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Surado Project Management











Surado Project Management
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Project Management
Surado CRM includes built-in project management features, including the ability to synchronize records with Microsoft Project. Tasks and sub-tasks can be created. Then activity records can be linked to these tasks, to record more specific information, including times, participants, resources and notes. Existing Project files can be imported into Surado CRM, or new files can be created and managed in Project.

Surado - Project Management

 

Key Features Include:

    • Unlimited Custom Screens with Fields and Tables
    • Unlimited Custom Menus
    • Link Custom Screens to Surado CRM application Screens (Contact, Sales, etc.)
    • Integrate with Third Party Application Databases
    • Integrated Screen Designer to help you design screens
    • Create powerful rules for data validation and automation
    • Integrated Security for Individuals, Groups and Role based
    • Ability to Test, Design and Deploy Custom Screens/Applications