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deals&projects

4.2 (7 reviews)

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What is deals & projects?

According to their own claims, deals&projects is the perfect all-in-one for agencies of any industry and ideal for teams of 3 to 50 employees. With deals&projects, workflows can be integrated, offers created, and results evaluated. Offers can be automatically converted to projects and time-recorded with one click. According to the provider's website, more than 350 agencies are already using deals&projects. The tool can be tested free of charge for 30 days and is available for 29€ per month and user.

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This is how users rate the product

9.8

Ease of use

Project Management

Average: 8.8

9.2

Meets requirements

Project Management

Average: 9

7.1

Customer Support

Project Management

Average: 8.9

9.2

Ease of setup

Project Management

Average: 8.6

deals&projects Pricing

Pricing details

Last edited: August 2022

Deals & Projects

€35.00/ User / month

Benutzerdefinierte Dashboards

Überblick über letzte Aktivitäten

Chronologischer Kommunikations - & Projektverlauf in Historie

Anwesenheits-Widget für Euer Team

Deal Pipeline mit Kanban-Ansicht

Wiedervorlagen & Erinnerungen

Angebote & Auftragsbestätigung in eigener CI

Umsatzprognosen

Budgetkontrolle

Wiederholende Aufgaben

Ressourcenplanung

Retainer Projekte

Externer Kundenzugang

Zeiten auf Projekte & Aufgaben erfassen

Zeiten anhand der Stundensätze abrechnen

Interne Zeiten als nicht abrechenbar markieren

Individuelle Stundensätze / Kunde

Stundennachweise (PDF)

Dokumentation in Historie

E-Mail Integration

Termine & Erinnerungen

Telefonie- & Kalender Anbindung

@-mention in Historie

Abschlussrechnungen

Teil-, Zwischen- & Anzahlungsrechnungen

GoBD konform

DATEV Export

Mahnwesen

Arbeitszeiterfassung

Urlaubsanträge

Anwesenheits-Widget

Kalender

Verfügbarkeiten & Arbeitszeiten

Freelancer Account

Umsatz & Gewinn Forecast

Projektauswertungen

Umsatzauswertungen

Stundennachweise

Arbeitszeitberichten

Konfigurierbare Workflows

Benutzerdefinierte Tabellen

Benutzerdefinierte Felder

Benutzerdefinierte Deals, Projekte & Aufgabenstufen

Benutzerdefinierte Auftragsvorlagen

Support & Einführung inklusive

deals&projects Reviews (7)

What users say about deals&projects

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Software Guide for the category Project Management

Project Management

In our OMR Reviews Software Guide for the category Project Management we give you a detailed insight into the functions as well as advantages and disadvantages of the tools. Find out more about the briefing or download it directly via the button.

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