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Project Management (Project, Audit, Invoice Management Solution) by Neilon
A Complete and 100% Native Project Management App for Salesforce
- Industries
- Consumer GoodsFinancial ServicesManufacturing
- Business Need
- Customer ServiceEnterprise Resource PlanningProject Management
- Requires
- None
- Compatible With
- Sales CloudService CloudExperience Cloud
Project Management is an easy-to-use native Salesforce app that helps with Customer Onboarding, Project Scheduling, Resource Planning, Invoicing & Billing with Multi-Currency Support Click "Get It Now" or "Try it" to start your free 30-day trial today!
Highlights
CUSTOMER ONBOARDING & JOB REQUEST MANAGEMENT Allows customers to create and manage job/audit requests Send quotations & auto reminders to customers Approve/reject requests & create jobs/audits for approved requests Notify on request status change
PROJECT PLANNING, SCHEDULING & JOB SERVICE MANAGEMENT Simplify project management by quickly defining prepaid, EOM, chargeable, free, on-site, and off-site services, creating jobs/audits, and assigning resources to perform these services of jobs/audits
JOB/AUDIT MANAGEMENT Create & manage jobs/audits for customers Send job/audit notifications to factory/customer View invoiced and uninvoiced services of jobs/audits Add job/audit notes Manage job/audit client categories Manage workers demographics
RESOURCE MANAGEMENT & CALENDAR DASHBOARD Allow auditors to check their calendar Allow coordinators to check their auditors’ calendar Add calendar notes for users or user groups Staff unavailability management
INVOICE MANAGEMENT (INVOICING, BILLING, COST TRACKING & CREDIT NOTES) Create, view, download & email invoices as PDF for completed or prepaid services Send automatic invoice reminders to the payee Record payments against invoices Multi-currency support
PROJECT AUTOMATION & EMAIL INTEGRATION Auto email alerts to customer and coordination team on job request creation & approve/reject job quotation Auto populate service fees for jobs using pre-defined customer price plans Project automation using FLOWs
ISSUES, CORRECTIVE ACTION PLANS & FEEDBACKS Create issues for jobs/audits Create corrective action plan for jobs/audits Write report feedbacks for jobs/audits
CUSTOMER PRICE PLANS & JOB CLIENT CATEGORIES Create and manage customer price plans & job client categories View job notification histories View access logs of jobs, invoices, and companies
100% NATIVE SALESFORCE APP Built 100% on the Salesforce platform. Allows all the native Salesforce functionalities like triggers, validation rules, workflows, approvals, process builder, roles & profiles, custom fields, chatter, reports, and dashboards.
Provider Details
Neilon Technologies LLP
Ahmedabad, Gujarat, India
Founded
2015
Phone
+91 9033608318Neilon Technologies provides Salesforce solutions for small, medium and large scale businesses. We are Salesforce certified experts, providing the best, scalable and affordable Salesforce solutions. We are expert in Document Management Solutions for Amazon S3, Google Drive, Wasabi and RSTOR Storage and Integrations. We provide secure, scalable, easy-to-use and cost-effective file storage on above clouds. It is built and delivered on Salesforce, which is a proven platform for availability, scalability, and security. It is quick to deploy and easy to use. We offer a free trial and pay-as-you-go pricing to reduce whitepapers and proven results for any size organization.
Pricing Details
Free
You can fully use this solution without payment.