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Sales & Projects Lifecycle with Inventory & Orders

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. **NOW WITH INVENTORY AND ORDER MANAGEMENT! Manage customer relationships on the Sales / CRM side, and manage projects, tasks, and documents on the project management side. ***NOTES FROM THE CURATOR*** This is a well thought out solution for your project management needs. The inventory and order management complete the cycle of a sales project which includes budgets, timecards and expenses. The solution also includes automatic notifications to alert the administrator of new or revised customers, projects and tasks. A solution that will work for most industries.

Categories

Tags

Information you can track in this app

  • Customers
  • Activities
  • Projects
  • Tasks
  • Team members
  • Time cards
  • Expenses
  • Documents
  • Orders
  • Line Items
  • Products
  • Inventory Adjustments

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 with Inventory & Orders

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
Try This App

Customer? Sign in

Not what you're looking for?
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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