THE PROJECTBROWSER SIMPLIFIED PROCESS
Simplify your daily tasks: Project Management, Time-Tracking, CRM, Invoicing and Bookkeeping data entry tasks.
ProjectBrowser.com our Software as a Service solution (SAAS) App is uncomplicated and easily manageable.
CUPS OF COFFEE
Hours a day
lines of code today
Email SortingAutomate your email sorting and stay vigilant about unwanted spam emails
ReportsCustomized reports are always readily available so you can access your company’s relevant information quickly and conveniently without complicated transactions.
BookkeepingOur system streamlines all the necessary bookkeeping tasks before your accountant gets involved. Your staff can easily track billing and expenses.
Quotes / InvoicesCreate quotes and invoices from extensive pricelists, which include specific pricing for unique business relationships
SubscriptionsStay on top of your recurring income by scheduling in advance. Get notifiied before the due date to ensure your company stays efficient
CRMOur Content Relationship Manager gives you the ability to track important details about your customers’ accounts
TasksTasks are pivotal for keeping your company organized. Tasks are all based on a date, so you will not miss any important deadlines.
ProjectsOrganize all your projects and track time and relevant important information for them
CalendarVisualize all your tasks on a calendar that can be switched between month,week,day and list view
EASY NAVIGATION ALLOWS TO ACCESS EACH FUNCTION WITHOUT RELOADING THE PAGE -> SIMPLY CLICK TO OPEN / EXPAND AND GET DETAILED FUNCTIONALITY.
Each section opens to an expandable menu that lets you easily access all sub-page functions.
Quick Access: Start tracking time on a project or task, or quickly create a new task.
Convenient prominent buttons on the current page: LINKS (access any number of website links), HELP (watch precise video instructions), and NOTES (add notes).
View up-to-date information and data for the current week, and track your procedures and progress.
Manage projects by choosing from a selection of detailed functions. Update features easily and efficiently by clicking active links.
Clearly designed overview of all stages of project management.
Click to create new projects.
Click to see active projects, projects on hold, completed projects, canceled projects, project requirements.
Access unbilled hours to create a quote.
View percentage of project completion. Ensure that your project stays on track.
Manage multiple complex tasks without difficulty
Click to open multiple stages of task management.
Choose from a number of functions: View task description, change date for task to be completed, re-assign task to another staff member.
Add a new task, view all tasks assigned to staff, view recent tasks worked on, view tasks that are awaiting approval or tasks that are on hold.
Timer for tracking hours for each task and staff working on task.
Upload files and download files, view passwords.
Easy to follow procedure for tasks: Start working on task and track time, edit task and add comments; send finished task for approval or escalate to the manager for clarification.
KEEP TRACK OF ALL YOUR CONTACTS
ProjectBrowser is an invaluable tool that makes it possible to run your business more smoothly, and lets you close the sale more easily.
Keep track of your contacts by managing extensive and complex data for all your customers. Our application makes it possible to stay up-to-date, informed, organized and proactive.
BILLING / INVOICING
CREATE DETAILED QUOTES AND INVOICES WITH PROJECT BROWSER AND EASILY SEND THEM TO YOUR CUSTOMERS
Clearly visible links at the top of the page allow to download PDF, or choose click to pay online.
The design of the invoices can be modified in line with your marketing and branding,
Track all your expenses easily with our bookkeeping engine
No complex accounting terminology, anyone can add expenses.
No complicated reversing if you make an error.
When completed you can export the data on a spreadsheet to your accountant to finalize.
The spreadsheet includes links to view full info, including receipts that were added to ProjectBrowser.
Track recurring charges for your customers.
Setup ongoing charges that you bill to your customers regularly monthly or yearly.
Add discounts for customers with grandfathered plans.
Add relevant info for each subscription.
Optimize your business procedures by creating distinct form letters
Save time and money by creating a selection of specific form letters that are readily available every time your staff wants to send a letter.
Securely add passwords for your company
You can add a password, and restrict access to a certain staff / project / subscription if needed.
This will prevent that your staff has to send additionel emails to retrieve the latest passwords.
Automatic verification notifies you about any changes occurring online
You can set up email notifications to warn when a website is offline. This lets you be vigilant and take immediate action before your customer notices.
We offer different types of support to help you navigate our site.
Get the help you need with our toll-free telephone support. Each month you are provided with free minutes. After these minute are used up calls are billed extra.
1-855-488-5775 ext 2
Read our extensive step by step FAQ’s
Read our FAQ
File a ticket and we will get back to you within 48 hours. The ticket is Included at no extra charge in your subscription.
File a support ticket
Watch our detailed YouTube videos to walk you through our software. Follow along and understand how to use our system quickly and efficiently and on your speed
Watch our videos