Provide an improved workflow for CRM -> Project -> Finance
It would be great if I could adopt a workflow which would allow the following:
- In CRM: Create Estimate & Manage Workflow. Estimate costs by creating a draft project, and include this as part of WBS / SOW. Books gets a copy of both the sales & project documents.
- Create Sales Order: Negotiate / Fine tune parameters, update project, attach to sales order for WBS purposes. Workflow managed in CRM, Books gets the updated project plan and sales order details.
- Invoice: Send invoice from either CRM or Books. Project moves to approved status, portal is provisioned for project customers, finance may see timesheets and project details integrated seamlessly.
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DanielleNash
commented
Good to see this thread being revived! As for your question, I'm currently using Planfix for my sales logistics(https://planfix.com/teams/sales-logistics/) needs. It's a great tool that helps me keep track of my leads, deals, and overall pipeline. By the way, I'm new to this forum, so it's nice to meet you all!
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MacyMarquez
commented
Hey, sorry for bumping the old thread. What CRM do you use now?