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projectfacts

projectfacts

Overview

What is projectfacts?

projectfacts is an integrated solution designed to streamline and digitalize business processes. It offers a comprehensive set of features that cater to companies of all sizes, making it suitable for IT companies, agencies, management consultancies, personnel service providers, as well as marketing...

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Pricing

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Basic

$29

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is projectfacts?

projectfacts is an integrated solution designed to streamline and digitalize business processes. It offers a comprehensive set of features that cater to companies of all sizes, making it suitable for IT companies, agencies, management consultancies, personnel service providers, as well as marketing and distribution companies.

Key Features

Project Management: According to the vendor, projectfacts provides an integrated system for efficient project planning, control, evaluation, and accounting. It allows users to plan times, resources, and milestones for projects while providing real-time monitoring of the project status. The warning system helps identify critical situations, and comprehensive reports and analyses enable continuous improvement of project performance.

Accounting: The vendor claims that projectfacts offers comprehensive support for financial processes from quotation to invoice. It provides the ability to invoice services and articles with different accounting rules, record and invoice all types of external costs, and includes integrated receivables management to save time and prevent missed invoices.

Time Tracking: projectfacts simplifies and streamlines time recording for employees, offering multiple options for time tracking, including a web application, smartphone app, and terminal. Users can create templates for recurring activities, establish a direct link between attendance times and project times, and generate performance records and billing with just a push of a button.

Ticket System: According to the vendor, projectfacts elevates customer service with its ticket system. It provides different channels for order and structure in customer requests, warnings for exceeded response times to prevent forgotten requests, and seamless integration of tickets with projects and digital customer files. Additionally, users can record times directly on tickets for easy invoicing.

Human Resources (HR): The HR module in projectfacts streamlines various HR processes, including recruiting and CRM with partner companies. It enables intelligent planning of projects and automatic staffing adjustments, offers competent back office support for management consultancies, and optimizes sales processes with a CRM system that includes quotations and follow-ups.

CRM Software: projectfacts offers a comprehensive CRM solution with a digital customer file that provides a complete view of customers and their communication history. It optimizes sales processes with features like quotation creation and tracking, follow-ups, and campaigns to reach potential customers. The CRM software also integrates with tickets, invoices, and service notes, and provides customizable dashboards and agile methods for efficient customer management.

Collaboration: projectfacts serves as an all-in-one system for coordinating tasks, staff, and resources. It seamlessly integrates classic and agile project management methods, ensuring the seamless interlocking of all business processes with intelligent links. Users can benefit from individual dashboards and smart tools to support their daily tasks, and cloud access enables viewing and controlling business processes from anywhere.

Agile Working: projectfacts supports agile project management methods, improving overall efficiency. It allows users to coordinate tasks, staff, and resources in a single tool, integrates project times and invoicing for streamlined processes, and supports both classic and agile project management approaches. The system also provides reports and analyses to identify areas for improvement.

Look & Feel: projectfacts offers a user-friendly interface with intuitive navigation, ensuring ease of use for all users. It provides customizable dashboards for personalized views, supports mobile and cloud access for remote work, and employs intelligent workflows to automate standard tasks. Additionally, the system offers intelligent reports and analytics for better decision-making.

projectfacts Features

  • Supported: Activity Dashboard
  • Supported: Calendar/Reminder System
  • Supported: Contact Management
  • Supported: Document Storage
  • Supported: Email Marketing
  • Supported: Interaction Tracking
  • Supported: Internal Chat Integration
  • Supported: Lead Generation
  • Supported: Lead Management
  • Supported: Marketing Automation
  • Supported: Mobile Access
  • Supported: Sales Pipeline Management
  • Supported: Segmentation
  • Supported: Task Management
  • Supported: Workflow Management
  • Supported: Billing & Invoicing
  • Supported: CRM
  • Supported: Employee Management
  • Supported: Financial Management
  • Supported: Order Management
  • Supported: Performance Metrics
  • Supported: Project Management
  • Supported: Scheduling
  • Supported: Time & Expense Tracking
  • Supported: Vendor Management
  • Supported: Forecasting
  • Supported: HR Management
  • Supported: Reporting/Analytics
  • Supported: Agile Methodologies
  • Supported: Client Portal
  • Supported: Collaboration Tools
  • Supported: Cost-to-Completion Tracking
  • Supported: Customizable Templates
  • Supported: Gantt/Timeline View
  • Supported: Idea Management
  • Supported: Issue Management
  • Supported: Kanban Board
  • Supported: Milestone Tracking
  • Supported: Prioritization
  • Supported: Project Planning/Scheduling
  • Supported: Reporting/Project Tracking
  • Supported: Resource Management
  • Supported: Traditional Methodologies
  • Supported: Activity/News Feed
  • Supported: Alerts/Notifications
  • Supported: Discussions/Forums
  • Supported: File Sharing
  • Supported: Real-Time Chat
  • Supported: Search/Filter
  • Supported: Surveys & Feedback
  • Supported: API
  • Supported: Billable & Non-Billable Hours
  • Supported: Customizable Reports
  • Supported: Employee Database
  • Supported: Employee Time Tracking
  • Supported: Mobile Time Tracking
  • Supported: Multiple Billing Rates
  • Supported: Online Time Tracking
  • Supported: Overtime Calculation
  • Supported: Project Time Tracking
  • Supported: Timesheet Management
  • Supported: Vacation/Leave Tracking

projectfacts Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Windows, Linux
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