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Introduction
KONTACTUS is an online CRM, Customer Relationship Management Application for Project Management Teams. It has a multi-user environment where organisations can store information related to clients, customers, vendors and contracts in a systematic and standardised way. It allows Project Managers or Application Administartors in an organisation to store data in a secure environment and allow different levels of access to its team members for the information stored.
Profile
The Profile menu allows users to see their Company profile information, User profile information (for the logged in User only) and a list of locations that the User's company operates in.
Partners
Partners are Entities, Customers, Companies, Contrators, Vendors, Suppliers, Service Providers etc. that your company deals with. Partners menu allows users to add, edit, view information about these Entities. The following information can be stored about these Entitiies.
1. Entity Company Name and an abbreviation
2. Primary Role, such as Contractor, Supplier, Advisor etc.
3. Primary Activity Area, such as Construction, Operations, Retail etc
4. What they provide, such as Services, Products, Materials etc
5. Which Market Segment they cover such as Industrial, Residential, Institutional etc.
6. What is their Sepcialty, such as MEP, HVAC, Fitout etc
Enterprise
The Enterprise menu allows the users to create a heiarchy for the projects. The information is saved as follows
1. Programs
A Program is a collection of related, interdependent Projects managed together to achieve strategic business goals and benefits. Programs can have Area-based 'Sectors', and Time-based 'Phases'.
2. Projects
There can be many Projects in a Program. A Project is a temporary endeavor with a defined beginning and end, undertaken to create a unique product, service, or result. Projects can have Area-based 'Regions', and Time-based 'Stages'.
3. Contracts
A Project can have many Contracts. A Contract is a legally binding agreement between a buyer and a seller, vendor, or contractor. Contracts can have Area-based 'Zones', and Time-based 'Milestones'.