See exactly how your projects are doing and what are the next steps.
● Manage everything about a project on one page, including time spent and billed, planned tasks and meetings, invoices and expenses, comments and files.
● Allocate billable and non-billable work and see how your team is doing, in real time.
● Create budgets for projects and compare these against actual results.
● Manage your project portfolio by configurable statuses (e.g. in progress, completed) and tags (e.g. type, department, market, etc).
HISTORY AND AUTO LOGGING
Aggregate every account interaction in one searchable, filterable place
● Eliminate manual data entry with auto logging of office calls and emails
● Pinobal CRM automatically cross-references your accounts' IP addresses with our web tracker and logs the pages your leads and customers visit
● Easily log notes, cell phone calls, and meetings
WORK SCHEDULING & TRACKING
You’re great at planning? So are we. Let’s join forces!
● Schedule work and assign tasks with Pinobal’s Planner. It gives you an instant visual overview of everyone’s workload, realistic deadlines, potential overbookings & available slots.
● Schedule meetings in a shared team calendar, and link all events to projects and customers for a complete overview.
● Everyone can manage their own task lists by priorities, projects, statuses and deadlines.
● Say no to timesheets! Everyone’s calendar events and completed tasks are automatically added to their work reports.
Let Pinobal take care of the routine tasks.
● Track both the actual and billable time spent on a project or a client and transfer the hours to an invoice in a few clicks.
● Set multi-currency custom rates based on team members, clients or projects. Manage your entire product and service library with custom price lists, margins, etc.
● Issue sales, prepayment and credit invoices and send these as PDF-files.
● Automate late invoice reminders, scheduled, and recurring invoicing.
● Compare several budget scenarios against actual revenue, costs or profit and get forecasts based on scheduled invoices and booked deals.
CRM & QUOTING
Manage customers and track sales.
● Get a complete overview of your contacts on one page – from the first “hello” to the final invoice. This includes contact details, communication history, projects, quotes, orders, and invoices.
● Search, filter and sort your contacts based on configurable tags, categories, location, latest activity, etc.
● Get a visual overview of your sales funnel and define closing probability rates for each stage in your pipeline.
● Compile quotes and send them as beautiful PDF-files in just a few clicks. Turn any quote into a purchase order for a supplier or turn the services on a quote into tasks for your team.
REPORTING & DASHBOARD
Make decisions based on facts not gut-feeling.
● Keep an eye on your KPIs, actionable items, and conversions - all on one beautiful dashboard.
● Know exactly how well your team is utilized, and what their time is spent on.
● Get a detailed overview of billable and non-billable work, delegated and unassigned tasks, completed jobs, missed deadlines, etc.
● See how your projects are doing in real time - what is completed, billed, left to do, etc.
● View detailed financial reports on actual results with budget deficit and surplus.
You don’t have to change the way you work (if you don’t want to).
● Configure activity/product types, tags, statuses and add custom fields to almost any feature.
● Set permissions for each user to limit access to specific information or certain projects.
● Select PDF templates for invoices, quotes, orders and reports from our library, or create your own.
● Use bookmarks to create hundreds of custom views and reports.
Use Pinobal CRM on the go with a mobile app for iOS and Android.
● Have everything you need to know about your business at your fingertips.
● Create and access your projects, tasks, events, and contacts immediately, no matter where you are.
● Notifications will keep you up to date with everything related to your work.
● Download it from App Store or Google Play now.
Create professional and customizable quotes
● Create quotes from predefined items or custom items with custom descriptions and pricing
● Quote fields include line item discount, quantity, shipping, and tax
PERMISSIONS AND TEAMS
Customize user access to any module within Pinbobal CRM
● Use roles to assign predefined sets of permissions to any user
● Set access permissions to User only, Team, All, or None for any module
● Define standard dashboards for different user roles