From a won deal to a completed installation, tracked throughout
A won deal becomes a project with its own timesheets and budget - tracked from kickoff through to the work that fulfils it, not handed off to a spreadsheet the moment CRM closes it.
A won deal becomes a project
When a CRM deal closes, the same customer and deal detail carry into the project - no separate project kickoff form re-collecting what CRM already has.
Timesheets against real work
Time is logged against the specific project it belongs to, so labour cost on a job is what was actually logged, not an estimate.
Budget vs actual, as it happens
A project budget is tracked against actual cost as it accrues - not reconciled once at the end when it is too late to act on it.
Ties into production where it applies
For manufacturing-linked projects, the same project record connects through to the BOM, production stages and dispatch that fulfil it.
A won deal doesn't start a project from scratch
The customer, scope and value already captured in the CRM deal carry into the project record - the team executing the work isn't re-collecting information sales already has, and the project's own history traces back to how it was won.
- Deal detail carries into the project record
- Projects, timesheets and budget vs actual in one module
- One customer record throughout, not a re-entry at handoff
Budget vs actual you can act on mid-project
Timesheets log real hours against the project, and budget vs actual is visible while the work is still in progress - so a project running over is something you can respond to, not a number you discover at close-out. For manufacturing-linked work, the same project connects through to the BOM and production stages that fulfil it, through to dispatch and installation.
- Timesheets logged against the specific project
- Live budget vs actual, not a month-end surprise
- Connects to production/dispatch for manufacturing-linked projects
See a deal become a tracked project
Book a demo and we'll walk one of your real projects from a won deal to completion.