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Average Ratings 0 Ratings

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ease
features
design
support

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Description

The foundation for a project's success is laid even before its commencement, starting with the signing of the contract. Thus, it is crucial for sales personnel to possess tools for preliminary planning that encompass project timelines, resource needs, and financial estimates, which can evolve and be refined as the project progresses, allowing for continuous comparison between the initial vision and the current state. You can streamline the planning of multiple projects with just a few clicks. An automated scheduling tool will propose a timeline based on your existing workload, relationships, and available resources. By inputting an hourly rate for resources, along with materials and subcontracting expenses, you can establish a project budget that remains easily accessible for tracking throughout the duration of the project and across multiple initiatives. This systematic approach not only enhances efficiency but also fosters better decision-making as the project unfolds.

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

No details available.

Integrations

No details available.

Pricing Details

$9.90 per user 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

Heaven Industries

Website

www.heaven-industries.com

Vendor Details

Company Name

Wethod

Website

www.wethod.com

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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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