You are here: » »The top 4 features to check in project management software of CRM
CRM - The Business Blog
The CRM Software app blog have lot of information on how to grow a small business and to grow your company into customer focused organization. CRM Software app blog grow your small business.

The top 4 features to check in project management software of CRM

Oct 13, 2022 | Posted by:  abi s

Project managers have different responsibilities to take care of. The responsibilities include planning, scheduling, conducting meetings, managing resources, and budgets, and analyzing reports. With multiple things to handle the work process of the project manager becomes overwhelming. A simple solution to take care of the tedious process is making use of project management software. It helps the project manager to automate the tasks and does the task where a large team of professionals is required. Project management becomes simple with project management software, but it is important to select the right software as there are many options now in the market. 
To find the best project management software for your business it is important to consider some features. These features will help to determine the right software with the right features for your business. The top 4 features that a business shouldn't miss in project management software while choosing the CRM are,
 
 
  • Task Management: Projects are integrated with tasks. So managing the tasks is one of the important processes of project management. So, it is important to look for the task management feature in the project management software. This feature helps the project manager to define the task, and schedule it based on the priority of the task. It also helps in resource management by allocating the task to the right resource. Also, the timeline for each task can also be set. This helps to identify the critical path for the project. With task management, the manager can get the task overview and status which helps to meet the deadlines that are set. With the task management feature managing, multiple projects become easier. 
  • Document sharing: Every project has many documents to deal with. Sharing documents between the resources becomes a necessary task. Thus it is important to look for project management software that allows sharing of documents. Go for the one that allows you to upload, save, and edit documents in real-time. It helps the business to be hassle-free without any loss of documents and proper management. Also, it helps to increase communication within the team involved.  
  • Time tracker: Time tracking seems not to be an important feature, but it is a very helpful feature for project management. It helps to track the person involved and the time they devote to each task assigned to them. It also helps in scheduling. 
  • Calendar feature: Having access to the calendar helps to increase the productivity of the business. Synchronizing CRM with Google calendar helps to know the schedule of the resource. This will help to schedule meetings based on the availability of every resource involved in the project. 
 
 
POST COMMENTS
Name(Required)
Email-Id(Required)
subscribe by rssSubscribe by RSS

subscribe by emailSubscribe by Email

Categories

Wedding Categories

Archives

Recent Posts