Key Features

• Project Management: Automate project approvals and tasks to save time. 
  • Dashboards: Access data from a centralized location. Set up the dashboard with important information using widgets. 
  • Visual Timeline: Toggle between different timeline views to track project statuses. Adjust duration and dates using drag-and-drop functionality. 
  • Milestones: Set project checkpoints to measure task progress. Look out for diamond icons on dashboards to identify milestones. 
  • Gantt Charts: Track dependencies, schedules, deadlines and milestones from a single place. Convert spreadsheets into Gantt charts for better visualization. 
  • Baseline: Compare planned and actual schedules to complete projects on time. Set cost baseline to improve budget forecasting. 
  • Task Management: Create custom task workflows to speed up business operations. Organize jobs by function, date or category. 
  • Templates: Access the template center consisting of marketing, project management, sales and CRM, design, software development, and HR templates. 
  • Kanban Board: Edit card data such as conversation threads and descriptions to keep everyone on the same page. Arrange the board according to the company’s project workflow. 
• Customer Relationship Management: Streamline sales processes and build meaningful relationships with customers using CRM tools. 
  • Sales Pipeline: Forecast revenue to build strategic plans. Add a formula column to calculate commissions earned by sales representatives. Mirror point of contact, phone number and email address columns from CRM board to sales board. 
  • Lead Generation: Categorize leads into three groups – incoming, qualified and unqualified. Automatically assign leads to sales representatives to achieve workflow efficiency. 
  • Activity Tracking: Maintain board, item and subitem activity logs to stay updated about job progress. 
• Marketing and Creative Management: Develop marketing strategies and create creative briefs to reach a broader audience. Use the content calendar to organize content by priority, channel, publish date and type. Store digital assets in an accessible location. Automatically notify teams about top-performing keywords, approvals and campaign deadlines. 
• Human Resources: Simplify hiring processes using a recruitment pipeline. Plan engaging activities to retain employees. Enable staff to submit leave requests electronically. Track workers’ outcomes via the employee management system. 
• Inventory Management: Create QR codes to track supplies. Import data to smart boards to better manage items. Update inventory statuses on the go through internet-enabled devices. 
• Mobile App: Enable team members to access documents from remote locations using iOS and Android devices. 
• Reports: Generate and share data with external stakeholders via email or links. Produce charts to make analytical decisions. 
• Pulses: Access information like project timelines, priority statuses, owner data and other details. Categorize pulses by months, weeks, days or project phases. Add tags to organize to-dos, projects and tasks. 
• Security: Provide a secure and reliable environment for customers. GDPR compliant and ISO certified. 

Limitations

•  Doesn’t offer advanced communication capabilities. 
•  Steep learning curve. 
•  Implementation processes can be time-consuming. 

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