Client Project Management

With your évoSuite software you can easily add, edit and manage projects right from within the client’s file in your CRM; allowing you to have all your business information in one central location and easily accessible for all those who need it.

Projects can be created with the following information:

• Assign a project manager
• Due dates and priority of the project, as well as a status and estimated date of completion
• What the project is worth
• Add notes and upload documents
• Assign clients, contacts and suppliers that are relevant to the project.

Project Time Tracking

When creating a project, you can also allocate budgeted hours and the applicable dollar-per-hour rate to give you an accurate idea of the ROI you can expect from the project. It’s also a great way to see how you’re staff are performing and where internal processes could be updated or adjusted.

Reporting

Your évoSuite software also incorporates a powerful reporting tool; with this you can easily export specific client projects into a report that displays the most important information.