• What is CRM
• CRM Expertise

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CRM software for project companies

CRM Business objectives

	Single source of customer data

	Automating routine operations

	Project financial management

CRM Business objectives:

Single source of customer data::

1. Customer information.
2. Projects history.
3. Document flow.
4. Calls, meetings, e-mail correspondence.

Automating routine operations:

1. Working in correspondence with automated business process:
• Automated task creation;
• Task implementation control.
2. Team-work organization:
• Project team forming;
• Planning with the help of Gantt Chart;
• Tasks distribution;
• Calculating project time-cost.
3. Automating document flow:
• Creating standard documents;
• Document visa;
• Tracking document version.

Project financial management:

1. Automatic profitability calculation basing on man-hour cost and overhead expenses.
2. Time sheets registration.

Featured CRM project description