Solution Overview
It helps consulting companies in managing their opportunities, consulting packages, sales, contracts and projects. it also also give the ability to track and control team activities and progress.
The system will give a clear understanding on various processes starting from lead & opportunity to quoting consulting packages and covering it to contract and initiate the contract as project.the solution handle also projects executing starting from its creation, its phases and all activities related including team time sheets and project billing.
The system has a strong collaboration tool which maintain all communication history and it has a powerful reporting tool which allow users to generate own reports in the most effective manner .
Consulting Management
- Full CRM process including leads and opportunities management, manage team activities.
- Define consulting packages
- Quoting consulting services.
- Create Sales order and convert it to project.
- Management of project phases and activities.
- Manage project accounting and billing.
- Full maintenance of communication history.
- Strong collaboration tool for internal and externals communication.
- Powerful analytical reporting.