Looking for project management?
Your project should not start by recreating everything sales already knows.
The scope was written during the deal. The customer told you what matters. The project should begin with all of it already there.
Open the project
The project is the core. The deal hangs under it.
Opportunity to scope
What was promised stays attached to the deal and to the project that follows.
Scope to project
A project begins with the scope, the people and the dates already agreed.
Milestones and portfolio
Every project sits in one portfolio, and each one opens to the full customer history.
Customer portals
Customers see their own project, drawn from the same record.
What is in it
- Project deliveryAvailable
- Project portfolioAvailable
- Customer portalsAvailable
- QuickBooks reads for customers, invoices and profit and lossAvailable
- Want something not shown here?Ask us
Start the project with the deal in hand.
We will walk one of your deals from signed to started and show what carries over.