Manage contacts for your clients and individuals. Assign contact types for each client. Include your suppliers, partners, subcontractors, and others.
Save files and documents in the cloud. You can also sync SystemX files with your laptop and assign multi-level permissions to files and folders.
Dig deeper into the details with data analysis & presentation capabilities. You can also pre-build & customize reports, then schedule execution and e-mail delivery.
Organize flow charts between project teams or across functional team members as assigned by the project manager.
Get notifications in your email and on the platform dashboard when project milestones are achieved, as well as for new tasks created, expenses added, and approved.
Book your future work and meetings in Outlook and assign bookings to clients and projects. Convert calendar events into billable records.
All signed quotes become orders, and manual order creation is allowed. This module can be integrated into your eCommerce portal to streamline order creation and fulfillment.
Make sure to track and approve all expenditures. This module lets you track purchasing costs against projects, which then allows you to charge back to clients accordingly.
See your business performance through a set of predefined, industry-standard widgets. Design your own custom widgets to reflect your unique KPIs. Then leverage Al to see trends and predict outcomes.