YVI Ruby

YVI Ruby is a project management software solution that aims to streamline project management processes and improve efficiency. It caters to businesses of various sizes, including small businesses and large enterprises. Professionals in industries such as architecture, engineering, construction management, consulting and advisory firms, as well as energy transition and environmental services, commonly use YVI Ruby.

Key Features

Real-Time Project Insight: YVI Ruby provides real-time visibility into project progress, allowing businesses to track budgets, hours spent, and costs incurred. This feature enables proactive adjustments to ensure project profitability and financial stability.

Efficient Time Tracking: YVI Ruby offers efficient time tracking capabilities, allowing users to easily record and manage their time. It provides features for entering, reviewing, and validating hours worked, rates, task descriptions, and expenses. Users can also receive timely notifications to submit their hours, ensuring accurate and up-to-date time tracking.

Streamlined Invoicing: YVI Ruby streamlines the invoicing process by accurately collecting project components, such as hours and milestones, ready to be invoiced. It offers customization options for invoice layouts and supports the addition of additional work hours if needed. Automatic delivery of invoices is also possible.

Effective Planning: YVI Ruby facilitates effective planning by providing insights at different levels. It allows for global planning based on budget and functions, as well as detailed planning by colleagues per task. The software provides clear graphical capacity insights, future perspectives, and offers options for both automated and manual scheduling. All team members are kept informed of the schedule and assigned tasks.

Integrated CRM: YVI Ruby includes a CRM module that helps manage customer relationships. It provides a comprehensive timeline view of all customer activities, relevant documents, and notes. The CRM module integrates project and financial data, providing a holistic view of customer interactions.

Financial Project Management: YVI Ruby offers financial project management tools for real-time monitoring and control of project progress from a financial perspective. It seamlessly integrates with accounting software, ensuring consistent and up-to-date financial data.

Efficient Document Management: YVI Ruby ensures organized and accessible document management for projects. Users can create documents within projects, opportunities, and contacts, and link existing or incoming documents in a structured manner.