Our company is engaged in projects, can we use CRM management?

The company is engaged in projects. If only CRM management is used, it can only involve customer management, and the project process cannot be monitored. In view of business project management, 8Manage PM+CRM puts forward effective solutions, from project establishment, approval, contract to execution and other project whole-process management solutions to achieve the following aspects of management improvement:

1. Process management of customer contracts: through the association between projects and contracts, the process management from contract creation to approval can reduce the repeated operations of employees and greatly improve the work efficiency of enterprise employees.

2. Reasonable allocation of resources and time: allocate project resources according to project requirements, manage the working time cycle and schedule management of project implementation through flexible setting mechanism, follow up the working status and schedule of employees in time, and effectively manage project resources and working time.

3. Real-time tracking of deliverables: automatically track the time and progress of project activities and deliverables, establish project milestones, remind users of overdue projects, and facilitate users to deal with them in time.

4. Integrated management: All functions are managed on one platform, and each function performs its own duties, but they also influence each other, and the data are interrelated, which improves the work efficiency of employees. In terms of management effect, it can achieve the effect of 1+ 1 > 2.

5. Real-time APP management: Through the mobile APP client, you can know the status and latest progress of customers and projects in time, making enterprise management more convenient.