Opportunities, Projects and 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

Leads | Opportunities | Internal | Customer | Supplier Projects

Use the Project Module according to your needs. Track Leads, Opportunities, Internal, Customer or Supplier Projects.

Features

Other Tasks

View or edit the project

Define who can view or edit the project. Make the project public or select the employees and/or partners who can participate in the project. Users will be able to enter the time spent if you decide to use the timesheet feature.

Create tasks

If you need to track dedicated tasks, map them to your projects. You can define properties on your tasks like planned workload and assign specific users. You can also create sub-tasks and have a hierarchy of tasks.

Record the time

Record the time spent on Projects/Tasks. Enter the estimated progress of your tasks/project during the same step in which the time spent is entered, so that the progress is always captured and compared with the time spent. If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.

Follow your project or tasks

Follow your projects: If you use opportunities, get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (propable) future turnover. If you decide to use tasks, track their progress and compare the progress with what you had initially planned. You can review the plan using the Gantt view.

Project overview

Projects offer an overview tab displaying a lot of information about projects and linked elements in ERP & CRM Business Management Solutions such as proposals, invoices, orders, etc. All these data allow you to determine profit and loss resulting from the project.