Clients are your company's most important asset. Store up-to-date address details and contact information in the client database. Use the simple word-processing feature to manage interactions with clients and potential clients.
Create and manage your projects, from inception to completion, with the project management module. Use the team/fee builder to generate your fees and instalments. Instalments are invoiced on the date specified and recorded on the Account Activity page.
Use the employee database to create and maintain your user/staff details. Set user access levels, employee rates per hour and mileage rates, to be used when building fees and managing costs.
Each staff member enters their own time against projects, specifying the relevant work stage. This information is used for project costing, estimation, tracking, management and client billing.
Chargeable/non-chargeable expenses are entered against projects, for each staff member. This information is used for project costing and client billing.
Use this module to view the financial history of the project. When invoices are printed they appear automatically on this page. Receipts and credit notes are entered here too, for printing at a later stage.
View your projected income for a given calendar year or date range, based on agreed fee instalments. If an instalment is paid, it is highlighted in green. If it is invoiced but not paid, it is highlighted in yellow.
Build your team and let Chromisma tell you the fee necessary to cover the resources you have allocated to each work stage. Then export the instalment plan straight to the project. Or you can build the team structure that works within a pre-determined fee. Adjust charge-out rates and OHP mark-up as you go.
Understand project profitability stage by stage, at a glance...in seconds!
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