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
1-888-999-4039