CRM

Built for your projects, your workflows, your goals, your team.

recep

Reception and Classification
of Leads

seguimiento

Proposals Monitoring

asset-5

COR Integration with your Website

asset

Quick Budget Creation and Delivery

asset-9

Automatic Calculator

encuesta

Budget Tracking

asset-17

Cross and Up Selling Opportunities Identification

flujo

Workflow Generation from a Budget

contactos

Contacts Management

encuesta

Rejected Budgets Surveys

asset-6

Customers Filter by Size, Industry, Type and more!

asset-9

Budget Validity Time

asset-12

Budget Files Attachment

asset-15

Customer, Contact and Budget Status

asset-18

Mass Mailing from Templates

asset-21

Information Export

presupuestos

Send Budgets

asset-4

Customizable and Friendly Board for Commercial Management

asignacion

Commercial Officer Assignment

asset-10

Tax Assignment

asset-13

Effectiveness Reminder for the Client

asset-17

Interactions Record with each Client

asset-19

Commercial Management Visibility for Permitted Users

PM

Built for your projects, your workflows, your goals, your team.

flujo

Workflows Generation
from Approved Budgets

gestion

Unique
and Recurrent Projects Management

recordatorio

Reminders and
Task Status

bar-progress

Work Progress Bar

big-picture

Big Picture
of your Organization

big-picture

Customer, Project and Task Management Board

asset

Delivery Date

asset

Messages and Files by Task and by Project

asset

Project Profitability

asset

Public and Private Projects and Tasks

asset

Projects Templates with Default Tasks

vista

Production Capacity View

asignacion

Tasks and Sub-Tasks
Assignment

mensaje

Messages, Files, Briefs
and Decisions

hs-estim

Estimated Hours Vs. Worked Hours

registro-gastos

Projects Costs Records

asignacion

Creating and Assigning Tasks

asset

Working Hours Estimation and Measurement

asset-9

Project Budget

encuesta

Project Decisions

asset

Gantt Chart Workflow View

asset

Budgets Creation from Projects Templates

presupuestos

Ussers Permissions and
Hour Value of each one

prioridades

Deadlines and
Tasks Priorities

cargahs

Hours Charge
per User

lineas-tiempo

Timelines and
Gantt Charts

rendimiento

Performance and
Profitability

asset

Control Panel with Task Status

asset

Delivery Date Reminder

asset

Costs in Hours and Additional Project Costs

asset

Project, Assigned Team and Customer Metrics

passwords

Project Passwords

asset

Recurring or Unique Projects

ERP

Built for your projects, your workflows, your goals, your team.

facturas

Invoices Issuance

recuento-dinero

Money Counting in Cash and to be Charged

recordatorio-verde

Automated
Payment Reminders

presupuestos

Collections
Computing

Clients

Built for your projects, your workflows, your goals, your team.

acceso-clientes

Log In for
Clients

big-picture

Views according to
Progression Permissions
and Deadlines

mensajes

Messages, Files, Briefs
and Decisions

Metrics

Built for your projects, your workflows, your goals, your team.

metricas

Sales,
Efficiency and Accountability Metrics

hs-vendidas

Sold Hours vs.
Productive Capacity

presupuestos-metrica

Approved Budgets vs. Rejected Quotes

asset

Time between Approval and Payments

asset

Customer Profitability

asset

Availability in Users Time

presupuestos-metrica

Sent Budgets Vs.
Approved and Rejected
Budgets

tiempo-prom

Average Time per
Type of Service

asset

Sales Growth by Period

asset

Budget Rejection Reasons

asset

Equipment Efficiency

asset-9

User Billing

pmotivo-r

Rejection Main Reasons

ret-tipo-serv

Profitability by
Type of Service

asset

Budget Approval Time

asset

Project Profitability

asset

Average Time by Project and Type of Project