Project Relationship Management Software

TigernixProject offers Customer Relationship Management (CRM) for interior designers and construction managers. This module allows project managers to communicate and coordinate with customers, project teams and sub-contractors. The system captures all communication details and provides a clearer perception of customer requirements.

This CRM is specially designed for interior designers and construction managers and is fully- integrated with the rest of the modules.

The system consists of the following features:



CRM Functions

• Retail management
• Help Desk functions
• Management of customers’ events
• Task planning
• Follow-up of commercial acts

Sales opportunities

• Estimation of costs and incomes
• Follow-up of opportunities by customer, by sector
• Planning, control and scheduling of meetings.
• Numerous filters for search and database analysis
• Simple re-allotment of opportunities(to commercial, to another service, in the line)
• Integrated alerts systems
• Events history
• Management of attached documents
• Possible integration with the online forms Integration through XMLRPC

Help desk

• Follow-up and allotment of requests
• Classification of problems
• Centralized events in the partners chart.
• Control of working hours
• History of interventions

Segmentation

• Hierarchical classification of partners with their heritage of rights.
• Manual and/or automatic classification.
• Automated segmentation based on 3 criteria; sales, purchases or state of mind.

Communication

• Mailing tool
• Automatic sending of SMS
• Mass-mailing system

The events

• Automated or manual client events
• Planning of events
• Search and filters on the events
• Subscription management tool 
• “Audit Trail” module to control user’s action by resource or group.

Contracts

• System of customer or supplier contract management
• Flexible price list

Partners

• Centralized management of all the contacts; customer, supplier, prospect, employees
• Contact’s address book of contacts
• Hierarchical structure of companies
• Complex relation module between the partners

Productivity

• Analysis module for user’s productivity; encoding, sales, meetings

Draft invoice

• Drafting of developed module, bill of quantities
• Division of paragraphs

Multi’s

• Multi-companies, groups, users
• Multilingual
• Multiple communication facility

Ergonomics

• Quick zoom
• Click and relate function for easy navigation
• Auto-completion of fields
• Partner’s preference management system

Integration

• Integration of events from mails (pop)
• Integration with Outlook (iCAL)
• Import / Export through Excel of nomadic scripts
• Estimate in PDF or Word (MS or OpenOffice) for modification
• Complete integration with the other modules; HR, management of projects and tasks, sales and purchases

Report

• Sales pipeline (prevision of sales and future costs)
• Daily or monthly sales, cumulated or non cumulated
• System of creation of your personalized reports through OpenOffice.
• Integration with Excel and Word

Total Flexibility

• All the screens are customizable (seizure, lists, states, search and more)
• System support view on iPad, iPhone and android phone
• Multilingual and multi-companies support
• Management of rights and user’s menu.
• Direct access through Internet.
• Process configuration and possible alerts.
• Integrated request system.
• Extensible via numerous optional modules
• Personalized process