Deals&Projects
Deals&Projects is a user-friendly CRM solution tailored for small agencies, combining project management, time tracking, and invoicing in one platform.
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Description
Deals&Projects is an intuitive CRM software designed specifically for small agencies, streamlining various processes from quoting and project management to billing and analysis.
With a focus on ease of use, it consolidates multiple functions including customer management, project monitoring, time tracking, and invoicing into a single, cohesive platform. The software offers a variety of features to enhance productivity and collaboration, including a deal pipeline with a Kanban view, customizable dashboards, and budget control to keep projects on track.
Additionally, Deals&Projects provides integration options with other tools, ensuring a seamless workflow. The platform is committed to data security and GDPR compliance, providing peace of mind for users.
Flexible access allows freelancers to collaborate easily, making it an ideal choice for small agencies looking to save time and budget by combining multiple tools into one effective solution. With over 500 clients, Deals&Projects aims to support agencies in their daily operations and project management tasks effectively.
Features
Deal Pipeline
Visualize and manage your sales process with a Kanban-style deal pipeline that helps in tracking progress and statuses.
Customizable Dashboards
Create dashboards that suit your workflow and display the most relevant metrics and KPIs at a glance.
Budget Control
Manage project budgets effectively to ensure financial objectives are met while avoiding overspending.
Time Tracking
Easily log hours worked on projects to streamline billing and improve time management.
Invoicing
Generate and send professional invoices to clients directly from the platform, simplifying the billing process.
Tags
Documentation & Support
- Documentation
- Online Support
- Updates