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Project management optimally integrated into CRM and ERP

Ein Kreislauf Diagramm das den Punkt Projekt hervorhebt.

work4all offers project management that is fully integrated into CRM and ERP. You can see all communication, tasks and all commercial documents clearly in the project file. In addition, projects help with cost control by recording time and recording incoming invoices.

The result is a contribution margin statement, an essential component of corporate management. With the work4all plan calendar, work4all also supports project scheduling and management.

Ein Laptop und ein Handy screen daneben zeigen zwei verschiedene Ansichten der Kundenakte in work4all

highlights

The work4all desktop shows all information about the project: Communication (CRM), commercial documents from customers and suppliers and other documents (DMS).

Of course, there are also commercial topics such as offers or invoices (ERP) to customers and orders or incoming invoices from customers, are completely integrated into the project — without interfaces.

Project file with emails, appointments, phone notes, tasks, etc.

Integration of commercial documents such as offers, invoices, orders and incoming invoices

Integrated time recording

Planning tool for project management

One software for all customers, suppliers and projects

“With work4all's project management, we got the complex management of our construction projects under control.”

Simone Hauser-Banholzer

Managing Director Hauser Massivbau

http://www.hausermassivbau.de
Your all-in-one solution

Project management features at a glance

Projects as an organizational aid

Regardless of whether it's a project, job or assignment — in almost all industries, the fully integrated work4all project management makes it easier to organize day-to-day business. All important documents are clearly arranged in the project file.

Projektakte in work4all web Anwendung
Soll-Ist-Vergleich mit Kosten, Erlösen und Deckungsbeitrag

Project controlling

What is the contribution margin for my project? How many hours were recorded on the project? Are the external services larger or smaller than planned? Project controlling allows you to keep track of planned and actual figures.

Project document storage

Do you have a proven system for your project documents or would you like to further optimize this? With the project directories, you can standardize your document storage for projects and integrate them into work4all.

Projekt- und Dokumentenablage durch Windows Explorer
Produktionsaufträge werden im Plankalender abgebildet.

Project and resource planning

The work4all plan calendar is the central tool for project and resource planning. Multi-project view for a chronological overview of several projects, individual project view for detailed planning of a project and GANTT help with planning.

Project time recording

Die work4all Projektzeiterfassung ist so flexibel wie Sie es brauchen. Erfasst werden kann in der work4all App, in der work4all Desktop Version, im Browser oder an Terminals – überall da, wo Sie gerade am Arbeiten sind.

Projektzeiterfassung in der work4all-App

High customer satisfaction — with best-in-class grades!

As in previous years, work4all ranks among the top software providers in various survey categories in the Trovarit user study!

The study is solely based on customer reviews. work4all received top satisfaction scores in, among others, the following areas:

Overall satisfaction

Usability/mobile usability

Value for money

Expertise & speed of support

Goal achievement & meeting deadlines