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HIGHLIGHTS

The addon provides seamless integration of critical projects like workflow automation, task recording, milestone checks etc. making it easier to manage tasks within the given timelines.

Maximize the lifetime value of your business relationships by centralizing, standardizing and systematizing the complete contract lifecycle, right from creation to expiration or renewal.            

Have resources but no means to utilize them efficiently? With Greytrix Sage CRM Resource Planner empower your enterprise with real-time data of resources & tracking their contributions.

The addon leverages businesses with a single solution to plan & execute all the events across the enterprise with completely customizable and configurable features to suit your business needs.

CRM Budget Planner takes all the main concepts of budget planning & allocation into account like budget items and summary, margin & graph calculation and approval of expenditure.

Project
Projectdetail
Milestonecheck
Timesheet
Task
Projectreport2
Projectreport
Contract1
Contract2
Resouce1
Resource2
Projectworkflow
Event2
Event1
Event3
Budget1
Budget2
Budget3

BENEFITS

Real-time data sync helps in producing more output of the Sage CRM Business Manager addon by utilizing resources while keeping the processes active with minimum downtime. 

The informative reports & dashboards provide a detailed overview of your business in one quick glance thus, encouraging enhanced decision making.

Make your business efficient, productive, economical and reliable with continuous data streams of information to keep your business in an always ON mode.

Task distribution and systemized integration of data & systems ensures automation of critical business processes and helps in getting the most value from your business.

Businessmanager

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