Understand why your project team likes S-CRM
The main functions of a project manager are:
Customization - S-CRM is the most flexible CRM on the market today, allowing project management teams to configure Astrology to match the project phases and benchmarks they have already used!
Workflow reminder - Project managers are the busiest problem solvers in the business. The workflow function of S-CRM enables PM to set stage based reminders to ensure that the project never loses momentum.
Resource Tracking - S-CRM can track the time and effort invested in any project, ensuring that your team does not spend a lot of money to earn a dime.
S-CRM is an ideal project management CRM solution that allows you to customize team specific project templates, maintain data history, track lost opportunities, and convert them into successful projects. S-CRM enhances the project management experience by naturally grouping projects by stage, status, and schedule. This enables your team to solve complex problems and apply new knowledge and experience to similar projects.
From the moment you create the project, you can:
Track project activities and annotations
Save views based on specific stages, states, users, and any user-defined fields
Assign tasks and manage subsequent projects in one view to ensure smooth completion of the project
Automatically execute workflow templates and assign them to business processes for quick follow-up
Link quotes, emails, PDFs, Word documents, images, appointments, and tasks to your records
Communicate project updates with team members who have access to Astrology
Track the reasons for project success/failure and future business development
A comprehensive CRM solution allows for high-level data centralization, enabling any organization to rest assured. The project manager knows that their project details are centralized in a one-stop CRM and can be accessed by other team members at any time, so they can rest assured.