Applicative CRM

Kick-start estimates by using templates and utilising off-the-shelf content. Reduce the overhead of creating proposals that still feel bespoke. Everyone can work on the same proposal together, at the same time. Updates are automatically saved and recorded in a comprehensive changelog. Avoid project resourcing issues through the clear tracking and visualisation of project progress. Create, access and edit proposals wherever you are – from your computer, tablet or mobile. Graphical visualisations, notifications and live activity feeds help you to stay on the ball with actions across your team. Store frequently sold products and services in one place, so that they can be quickly re-used. Define internal instructions, enabling junior team members to work autonomously. Invite, manage and remove users. Assign permission schemes that reflect their role within the estimation process.

Whether you're a novice or seasoned pro, you can start from a raw idea to creating a thoughtful, comprehensive task list and project schedule in less than 30 mins. The first thing you'll discover when you try Project KickStart is that we start with the assumption you don't already have a fully formulated plan in your head. Quite the contrary, in fact, as Project KickStart helps you generate ideas by asking the right questions, giving guidance where needed, and allowing you to quickly create a smart, efficient, and organized plan, complete with phases, goals, obstacles and solutions. Added flexibility in getting your contacts and resources into Project KickStart. The ability to import your coworkers, partners, or vendors from Act! or Outlook means less time entering them manually. Keep everyone notified about what and when things need to be done or any changes in schedule. Plan your activities in Project KickStart, and then "push" those tasks directly to Act! or Outlook.