Levels of Management (clients and files)

Client

  • Management of Customer informations
  • Creation of customizable information fields
  • Assignment of manager by clients
  • Management of customer status
  • Management of deadlines and recalls by clients
  • Customer contact management
  • Notes management by clients

Project/File

  • Management of Project informations
  • Creation of customizable information fields
  • Assignment of manager by Projects
  • Management of Project Status
  • Budget and probabilities by Projects
  • Management of deadlines and recalls by Projects
  • Projects contacts management
  • Notes management by Projects