The Sage CRM Project Manager takes all the main concepts of Project and Time Management and delivers a pragmatic and highly effective management tool,  which is installed on top of the Sage CRM platform. It is completely integrated into Sage CRM so it has all the benefits of CRM including user interface design, searching

Project Manager Features:

  • Web Portal and Self Service enabled
  • ACCPAC Integration enabled 
  • Milestone checking and predecessor task
  • Copy Project
  • Copy Task in a Project
  • Rich Text Editor for Task Details
  • Task have due date and due time
  • Task Nofification
  • Workflow enabled projects
  • New project analysis
  • New Reports
  • Communication and library available to Projects
  • Company tab now have a Project Tab

Latest Release features 

  • ACCPAC Integration enabled (full release)
  • Web Portal and Self Service enabled (full release)
  • Web Portal Configuration Screen

 

 

CRM Project Manager is one of 5 products that make up the Greytrix Business Manager (GBM) Suite.

The GBM offers enhanced functionality to Core CRM. See http://www.greytrix.com/ for further details or write to us at crmproducts@greytrix.com or *call us at +1- 888-221-6661(US) or 800-032-2374 (UK & Europe) or +91-22-6768 7800 (India HO)

*The support hours vary based on Geolocation. Please give us 12-24 hours response time for phone or emails