About Deals & Projects
Deals & Projects is a CRM software from everii designed for small agencies. It includes deal-pipeline with Kanban view, reminders & follow-ups, and customizable dashboards with key metrics so users can effectively manage their projects and client interactions. This platform provides tools for creating quotes and order confirmations in custom branding, along with revenue forecasts for precise forecasting. With over 500 customers, it supports agents in tracking KPIs and managing deals efficiently. Key capabilities: deal-pipeline with Kanban view reminders & follow-ups customizable dashboards quotes & order confirmations revenue forecasting Best for: small agencies that need to manage client relationships and project workflows.
Deals & Projects is a project management and deal tracking platform designed to streamline business processes and enhance team collaboration. The platform caters to businesses looking for a centralized solution to manage projects, track deals, and optimize their operations. With its combination of robust features and an intuitive interface, Deals & Projects aims to simplify complex workflows, making it easier for teams to stay on top of tasks, manage resources, and achieve their goals efficiently. The user interface of Deals & Projects is clean and user-friendly, with a modern design that makes navigation straightforward. The dashboard is customizable, allowing users to tailor the layout to their specific needs, ensuring that the most relevant information is always easily accessible. The intuitive nature of the platform ensures that users, regardless of their technical expertise, can quickly adapt to the software. The use of clear icons, logical menus, and a cohesive color scheme contributes to a smooth user experience, reducing the learning curve for new users and allowing them to focus on their work rather than on figuring out the software.
Pros & Cons
- +Comprehensive Feature Set: Deals and Projects combines project management and deal tracking in one platform, reducing the need for multiple tools.
- +Customizable Dashboard: Users can tailor the dashboard to display the most relevant information, improving efficiency.
- +User-Friendly Interface: The intuitive design makes the platform accessible to users of varying technical expertise, minimizing the learning curve.
- +Collaborative Features: Shared workspaces and communication tools enhance teamwork and ensure alignment on project goals.
- +Integration Capabilities: The platform integrates with other business tools, creating a seamless workflow.
- −Limited customization options for project templates
- −Steep learning curve for new users
- −Lack of advanced reporting capabilities
- −Limited integration options with other software platforms
Features
Key features
- Project Management Tools
- Offers comprehensive tools for managing and tracking projects.
- Deal Tracking
- Tracks the status and progress of various deals.
- Customizable Dashboards
- Provides dashboards that can be tailored to individual needs.
- Collaborative Features
- Facilitates team collaboration through shared workspaces and communication tools.
- Reporting and Analytics
- Includes reporting and analytics capabilities for data-driven decision-making.
- Integration Options
- Integrates with other software and tools to streamline processes.
Additional features
- Task Assignment
- Assign tasks to team members for better project management.
- Deadline Management
- Set and manage deadlines to keep projects on track.
- Document Storage
- Store and organize project-related documents.
- Milestone Tracking
- Track key milestones to monitor project progress.
- Budget Tracking
- Monitor and manage project budgets effectively.
- Resource Allocation
- Allocate resources efficiently for project execution.
- Client Portal
- Provides a portal for clients to view project progress.
- Customizable Reports
- Generate reports tailored to specific needs and preferences.
- Mobile Access
- Access the platform and manage projects from mobile devices.
- Notifications and Alerts
- Receive notifications and alerts about important project updates.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Deals & Projects
Deals & Projects is a CRM software from everii designed for small agencies. It includes deal-pipeline with Kanban view, reminders & follow-ups, and customizable dashboards with key metrics so users can effectively manage their projects and client interactions. This platform provides tools for creating quotes and order confirmations in custom branding, along with revenue forecasts for precise forecasting. With over 500 customers, it supports agents in tracking KPIs and managing deals efficiently. Key capabilities: deal-pipeline with Kanban view reminders & follow-ups customizable dashboards quotes & order confirmations revenue forecasting Best for: small agencies that need to manage client relationships and project workflows.
Deals & Projects Details
Deals & Projects's In-App Market Place
Does Deals & Projects have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
EUR (€)
Pros & Cons
- Comprehensive Feature Set: Deals and Projects combines project management and deal tracking in one platform, reducing the need for multiple tools.
- Customizable Dashboard: Users can tailor the dashboard to display the most relevant information, improving efficiency.
- User-Friendly Interface: The intuitive design makes the platform accessible to users of varying technical expertise, minimizing the learning curve.
- Collaborative Features: Shared workspaces and communication tools enhance teamwork and ensure alignment on project goals.
- Integration Capabilities: The platform integrates with other business tools, creating a seamless workflow.
- Limited customization options for project templates
- Steep learning curve for new users
- Lack of advanced reporting capabilities
- Limited integration options with other software platforms
Deals & Projects's Support Options
Contact
1-888-999-4039Deals & Projects's Alternatives
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