During recent years, the skills of project management have become increasingly recognised as highly desirable at all levels in an organisation. The Evolution CRM Project Management software module provides a structured and organised way to achieve success.

Control Projects

Evolution CRM's project management application provides features to help control internal projects and external projects carried out for your customers.

• Monitor allocated time, start and end dates
• Set up and manage project teams
• Projects can be linked to customer orders, to do lists and timesheets
• Reporting on due and overdue projects
• Master projects are broken into deliverable sub-projects and individual activities
• Managers can receive notification of overdue projects
• Control of close out procedures help to avoid project drift

Manage Staff Time & Costs

The system tracks each activity as it happens, so you have complete access to every detail of every project. It is designed for project managers who need to plan, customise schedules, oversee the team and meet critical deadlines.

• Allocate actions direct from the project to individual’s to do lists
• View detailed timesheets against each to do, deliverable or master project
• Highlight actions which pass their target completion date or allocated time

Analyse Actual Against Targets

Evolution CRM provides the information for project managers to balance the demands of the customer, the project, the organisation and the project team.

• Monitor at project or individual activity level
• Compare start dates, due dates and target times
• Predict time and cost overruns
• Implement alternative strategies in time
• Managers can be notified of completed tasks to plan follow up actions

Meet Customer Expectations

Evolution CRM helps to manage resources while providing the flexibility needed to respond to customer demands enabling your organisation to be more responsive. The integration to activity management allows the Project Manager to plan and monitor projects down to individual To Do items allocated to members of the project team.

• Monitor customer deadlines
• Document and review project objectives and customer satisfaction
• Monitor change requests
• Target overruns
• Anticipate problems and target for future success

Share Vital Business Information

With Evolution CRM all the project team members, whether local or remote, can share information in a workgroup environment - information such as what tasks need to be accomplished, who's working on each one, start and end dates, budgetary information, priorities and dependencies, and other important relationships.

• Team members on site can still share data
• Groups working on collaborative tasks can monitor progress
• Flexible views of data help to avoid conflicts
• Management views help to escalate issues at an early stage