Project Management Software (CRM)

The Project Management Software (Customer Relationship Management) is a piece of software that is very useful for a service type business like road and building construction, cable installation, computer and internet installation, solar panel installation, garden landscaping, civil works, air conditioning installer, heavy equipment sales and service, heavy equipment rentals, cold storage installation, etc. It is also used in professional businesses like freelancing, virtual assistant agency, law office and accounting office. With centralized data, monitoring of many projects and customers is easy!

It is a business software that handles sales, service and customer support. The software takes care of proposals, quotations, cost estimates, contracts, project status, team communication, invoices, payments. It can have multiple users/clerks/supervisors. It is accessible from many branches and offices.

If you are a supplier of service and/or materials, this software is for you. It also has equipment management and purchasing management modules. Other modules like HR Payroll and Bookkeeping/Accounting can be customized for you as well.

Features

Sales Management

Create proposals, estimates, invoices, payments. Add products and services automatically. Manage customer information.

Automate the sales process for your projects, from project proposals, project estimates to project status, payments, invoices.

Project Status

Supervise project status completion and manpower. Track tasks for all projects. Track expenses for all projects. Keep your data organized in preparation for your Statement of Work Accomplished reports.

Team members are always aware of their project responsibilities.

Manage Contracts​

Create contracts and send to customers thru email or print. View contracts and graphs. Get on top of all the contracts your company is doing.

Get a bird’s eye view of your business position at any time. Contract data is summarized for you.

Equipment Management

This module provides important details such as check-in and checks outs, location of the assets, depreciation, audit, maintenance schedule, date of return of the assets among other details.

Purchase Management

Automate your entire procurement cycle from creating a purchase request to finally receiving the ordered goods and making the payment.

It allows you to develop electronic purchase orders, digitally manage inventory, and track goods and services in real-time.

What type of business is eligible?

Our Project Management Software helps automate businesses like building construction, road construction, architectural designs, software company, interior design, signage construction, tower construction, cold storage construction, and any type of professional service providers like law office, accounting office, and freelance agency and events coordination.

If your business is providing a finished project to many clients, you probably need this software. Including garden landscaping, custom fabrication, water system installation, internet installation, cable installation, solar panel installation.


Ready to eliminate project management headaches?

Try our Project Management CRM now!


Project Management CRM Software Q&A

P228,880 one time setup fee. Monthly retainer service fee is optional.

We are based in Cagayan de Oro. But our work is remote in nature, so we can still serve customers all around the Philippines. Support can be done through email/phone, or you can request for a site visit.

Yes. A desktop or laptop computer with a browser like Firefox or Chrome is needed to use the software.

Yes, if you want the system to be available to you and other users from anywhere.

If you don’t have an IT (Information Technology) employee, we suggest you avail of monthly retainer service of P14,888 per month (per 50 staff users). This covers website server hosting cost, data back-up and routine maintenance. If you have your own IT employee who can run your own project management system server, then you don’t need us to maintain your system.

It is not advisable, unless you have your own IT staff to maintain it. If you have an IT staff who can maintain a server, of course you can.

Absolutely yes. Through phone, chat, text, email. If you want us to visit your office, arrangements can be made, and at your expense, depending on your location.

One week. This can be done remotely, i.e. in our office. Once the setup is finished, we will give you access name and password and you can login using your computer or tablet.

Installing the system can be done remotely, i.e. in our office. But if you prefer us to visit your office, arrangements can be made, and at your expense, depending on your location.

Yes, as safe and secure as any professional project management system. Back-ups are taken on a weekly or daily basis as well. Back-ups can be restored in a matter of minutes.

Absolutely yes.

Training is provided through online tutorial and manual. If you can type and hold a computer mouse, you can do it.

Yes, we can customize the software for you for an additional cost.