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