CRM Dashboard
Starting the sales process in ProjX360s’ Sales CRM, you can manage all aspects of your leads from prospect, to deal, and finally into a proposal while keeping appointments, notes, and all associated information organized in ProjX360s’ Sales CRM. When you’re ready to create a proposal, with one click you can push the client information to D-Tools SI avoiding double entry thanks to the seamless integration.
Sync D-Tools Proposals to ProjX360
Utilize D-Tools’ award-winnning solution for project and proposal creation, detailed system design, and client documentation. As you add products to the bill of materials, D-Tools will automatically calculate the labor time and an estimated install price. All project information can be leveraged to create detailed system designs in Visio or AutoCAD. Once a project is approved it can be synced over to ProjX360.
Project Management and Accounting
Approved D-Tools projects can be pushed to the ProjX360 proposal section to start managing the lifecycle of the Project. Quickly create POs from the proposal products, picklists, WorkOrders, time tracking, reporting and much more.
