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ForgeXRM Project ManagementIntegrated CRM Project Management |
Business Processes: Contract Management, Customer Management, Customer Service, Project Management, Resource Tracking, User Adoption
ForgeXRM Project Management CRM add-on delivers comprehensive, easy-to-use project management capabilities for Microsoft Dynamics 365 and Power Apps.
Project Management Made Simple
- Integrated CRM Project Management
- Project Health Visibility
- Intuitive Project Interface
- Comprehensive Task Management
- Simplified Time Management
- Real-time Project Cost Accounting
- Automated Project Templates and Workflows
- Performance Insights for Proactive Project Management
ForgeXRM Project Management helps you monitor project profitability by bringing costs, schedule, resources and timekeeping in one place, providing the visibility needed to keep projects on schedule and on budget.
Comprehensive and Versatile Project Management
Increase project visibility
Easily manage projects with greater visibility and efficiency, enabling you to make quick and accurate decisions and support the success of every project.
Preserve project profitability
Effectively allocate internal resources and increase billable hours through better alignment of project tasks and resources.
Streamline project accounting
Real-time dashboards and on-screen metrics provide the visibility you need to ensure your projects are on time and within budget.
Flexible time management
Easily capture project time through single or bulk time entry with easy-to-use timesheets.
Empower project managers
Provide project managers with the tools and information they need to efficiently and profitably deliver high-quality projects with proactive customer management.
Automated Project Workflows
Time entry approvals, project templates, and status workflows ensure consistent operations for resource utilization and project governance throughout the project lifecycle.
Monitor project and resource performance
Track key performance indicators across projects with rich dashboards and reports.
is a robust, easy-to-use project management add-on that provides integrated project management with your CRM solution, helping organizations gain better insights into their projects while maximizing the return on their Microsoft Dynamics 365 and Power Platform investments.
Built on the , ForgeXRM Project Management seamlessly integrates with , working effortlessly with the Microsoft productivity tools you already use, such as Outlook, Word, Excel, and more.
to discover how we can partner with your company to and enhanced user experiences with Microsoft Dynamics 365 and Power Platform solutions.
Related blog posts:
Top Project Management CRM Add-On for Microsoft Dynamics 365 and Power Apps
Simple Project Management for Microsoft Dynamics 365
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