Projx360

Projx360 is a SaaS project management software solution designed specifically for the Custom Integration Industry. This software is aimed at businesses of various sizes within the industry, including custom integration companies, audio/visual integrators, home automation installers, security system installers, and IT consultants. According to the vendor, Projx360 offers a wide range of features and functionalities to streamline project management processes and enhance collaboration.

Key Features

Sales CRM: According to the vendor, Projx360 allows users to easily manage and track the entire sales pipeline. Users can create and work with clients and opportunities, and standardize the sales process with customizable templates.

Proposal Generator: The vendor claims that Projx360 enables users to quickly and easily create professional and accurate proposals. Users can customize system packages and assign accessories to products, and email proposals to customers while tracking their status.

Project Management: According to the vendor, Projx360 provides visibility into every project and its stage. Users can manage project details including time tracking, work orders, documents, and tasks, and facilitate collaboration through project discussions.

Work Orders: Projx360 allows users to create project and service work orders for team and workload organization. Users can track time and completion of tasks, and collect electronic signatures on work orders, as per the vendor.

Scheduling: The vendor states that Projx360 helps users manage project timelines. Users can view employee schedules and project calendars, and sync with other calendars like Outlook for efficient scheduling.

Time & Budget Tracking: According to the vendor, Projx360 allows users to track time by project, phase, and work order. Users can monitor project progress and budgets in real-time, and compare actual time spent versus budgeted time.

Invoicing: The vendor claims that Projx360 enables users to create service and progress invoices. Users can push invoices to QuickBooks for payment processing, and add time and product from work orders to invoices.

Inventory Management: According to the vendor, Projx360 offers features such as barcode scanning and serial number tracking. Users can create and manage multiple warehouses, and allocate product to projects while tracking product status.

Purchase Orders: Projx360 allows users to create purchase orders from proposals or product manager. Users can manage purchase order status and sync with Portal for product data and pricing, as per the vendor.