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Project & Sales Management

Project & Sales Management

Learn all about sales and project management features in Taimer.

Projects Overview

Invoicing addresses for customers and Projects

Set up meetings, calls, reminders, activities

Manage activities in the Kanban view

Create a new project in Taimer

Manage reasons of won and lost deals

Special Permissions

Create sub-projects, resource for sub-projects and track hours to sub-projects

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Sales Projects & Pipelines

Add a lead and close the deal

Pipeline stages and probability percentages

Manage your sales pipeline

Internal Projects

Internal hours and expenses

Manage internal costs & company expenses

Project's Finance

Manage project finances, income and costs

Create scheduled invoices or payments

Automated invoicing

Note to the invoice creator

Customise, Copy & Mass Editing

Make bulk or mass edits to projects

Create a copy of an existing project

Add custom columns & fields to projects

Quote & Proposal

Create sales quotes and estimates

Monitor Cost Variance - Estimated vs. Actual Costs

Create quote copies and build templates

Convert a sales quote to an invoice

Sales quote's proposals

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Revenue Recognition

Revenue Recognition of projects

Form builder

Build forms to collect project data

Project Reports

Project hours report