01 Jan Browser Based CRM and Project Management Software

Online Project Management Software

Browser based project management software is designed to deliver required information with no delay and maximize business growth with little or no hassle. By storing information in a centralized location, it allows the users to oversee projects and multi-task, making it incredibly easy to manage projects and meet important deadlines. All members of staff instantly have access to the information they need and can easily organize documents, which saves time and, of course, increases productivity.

One of the biggest benefits of using online project management software is that it adds increased security measures for your clients and customers. Creating trust is vitally important these days and businesses need to know that their personal information is going to be safe. The bottom line is that people and businesses do not want personal or confidential information being shared via e-mail, and using a self-contained client portal guarantees you the ability to communicate with clients or customers with complete confidence.

When you communicate via email you are often concerned about the size of documents that you can share. With solutions such as SuiteDash there are no limitations on your communications because the client portal allows you to share significantly larger files. You also will never have to worry about surpassing the memory space of your inbox when you use a project management software client portal.

Succeeding with Customer Relationship Management

In order to succeed in modern business it is essential for your company to develop and nurture outstanding relationships with customers and clients. In the past CRM (Customer Relationship Management) had a history of proving troublesome in business. But, because of recent advances in technology treating your customers with the respect they expect has become a whole lot easier. SaaS solutions help you keep all customer information organized and secure in one location. Not only can you keep vital information safe but you can view notes of every interaction with them.

CRM software allows you to make notes  and set actions at every single stage of a project. This makes it incredibly easy for customers and clients to follow instructions. Rather than having to labor over countless emails, to keep everyone in-the-loop, it is now possible for everyone involved in a project to be aware of its progress. This advance in communication means that every project you take on has continuity and momentum.

Browser Based Task Management

SaaS is invaluable when it comes to task management. Not only can you easily include your staff in projects, you can also quickly assign tasks, set reminders, send alerts, and more. Each individual action you take can be assigned or permissioned to one, several, or all users. Task creation is simple, and the assignee of the task will receive notification immediately, avoiding unnecessary emails.

Creating an estimate from scratch to send to a client has never been easier. You receive a message once the client approves and you can then easily turn that estimate into an invoice. By having your clients submit via the Work Request feature, you can direct them to submit the information that you’ll need. No more incomplete requests that force you to go back to the client multiple times with questions. By using an integrated CRM component staff members can instantly have access to the information they need and can easily organize documents, which of course saves time and increases productivity.