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Savicor ProjectsBeta

From won deal to delivered project.

Projects linked to the deal and the customer, with tasks, time and a budget. In beta, part of the Professional and Business plans.

Start free with CRM See pricing

In Professional, Business and Enterprise, which open once billing is connected.

Open the timeline of a project and drag a task to the days it will happen. From a demo organisation with example data.

What you can do

Turn a won deal into work that gets done.

Start free with CRMSee pricing
  • Start a project from a won deal, with the customer already linked.
  • Give every task an owner and a deadline.
  • Write hours per task and see them against the project budget.
  • Plan tasks and milestones on a timeline.

The screens

How the parts fit together.

Real screens from a demo organisation with example data.

Project

A project linked to its customer and deal, with tasks, hours and the budget in one place.

A project page with task progress, hours against the budget, the task list with owners and the time entries.

From the deal

Start where the sale ends.

Create the project from the deal and it is linked to the customer from day one. The company page lists its projects next to its deals and invoices.

  • Projects linked to companies and deals
  • Owner, start and due date

Tasks and time

Everyone sees their own work.

Tasks have an owner and a status. My work lists the open tasks assigned to you across every project, and the weekly timesheet takes your hours per project and day.

  • Edit, assign and delete tasks
  • Log time on the project or a task

Budgets

Time against the budget.

Give a project a budget in hours and see how much is used. Turn the time that is not invoiced yet into a draft invoice in Finance at your hourly rate.

  • Invoiced time is locked
  • Projects over budget show in Insights

Part of the platform

One record, one login, one set of permissions.

Savicor Projects works on the same customers, team and roles as the other apps, so nothing is copied between them.

  • One loginSign in once with two-factor authentication and move between apps.
  • One recordA customer exists once, with what every app knows about it.
  • One set of permissionsRoles are set once and apply in every app, down to the records each person sees.

With the other apps

Who it is for

Made for small and mid-sized teams.

  • Agencies and studios

    Plan the work you sold and keep an eye on the hours.

  • Installers and field teams

    A clear list of tasks per job, and who does what.

  • Consultancies

    Log time per project and invoice it without retyping.

Pricing

From €19

per user per month, excl. VAT

  • Starter: not included€0 per user
  • Professional: included€19 per user
  • Business: included€39 per user
  • Enterprise: includedCustom

Savicor Projects is in beta. Billing is not live yet: prices are indicative until it opens. See pricing

Questions

Does it do Gantt charts or resource planning?
No. It covers projects, tasks, time and budgets, kept deliberately simple while it is in beta.
Can I use Projects today?
Projects is in beta and part of the Professional and Business plans, which open once billing is connected. Until then you can start free with the CRM.

Start with CRM today.

Savicor Projects comes with Professional, Business and Enterprise, which open once billing is connected. Start on the free Starter plan now and switch it on when your plan includes it.

Start free with CRMSee pricing