After much anticipation, ConvergeHub has finally announced the availability of Project Management module within its cloud-based CRM platform. It is designed and developed to help businesses quickly set up their projects; and manage it from start to finish, right within the CRM.
”More than anything, small and medium businesses essentially need a tool that helps them define the project flow, keep track of work progress, share the project updates and deliver quality results on time. And this is precisely what ConvergeHub Project Management does.
Now SMBs do not have to separately invest in a project management tool. Using ConvergeHub CRM, they can Plan, Track, Collaborate and Deliver the projects on time from around the world”, said Manash Chaudhuri, CEO of Converge Enterprise, Inc.
ConvergeHub Project Management Features
1.Project Planning
Users can define the overall project flow:
Break down the work in the form of Milestones, Tasks and Subtasks.
Select the Resource, Target Hours and Due Date. Set the priority for each Task and Subtask.
Select the Billing option, Cost, Billing Amount and Hourly Rate.
2.Project Collaboration
Users can collaborate with employees across any location, to work together on the project:
Add/View members to the project who will be working on it
Add/View documents, presentations and spreadsheets related to the project.
3.Project Tracking
Users can monitor the daily progress on the project:
View the upcoming project tasks and subtasks in the calendar
Click on the task and subtask to see the progress percentage and evaluate it against the project deadline.
View the timesheet to see the number of hours spent on the task/subtask. Compare it with the total number of target hours set.
4.Project Billing
Users can create, send and track invoices:
Create invoices, mentioning all the completed project tasks and subtasks
Send the invoice through mail which the client receives as a pdf attachment
Send the invoice through DocuSign for e-signature
Get the invoice automatically synced to QuickBooks Online and Desktop.
Click here to get a detailed tour of ConvergeHub Project Management features.
How to get started with ConvergeHub Project Management?
ConvergeHub Project Management feature is available in the Premium Plan. Users can refer to the Help Manual to understand how to use it. For a visual walkthrough of using the module, users can contact ConvergeHub team.
About ConvergeHub
ConvergeHub is a cloud-based CRM designed for the small and medium-sized businesses. It takes care of Sales, Marketing, Customer Service and Collaboration, empowering businesses to run all organization-wide activities from within the CRM. Some of the key features integrated within ConvergeHub are Sales Force Automation, Customer Support, Document Management, Project Management, Invoicing and Reports and Analytics.
ConvergeHub is a product of Converge Enterprise Inc, a leading technology company privately held and headquartered in Silicon Valley, California. Destination CRM, CRM Idol and TMCNet, etc have featured ConvergeHub as an innovative next generation CRM for the global market.
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[ This post was originally published in PRWEB ]
