Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Bill serves as a comprehensive project management console designed to aid in overseeing a wide range of projects, whether they are simple or complex, and whether they span short or long durations. With Bill, you can explore its extensive capabilities and unlock its full potential through practical examples. Once you're convinced of its value, you'll be able to take advantage of a free 30-day trial period. Bill is sure to become an essential ally in enhancing your business's profitability. You can assess the cost-effectiveness of your projects effortlessly with just one click. Track the real-time progress of your projects, and access all the necessary information at your fingertips, including linked clients, contacts, activity groupings, statuses, descriptions, notes, project managers, overall progress, start and end dates, estimated timelines, budgets, expenses, and key dates. Each activity can have hours attributed to it, ensuring compliance with the total time allocated for the project, making project management not only efficient but also highly effective. By utilizing Bill, you empower yourself to streamline your workflow and achieve greater success in your project endeavors.

Description

Monitor and assess the total number of leads, calls, events, and tasks weekly while analyzing performance through visual charts. Manage tasks assigned to specific leads, adjusting their priority levels, statuses, and deadlines to ensure timely completion. Maintain daily, informal notes on customer interactions, analyses, and other relevant information that may arise. Assign unique IDs for events or meetings to prevent any mix-ups, and document the location and progress status of ongoing events. Ensure no detail from phone calls is overlooked by recording the lead's name, the reason for their contact, the subject discussed, call type, date, and lead status. Keep a systematic record of customer inquiries related to quotes, payment summaries, or other questions to maintain clarity. From the initial identification of leads to nurturing customer relationships, Effitrac remains a steadfast ally. Effitrac empowers you to gain insights, strategize, and respond effectively to your customers' needs, which is crucial for making informed decisions. By utilizing these tools, you can enhance your overall productivity and strengthen your customer engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Megavolt

Website

www.billproject.com

Vendor Details

Company Name

Effitrac Solutions

Founded

2012

Country

India

Website

www.effitrac.com/crm-software

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Teamhood Reviews

Teamhood

Eylean

Alternatives

Sales Accelerator Reviews

Sales Accelerator

VoltusFreight
JobRunner Reviews

JobRunner

Pacific Solutions
ezyPMS Reviews

ezyPMS

White Digital
ezyPMS Reviews

ezyPMS

White Digital
Reflect CRM Reviews

Reflect CRM

NCH Software
TaskEye Reviews

TaskEye

Uffizio