Key Features
Business Partners
Opportunities
Quotations
Project Creation
Time Logs
Product or Services
Templates
Reports
Business Partners
Manage customer and vendor relationships seamlessly by maintaining records of company details, addresses, and key contacts. This facilitates effective communication and strengthens relationships with both customers and vendors.
Opportunities
Opportunities in PMS streamline lead conversion, aiding in estimating new projects seamlessly. They capture crucial project details such as nature, bid date, penalties, profit margins, and revenue, facilitating efficient evaluation and decision-making.
Quotations
Quotations are like price lists for things you want to buy or services you want to use. They explain how much something costs, when you can get it, and how you can pay for it. Our system makes it quick and easy to create these price lists using ready-made templates.
Project Creation
Start projects by entering customer details, specifying project amounts, and setting essential dates like start and end dates, along with milestones. This data lays the groundwork for effective project initiation and management within the system, ensuring seamless execution and timely delivery.
Time Log
Efficiently record the time spent on various tasks by choosing the project, team members involved, start and end dates for each task, and marking significant milestones for the project. This allows for accurate tracking of work hours, allocation of resources, and monitoring of project progress.
Product or Services
Easily add products or services to your inventory. Specify tax applicability and unit of measurement. Manage stock levels, pricing, and reorder levels efficiently. Keep track of quantities in stock, ordered, and demanded. Simplify inventory management with our comprehensive system.
Templates
Templates in a Project Management System simplify document creation by offering pre-designed structures for invoices, opportunities, and quotations. They ensure consistency, save time, and maintain professionalism in communications, enhancing efficiency and professionalism in interactions with customers or vendors.
Reports
Reports show what's happening in projects. They list raw materials received and used, services used, and how much time is spent on tasks. Also, they track project costs and how much stock is left. These reports help make decisions and see how projects are doing.