Agile Project Management
Modern User Interface
A fast user interface designed for modern project management. Get all the information you need in seconds.
Filters and Groups
Search tasks or issues easily with the smart filters. Analyze data with multi-level grouping.
Fully Customizable
Customize the process of every project, rename stages and alerts according to your own activities, automate emails, etc.
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Customer Care
Customer Tickets
Use issues to track support contracts, tickets, bug reports.
Email Integration
Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.
Automate Actions
Use automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.
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Services
Timesheets
Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.
Customer Satisfaction
Use the customer satisfaction rating survey to get feedback from customers. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.
Customer Portal
Portal users can have access to tasks and communicate about them, all in the same place.
Field Services
Link tasks to Field Services and allow planning with a start/end date
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Sales
Contracts
Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks.
From Sales to Tasks
Do not lose track of the work that needs to get done, streamline processes between teams creating projects or tasks from sales orders.
Invoicing Policy
Decide when a timesheet is invoiceable: never (internal or fixed price project), at creation or at validation.
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Multi-channel
Create tickets via email
You can create different teams to assign tickets to, and for each team you can create a unique email alias, which customers can contact directly.
Create tickets via website form
Customers can create a ticket via an online form. The website form can be customized according to your preferences.
Create tickets via Leads
Convert a lead into a ticket with a simple click. Ensure no more unseen or unanswered customer needs.
Create tickets via Live Chat
You can interact with your customers via the Live Chat and instantly create a ticket directly via the chat window.
Create tickets on the fly
If you notice that a customer has mentioned an issue on an external channel such as a forum, Twitter, or Facebook, you can manually create tickets in the system and get started right away.
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Tasks
Multi-project
Create as many projects as you want to organize your tasks, define specific settings for each project, and get separate reports. This feature is particularly useful to manage multiple teams or locations.
Tasks from SO
Tasks generated from Sales Orders (SO) directly refer to the delivery address of the customer.
Time Tracking
Track your working time directly from the task’s menu with the integrated timer, and invoice it automatically.
Kanban View
The default kanban view helps you stay organized by giving you a clear overview of your tasks, grouped however you want them to be.
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Reporting
Profitability
Have a detailed analysis of the costs and revenues of your projects.
Project overview
Get the most important information of your project at a glance: time spent, time forecasted, rates, billable hours, etc.
Tasks Analysis
Create all kinds of reports for your tasks, based on the measures, filters, and time ranges that you want.
Worksheets Analysis
Get reports based on the worksheet templates used in the reports.
Graphs
Use beautiful bar charts, line charts, or pie charts to display your reports.
Pivot Table Analysis
Create advanced pivot tables and export the data in .xls files to open it in other programs.
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