Project Management

• Create project plans
• Set start and due date for a project
• Assign milestones to a project
• Set start and end date for a milestone
• See at a glance if your project is on track
• Assign a project manager to oversee a project
• Assign a separate person to oversee individual project milestones
• Record tasks required to complete a milestone
• Assign tasks to individuals
• Set priorities for project tasks
• Users can list project tasks by priority
• Attach files to a project

Case Management

• Track customer service, technical support, customer complaints and similar incidents
• Integrate your service, sales and support emails directly into cases
• Holds a chronological record of all correspondence
• Automatically assigns a unique case number for every case
• Built in spam filter
• Prioritize issues according to critical or urgent factors
• Set a due date with CRM dashboard integration
• Record the classification of each case
• Fully customizable classifications
• Full HTML formatting abilities for recording correspondence
• Copy and paste from emails with preserved formatting

Contact Management

• tore comprehensive information on your customers and contacts
• Centralise your customer database for sharing with staff members
• Quick search system to get customer information fast
• Easily search for company links when entering contacts
• Categorise contacts by regions, referral sources, and many more search criteria
• Fully customisable contact and address types
• Set a preferred contact method and address for each contact
• Easily see all contacts belonging to a company including information on the last contact with each customer

File Attachments & Uploads

• tore comprehensive information on your customers and contacts
• Centralise your customer database for sharing with staff members
• Quick search system to get customer information fast
• Easily search for company links when entering contacts
• Categorise contacts by regions, referral sources, and many more search criteria
• Fully customisable contact and address types
• Set a preferred contact method and address for each contact
• Easily see all contacts belonging to a company including information on the last contact with each customer

Shared Calendars

• View calendar information by month
• View calendar information by week
• “Quick Add” a calendar item for the current day with 1 click
• Fully customisable calendar item types
• Set particular appointments as public (visible by all users) or private (visible only by owner)
• All day classification for calendar items
• Set a subject and detailed notes on appointments
• Easily set reminders for calendar appointments
• Combined calendar with appointments, projects, milestones and events
• Create customised calendars by grouping users into calendar filters (eg: executive staff calendar, sales team calendar, etc)