Solution #2 - Manage your Customer Relations and Software Projects using Zoho Online Solutions

 

As many of our team members have been programmers or software project managers we know what software development companies need in terms of managing sales and also, importantly, managing and tracking the software development lifecycle of the projects once they've been sold.

Our all in one Customer Relationship and Project Management solution for software development companies is purpose made to increase the efficiency of your business.

The solution is designed to allow you to manage your leads and potential customers, storing relevant software development related information such as estimated man hours, LOC, number of modules, functions, specs etc., as well as providing all the normal powerful features of our award winning CRM solution, Zoho CRM.  

These include website-to-lead, lead management and conversion, tracking of sales activities, custom email templates & email marketing, quotations, invoices, sales reporting and lots more.

Once the Sales Manager has sold the software project however, he/she needs to communicate effectively with the Project Manager, who needs to set up the project without losing any of the requirements.

This is achieved by integrating Zoho CRM and Zoho Projects, allowing creation of the projects on the fly within Zoho CRM or Zoho Projects, the online project management solution from Zoho.

This provides a seamless link between sales and project management; the PM can then use the web based software project management tool to manage his/her team, track tasks, invoice billable items and report on project status.  Sales can also access the development project to get a quick updates in order to maintain succssful relations with the customer.

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Bonus: One full year of support included!

This solution comes with

  • Implementation
  • Training
  • One year support