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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Experience unmatched strategic business advantages and elevate your PMO with Fluid. Seamlessly integrate all components of your strategic initiatives, ensuring they are in sync with your business objectives, to maximize overall value. With everything from projects to operations and strategy housed in a single platform, your entire team can focus on your strategic priorities effectively. This includes comprehensive demand management and meticulous project planning. Complete project delivery encompasses resource allocation, scheduling, risk management, and much more. Oversee strategic initiatives from conception to realization of value. Project Portfolio Management (PPM) software serves as an essential tool that facilitates the simultaneous management of multiple projects and programs throughout their entire lifecycle. It empowers project managers to prioritize initiatives in line with strategic goals, efficiently allocate resources, monitor budgets, and track progress with ease. By leveraging our solutions, organizations can streamline their processes, adapt to changes swiftly, and consistently achieve their strategic ambitions while enhancing overall user satisfaction. In doing so, they position themselves for long-term success and growth in a competitive landscape.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Jira Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Power BI Yes 
Microsoft PowerPoint Yes 
Microsoft Project Yes 
Microsoft Teams Yes 
Microsoft Word Yes 
Zapier Yes 

Integrations

Jira No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Power BI No 
Microsoft PowerPoint No 
Microsoft Project No 
Microsoft Teams No 
Microsoft Word No 
Zapier No 

Pricing Details

$18.73 per month
Free Trial No 
Free Version No 

Pricing Details

$13.90 per user, per month
14 days free trial
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Fluid

Website

www.fluid.work/

Vendor Details

Company Name

Wethod

Website

www.wethod.com

Product Features

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

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 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

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