Project management
Streamline project tracking, invoicing, and customer management with integrated Dynamics 365 and Power Platform solutions for project management
Efficient and hassle-free project management, starting today
Do you work at a consulting firm, communications agency, law firm, recruitment agency, or other professional services firm?
In the professional services sector, everything revolves around people, clients, projects, timing, and margins. Yet sales, planning, project management, HR, service, finance, and procurement often still operate too much in silos. As a result, information becomes fragmented, making it difficult to effectively track client relationships, opportunities, projects, and billing.
Met Microsoft Dynamics 365 Scapta brings your CRM and ERP processes together on a single integrated platform. From lead follow-up, sales, and customer management to project tracking, invoicing, finance, and reporting: your teams work with the same up-to-date data. This helps you strengthen customer relationships, reduce manual work, and gain better insight into your organization’s performance.
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Project Overview
Manage customers, projects, budgets, costs, revenue, and billing data from a single ERP or CRM system. This allows you to maintain a clear overview of the entire project lifecycle: from quotation to delivery and billing
A clear overview
Gain insight into revenue, costs, margins, outstanding invoices, project results, and cash flow. This allows you to make faster adjustments and better decisions based on current figures.
Billing
Whether you work with fixed prices, services, advance payments, or recurring billing, an integrated ERP/CRM approach ensures more consistent invoicing. Project information and financial data are all stored in the same system.
Resource Planning
Make a difference for your customers now...
- A full-fledged project administration, fully integrated into your ERP processes
- Work in 1 overview your full invoicing workflow Afghanistan
- All of you Resources and projects overview Screen 1
- Clear, Easy and fast invoicing
- Always and everywhere simple time tracking Invent
- Link purchase invoices to a project to assign the correct costs
- monitoring project progress and performance through integrated reporting
Our happy customers!
ASAP speaking
Discover the story of ASAP“We love working with local partners. And if they happen to be the best fit, why would you hesitate?” says Piet Knevels, Finance Director at Asap
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