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EasyFlow Projects | Salesforce-native project management

Project management made easy. With EasyFlow Projekte.

Overview

  • EASY PROJECT PROCESSES EasyFlow Projekte provides you with a simple yet comprehensive data structure, allowing you to handle every step of your project directly in Salesforce—from quoting to invoicing your projects or services.

  • EASY PROJECT PLANNING EasyFlow Projekte helps you with smart connections and automations right from the planning phase of your projects. For example, you can easily assign people to the project team with a click, assign tasks, and schedule them precisely

  • EASY PROJECT OVERVIEW With EasyFlow Projekte, you always have a real-time overview of your project: Get precise information and performance metrics for project teams, sub-projects, and tasks displayed in real-time on your dashboard.

EasyFlow Projekte is the perfect project management solution for consultancies, agencies, and professional services. ~ Made in Germany The app provides you with a simple yet comprehensive standard process for project management within your Salesforce SalesCloud. 100% native, simple, and intuitive. No frills. This way, you can organize your entire project management—from quote creation to invoicing—on a single platform: Salesforce. We want to ensure that you can start directly with EasyFlow Projekte and automate your processes. That’s why we offer 𝟭𝗛 𝗙𝗥𝗘𝗘 𝗜𝗠𝗣𝗟𝗘𝗠𝗘𝗡𝗧𝗔𝗧𝗜𝗢𝗡. This means no time-consuming or costly implementation or additional work on your side! We keep it simple. Want to scale and automate your business with EasyFlow? Then visit our website at www.easyflowapps.com to learn more and book a demo, or contact us by email at info@easyflowapps.com. Tip: Check out our app EasyFlow Rechnungen for automated and simple invoice management, natively in Salesforce!

Categories

Business Needs
Project Management
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Supported Languages
English
German

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