ONE COMPLETE PLATFORM

Built around the way you work.

ProjX360 connects the entire lifecycle of an integration business
—from sales and proposals to project management, purchasing, installation, invoicing, and service.

Sales CRM

Sales CRM

Manage your sales pipeline, opportunities, activities, clients, and sales performance.

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Proposal Generator

Proposal Generator

Build accurate, professional proposals faster with products, labor, pricing, and signatures.

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Project Management

Project Management

Keep project information, tasks, documents, communication, and progress connected.

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Work Orders

Work Orders

Give your team clear work, track tasks and time, and keep project and service work organized.

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Scheduling

Scheduling

Coordinate employees, projects, service work, milestones, and schedules from one calendar.

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Time and Budget Tracking

Time & Budget Tracking

Track actual labor against project budgets and see when projects are approaching their limits.

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Invoicing

Invoicing

Create service and progress invoices and connect project activity directly to billing.

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Inventory Management

Inventory Management

Track products, serial numbers, warehouses, allocations, requests, and inventory movement.

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Purchase Orders

Purchase Orders

Create and manage purchase orders while keeping purchasing connected to your projects.

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Products

Products

Manage your product database, pricing, labor, accessories, suppliers, and product information.

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Service

Service

Manage warranties, service work orders, repairs, and the long-term history of every project.

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Cloud Storage

Cloud Storage

Keep project and company documents organized and accessible from anywhere.

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Reporting

Reporting

Build customizable reports and charts to turn project and business data into useful insight.

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Integrations

Integrations

Connect ProjX360 with the tools your business already uses, including D-Tools, Portal, Stripe & QuickBooks.

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AI Assistant

AI Assistant

NEW

Get instant answers, guidance, and help with ProjX360 whenever your team needs it.

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READY TO SEE IT IN ACTION?

See how ProjX360 fits your business.

See how ProjX360 connects your entire workflow from the first opportunity through installation and ongoing service.

Schedule a Demo