HR, CRM & PROJECT MANAGEMENT

The Project Manager & CRM we offer is helpful for any kind of business to manage their work smartly. It can save your daily time to manage your clients, projects, sales and team members. It’s optimised to improve customer satisfaction and work performance.

Our Project Manager & CRM has lots of essential features. Here are some key features which help our customers to success:

  • Manage your projects efficiently
  • Easy monitoring – an overview of your business
  • Issue proposals to leads – converting to clients
  • Get and manage sales & opportunities
  • Enhance your teams’ productivity
  • Follow up by tracking your business growth

MEET YOUR BUSINESS NEEDS

Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability.

  • Keep a track of all your projects in most simple way.
  • Assign tasks to project members and track the status.
  • Add members to your projects and keep them in sync with the progress.

ANALYSE YOUR WORKFLOW

Reports section to analyse what’s working and what’s not for your business

  • It Shows how much you earned and how much you spent.
  • Ticket report shows you Open vs Closed tickets.
  • It creates task report to track completed vs pending tasks.

MANAGE YOUR SUPPORT TICKETS EFFICIENTLY

Whether someone’s internet is not working, someone is facing issue with housekeeping or need something regarding their work they can raise a ticket for all their problems.

  • Admin can assign the tickets to respective department agents.
  • Team members can assign and escalate tasks to others.
  • Priority levels can be set along with type of support selection.
  • Tickets can be tagged and the status changed when needed.

CUSTOMER, INVOICING AND PROJECTS FEATURES

Customer Information

  • Organisational records of client details
  • Individual project tracking space available
  • Work relation details with the organisation

Invoices and Billing

  • Time based or recurring invoices available
  • Professional and attractive invoice templates
  • Mailing system to issue PDF invoices to clients

Estimates

  • Auto conversion of invoices into estimates
  • Understable price distribution outline present
  • Customer status and negotiation section

Contracts

  • Legal documents for all clients
  • Easily converted into PDFs and sent to clients
  • Acceptance feature using e-signatures

Projects

  • Track the project tasks easily
  • Flat time layour for a project in hand
  • Graphic representation of work

Tasks

  • Record time taken for completion of tasks
  • Segregate tasks into work statuses
  • Date based view of tasks

SUPPORT, ATTENDANCE, & HR FEATURES

Tickets

  • Audience and company queries
  • Problems or discrepancy resolution
  • Multi-channel tickets

Attendance

  • Individual clock-in and clock-out
  • Staff can mark their attendance
  • Location based restrictions

Holiday/Leave

  • Holiday/leave quota controls
  • Set paid or unpaid leave quotas
  • Optional leave and holiday criteria

Messaging

  • Direct interaction amonst team members
  • Messaging direct with clients
  • 1-1 or group messaging

Events

  • Important dates can be added
  • Managed on a calendar
  • Views include week/month/day

Reports

  • Analysis of task activity
  • Time log analysis
  • Financial reporting available

BUSINESSES WHO USE FUNKY MEDIA CRM

Get Started

Funky Media offers the ultimate CRM for only £24.99 per month with a free 7-day trial to get you started.

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