Project & Sales Management

Projects Overview

• Projects Overview
• Create a new project in Heeros PSA
• Project specific invoicing details
• Set up activities
• Manage reasons of won and lost deals
• Special Permissions

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Sales Projects & Pipelines

• Mark a project as won or lost
• Add a lead and close the deal
• Pipeline - Overview
• Pipeline stages and probability percentages
• Projects list view

Internal Projects

• Internal hours and expenses
• Manage internal costs & company expenses

Project's Finance

• Automated invoicing
• Note to the invoice creator
• Create scheduled invoices or payments

Customise, Copy & Mass Editing

• Create a copy of an existing project

Quote & Proposal

• Export quote to Excel
• Create a purchase order from quote
• Sending quote for approval
• Create sales quotes and estimates
• Convert a sales quote to an invoice
• Sales quote's proposals

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Revenue Recognition

• Revenue Recognition

Form builder

• Build forms to collect project data

Project Reports

• Project hours report