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.