About ProjX360
ProjX360 is an all-in-one SaaS project management solution designed for residential and professional AV integrators. The platform covers sales, proposals, project management, inventory, and mobile field operations.
ProjX360 is a comprehensive, cloud-based project management solution built specifically for the custom integration and AV industries. It provides an end-to-end platform to manage business operations from initial sales contact to post-installation service. Core modules include a sales CRM, proposal generator, project and work order management, scheduling, and time and budget tracking. The software also features robust inventory management with bar-code scanning and a service module for warranty tracking. ProjX360 offers native mobile apps for both iOS and Android, enabling field technicians to stay connected. It integrates with key industry tools like D-Tools and Portal, as well as QuickBooks for accounting and Stripe for payments. Pricing is tiered by user count, with both monthly and annual options available, though all plans require a one-time setup fee. A 30-day free trial can be requested via a form on their website.
Pros & Cons
- Provides an all-in-one platform for AV integrators, covering sales, projects, inventory, and service.
- Includes a mobile app for both iOS and Android, allowing for remote access and field operations.
- Offers direct integrations with industry-specific tools like D-Tools and Portal, in addition to QuickBooks.
- Mobile apps allow technicians to manage schedules and updates from the field.
- Combines CRM, inventory, invoicing, and service management into one solution.
- Interface complexity may require staff training before full operational adoption.
- Some integrations appear specialized toward AV industry platforms and associations.
- Heavy reliance on cloud access may impact usability during internet disruptions.
Features
Key features
Manage and track the entire sales pipeline, from client creation to opportunity management.
Create professional and accurate proposals with a user-friendly interface to quickly close deals.
Gain visibility into every project with snapshot features, customized process lists, and individual tasks.
Manage project timelines by phase or milestone and view an overall calendar of employee assignments.
Use built-in time tracking for each project and phase to ensure projects stay on time and on budget.
Track products by project with features like bar-code scanning, serial number tracking, and virtual warehouses.
Access project data, track time, and manage tasks on the go with native apps for iOS and Android.
Additional features
Create and manage both Project work orders for large jobs and Service work orders for maintenance calls.
Generate service and progress invoices that can be pushed to QuickBooks for payment processing.
Create and manage purchase orders directly within the platform.
Maintain a product database with the ability to edit products and sync data from Portal.
Manage post-installation service by tracking warranty status and creating service tickets.
Organize and access project files and company documents from any device with provided cloud storage.
Generate customizable reports that can be saved and accessed at a later time.
Connect with D-Tools, Portal, QuickBooks, and Stripe to streamline business processes.
Pricing
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Interface languages
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About ProjX360
ProjX360 is an all-in-one SaaS project management solution designed for residential and professional AV integrators. The platform covers sales, proposals, project management, inventory, and mobile field operations.
ProjX360 Details
ProjX360's In-App Market Place
Does ProjX360 have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- Provides an all-in-one platform for AV integrators, covering sales, projects, inventory, and service.
- Includes a mobile app for both iOS and Android, allowing for remote access and field operations.
- Offers direct integrations with industry-specific tools like D-Tools and Portal, in addition to QuickBooks.
- Mobile apps allow technicians to manage schedules and updates from the field.
- Combines CRM, inventory, invoicing, and service management into one solution.
- Interface complexity may require staff training before full operational adoption.
- Some integrations appear specialized toward AV industry platforms and associations.
- Heavy reliance on cloud access may impact usability during internet disruptions.
ProjX360's Support Options
Email Address
support@projx360.comContact
+1 844-688-5584ProjX360's Alternatives
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