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Sales & Projects Lifecycle w/ Time Cards

Created by Brooke Eder

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About

Track the lifecycle of projects from new lead, to sales opportunity, project origination, and finally, project completion. Manage customer relationships on the Sales / CRM side, and manage projects, tasks, and documents on the project management side. ***NOW WITH TIME CARDS AND FINANCIAL INFORMATION!*** ***NOTES FROM THE CURATOR*** This is a good solution for the management of your projects and tasks. It covers all the bases of needed information and includes timecards, budgets, and expenses. It also allows for automatic notifications to the administration when customers, projects or tasks are added. It is well suited for most any industry and can be easily adapted to fit your needs.

Categories

Tags

Information you can track in this app

  • Customers
  • Activities
  • Projects
  • Tasks
  • Team members
  • Time cards
  • Expenses
  • Documents

Images & documents

Author



  • Quickbase user since
  • Apps created
  • Apps shared 7

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings and reviews

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Sales & Projects Lifecycle w/ Time Cards

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
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Customer? Sign in

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View All QuickBase Apps

Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

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