Project Management
We have developed a Project Management tool to make it simple to track your project's life cycle, including Work Items, Reminders and a World-Class "Easy-To-Manage" Reporting Capability.
You can track many different projects and work with them individually or wholistically. The reports allow you to manage and act upon several work items at once. You can even generate invoices to include the hours spent on each item.
Grow Your Business With Smart Group’s Project Management
Smart Group provides business management software solutions for businesses nationwide. Our Project Management Software is designed to help corporations and organizations manage all facets of their business and sales effectively. To learn more about our products, contact us today.
What Features Do We Offer?
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Easy to Follow Navigation & Search
You can search for your customers, quotes, events in a few very easy to understand ways:
- Quick Search (By Name, Store Number or Keywords)
- Advanced Search (Search by any key attribute)
Our Project Management allows you to manage all facets of your customer relationship. Using our unique navigational flow it is extremely easy to get to the customer's contacts, notes, uploaded documents, product history or any other important customer details.
A standard pitfall of most applications, is organizing a large amount of data in an easy to use way. With our forward-only navigational approach and consistent usage of our Smart Search View pattern, we're able to make it easy to use.
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Customer Dashboards
Our dashboards are aligned to your key customer metrics. We provide your teams instant access to the customers that they are targeting. This helps organize their time around targeted leads, quote follow-ups or simple custoemr health checks.
Our Project Management allows you to manage all facets of your customer relationship. Using our unique navigational flow it is extremely easy to get to the customer's contacts, notes, uploaded documents, product history or any other important customer details.
Some of our key dashboard metrics (we offer thousands):- My Pending Leads
- Expiring Quotes
- Upcoming Events
- My Key Customers
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Calendar View For Easy Tracking
In the calendar view, you'll be able to manage tasks chronoligically with instant visibilit to:
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Resource
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Status
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Category
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Type
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Pending Notes
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Files Attached
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Some of the key capabilities of this system are:
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Powerful Dashboarding and Reporting
In addition to our quick stats, key performance indicators (KPIs), and instant metrics, we provide a detailed report of your invoices, payments, documents, notes, and history. All reports are interactive and actionable.
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Workflow Status Tracking
This system allows us to track the status of your properties throughout the life cycle of development.
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Inventory Tracking
You can be sure that we’ll efficiently track your inventory for each Project at all times.