CRM Integration Points

Project Integration #

Connecting Contacts and Clients to Project Work #

The CRM system integrates seamlessly with project management for comprehensive business workflow:

Client-Project Relationships:

• Direct Project Association: Projects belong to specific clients through client_id relationship
• Automatic Project Creation: Option to create projects automatically when creating clients
• Project Board Creation: Automatic project board creation along with project setup
• Client Project Ownership: Clear ownership structure linking clients to their projects

Contact-Project Integration:

• Project Team Assignment: Contacts can be invited as team members to client projects
• Project Viewer Roles: Client contacts can be assigned project viewer roles for transparency
• Project Access Control: Role-based access ensures appropriate project visibility for contacts
• Project Collaboration: Client team members can collaborate on projects through contact integration

Project Creation Automation:

• Client Observer Integration: ClientObserver automatically creates projects when requested
• Streamlined Onboarding: New clients can have complete project setup during client creation
• User Invitation: Automatic team member invitation for client representatives
• Project Board Setup: Automatic project board creation for immediate project management

Project Management Benefits #

CRM-project integration provides significant business benefits:

Organized Project Structure:

• Client-Based Organization: Projects organized by client for clear business relationships
• Team Collaboration: Client contacts integrated into project teams for collaboration
• Access Control: Proper access control ensures clients see only their projects
• Project Transparency: Client portal access provides project visibility and transparency

Business Process Integration:

• Project-Based Billing: Time tracking and billing organized by client projects
• Client Communication: Project updates and communication integrated with contact management
• Project Reporting: Client-specific project reports available through CRM integration
• Project Analytics: Project performance analytics available by client and contact

Time Tracking Integration #

Client-Specific Time Tracking and Reporting #

The CRM system integrates deeply with time tracking for accurate client billing and reporting:

Client Time Association:

• Project Time Tracking: Time tracking associated with client projects for accurate billing
• Client-Specific Reports: Time reports filtered by client for transparent billing
• Multi-Client Time Management: Support for tracking time across multiple client projects
• Client Time Analytics: Analyze time allocation and productivity by client

Time Tracking Features:

• Client Project Time: Time intervals linked to client projects through project relationships
• Client Billing Integration: Time data feeds directly into client invoice generation
• Client Time Reports: Dedicated time reports for client transparency and billing
• Client Portal Time Access: Clients can view their time tracking data through portal access

Time Reporting Integration:

• Client-Filtered Reports: Time reports can be filtered by specific clients
• Project Time Allocation: Time allocation reports show work distribution across client projects
• Client Time Summaries: Daily and weekly time summaries available by client
• Client Time Analytics: Advanced analytics on client work patterns and productivity

Client Time Transparency #

Time tracking integration provides transparency for client relationships:

Client Portal Time Reports:

• Real-Time Access: Clients can access their time tracking data in real-time
• Project-Specific Time: Time reports organized by client projects for clarity
• Team Member Time: Visibility into which team members worked on client projects
• Time Period Filtering: Flexible date range selection for client time analysis

Time-Based Billing:

• Accurate Billing: Time tracking data feeds directly into client invoice generation
• Transparent Pricing: Clients can see exactly what time was billed for their projects
• Rate Integration: Client-specific billing rates applied to tracked time
• Multi-Currency Time: Time tracking supports client-specific currencies

Invoice Integration #

Client Billing and Financial Management #

The CRM system provides comprehensive integration with invoicing and financial management:

Automatic Invoice Generation:

• Client-Based Invoicing: Invoices automatically generated for clients based on tracked time
• Scheduled Invoice Generation: Weekly automatic invoice generation for clients
• Client-Specific Settings: Invoice settings automatically created for new clients
• Multi-Currency Invoicing: Client currency preferences applied to invoice generation

Invoice-Client Relationships:

• Client Invoice Association: All invoices linked to specific clients for organization
• Client Billing History: Complete billing history maintained per client
• Client Payment Tracking: Payment status and history tracked by client
• Client Financial Analytics: Financial performance analytics available by client

Client Invoice Features:

• Client Email Integration: Invoices automatically sent to client email addresses
• Client Currency Support: Invoices generated in client-specific currencies
• Client Payment Methods: Payment method preferences integrated into invoice processing
• Client Invoice Portal: Clients can view and pay invoices through dedicated portal

Financial Management Integration #

CRM financial integration supports comprehensive business financial management:

Client Financial Tracking:

• Revenue by Client: Track revenue generation by specific clients
• Client Profitability: Analyze client profitability through integrated time and billing data
• Client Payment History: Complete payment history and outstanding balance tracking
• Client Financial Reports: Dedicated financial reports by client

Payment Processing Integration:

• Client Payment Preferences: Stripe and crypto payment preferences per client
• Automatic Payment Processing: Integration with payment gateways for client billing
• Payment Status Tracking: Real-time payment status updates and notifications
• Multi-Currency Payments: Support for international client payments

Team Collaboration #

Sharing Contacts and Clients Across Team Members #

The CRM system supports comprehensive team collaboration features:

Team-Based CRM Access:

• Shared Contact Database: Team members share access to team contact database
• Client Collaboration: Team members can collaborate on client relationships
• Role-Based CRM Access: Different CRM access levels based on user roles
• Team CRM Analytics: Team-wide CRM analytics and performance tracking

Contact and Client Sharing:

• Team Contact Visibility: Contacts visible to all appropriate team members
• Client Team Access: Clients can be managed by multiple team members
• Contact Ownership: Contact ownership tracking with team collaboration support
• Client Responsibility: Clear client responsibility assignment with team collaboration

Team CRM Permissions:

• Role-Based Access: CRM access controlled by user roles (Super Admin, Organization Manager, Sales roles)
• Contact CRUD Permissions: Create, read, update, delete permissions based on roles
• Client Management Permissions: Client management permissions based on user roles
• Team Isolation: CRM data properly isolated between teams for security

Team CRM Workflow #

Team collaboration supports efficient CRM workflows:

Collaborative Contact Management:

• Shared Contact Creation: Team members can create contacts for team use
• Contact Assignment: Contacts can be assigned to specific team members
• Contact Collaboration: Multiple team members can work with same contacts
• Contact Activity Sharing: Contact activities visible to appropriate team members

Team Client Management:

• Client Team Assignment: Clients can be managed by multiple team members
• Client Project Collaboration: Team collaboration on client projects
• Client Communication Coordination: Coordinate client communication across team
• Client Relationship Management: Team-based client relationship management

Client Portal Access #

Giving Clients Visibility into Their Projects and Data #

The CRM system includes comprehensive client portal access for transparency:

Client Portal Features:

• Project Visibility: Clients can view their project progress and status
• Time Report Access: Clients can access time tracking reports for their projects
• Invoice Portal: Clients can view and manage their invoices
• Contact Integration: Client portal access integrated with contact management

Client Portal Dashboard:

• Client-Specific Data: Portal shows only data relevant to specific client
• Project Analytics: Client-specific project analytics and performance metrics
• Time Transparency: Complete transparency into time tracking for client projects
• Financial Transparency: Invoice and payment information available to clients

Client Portal Security:

• Role-Based Access: Client portal access controlled through project viewer roles
• Data Isolation: Clients see only their own data and projects
• Secure Authentication: Proper authentication required for client portal access
• Team-Based Filtering: Client data filtered by team for proper isolation

Client Portal Integration #

Client portal access integrates with broader CRM functionality:

Portal-CRM Integration:

• Contact-Based Access: Client portal access linked to contact records
• Client Relationship Integration: Portal access based on client-contact relationships
• Project Integration: Portal shows client projects with full integration
• Communication Integration: Portal supports client communication and collaboration

Client Experience:

• Transparent Reporting: Clients can see detailed reports on their projects
• Real-Time Updates: Portal provides real-time updates on project progress
• Self-Service Access: Clients can access their data without contacting team
• Professional Interface: Clean, professional interface for client interactions