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Description
An integrated ERP system designed for ease of use focuses on job costing and project tracking. It enhances precision, standardization, and automation by utilizing virtual assistants for processes such as estimating, customer relationship management (CRM), scheduling, construction, and accounting management. With industry-leading capabilities in consolidation, integration, and functionality, this system boosts productivity for back-office and supervisory staff through the implementation of take-off tools, estimate templates, automated order approvals, and the streamlining of repetitive clerical tasks. Additionally, it features automated reporting for user-defined, overdue individual tasks, directing them to the respective manager, along with a reflow of the project schedule to maintain efficiency. The structured login access to essential documents on Project De-Risk portals ensures that relevant stakeholders have immediate access to necessary files, which are signed, stored, and delivered as needed. Furthermore, the system automatically generates and distributes orders, claims, contract documentation, and safety plans from the document library to designated login portals, facilitating seamless communication and organization. This comprehensive approach significantly enhances operational workflows, making project management more effective and less prone to errors.
Description
Introducing a cutting-edge CRM that prioritizes automation at its heart. Intuitive and user-centered, it is crafted with an emphasis on enhancing the user experience. The interface is straightforward, with buttons and forms placed in logical contexts that are easy to navigate. Built on a contemporary framework, this system is constructed from the ground up, incorporating the latest security measures, speed enhancements, and scalable design principles, making it robust, efficient, and up-to-date. Suitable for a variety of sectors, it is adaptable and customizable for any industry, having proven its reliability in challenging fields like Student Loan Consolidation, Debt Management, and Mortgage services. Additionally, there is a dedicated client portal that allows users to log in for real-time updates, seamlessly linking with the CRM for functions such as receipt management, progress tracking, issue resolution, document uploads, and information updates. With automation at play, your employees will be effectively guided and supported by the system, ensuring a streamlined workflow and increased productivity. This innovative approach not only simplifies processes but also enhances overall operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Amazon
Asterisk
Authorize.Net
Docusign
Five9
PayPal
Profituity
Stripe
Ytel
Integrations
Amazon
Asterisk
Authorize.Net
Docusign
Five9
PayPal
Profituity
Stripe
Ytel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$50 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
Project De-Risk
Country
Australia
Website
www.projectderisk.com
Vendor Details
Company Name
Skywave
Founded
2016
Country
United States
Website
skywave.app
Product Features
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