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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Project DocControl stands out as the most extensive platform currently available for the creation, management, and monitoring of documents for various projects. Specifically designed by subcontractors for subcontractors, this user-friendly software facilitates the rapid generation and distribution of professional project documents through email. It also guarantees a transparent audit trail while securely consolidating all project data in one centralized database. With the MS Outlook add-in for Project DocControl, users can effortlessly synchronize their email communications with their project management workflows. When receiving relevant project emails in Outlook, users can simply right-click and select the corresponding project, which will automatically log the email in that project's correspondence history within the application. This streamlined process reduces the time spent on paperwork and email management, allowing you to focus more on strengthening and establishing relationships with clients. Ultimately, Project DocControl enhances operational efficiency and fosters better communication throughout project lifecycles.

Description

SalesOutlook's Outlook CRM integrates with Microsoft Outlook to provide a complete customer relationship management (CRM), and email marketing system. All customer data is automatically synced to our Outlook-based CRM. SalesOutlook CRM relies on Microsoft Outlook to save all files and email correspondence. There is no need to have a dedicated MS SQL server database because all data is saved to the contact's profile. SalesOutlook Outlook CRM's intuitive interface offers a variety of features that optimize the user experience. You can drag and drop contacts into different lead categories such as "Opportunity", or "Customer Inquiry" right from your email interface. Right-clicking on a customer's name will give users instant access to contact information. Our Outlook CRM is a specialized system which builds on an email medium that is frequently used to create a CRM that optimizes user efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Constant Contact No 
LinkedIn No 
NetSuite CRM No 

Integrations

Constant Contact Yes 
LinkedIn Yes 
NetSuite CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25.00/month/user
Billed Annually. 20 day 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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Project DocControl

Website

www.projectdoccontrol.com

Vendor Details

Company Name

SalesOutlook, Inc

Country

United States

Website

www.salesoutlook.com

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial No 
Contract Management Yes 
Contractors No 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential No 
Subcontractor Management Yes 
Timesheets No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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