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Quick Ad Bar
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An overview of all activites in a clean and
organized fashion
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Dashboard
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An overview of all activites in a clean and
organized fashion
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Accounts
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A searchable and organized list of
companies for quick access and total usability.
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Contacts
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A searchable and organized list of
contacts in your account database. Each contact
has there own detail page for full managability.
Special features like create a note, Call markers
and Follow up memos are created with a simple
click of the mouse.
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Leads
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A clean display of all the potential leads you are
working on. No more little yellow peices of paper
with important information on them. leads are
neatly orginized into Pending, lost and Won
categories. Won leads can be escalated into a
project and carried over to our PMS with a
simple click of the mouse.
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To Do’s
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Easily generated reminders and follow ups that
keeps your mind like water and your production
high. To-do’s are also tracked on your side bar so
they are always at your finger tips.
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Tags
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Effortlessly tag accounts clients and to-do’s for
qucik access and effecient productivity.
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Quick Ad Bar
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An overview of all activites in a clean and
organized fashion
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In Basket
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An overview of all activites in a clean and
organized fashion
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Main Dashboard
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An overview of all activites in a clean and
organized fashion
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Projects Home
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A searchable and organized list of
companies for quick access and total usability.
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Messages
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A searchable and organized list of
contacts in your account database. Each contact
has there own detail page for full managability.
Special features like create a note, Call markers
and Follow up memos are created with a simple
click of the mouse.
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Check Points
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A clean display of all the potential leads you are
working on. No more little yellow peices of paper
with important information on them. leads are
neatly orginized into Pending, lost and Won
categories. Won leads can be escalated into a
project and carried over to our PMS with a
simple click of the mouse.
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Actions
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Easily generated reminders and follow ups that
keeps your mind like water and your production
high. To-do’s are also tracked on your side bar so
they are always at your finger tips.
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BrainStorming
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Effortlessly tag accounts clients and to-do’s for
qucik access and effecient productivity.
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Uploads
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Effortlessly tag accounts clients and to-do’s for
qucik access and effecient productivity.
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Tags
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Effortlessly tag accounts clients and to-do’s for
qucik access and effecient productivity.
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