Lead your work of a team to achieve all project goals within the given constraints
Opportunities, Projects, Tasks
Projects and tasks are useful to track leads, opportunities and timesheets.
Track how much revenue your projects are bringing back to your company, and their profit or loss statistics.
Create Projects, Leads or Opportunities
Define who can view or edit the project
Create tasks
Record the time spent on Projects/Tasks
Follow your project or tasks
Project overview
Track interventions that are to be done or are already done
Use any predefined products or services
Convert your interventions into commercial proposals or invoices
Interventions
Create intervention records.
Convert your interventions into invoices in order to bill your customers.
Agenda
An embedded Agenda, like any common calendar, enhanced with features dedicated to your ERP and CRM system (links to your customers, employees, projects, invoices etc.)
Manually create events in the past or future
Setup module to define the events which need to be recorded automatically
View events in different agenda views
