Project Management with RedHorse CRM
Project management software that works directly with CRM and Billing.
Everything you do in your business is related. From signing up a new customer, to finishing a project, shipping a product and sending out an invoice. So why keep your project management separate from your CRM and billing system?
It doesn’t make sense having separate systems create duplicate information. This leads to more work for you, resulting in unnecessary administration overhead, and possible errors in the data.
RedHorse CRM combines powerful project management functions, including the billings and much more, into a single business management solution. Finally, you can have one piece of software for your entire business.
Automatically create projects
Save time and effort by automatically creating new projects when you convert sales leads into closed sales. A simple click of the mouse allows you to create either a Fixed Bid or Time & Materials project. Templates can be used for common project layouts and tasks design for the way you operate. Built in work-flow can automate notifications and move progress along. ensuring that everyone stays focused and knows when something is done.
Schedule, Track, and manage employees, contractors and all can collaborate on the project.
Project tasks and tasks lists make it easy to keep your work items and deliverables organized and manageable, all in one easy-to-access location. You can monitor the status of tasks, assign tasks, send email reminders, instantly identify roadblocks and deadlines and track progress of your project. You can easily view All projects progress across your entire business and know instantly how well you are doing.
Increase Cash-Flow and get paid for all your work
We all know that tracking time is important, but getting paid for that time is critical. With RedHorse CRM you can
bill your project, by time and materials or milestone, and have that billing information automatically sent to the QuickBooks accounting software. A simple review process allows you to create the bill and combine billings into a sales order or invoice in QuickBooks.
RedHorse CRM - Fully integrated software for maximum efficiency:
RedHorse CRM is a fully integrated solution that covers all aspects of your business, including, marketing automation, lead generation and tracking, quoting, sales, order entry, contact relationship management, help desk, ticketing, project management, surveys and analysis, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With RedHorse CRM, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!
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