Project Management

Function : Project Management   |  Solution :  Sage 300, Sage CRM    |  MODULE :  AR   |  INDUSTRY:  All

The Project Management CRM tool links your CRM data and Sage 300. This allows users to track and manage projects within CRM. You can now have a complete picture of your resources and how they are allocated across all projects.

Features & Benefits

Centralize Data: Monitor project deliverables and provide sales team access to project details in one central location. 

Streamline Workflow: Create and link projects from sales opportunity. Projects can be easily created as time and material, estimate fees, or fixed fees. 

Increase Productivity: Simplify scheduling resources and assigning tasks by seeing an overview of your team. 

Reports and Statistics: This tool improves your team’s ability to analyze project status and details.