The role of the organizer in project-oriented companies
- Due to Samanban's advanced project control module, one of the best options for implementing this system is for companies with a project-oriented approach. Samanban allows you to manage and advance multiple projects at the same time.
CRM
Features and functions:
- Possibility to define unlimited real and legal users
- Possibility to place real users as a subset of legal users (employees of a company)
- Ability to communicate with the user via SMS and email
- Converting the main group and subgroups separately for each user from the opportunity to the factor
- Send a birthday greeting message
- Inserting descriptions for the user to produce an archive of customer communications
- Display details and useful shortcuts related to the user anywhere in the system by clicking on the name
- And many more
Pinboard
Features and functions:
- Workflow based on desired steps
- Definition of instant work
- Efficient assistant for managers
- Defining steps for a project process
- Record explanations at each stage
- Drag & Drop capability in the steps overview
- Record notes and explanations at any time
- Report on work progress and status, people and stages
Project Management
Features and functions:
- Create projects, tasks, various activities, track and refer tasks to other users
- Project Management
- Create and submit work
- Recording activities
- Quick registration of work and activities
- Possibility of cost estimation
- Appointments and meetings
- Time and financial reporting of work
- Workflow and job descriptions
- Create a project tree with unlimited levels
- Create a TASK or task for a person in each project
- Defining the steps for implementing a project and specifying the step in each task
- Record the deadline for each task
- Determine the level of urgency for each task.
- Recording notes and actions
- Delegating a task to another person
- Reporting on tasks based on work status, people, and stages
- Task alert system for quick notification
- Activity report
- Accurately monitor user activities
- Ability to view activities within a desired range
- Control the time of activities and the quality of work performed
On-site service
Features and functions:
- Definition of service tasks and related managers
- Accurate and comprehensive scheduling of services in defined periods
- Display services in personal and management calendars
- Possibility of location and service continuity for each project
- GPS service location control
- Online service reports
- Report on service time spent for each service
- Possibility of assigning points and fees to each service
- Ability to calculate labor service wages based on the type of work and duration of work
- Ability to send documents such as photos, files, and reports online
- Service failure warning for administrator and desired persons
- Possibility of validating service workers' reports by relevant managers in real time
- Sending an SMS with the required data to the service when defining the service
- Possibility of automatic division according to the number of service workers
- Possibility to register an operator instead of a service when needed
- Full integration with calendar for time management
- Monitoring and controlling managers over the quality and quantity of services provided.
- Ability to separate and display pending and overdue services in real time in the managers' calendar
- Access to select service and service worker in the technical and sales category
- Ability to define cost fields by service or operator
- Ability to display actions taken in the customer club
- Ability to select and record necessary details such as serial number and product description manually or selectively
- Showing late or early services