A wide variety of industries use our Project Manager system to manage customers, projects, support, contracts and many more
Four simple steps. It's easier than you think.
First, you need to register an account on our system before setup and configutayion can commence.
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Upload your company name, website images a a few more necessary information required by our team to setup your customized system.
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Once registration and upload is complete you will receive a link to download the manuals. You can read them while we are busy setting up your custom system, It takes between 6 and 12 hours.
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You will receive the login credentials to your brand new, fully customized Project Manager system.
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Our innovative, easy-to-use tools live in just one platform, saving you time and streamlining your work. Make admin tasks more efficient, get paid faster, and collaborate more seamlessly.
Manage and invoice projects with powerful features. Track time spent on tasks and bill your customers. Ability to assign multiple staff members to tasks and track time per assigned staff.
We combines all the tools teams need in a single, straightforward package that makes work feel like less work.
Build professional, great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item.
Create recurring invoices that will be regenerated automatically. You can set recurring starting from 1 month to 12 months.
Create estimate within minutes. Auto e-mail them to your customers and wait for acceptance.
Ability to auto convert the estimate to invoice after customer acceptance. You customers can view and make changes to the estimate from their office.
Create good looking proposals and impress your potential clients or customers.
Include images, tables and youtube videos with the powerful editor. Proposals comments allowed for further discussion with the customer.
Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Log company expenses infield, direct from your Project Manager mobile app.
Allow customers to log support tickets. Auto assignment ensures the correct person & department receives the support ticket.
Prioritize & action outstanding tickets
Assign tasks to multiple staff members, add followers, attach files.
Let your staff and customers comment on tasks and upload files.
Record and receive payments in different currencies. Auto generated PDF after each recorded payment.
Supported payment gateways.
Payfast(South Africa)
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Your customers can login and have a 360° view. No more email or phone call updates.
Zero learning curve for clients
Every project includes a space to share documents, files, and images. Since everyone on the project has access, people will know exactly where to find everything.
Simple drag and drop upload
The real-time group chat lets you ask quick questions and get equally quick answers. All without reaching for a separate app.
Comments section
Keep track of leads in one place and easily manage and follow progress. Auto import leads from e-mail, add notes, create proposals, attach files. Organize your leads in stages and change leads status with drag and drop KANBAN boards.
Have a clear view of time logged for each task. Use filters to view logged time by project and staff members.
E-Signature option available for contracts, proposals and estimates.
Let your customers easily sign documents to make your life easier and reduce paperwork.
Create project milestones and organize your tasks for outstanding project workflow.
Each staff member has their own personal todo items board to increase productivity.
Easily change todo status using drag-n-drop.
No matter the size of your business our flat rate has got you covered
Don't worry! You are fully protected by our 100% No-Risk Money Back Guarantee. If you aren’t fully satisfied , simply cancel your subscription. No questions asked.
This is a perfect software for anyone who want to manage his small business.
I really enjoy using this software! It is indispensable to my jewelry design business.Superb work! :)
I have used Project Manager/CRM just under a year now and have actively recommenced this to many small/medium business who provide Website Design and other services.
Over the past year, I know 5 people who have started to use it and they all love it.
Amazing tool! I'm really impressed! I bought this software a couple of days ago. I was at the point that I would start my own CRM - Project Management tool because nothing seemed to reach my expectations. I was wrong... Good Job Guys.
A Project Manager system gives you a quick way to score and route leads, track opportunities and activities, and gain visibility into deal stages and business health for both prospects and customers. And it’s literally a record of your business’ ongoing relationship with those contacts, whether they’re a customer, or if you’re trying to turn them into a customer. The details of that record can contain everything from call logs, call notes, deal conversations, and quotes, to shared files that are relevant to the customer’s needs, and more. So now anyone with access to the record can speak to the customer with confidence. Additionally, you can set it up to create daily to-do lists, schedule call alerts, trigger emails, and more. Most companies using a Project Manager solution find their deal cycles shortened considerably.
A complete Project Manager solution also helps companies run and track marketing campaigns, including marketing communication creation and delivery automation. It can even help create forms for lead capture and track performance. And for those leads that are not sales ready, you can even automatically put them in a nurture track so that when you do call, they are more likely to buy.
Project Manager is also valuable for customer service, with solutions that range from self-help pages that let customers help themselves (allowing agents to focus on the tough cases), to full call centers. Your service reps can also use it to generate service tickets and keep track of all your customers’ contact with your service department. And because the entire system is connected, account reps and every other relevant department will be fully aware of customers’ issues, so everyone can be a service agent when you need them to be at those peak times.
Additionally, insights about customer service issues can be shared and added to a knowledge base so that agents can help customers even faster. This kind of connected service not only shortens case resolutions times, but makes agents happier (because they have the tools to do more for customers), drives customer loyalty and referrals, and brings an overall boost to customer satisfaction..
A huge benefit of Project Manager is automating routine — yet time-sapping — tasks, which saves countless hours. This allows more time for selling. Take for example a marketing effort, one in which you want to send out an email follow-up. With a good Project Manager solution, you don’t have to remember which leads you want to target. You can simply create some rules around your leads and automate the marketing effort, like email campaigns and lead capture, so leads are quickly routed to reps to be either followed up with or nurtured. Email templates that can be created in the Project Manager solution ensure you don’t have to repeat the work or even cut and paste.
The result? You can jump on opportunities more quickly and close more deals, faster. Project Manager also enables you to take data like pipeline size or deal size and create dashboards to help you make informed decisions at a glance. You can quickly check in on the health of deals, revenues, and more. .
A Project Manager solution makes the same information accessible companywide. This means that almost any customer-focused activity can be better and more easily coordinated — not just within departments, but across departments, from sales to customer service. Also, because account data and activity is updated in real time, every team member — no matter where they are and what they’re working on — is always working with up-to-the-minute information on customers and your company’s interactions with them, like stages in the sales cycle, service issues, or order status.