Project module

Benefit from comprehensive project management in just one software package. Depict and map the whole project management cycle with the Project module, from acquisition to appointment and resource planning and finally reporting.

Secure the success of your project with the Project module

Manage all of your project data by utilizing a structured approach in your CRM system with the Project module. The Project module offers the following functionality:

Remain in full control of your project processing with the Project module.
CRM module - Project
  • Plan your projects with templates and roles
    Templates provide for flexible planning which is frequently required throughout the various project phases and stages of work. And you can define milestones for workflows. Employees and object resources are assigned roles, which are displayed in a workload view. If you then create a project, only the required elements are selected and assigned to the employees responsible for these tasks. This makes your work a lot easier as you can adjust your projects at any time during a specific phase.
  • Creating quotes is easy
    Entering daily/hourly rates for services provided in the CAS genesisWorld product catalog is easy, furthermore they can be complemented with customer prices or reductions. Insert text elements for your service descriptions. And with just a few mouse clicks, you can create individual offers for these items using your corporate design.
  • Keep an eye on everything with a tree view
    Keeping a close eye on progress and monitoring project activities is easy using the flexible and configurable tree view with integrated Gantt chart as well as previous and subsequent dependencies. The workload and free resources are also displayed in the view.
  • Evaluating projects
    Project and process evaluations contain all recorded costs as well as turnover from order items and receipts. Target costs can be entered into your budget plan according to cost center and time.

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