ProjectMark Goes Mobile: Manage Opportunities and Projects On-the-Go
In today's dynamic business landscape, staying connected and managing your projects from anywhere is essential. ProjectMark's new mobile application empowers you to do just that, putting the power of your CRM in the palm of your hand.
Instant Access and Action from Your Home Screen
The ProjectMark mobile app greets you with a user-friendly home screen, providing instant access to upcoming activities and the ability to quickly create opportunities, contacts, tasks, emails, and notes. This streamlined interface ensures that you can capture critical information and take action immediately, no matter where you are.
Powerful Search and Navigation
Finding the information you need is effortless with the app's robust search functionality. The search bar allows you to quickly locate opportunities, contacts, and companies by keyword, providing relevant results in seconds. The intuitive main menu provides seamless navigation back to the home screen or to the opportunities board, where you can explore all active stages of your projects.
Comprehensive Opportunities Board and Filtering
The opportunities board offers a comprehensive overview of your projects, allowing you to track progress and manage opportunities at every stage. With a complete set of filters, you can narrow down the list of opportunities based on key data, such as deal owner, stage, or due date. This granular control ensures that you can focus on the most relevant information and make informed decisions.
Detailed Opportunity Management at Your Fingertips
Tapping on any opportunity provides access to its detailed information, including deal owners, opportunity stages, due dates, priorities, and other project-related details. You can effortlessly manage these details, ensuring that your data is always up-to-date.
Integrated Task, Contact, and Team Management
The ProjectMark mobile app goes beyond basic opportunity management. The tasks tab allows you to manage all tasks related to the opportunity, while the contacts tab provides access to all associated contacts. The Team Planning tab enables you to assemble the project team, and the comments section facilitates seamless communication and collaboration.
Complete Activity History and Quick Actions
The activity history section provides a comprehensive record of all past actions associated with the opportunity, ensuring transparency and accountability. The plus button at the bottom of the screen provides quick access to create new records or send emails automatically linked to the opportunity, streamlining your workflow.
Effortless Task Creation On-the-Go
Creating a task in the ProjectMark mobile app is simple and efficient. Just enter a description, assign it to a team member, and set a due date. This seamless task management functionality allows you to stay on top of your to-dos, even when you're away from your desk.
Key Benefits:
- Mobility and Accessibility: Manage opportunities and projects from anywhere, anytime.
- Instant Action: Quickly create opportunities, contacts, tasks, emails, and notes from the home screen.
- Powerful Search and Filtering: Easily find and filter information to focus on what matters most.
- Comprehensive Opportunity Management: Access and manage detailed opportunity information on the go.
- Integrated Task, Contact, and Team Management: Stay connected and collaborate with your team.
- Complete Activity History: Track all past actions and maintain transparency.
- Streamlined Task Creation: Create and manage tasks effortlessly from your mobile device.
The ProjectMark mobile app empowers you to stay productive and connected, no matter where you are. With its intuitive interface and powerful features, you can effectively manage your opportunities and projects, ensuring that you never miss a beat.
