Features

Projects, Integrated with your Business

Designed for both small start ups and large enterprises, Project Management has moved from an external activity from most corporate needs to an active part of business. Project management has long been its own profession serving as a critical resource for companies going through a multitude of processes. Often Project Management has been utilized primarily by larger enterprises to manage growth. Project management has since been redefined in the last 10 years with many businesses of all types and sizes recognizing the everyday need for it within their own organization. 

For companies who have a need for Projects and Project Management tools Tradepoint includes an integrated Project Management module. Tradepoint's Projects is integrated with CRM and Accounting capabilities making it an ideal business management software for smaller and medium sized growing businesses.

Integration with CRM and Contacts

Have your events and actions within a Project translate into a contact's account for a  more seamless connection between Project and contact activity. Tradepoint's Project Management provide capabilities for stand alone Projects and CRM integration with contacts. This translates into a flexible tool for business reducing double data entry from various different types of events stemming from Projects into a contact account. Now specific events such as Tasks or generating an Invoice from within a Project will reflect within the contact account as well as the Project for easy access of information. CRM integration within Projects extends to some of the following functions:

  • Association of one or more Projects for a contact
  • Generating Quotes within a Project
  • Invoicing for Billable Hours
  • Tasks defined within GANT charting in a Project
  • Appointments defined within GANT charting in a Project
  • Team Schedules

Integrated Alerts and Event Reminders

GANT charting for Tasks and Appointments enables detailed planning of time lines with alerts and reminders of due dates within Projects. This Project structure also provides capabilities for sharing planned time lines and detailed information of each event with others involved within the project as well as the customer through one of our web portal enabled Ecommerce solutions.

Multiple views of time lines, the ability to move around the time line of events within an already scheduled Project and shared alerts for Project based Tasks creating a unified, flexible environment for all a user's Tasks within Tradepoint. Appointments scheduled within a Project are also scheduled within each user's schedule for easy visibility and to minimize scheduling conflicts.

Time Management Tools

Effective Project Management is defines as the effective use of time, allocated resources and the actions taken as a result of the Project structure. Time Management tools within Tradepoint Projects enables several different types of time Management.

GANT charting enabled time management of events with alerts and reminders for individuals involved within each scheduled event. The Time Clock feature within Projects allows users easy access to Projects with a one click Punch In/Out feature for logging time within one or more projects. Hours can also be entered in by hand within each Project. My Business Reporting can print out reports featuring time allocations and management for existing Projects and individuals scheduled within Projects.

Click here to download a PDF on the available features in Tradepoint Enterprise.