About Project Management & CRM System
An end-to-end SaaS based Project Management & CRM system for any product & service company. Any company admin can create their organization account and a separate sub-domain is automatically created for them to access. Various modules include customer database, project management, quotation/work order/PO management, task scheduling, reminders, invoicing, reporting & communication module.
Features
- Custom Project Management and ERP for product/service industry
- Manage customers and their projects
- Standard item management with categories and sub-categories
- Create and manage quotations
- Convert/Create work orders from quotations
- Manage suppliers and Purchase Orders/Batch Purchase Orders
- Create schedule for staff and view schedule on an intuitive Calendar
- Print various documents like Quote, PO, Task Schedule, and Invoice
- Custom report generation module
- Ability to select columns and data from tables to generate reports
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