Benefits of our CRM Project Control Centre

Our Project Control Centre enables you to create projects and to track opportunities, from the initial contact right through to the order and beyond. Projects may be raised for prospective clients or for existing customer opportunities.

You can raise quotations for each project phase, agree pricing terms, and monitor the likelihood of success through regular project status updates. Upon successful conclusion, you can then convert quotations to sales orders and establish a call–off schedule for deliveries. Our software allows you to monitor all costs and invoices to control project profitability, including performance against your original estimates. You can update the project with relevant detail such as project status, start, milestone and end dates, attributes, etc - and use all of these for reporting on progress. You can also add multiple contact details, including those of third parties and other influencers.

Find out more about our CRM software.