Win and Manage Profitable Projects
Manage Leads / CRM Pipeline Tool
- Track prospects from lead to signing
- Powerful filtering and reporting
- Manage tasks linked to each lead
Fee Calculators and 1-Click Proposals
- Start every project with an profit inherent fee
- Calculate fees quickly and easily with fee calculators based on industry guidelines
- Generate customised proposals with 1-click
Weighted Income Forecasts
- Predict future income, weighted by probability
- Report by office, discipline, etc
- Pre-empt future resourcing requirements
Timesheets & Expense Claims
- Web or mobile timesheets & expense claims
- Project and line manager approvals
- Automatic email reminders
Realtime Project Profitability
- Income and expenses updated in realtime
- Simple cost-to-completion forecasting
- Schedule and generate invoices easily
- Lump sum, time & disbursement based billing
Integrated Leave Management
- Simple leave requests and approvals
- Automatic entry to timesheets
- Integrated with resource workload reporting
Resource Planning
- Ensure workloads are balanced across all staff
- Identify staff burdened with non-project work
- Manage short term tasks across your teams
Secured-Income Forecasting Tool
- Make informed decisions based on accurate view of secured income and operating costs
- Maintain a single source of truth for billings
- Schedule & auto-generate draft invoices
Client & Sector Profitability Analysis
- Understand which clients drive growth
- Identify profitable sectors or regions
- Define your own tracking categories
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