Starting the sales process in ProjX360’s Sales CRM, you can manage all aspects of your leads from prospect, to opportunity, and finally into a proposal while keeping appointments, notes, and all associated information organized in ProjX360’s Sales CRM. When you’re ready to create a proposal, with one click you can push the client information to D-Tools SI avoiding double entry thanks to the seamless integration.
Once your D-Tools proposal has been approved, ProjX360 can then pull in that proposal directly from D-Tools and into the ProjX360 proposal section where you can then start managing the complete lifecycle of the Project. Quickly create POs from the proposal products, picklists, WorkOrders, time tracking, reporting and much more.
Combining D-Tools and ProjX360 enables integrators to leverage the most powerful tools in the industry to save them time and money for the entire project lifecycle and have all project information at their fingertips anytime, anywhere.