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The new, award-winning release of System Integrator (version 14) greatly expands project planning and execution capabilities to enable more effective project delivery for system integrators and technology managers.
To help further streamline project workflows for executives, sales teams, and project managers alike, new features include Gantt charts, customizable checklists, new business intelligence reporting, updated UI, and more.
Create customized and reusable checklists that can be attached to projects, tasks, and service orders. Common use cases might include project punch lists, or creating a list of tasks and subtasks associated with the completion of specific project types. To expedite Gantt chart development, these templates comprised of tasks and subtasks may serve as inputs to a project Gantt chart.
Client Opportunity Tracking
New CRM capabilities help you effectively manage your sales process. Client Types now include Lead, Prospect, and Client, along with a new field for Lead Source, enabling you to better track your opportunities. Users can also add comments, such as setting tasks and reminders, to help keep things moving and keep teams informed on an opportunity’s progress.