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Automated project management

 

Discover our complete workflow

Optimize your project management thanks to all the integrated automations.

Contact from CRM

  • Send mail and SMTP connection from the application
  • SendinBlue connector
  • CSV import
  • Dedicated mobile applications and offline mode available
  • Responsive interface (mobile/tablet)
Project management
Quotation

Creation of quotes

  • Simplified creation requiring only a few clicks 
  • Management of profiles and ADR
  • Management of quote versioning
  • Send quotes directly from the application

Axelor supports you in the management of your projects

Start of the project

  • Automatically transform task lines into tasks
  • Assign a manager and a team (pre-registered or custom)
  • Allocate necessary resources for the project (materials, supplies, etc.)
Proforma
Start of the project

Project management

  • Infinite task tree
  • Staffing module, residual calculation
  • Kanban / Gantt / List view
  • Management by task or by case

    Simplified invoicing follow-up

    Invoicing

    • Integration of expense claims
    • Automatic sending of invoices when milestones are reached
    • Payment by time spent or fixed price
    • Automatic generation of timesheets
    Proforma

    Accounting

    • Payment recognition and bank reconciliation
    • Automatic or manual dunning of unpaid invoices
    • Customizable dashboard

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    Functionnal documentation

    Partner's Program

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