Tour de Force CRM provides many features and functions designed to help you manage your projects more efficiently and effectively. An organization can easily manage the Activities, Appointments, Tasks, Documents, Expenses, and Forecasts that are associated with Projects or Opportunities. The virtually unlimited use of user-defined fields on the Opportunity screen allows you to track the key details and info that is important to your organization while customizing your Project Management Process. Tour de Force CRM Task Groups allows an organization to create a common set of tasks that need to be done with every Project, and automatically assign those tasks to the appropriate person.
Be Efficient
- Create tasks required for a successful project delivery and assign them to the appropriate personnel with automated reminders of due dates.
- Easily review detailed Project Billing/Revenue Milestones with the use of Forecasts.
- Track and manage Documents related to the project.
- Tour de Force CRM Document Templates allows for quick generation of commonly used documents in the Project Management process, such as change orders, project update notices, and project transmittals.
Be Effective
- Maintain all history of an Opportunity or Project from the selling phase through the Project Delivery mode and through to the close of the Project. Analyze that data to uncover strengths or shortcomings in your sales and Project Management processes.
- Link outside influencers to a project and track their activities related to that project. (I.e. Engineering and Architectural firms, Contactors, Consultants, etc.)
Easily link billable and non-billable activities to a project for billing purposes and analyze project related expenses