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Little Effort Great Results!.  Integrated CRM, Project Management and Time Tracking  Total control of your customers and activities  Minimum data entry.

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Presentation on theme: "Little Effort Great Results!.  Integrated CRM, Project Management and Time Tracking  Total control of your customers and activities  Minimum data entry."— Presentation transcript:

1 Little Effort Great Results!

2  Integrated CRM, Project Management and Time Tracking  Total control of your customers and activities  Minimum data entry required  Inexpensive - no monthly fees or subscription costs  Easy to use, yet powerful  Great user experience  Data exchange with Outlook or Google Calendar

3 ergoTasks is an ideal solution for professional services companies (or individuals) such as IT companies Web designers Architect and engineering firms Consultants Accounting and legal practices Creative agencies …and many others

4 Project management and time tracking  Get things done faster  Keep your projects under control  Reduce costs, increase profit  Never lose billable hours  Reduce paper work CRM  Satisfied and loyal customers  Increased sales, additional revenue  Immediate access to customer history and account information

5  ergoTasks is quick and easy to use and is full of time-saving features. Having built-in wizards it requires very minimal data entry in order set up clients and projects and start tracking time and cost.  ergoTasks is flexible, affordable solution designed for businesses like yours.  It provides exactly what you need, with very minimum effort. Download our full featured 30-day trial version and find out for your self.

6 Process-oriented, simple to operate. Activities can be viewed in calendars, tables and trees. Personalised pages (My activities, My calendar) for each user. Modern and attractive user interface. Incorporates many time saving features Only few fields are mandatory in each screen Data exchange with Outlook or Google Calendar

7  Project Management  Time Tracking  Expense Tracking  Analysis Customers and Contacts Business Opportunities Calls Marketing Campaigns

8  Parent-child relationships between customers e.g. in case of big companies and subsidiaries.  Contacts associated with more than one customer  Synchronize contacts with Outlook or Google Contacts Single place to store all your customer details like contact persons, business opportunities and quotes, accounts, documents, customer history, running projects or contracts.

9  Synchronize contacts with Outlook or Google Contacts  Conflict resolution rules for each record  Batch or per record synchronization Embedded Google Maps Locate your clients and plan a visit easily!

10  Easily view and manage all your day-to-day activities like meetings, calls, etc.  Create activities directly from the calendar by simply double clicking on a date and time.  Drag-drop activities to change dates and times.  Change calendar view to month, week, work week, day or timeline.  Synchronize calendar with Outlook or Google Calendar

11  Track the status of each opportunity as well as the estimated and actual revenue and  Track the time spent on each opportunity. Never loose deals because critical actions were forgotten! Track all sales opportunities end- to-end and closely monitor all the related information such as appointments, tasks, phone calls, s, correspondence and documents of any kind. Find out neglected leads, follow opportunities in the pipeline.

12  Track and analyze estimated and actual revenue per month, customer, opportunity type or sales person.  Identify your most important clients or the most selling products or services. All with just one-click.  Find out what drives your business and where to focus your resources.  Boost sales productivity and streamline sales cycles.

13  Track customer calls, for example, service requests, complaints and requests for quotes.  Respond to customer requests quickly and effectively.  Convert calls to opportunities or projects.  Increase customer loyalty and satisfaction.  Get statistics like number of calls per month or call response time.

14  Keep track of your customer accounts in an easy way.  Manage invoices and payments.  Automate the invoicing process Easy and immediate access to transactions (debits and credits) and balance of each customer or supplier.

15  Focus on making every minute invested in work productive, not on management!  Estimate project effort and cost, track time and expenditures, evaluate results.  Define sub-projects; each sub- project has its own duration and budget info. ergoTasks provides you the tools to track you projects without the hustle of Enterprise Project Management. In this way, you can achieve 100% of the result with 10% of the effort!

16  During the project, keep track of how much time and cost are spent and make sure that you stay on budget and on track.  You may monitor the overall project total cost and time as well as the percentage of completion of each individual task. Easily get a quick overview of the cost of all projects. Identify the projects with the highest costs. You can track not only time related to a project, but also expenses (for example costs of subcontractors, traveling, material, lunch with client etc.) Manage subcontractor invoices and payments.

17 Invoice layout can be easily customized Send your invoices sooner, get paid quicker.  Automate the invoicing process.  Generate invoices for each project in minutes.  Use criteria like project or agreement, time period, type of activity etc. in order to select the activities that will be invoiced

18  Almost zero data entry  Know who is working on which project and for how long  Automatically update your projects' expenses in contrast to your initial offer based on the time you and your people spend working on a project.  Measure project viability and success.  Generate historical data for accurate future cost estimation.  Improve your delivery dates.

19  Manage leads, convert leads to customers.  Create Marketing Campaigns. Contact customers quickly and effectively.  Plan activities, run the campaign, track progress and measure results. Quick campaigns with minimum effort Automatically generate personalized letters or s for campaign customers and easily send mass communications.

20 Technical Info

21 Almost all the popular DB Engines are supported:  Access  SQL Server Express, SQL Server  MySQL  Oracle  PostgreSql  Firebird  DB2  Sybase …and others The database to use is your choice!

22 The licensing is per-computer i.e. you need one license for each computer in which you install the application. Licenses are activated on-line or via a file (if no internet connection is available). This is done from within the program and its really easy. A license can be transferred to another computer provided that you uninstall the previous one. Re-installing ergoTasks on the same computer with the same license key is absolutely possible.

23  Go to  Download and try our full-featured 30-days evaluation  Optionally, register to receive free support during the evaluation period …

24 Thank you for your interest !


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