INTUITIVE DESIGN

EASY NAVIGATION ALLOWS TO ACCESS EACH FUNCTION WITHOUT RELOADING THE PAGE -> SIMPLY CLICK TO OPEN / EXPAND AND GET DETAILED FUNCTIONALITY.

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.

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.

CRM

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,

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 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.

SUBSCRIPTIONS

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.

REPORTS

Pull up reports for various criteria.

Reports can be scheduled to run at regular intervals.

Docs

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.

Passwords

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

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.