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.