Project Management
in SAGE Online
Track an order from start to finish
Time is everything. With SAGE Project Management, you know where each of your projects are always, so you can hit deadlines with ease – and get results.
Manage projects with one tool
The SAGE Project Management area integrates with all areas of SAGE Online so you don’t have to shuffle between emails, spreadsheets, etc. to keep your projects on track.
Create a project and tag it to a client from your CRM. Save all the project’s activities and files including searches, products, presentations, order forms, client logos, proofs, and more under each project for quick reference.
Customize your workflow
SAGE Project Management was created with promotional product distributors in mind. Create your own personalized workflow process by customizing, adding and rearrange steps in your project workflow.
Projects also integrates with CRM using automation to create tasks for certain project events. For example, you can set a task to follow up with a customer 2 days after sending a proof.
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Improve your team’s organization
With effective timelines you can make sure your team can meet deadlines with ease - without scrambling at the last minute.
Always know if a project is on track by setting due dates for each stage of the workflow. Mark the project green for done, blue for an upcoming due date, and red for anything that is past due.
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Streamline client communication
Set yourself apart from the competition with the customer portal, which gives your customers a professional and organized area where they can track the status of an order, view and respond to proofs, pay bills, and upload artwork.
You can even send a custom link to each client to view their personal project dashboard, as well as set up preferences that automatically sends updates on the project.
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Start saving time!
Try out a live demo of Project Management – complete the form and we’ll be in touch soon!