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Description
D-Tools System Integrator is an end-to-end solution that simplifies business processes for larger projects. This includes sales, system design, documentation, field service management, and sales. brightness. Rapidly create professional proposals that are accurate and complete to increase client satisfaction and win more business. brightness. Manage project budgets efficiently and meet client needs using estimation and budgeting tools. brightness. Maximize your site visits and quickly establish budget and scope from your iPad. brightness. CRM capabilities allow you to effectively manage your sales process.
Description
Begin by gathering all the potential opportunities present in your sales or project pipeline, which should encompass essential information such as the account manager, pricing, duration, and likelihood of sale. Once you have compiled these details, initiate your project by preparing a budget and moving forward with execution!
Next, focus on the client dashboard to set revenue targets and monitor sales performance effectively. Ensure you update client information regularly, establish specific revenue goals for each account, and analyze the trends that contribute to both your successes and setbacks in winning projects.
Now, it’s time to identify and categorize all the resources required for your project into distinct areas and tasks. As you do so, revise your budget accordingly and maintain a historical record of various budget versions for reference.
Lastly, organize your work schedule based on the allocated budget, as maintaining alignment between planning and budget is crucial. By effectively planning production and defining milestones in a collaborative environment, you can enhance team efficiency and ensure that all elements of the project are well-structured and organized for success.
API Access
Has API
API Access
Has API
Integrations
Khameleon ERP
Rev.io PSA
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$13.90 per user, per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
D-Tools
Country
United States
Website
d-tools.com
Vendor Details
Company Name
Wethod
Website
www.wethod.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Project Portfolio Management
Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking