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features
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Description

Leverage the IMPACT framework to effectively outline and structure your Preparation Plan for executing the Project, ensuring you pinpoint essential Stage Gates and Milestones along the way. Take advantage of the built-in Readiness Reviews, or develop personalized audits, to critically assess your preparatory efforts and identify any processes or practices that may require improvement. Additionally, utilize IMPACT to seamlessly coordinate all Project Meetings, documenting vital information that can be easily tracked and monitored over time. The platform offers an intuitive software solution for generating comprehensive work packs, allowing you to standardize planning and minimize effort by utilizing pre-existing Activity templates or crafting new ones based on prior project insights. It's important to align planned hours across your organization by employing the integrated industry-standard Norms, ensuring consistency and efficiency. Furthermore, capture the actual Progress, Time, and Cost of the Project in relation to the detailed baseline plan, facilitating quick reviews and analyses of critical Project data from any device, anywhere, thus enhancing overall project management effectiveness. By ensuring that all team members are engaged with these tools, you can drive better collaboration and project success.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CareLogic Yes 
Kleene Yes 

Integrations

CareLogic No 
Kleene No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$13.90 per user, per month
14 days free trial
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

IMPACT Software Solutions

Country

United Kingdom

Website

www.impact-software.co.uk

Vendor Details

Company Name

Wethod

Website

www.wethod.com

Product Features

Oil and Gas

Compliance Management No 
Equipment Management Yes 
Inventory Management No 
Job Costing No 
Logistics Management No 
Maintenance Management Yes 
Material Management Yes 
Project Management Yes 
Resource Management No 
Scheduling Yes 
Work Order Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

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