Assurez-vous que votre entreprise reste efficace

- Project management, Time-Tracking, CRM, Invoicing & Book-keeping -


Our Features

0 1

Intuitive Design

Easy navigation allows to get to 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.
0 2

Manage Projects

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.
0 3

Task Management

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.
0 4

CRM - Keep track of all your contacts

Manage extensive and complex data for all your customers, and keep track of your contacts. Stay informed and organized and be proactive.

ProjectBrowser makes it possible to run your business more smoothly, and lets you close the sale more easily.

0 5

Billing / Invoicing

Create invoices on Project Browser and easily send to your customers

-Easy links at the top allow to download PDF or click to pay online.

-Inovoice can be modify in line with your marketing.

0 6

Billing / Invoicing

Create invoices on Project Browser and easily send to your customers

-Easy links at the top allow to download PDF or click to pay online.

-Inovoice can be modify in line with your marketing.

0 7

Bookkeeping

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 complete you can export the data on a spreadsheete for your accountant to finalize
-Spreadsheet includes links to view full info including receipts that were added to Project Browser

0 8

Subscriptions

Track reccuring charges for your customers

-Allows you to setup ongoing charges that you bill to your customers every month, year, etc.
-Add discounts for customers with grandfathered plans.-Add info about each subscription that is relevant.

0 9

Reports

Pull up reports about various criteria

-reports can be scheduled to run at regular intervals.

10

Docs

Optomize your business by creating form letters that your staff can quickly send out.

Don't waste time re-written letters again and again.

11

Password

Securely add passwords that your company uses.

Avoid staff emailing each other for the latest password.
Add a password and if needed restrict access to a certain staff / project / subscription.

 

12

Auto-checks

Automatic checks allow you to be notified when something changes online.

-Setup a warning when a website is offline you get emailed, so you can be vigilant before your customer notices.

 

Advantages


  • Peace of mind

    Staff get paid for work they do, and work they do is tracked against projects, and projects are compared to invoiced amounts. This ensures you are always up-to-date and don't lose time and money when you don't have to.

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Contact Us


Get in touch for a free consult

Call Toll-free 1-855-488-5775

More info: info@undologic.com

FAQs

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