CRM Project Management

Manage Projects From Inside Maximizer

Integrated with Maximizer through our Synergy technology, our Project Management application enables you to project manage from within your CRM – assigning tasks and tracking projects with ease.

Other benefits of our Maximizer Project Manager include the ability to:

• Capture Project Management Overview\Status information.
• Link Projects to multiple organisation or people (e.g. Customer Project Manger or Project Partners).
• Add and edit tasks quickly.
• Save Project Documents.
• Link to the Sales Opportunity.
• Assign Projects and tasks to the appropriate personnel.
• Assign security permissions to either a project or a task.

Standard Synergy Functionality

The following standard features would be available to any Maximizer Project Management system deployed with Synergy:

• Customisable screen, column layout (including application or company branding, fields etc).
• Build lists based on single or multiple search criteria.
• Field and record level security to control how the module is used, allowing you to control what users can amend and view.
• Custom filters to make popular searches one click away (e.g. supplier filters, product category filters).
• Conditional fields data validation that helps ensure the correct information is captured (e.g. when Ford is selected from a list only Ford cars can be selected).

Reports & Analysis

Using the data in your Maximizer CRM along with our Project Management system, you can:

• Create Gantt charts.
• Export project information to Excel.
• Analyse your outstanding projects and tasks in real-time.
• Compare project costs to sales revenue.

Talk to us about CRM Project Management today by giving us a call on 0345 260 8801  or contact us here