ProjX360 ProjX360

For Integrators, By Integrators

ProjX360 Brings Project Management Full Circle

ProjX360 is a complete Saas project management software solution for both residential home technology integrators and pro AV system integrators. Whether your AV project is in home, office, government, hospitality, house of worship, or beyond, ProjX360 has everything you need to track your sales pipeline, create proposals, and manage your projects and inventory – all in one Cloud-based software platform. With apps for both iOS and Android, you can track time, push notifications, check your schedule, and much more in the field. Our mobile-friendly interface gives your team easy access to our cloud-based software. From the initial client contact to installation and warranty, ProjX360 software allows you to manage your projects effectively to achieve the results you want for your business.

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Software

Features

End-to-End SaaS Management Solution

Sales CRM

With ProjX360 Sales CRM you and your team will be able to easily manage and track your entire sales pipeline which will allow you to close more opportunities efficiently. ProjX360’s Sales CRM makes creating and working with clients and opportunities easy which allows your team more time to sell.

Proposal Generator

With ProjX360’s Proposal Generation Tool you can quickly and easily create proposals anytime, anywhere. Our user-friendly UI allows you to create professional & accurate proposals very quickly, so you can get them to your potential customer and close the deal.

Project Management

Get visibility of every project and the stage of the project with the quick snap shot feature in the project detail page.

Work Orders

With our work orders, you can create two types of work orders to keep your team and your workload organized. You can create a Project or Service work order. Project work orders are designed for large projects as you are moving through the different stages of the project, and Service work orders are designed for your service calls for finished projects or past clients.

Scheduling

Inside the individual project calendar you can manage that specific project’s timeline by phase, milestone or method that suits how you do business. As you update an individual project’s calendar, it instantly updates the overall projects calendar. This allows you to quickly and easily see what projects that employees are working on at any given time and the phase that it is in.

Time & Budget Tracking

ProjX360 has built in time tracking software for each project and phase to ensure that projects come in on time and budget. At a glance, you can easily see where the project is at and if it is going to run over budget, time tracking for a project has never been so easy. Employees can easily access the time tracking from the mobile app, tablet, or desktop computer.

Invoicing

With ProjX360 invoicing you can create two types of invoices service and progress and easily push them to QuickBooks to receive payment.

Inventory Management

Our inventory management system was designed fro the CI industry. Features: bar-code scanning, serial number tracking, product tracking by project, virtual warehouses and much more.

Purchase Orders

ProjX360 provides several options for you to be able to easily create Purchase Orders.

Product Manager

Easily manage your product database in the product manager. You can edit and update any of your product anytime. Our integration with Portal allows you to select all the product from any manufacture and sync with Portal and all the product pricing will update and don’t have to manually input it.

Service

After the project is completed, it can be moved into service status. The two service statuses are In Warranty and Out of Warranty so you can easily see if the project is in or out of warranty.

Cloud Storage

Keep project files organized with our provided cloud storage. Access your project and company documents from any device.

Reporting

Our reports are customizable and allow you to save and access at a later time.

Integrations

Our 3rd party integrations with Portal, D-Tools and QuickBooks help speed up business processes.

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