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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Experience unmatched strategic business advantages and elevate your PMO with Fluid. Seamlessly integrate all components of your strategic initiatives, ensuring they are in sync with your business objectives, to maximize overall value. With everything from projects to operations and strategy housed in a single platform, your entire team can focus on your strategic priorities effectively. This includes comprehensive demand management and meticulous project planning. Complete project delivery encompasses resource allocation, scheduling, risk management, and much more. Oversee strategic initiatives from conception to realization of value. Project Portfolio Management (PPM) software serves as an essential tool that facilitates the simultaneous management of multiple projects and programs throughout their entire lifecycle. It empowers project managers to prioritize initiatives in line with strategic goals, efficiently allocate resources, monitor budgets, and track progress with ease. By leveraging our solutions, organizations can streamline their processes, adapt to changes swiftly, and consistently achieve their strategic ambitions while enhancing overall user satisfaction. In doing so, they position themselves for long-term success and growth in a competitive landscape.

Description

Begin by gathering all the potential opportunities present in your sales or project pipeline, which should encompass essential information such as the account manager, pricing, duration, and likelihood of sale. Once you have compiled these details, initiate your project by preparing a budget and moving forward with execution! Next, focus on the client dashboard to set revenue targets and monitor sales performance effectively. Ensure you update client information regularly, establish specific revenue goals for each account, and analyze the trends that contribute to both your successes and setbacks in winning projects. Now, it’s time to identify and categorize all the resources required for your project into distinct areas and tasks. As you do so, revise your budget accordingly and maintain a historical record of various budget versions for reference. Lastly, organize your work schedule based on the allocated budget, as maintaining alignment between planning and budget is crucial. By effectively planning production and defining milestones in a collaborative environment, you can enhance team efficiency and ensure that all elements of the project are well-structured and organized for success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Jira
Microsoft Excel
Microsoft Outlook
Microsoft Power BI
Microsoft PowerPoint
Microsoft Project
Microsoft Teams
Microsoft Word
Zapier

Integrations

Jira
Microsoft Excel
Microsoft Outlook
Microsoft Power BI
Microsoft PowerPoint
Microsoft Project
Microsoft Teams
Microsoft Word
Zapier

Pricing Details

$18.73 per month
Free Trial
Free Version

Pricing Details

$13.90 per user, per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fluid

Website

www.fluid.work/

Vendor Details

Company Name

Wethod

Website

www.wethod.com

Product Features

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

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