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Description
Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.
Description
web2Project is a comprehensive, open-source Project Management System (PMS) designed with a forward-thinking approach for businesses. Recognizing that a universal project management solution does not exist, our aim is to deliver a versatile, robust, and feature-rich platform tailored to meet your unique business requirements. Our commitment to the community is reflected in our consistent release cycle, which ensures that users receive valuable updates regularly. The platform features a secure web-based framework capable of overseeing numerous projects, organizations, departments, and users simultaneously. Additionally, its modular design enables users to easily add or remove features, allowing for customization that aligns with individual needs. An integrated calendar, complete with iCalendar support, brings together all pertinent tasks and events in one place, enhancing overall project coordination. Ultimately, web2Project is about empowering businesses to optimize their project management processes effectively.
API Access
Has API
API Access
Has API
Integrations
Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Cloud Platform
Google Drive
IDnow
Microsoft Excel
Integrations
Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Cloud Platform
Google Drive
IDnow
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
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
Sonaro
Country
Lithuania
Website
www.sonaro.lt/crm-programa-en
Vendor Details
Company Name
web2Project
Country
United States
Website
web2project.net
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
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