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support

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Description

Neetrix® business software simplifies the process of expanding your enterprise. The Neetrix Contacts CRM system enables efficient organization of all your contacts, including prospects, leads, customers, and suppliers. It aggregates data from all Neetrix applications, ensuring everything is centralized for easy access. Neetrix Accounting offers a fully integrated and user-friendly accounting solution, delivering not only periodic reports and VAT returns akin to a comprehensive accounting package, but it also seamlessly connects with Neetrix Contacts, BackOffice, and StoreFront for total automation of customer billing, job costing, invoicing, product ordering, and sales transactions. Meanwhile, Neetrix BackOffice serves as the command center for your business operations, providing an exhaustive overview of all scheduled tasks, jobs, events, and actions undertaken by your entire team, including any external contractors. This interconnected approach allows for greater efficiency and clarity in managing your business processes.

Description

Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified. Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365. Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google No 
Microsoft 365 No 

Integrations

Google Yes 
Microsoft 365 Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
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 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) 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Neetrix

Founded

2008

Country

United Kingdom

Website

www.neetrix.com

Vendor Details

Company Name

Xergy

Founded

2019

Country

United Kingdom

Website

xergy.com/proteus/

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

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 

eCommerce

CRM No 
Catalog Management No 
Channel Management No 
Customer Accounts No 
Data Security No 
Email Marketing No 
Inventory Management No 
Kitting No 
Loyalty Program No 
Mobile Access No 
Multi-Store Management No 
Order Management No 
Product Configurator No 
Promotions Management No 
Returns Management No 
Reviews Management No 
SEO Management No 
Shopping Cart No 
Templates No 

Project Management

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

Website Builder

Auto Update No 
Content Import / Export No 
Drag & Drop No 
Invoices No 
Landing Pages / Web Forms No 
Newsletter Management No 
Online Booking No 
Online Store Builder No 
Pre-built Templates No 
Real Time Editing No 
SEO No 
Survey Builder No 
White Label No 

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management No 

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management No 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Collaboration

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

Contractor Management

Contractor Database Yes 
Insurance Tracking No 
License Tracking No 
Permit Tracking No 
Skills & Competencies Yes 
Task Management Yes 
Work Hour Tracking Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting No 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

Oil and Gas

Compliance Management No 
Equipment Management Yes 
Inventory Management Yes 
Job Costing Yes 
Logistics Management Yes 
Maintenance Management No 
Material Management Yes 
Project Management Yes 
Resource Management Yes 
Scheduling Yes 
Work Order Management Yes 

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 Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

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

Project Tracking

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

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking No 
Utilization Management Yes 

Time Tracking

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

Work Management

Access Roles / Permissions Yes 
CRM No 
Calendar Management Yes 
Collaboration Tools Yes 
File Storage / File Sharing Yes 
Kanban No 
Messaging / Discussion Yes 
Performance Metrics Yes 
Project Management Yes 
Reporting / Analytics Yes 
Resource Management Yes 
Strategic Planning Yes 
Task Management Yes 
Time Tracking Yes 
Version Control Yes 
Workflow Management Yes 

Alternatives

Alternatives