Project Management

SP Free CRM – Project Management

A project can be created for one or more of your clients, with the option of adding any of the selected clients related contacts.  To ensure that staff have all the necessary information in one place, tasks, documents & sales items can be associated with projects either through the project configuration or management screens.

To see a screenshot detailing some of the project management features, click the thumbnail below:

SharePoint CRM Project Management


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