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EBSuite.com Integrated Modular Customer Relationship Management (CRM) EBSuite No Risk
 

Benefits
Task Management
Task management is synchronized through shared lists and schedules. Teams share identical information from the EBSuite's Project Management document library with version control and file check in/out managed automatically. Integrated with EBSuite's Customer Support module to track customer's cases through engineering to resolve bugs and apply patches to each affected customer. Like all EBSuite solutions, the Project Management module is delivered online and accessible via the internet. So distributed teams-anywhere in the world-can collaborate and coordinate using all the most up-to-the-minute information.
Accurate Real-time Task Management
Increase Team Productivity
One Complete Resource
Resource Allocation and Workload Calendars

Highlights
Report Time by Each Case
Automatically report each user's time spent on each task and relate to each customer. Create reports based on client, company and project as well as manage service / time retainers for credit and billing.

Task & Project Completion Meter
Users record the percentage complete for each task in a project. This rolls-up to measure overall project completion meter. Tasks automatically roll-up to customers and time sheets. As each user reports their actual hours worked it is cross-referenced with the user's time sheet.

Task Work Flow
The flow of information is automatically recorded in each task or sub-task. Documents and file attachments are automatically uploaded into the project document library. Project task forums enable users to exchange ideas for the project, nothing is ever lost. Everything about the project in one resource.

Project Task Standard Features
Every project task contains the following features: task summary / details, time sheet (actual hours worked), estimate of completion, status, priority, group, and type. The task history tracks all changes including date and author.

Features
Multiple Projects
Task Management
Account Management
Software Projects
Time Sheet Management
Team Workload
Document Management
Discussion Forum
Dashboards
Email Alerts
Access-Control
Gantt Charts
Group Calendars / Tasks
Project Wizards


 
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CRM Solutions Information
CRM Solutions Overview
Marketing Automation
Sales Automation
Customer Support
Project Management
Security and Technology
Automate Your Work Flows
Sales Automation Flows
Customer Support Flows
Project Management Flows
  CRM Solutions
.:  CRM Marketing Automation
.:  Sales Automation
.:  Customer Support - Help Desk
.:  Project Management
.: 
  CRM Platforms
.:  Sync: Microsoft's Outlook
.:  Enterprise Integration
.:  Mobile PDA CRM Palm & Blackberry
.:  Offline CRM
.:  Sync: Palm, Blackberry, iPod
  CRM Purchase Options
.:  On-Demand Service
.:  Private Hosted Server
.:  Application Purchase
.:  Commission Reseller
.:  Private Label Developer
  CRM Education
.:  CRM Customer Successes
.:  CRM Case Study
.:  CRM EBSuite New Features
.:  EBSuite Global Offices
.:  EBSuite's Customer Support


  1.888.CRM.EBS0 or 1.888.276.3270 See it in Action! Contact: sales@ebsuite.com

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