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Project Management in PERFEX CRM

Intro to Project Management in PERFEX CRM In the Projects section of Perfex CRM, you can perform a variety of tasks to effectively manage and track projects. Here's a summary of the key features: 1. Create New Projects: Initiate new projects by providing essential details such as project name, customer, billing type, start and end dates, and descriptions. 2. Project Settings: Customise settings for each project, including visibility options for customers, allowing comments, viewing task details, and managing file uploads. 3. Time Tracking: Track project hours and billable tasks to manage project finances effectively. 4. Project Members: Assign staff members to projects, controlling access based on their permissions. 5. Task Management: Create and assign tasks within projects, set hourly rates, and track progress. 6. Discussions: Start discussions related to specific projects, allowing communication with team members and clients. You can create discussions with a subject and description, as well as set visibility options. 7. Milestones and Gantt Charts: Monitor project progress with milestones and visual Gantt charts for better planning and tracking. 8. Finance Overview: View the financial overview of a project, including income and expenses associated with tasks (not applicable for fixed-cost projects). 9. Activity Logs: Keep a record of all activities related to the project for effective monitoring. 10. File Attachments: Upload and manage files associated with the project, making it easier for team members and clients to access relevant documents. This comprehensive set of features enables effective project management within Perfex CRM, facilitating collaboration, tracking, and reporting. We are PERFEX CRM providers; we host, manage, and develop modules for PERFEX as well. See more about our course on PERFEX CRM See our website for more information: www.successbydesign.co.za #crm #projectmanagement #perfexcrm