Project Management

Tame complex sales. Support team selling.
SmartCompany is the only hosted CRM solution that offers Project Management. With this powerful capability you can create bundles of related opportunities, orders, and other information to support large, complex sales. Projects also facilitate team selling by allowing multiple sales reps to share information about related deals in one place.

Great for sales managers.
Sales managers will love projects because they can monitor sales rep activity, won/lost ratios, and profitability at the project level. Projects are a great way to ensure all bases are covered in large, complex deals.

Great for professional services firms too.
Projects are great for professional services firms because they conveniently capture follow-on business for ongoing engagements. For example, as a consulting firm places additional consultants at a client site, each consulting contract can be attached to the same project so that all communications and profitability reporting can be tracked at the engagement level.