ConsultCRM's Project & Fees module provides basic information that you can either manually add or populate through integration to your other project based systems, to provide summary information in the context of the client relationship. It is not a replacement for Microsoft Project and is not designed for complex milestone management or dependency tracking.
You can also easily tailor the information to capture any key project related information you need. The advantage is that it blends seamlessly within Microsoft CRM.
The Project Module includes:
- Store, Track & Management Projects or Jobs
- Ability to track & summarise Fee Earning activities
- Track & summarise Project Tasks
- Track & summarise Project Reports
The built in link to SharePoint allows you to link all related project documents, (RFI, ITT) or you can simply attach any documents directly to the Project or Job record.
ConsultCRM: Projects & Fees has not been reviewed by any customers.
Submit A Review
The views and opinions submitted and expressed here are not those of Microsoft.