The CRM integrated Project Manager takes all the main concepts of Project and Time Management and delivers a pragmatic and highly effective management tool, which is installed on top of the Sage CRM platform. It is completely integrated into Sage CRM so it has all the benefits of CRM including user interface design, searching, reporting and document management
Users may access their Project Tasks and enter new Timesheets against a project using Project Manager Web Portal. This allows users and resources (e.g. Field Agent's) to view and enter information into system without the need for them to have full access to the project manager system.
The Milestone Check provides a Project Manager with a complete overview of the project deadline status. You can view preceding tasks and be immediately alerted to Tasks that have exceeded their deadline.
Project Manager will enable automatic generation of alerts for example if a project deadline is getting closer the same could be alerted to the relevant persons. It also allow creating multiple workflow creation which will automate the process flow.
The project manager will enable you to create your own reporting which is very easy to design. Also it will give you graphical interpretations of key information important to you.