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