PMISuite

A cloud based solution for project managers, executives and functional managers.

 

Customer  Relationship  Management

 Spend more time focusing on sale opportunities rather than unnecessary manual data entry.


Build lasting relationships with clients.  While CRM in its core is a tool for improving customer relationships, it can be the difference between winning a deal or loosing it. It is used vertically as well as horizontally with project managers, operation managers and executives.

Automated and Organized

  • Organize sales activities and automate tasks.

  • Empower teams with customer data.

  • Schedule meetings, calls or tasks.

  • Have an overview of today's activities and meetings.

  • Call prospects directly from the system.

  • Schedules are synchronized with email services and mobile phones.

  • Works on smartphones and tablets.

  • Automate frequent actions and followups.

 

Opportunities

  • Create opportunity pipelines and use the Kanban view to list them.

  • Send emails directly from opportunities. Emails are directly integrated.

  • Track all past actions and history within the opportunity.

  • Make calls directly from any opportunities record with VOIP integration.

  • Sign contracts directly from the system with an integrated e-signiture app.

  • Design professional quotes.

  • Record data automaticly.

Reporting

  • Get insight into individual and team performance.

  • Compare data using point, bar or pie charts.

  • Analyze data with pivot tables.