projectfacts - a cloud solution for all your business processes
Project planning, invoicing, time recording, ticket system, HR, CRM, collaboration
projectfacts is the perfect solution for management consultancies, personnel service providers, agencies and IT companies. With projectfacts you always have an overview of your projects, the resources and your customer data from everywhere.
Advantages of projectfacts
projectfacts offers you all important functionalities and features that you need to successfully map your business processes. The software supports you with numerous smart functions in the collaboration and enables you to perfectly plan, implement and successfully complete projects. The integrated CRM helps you to increase your sales success and ensures, among other things, that all employees are always informed about the status of agreements.
Billing includes all essential functions for mapping invoice management, project billing and receivables. Of course, everything is GDPR-compliant and secure! With the projectfacts time recording you connect the working time recording with the project time recording of employees. The ticket system ensures that you don't have to leave any customer inquiry unanswered. Nothing gets forgotten anymore and you can map the complete internal and external communication with it.
Features of projectfacts (excerpt):
- Ticket system with the following functionalities, among others:
- Ticket channels
- Mail tickets
- Internal tickets
- Ticket channel subscribers
- Support and sales support
- Ticket types for change requests or errors
- Support forum and FAQ
- Priority
- Escalation owner change after x minutes
- Ticket alerts
- Resubmissions
- Owner, responsible person, observer
- Automatic assignment to a CRM task
- Different statuses: e.g. open, answered, in progress, closed
- Time recording and resource planning via ticket project
- Mail connection via Pop3, IMAP and SMTP
- Mail templates
- Ticket tracking for ticket creators
- External ticket cockpit
- Integration into own homepage
- Statistics
- Ticket accounting
- Time recording with the following features, among others:
- Project and attendance times
- From-to times
- Activity records
- Reporting system
- Quick posting to top projects
- Week view / Month view
- Overtime account
- Terminal support
- Flexitime
- Sick days
- Status of individual time bookings (Ok, to be clarified, etc.)
- Vacation administration
- Automatically billable with invoice
- Break times
- Home office, external
- Times bookable on budgets
- Stopwatch
- Weekly bookings
- Consideration of illness and vacation in resource planning
- Time bookings on daily business and projects
- Budget and effort calculation in real time
- Authorization system
- Invoice & Billing
- Offers
- Delivery bills
- Sending documents by e-mail
- Invoices
- Order forms
- Proforma invoices
- Payment reminders
- Dunning
- Partial invoices, partial invoices
- Order confirmations
- Article master
- Price lists
- Fixed and variable prices
- Graduated prices
- Different VAT rates
- Excel interface
- Any templates for invoices or offers
- PDF creation
- Billing according to time and effort
- Recurring invoices
- Contract management
- Any currencies
- Receivables management
- Workflow for printing, checking and sending
- License billing
- Workflow for quotations and order processing and invoices
- Project Management
- Milestones
- Resource planning
- Subprojects with any structural depth
- Any project roles
- Time and cost budget per subproject
- Employee assignment per subproject
- Quick posting to top projects
- Create projects from orders
- Create invoices from projects
- Bottom-up and top-down planning
- Gantt chart
- Progress, history data, priorities, risks
- Project number generator
- Expenses and travel costs
- Various statuses (In Planning, In Progress, For Acceptance, etc.)
- External service providers
- Status reports
- Wiki pages
- Project archive
- Project types
- Contractors and internal contacts
- Events and todos
- Profit and contribution margin calculations
- Traffic light and warning system
- Support of different PM methods e.g. SCRUM
- Dynamic resource planning (DRP)
- CRM
- Arbitrary customer hierarchies
- Any contacts per customer
- Special contacts per company
- Resubmission
- Different addresses (e.g. billing address, company and private address)
- Times bookable on subproject
- Caller lists per day
- "Not reached" automatic
- Priorities
- Telephone interface
- Excel interface
- VCard
- Sales data (UmStId, country, VAT-exempt)
- Acquisition aspect
- Appointments
- View all transactions, projects, finances and receipts of a company
- Tracking of socializing and acquisition
- Organizational chart
- Synchronization with Outlook and other devices
- Service Level Agreements (SLA)
- Integration of social networks Messenger (MSN, AIM, Yahoo, Skype)
