CRM for proposals, projects and reporting
CRM for proposals, projects and reporting
A management application linking proposals, projects, work activities, employee time, costs and business travel.
- Commissioned by
- Magenta SRL
- End client
- Resolvo srl
The project at a glance · Illustrated overview
From proposal to project costs.
Proposals
Line items and tasks become a project.
Projects
People and responsibilities assigned to tasks.
Time
Recording and reviewing work hours.
Reporting
Costs, travel and financial progress.
01
The challenge
A consulting business needs to compare quoted work with actual effort, expenses and billable progress.
02
The solution
Proposals become projects with linked activities. Recorded hours and rates feed cost analysis, while business-travel workflows manage approval, expenses and project allocation.
03
Capabilities
- Proposals converted into project activities.
- Staff assignments and activity roles.
- Timesheets, monthly views and review.
- Quoted-versus-recorded cost analysis.
- Progress and billing reports.
- Travel approval, expenses and cost allocation.
LET’S BUILD WHAT’S NEXT
Start with the problem to solve.
A workflow to organise, systems to connect or a product to build. The first step is understanding the people, needs and constraints.