CRM for project management

for amazingly easy collaboration

From customer projects with external participants to joint tasks within your own team: with the right CRM software, you can plan your projects intelligently and implement them in a targeted manner.

CAS genesisWorld helps you provide project participants with all the necessary information that is crucial for the successful execution and completion of the project. For example, tasks and goals, resources and budgets, risks and milestones are all mapped transparently and the entire workflow is accelerated through helpful features.

In short: with your CRM solution, you can manage all your projects in one place and be agile at all times.

 

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CRM advantages for your project management at a glance

  • Prepare projects in a structured mannerThe project plan makes the division of tasks transparent and consolidates all the necessary information into a multi-functional project file.
  • For optimal teamworkSimplify and accelerate collaboration among the members of your project – even in the mobile office or in distributed teams.
  • Planning reliability in the managementKnow the total workload and all the required indicators at every stage of the project for maximum confidence in the decision-making process.
  • Keep projects on track efficientlyThe team planning view provides an overview of the workloads and availability of scheduled resources at all times and can be flexibly adjusted in case of unforeseen events.
  • Optimized project controllingEfficiently monitor time, expenses and outsourced services to assess individual performance and compare it with your original plan.
  • Shorter project periods through efficient processes Maximize project profit margins through accurate quoting and by minimizing the need for rework.
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The right tools for project management

With the best support throughout all project phases

Professional project management:
getting started has never been easier

In the project plan, you carefully prepare the required activities and link all the relevant information, such as project meetings, e-mails, phone memos or documents. Gain an overview of available resources and budgets for optimal resource planning. Use drag and drop to assign upcoming tasks to appropriate employees and clearly define each milestone on a timeline. 

Optimal project flow:
transparent in every project phase

Use CRM to keep your team informed as the project progresses, and always know what tasks are being completed, when and how. Use the project status and an early warning system to keep your projects on track. Action and notification services ensure that in the event of escalations everyone on the team is immediately informed of unforeseen deviations and can contribute to a quick resolution. Thanks to the integrated Kanban-style dashboard view, you can re-prioritize tasks within the team.

Collaborate without boundaries:
for optimal teamwork

Create the ideal foundation for collaborative teamwork throughout the company: all project information is always available in the mobile office or on site at the customer’s premises. This makes it easier for project participants to work together smoothly, even in distributed teams. At the touch of a button, you can also record time and expenses for billing purposes.

Simple project controlling:
indicators and evaluation at a glance

Project controlling includes billing, which requires the project-related recording of working hours, expenses and external costs. The project file shows all the recorded efforts in the overall context of your project: using the dashboard of your CRM system, you can promptly access the corresponding report views and obtain a comprehensive display of the relevant details, be it in tabular or graphical format. The software lets you select and filter activities interactively and flexibly. 

Webinar: Experience CAS CRM in practice Professional project management is essential for the success of projects and your team. Find out how CAS genesisWorld can support you: From acquisition to controlling, the objectives, all tasks and milestones, your resources and budgets are transparently in view. chevron_right
CRM Tutorial: Efficient use of visual board views Board views provide the ideal framework for efficient collaborative working from anywhere: The graphical visualisation of tasks, processes, bottlenecks and other activities speeds up task management and optimises the workflow within the team. chevron_right
CRM implementation In order for a CRM strategy to be successful, it needs to be implemented systematically. This is where the CAS Project Method comes in: clearly defined steps ensure your project is executed quickly and effectively and means that you will be reaping the rewards in no time. chevron_right

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Strengthen your project management with CRM 

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