/ Projects

• Easy to use and enables you and your staff to get a complete and quick overview of a project.
• It becomes easier to track the progress of the projects.
• Have all member data and information stored in the relevant member’s file.
• Build stronger relationships! By getting a project done on time, professionally and maybe even under budget, your member will walk away happy and is more likely to want to do more business with you again.

Member’s project

Adding projects to a member
Easily add, edit and manage projects right within the member’s file. You’ll never lose a document or important information again. The project feature is an amazing tool, storing all of your business information in one secure place, together with the relevant client.

Any projects can be created with details such as:

Who the project manager is.
Dates and the priority of the project.
What the project is worth and in which currency.
The project status and completion estimate.
Add notes and upload document and other attachments to the project.
Assign which clients, suppliers or contacts are related to the project

And much more..

This information will be archived, and easy to find again with the advanced search engine. Your staff and team no longer have an excuse not to be on top of things, with this easy-to-use system!

Time tracking
When creating a project, you also have the opportunity to type in how many hours have been budgeted to this project and the budgeted rate. This way your team will know exactly what they have to work with. Your team should then continuously update how the projects are going and the hours they spend in the ‘actual hours’ field. This feature allows you to have a complete overview, and ensure you are working as efficiently as you can.

Reporting
From within your évoSuite system you also have a powerful reporting tool. Easily export selected member projects into a report – showing the most essential information of each project. You can also export data into Microsoft Excel, enabling you to use the data as you wish. Sophisticated reports created with just a click-of-a-button.

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RéserveGroup is Australasia's leading marketing technology company.

With the Internet playing an ever increasing role in reaching customers and sharing information, marketers have asked for smart internet enabled marketing technologies. Our products and services deliver this huge leap forward for businesses and organisations who want to take their marketing to the next level.

Our truly integrated Marketing Automation Platform includes Client Relationship Management (CRM) Software, Content Management Systems (CMS Websites), eCommerce, eMarketing, Document Management Systems (DMS), Event Management Software, Travel Software, and many more marketing focussed modules.

Our services include project marketing strategy, creative services, software project management and development, website design, copywriting, and other marketing plan implementation services.

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