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Average Ratings 1,889 Ratings

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Description

Viewing every transaction through the lens of your customer enhances the overall experience, fostering greater loyalty towards your brand. By utilizing user-friendly CRM software, you can consolidate information from various departments, providing a comprehensive, real-time perspective of each customer. You can efficiently manage and bill projects with robust project management capabilities. Additionally, it allows for precise tracking of time allocated to tasks, enabling accurate billing for your clients. The software also supports collaborative efforts by allowing multiple staff members to be assigned to tasks while monitoring individual timers for accountability. Create professional and visually appealing invoices, attach relevant files, and send them directly to your clients for convenience. This platform streamlines subscription and audience management, automating crucial functions such as accounting and fulfillment. Moreover, it initiates the sales process by identifying potential leads and swiftly preparing sales forecasts, allowing you to close deals in a matter of minutes. Ultimately, this innovative approach helps you secure more business while ensuring faster payments, eliminating the frustration of protracted sales cycles. By prioritizing customer insights, your business sets itself up for long-term success and sustainability.

Description

Project management is as efficient as it gets. Zoho Projects, a cloud-based project management software, helps you plan and track your work efficiently. It also allows you to collaborate with your team from anywhere. To get things done on schedule, plan your project activities, assign work, manage your resources, and collaborate better with your team. Gantt charts can be used to create your project plan and track your tasks. Zoho Projects helps you keep track of your key tasks and their dependencies and shows you any deviations from your planned progress. Reduce time spent on repetitive tasks. Our project management software is easy to use, no matter how complex your process is. It has a drag-and drop interface that makes it easier to create and deploy new automations. The Projects timesheet module allows you to log both billable and unbilled hours. You can record every minute of your hardwork, manually or with timers. Our built-in integration with Zoho Invoice generates invoices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Azure Marketplace No 
Box No 
Bugasura No 
ClockAssist No 
CloudEagle.ai No 
Egnyte No 
GitHub No 
Happy Grasshopper No 
Jira No 
Jira Work Management No 
Microsoft Project No 
Slack No 
Workato No 
Workers by Delos No 
Zoho Apptics No 
Zoho Books No 
Zoho Directory No 
Zoho Flow No 
Zoho Writer No 
viaSocket No 

Integrations

Azure Marketplace Yes 
Box Yes 
Bugasura Yes 
ClockAssist Yes 
CloudEagle.ai Yes 
Egnyte Yes 
GitHub Yes 
Happy Grasshopper Yes 
Jira Yes 
Jira Work Management Yes 
Microsoft Project Yes 
Slack Yes 
Workato Yes 
Workers by Delos Yes 
Zoho Apptics Yes 
Zoho Books Yes 
Zoho Directory Yes 
Zoho Flow Yes 
Zoho Writer Yes 
viaSocket Yes 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Pricing Details

$4/user/month
Free Trial Yes 
Free Version Yes 

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

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Shoppias

Founded

2016

Country

Argentina

Website

www.easycrmsystem.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/projects/

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 

Product Features

Agile Project Management Tools

Backlog Management No 
Feedback Management No 
Gantt/Timeline View No 
Kanban Board No 
Prioritization No 
Request Management No 
Resource Management No 
Retrospectives Management No 
Status Tracking No 
Supports Scrum No 
Team Management No 
Template Management No 
Workflow Management No 

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Gantt Chart

Alerts/Notifications Yes 
Capacity Monitoring No 
Color Coding Yes 
Dependency Tracking Yes 
Drag & Drop Yes 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

Issue Tracking

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing No 
Issue Scheduling Yes 
Knowledge Base No 
Project Management Yes 
Recurring Issues No 
Scheduling Yes 
Task Management Yes 

Productivity

Collaboration Yes 
Database Creation No 
Document Creation Yes 
File Sharing Yes 
Notes Management Yes 
Office Suite No 
Presentation Tools No 
Project Management Yes 
Task Management Yes 
Team Chat Yes 

Project Management

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

Project Planning

Agile Methodologies No 
Budget Management No 
Collaboration Tools Yes 
Due Date Tracking No 
Gantt Charts Yes 
Kanban Board No 
Prioritization No 
Progress Tracking No 
Resource Management No 
Task Management Yes 
Template Management Yes 
Traditional Methodologies No 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Gantt Charts Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Task Management

Collaboration No 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts Yes 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking No 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View No 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking No 

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