Project management software module in OfficeGT.

How are you tracking and managing your sales efforts now?

Can other people in your organization help with sales?

Can management see the whole sales pipeline instantly?

The problem with most CRM software is that it isn't integrated with project management software. The problem with most Accounting software is it doesn't track pre-sales information. OfficeGT provides a database-driven solution that integrates CRM, Project Management, Word and Outlook to provide cradle to grave project marketing solution.

If your business provides services or projects (internal or external), your future work depends upon a good marketing effort can collaboration. OfficeGT's project marketing / sales software module provides a proven system for one or more sales professionals to track

Project Leads
RFP's
Proposals / Quotes
Additional Service / Change Order Quotes
Project Profiles
Project Experience Lists
Forecasting Tools for Management
254/255/330 Integration for A/E/C companies

Improves Project Sales / Marketing :

The key to successful project marketing is to have a system that tracks all potential leads, customers, proposals. OfficeGT has the tools to let you and others manage all project opportunities and follow up on them efficiently. Plus, management can see the entire picture

After projects are completed, the information is retained to produce project experience lists by client, location, type, employee, and project manager. This cuts time in developing winning proposals for new projects.

The project marketing reports were designed by real project managers, company owners, and team members who have managed thousands of projects. They provide all the necessary information to manage project marketing information better and more efficiently.

Generate Letters and Proposals / Quotes Effortlessly

The project marketing system is integrated with contact management and CRM to provide you with all the tools necessary to instantly generate introduction letters, follow-up letters, proposals from your master Word templates. It also auto-generates Outlook e-mails. This lets you get correspondence out faster and easier, saving time and keeping correspondence consistent-looking.