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iTEM Overview

Overview

iTEM is a modular cloud based business management suite that enables you to centrally manage, organise and share information with all areas of your business. Specifically designed for a small business it will bring a new level of efficiency and collaboration to your company.

From Prospects all the way through to Invoices, iTEM is one integrated solution.

 

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Customer Relationship Management

Customer Relationship Management

Effortlessly manage your clients, staff and suppliers in one central location. See all activity including projects, time and other important information.

  • Activity Feeds
  • Notes & History
  • Diary Management
  • Email Integration
  • File Storage
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Calendars

Calendars

iTEM's calendar and diary system will help you organise your business. From sales events right through to project deadlines. All events are clearly visible to the right people.

  • Personal Calendar
  • All Projects & Individual Project Calendars.
  • iCal Integration.
  • Deadlines, Meetings & Events.
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Opportunities & Sales

Opportunities & Sales

Don’t miss those important sales leads that are essential to your business growth. Very simply, iTEM can create custom workflows that suit your business. Progress, health and forecast as well as communication can be easily monitored.

  • Manage Prospects
  • Instant Sales Forecasts for you and your team
  • Build Custom Sales Work Flows
  • Track Progress Simply and Quickly.
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quotes

Quotations

Create quick and professional quotations at a touch of a button. Designed to cater for a number of business models you can; create, send, track and up-issue quotations, delivering them to your clients via email and PDF.

  • PDF Generation
  • Customisation & Quote Templates
  • Price Lists
  • Calculate Profit, Margins
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Projects

Projects

Project Management couldn’t be simpler using iTEM. With excellent email integration you can track ALL communication on tasks with clients, staff and suppliers alike.

  • Project Dashboards & Budgets
  • Project Templates
  • Audit Trails
  • Automatically Calculate Invoice Totals
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Tasks

Tasks

iTEM has many tools to help you manage your tasks, from capturing messages with powerful email integration, quick tasks, to-do lists, task groups and much more.

  • Assign, Created By, Changes, Audit Trails
  • Per Task Time Recording & Budget
  • Capture All Email & Communication Per Task
  • Task Groups & Status
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time

Time Tracking & Rates

Integrating with your projects and tasks you can assign time in days, hours or minutes easily via the iTEM Timesheet or the iTEM Timer.

  • iTEM Timer
  • Timesheet Approval
  • Multiple Hourly, Daily and Project Rates
  • Expense Forms and Approval
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Email Integration

iTEMs powerful Email functionality offers seamless integration with your day to day working. Automatically capturing information it will store emails in the correct place.

  • Capturing iTEM CC’d Emails
  • Automatically Recording All Task Related Communication
  • Create Tasks from Emails
  • Custom Email Addresses
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Reports

With iTEMs ever growing number of reports you can have instant access to important analytics and make key decisions based on them.

  • Time & Billable Hours Reports
  • Sales & Quotes Forecasting
  • Mileage
  • Project Dashboards
  • Financial Reporting
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Files

Keeping track of clients, project & task files is an integral part of iTEM. Automatically filing all documents against the correct project, task or client.

  • CRM Related Files
  • Quote Files
  • Project Documents
  • Automatic Storage and Filing of Task Documents
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Collaborate

Collaborating with staff, clients and suppliers has never been easier. You can easily share information on projects and tasks centrally.

  • Manage Your Team
  • Supplier & Client Management On Projects
  • Integrate With Email, Capture All Communication
  • Audit Trails
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Invoices

Working in harmony with timesheets and projects, iTEM can generate PDF invoices and email them directly to your clients. iTEM will notify you of invoices that need to be raised automatically working out totals.

  • PDF Invoicing
  • Automatically Calculated From Time & Projects
  • Recurring Invoices
  • Track Payments And Make Notes
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Customisation

Every business is different and iTEM adapts to this with a wide range of customisation from colours, logo, terminology and much more.

  • Custom Colour Schemes
  • Change Terminology Throughout
  • Your Logo On Login Screen
  • Quote Layout & Terminology
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What our customers say

Ray Vernon Director Splice Marketing

“iTEM replaced Basecamp, Harvest and Affinity Live with cost savings. Finally One Integrated Solution!”

Ray Vernon, Director Splice Marketing
Julian Wates Tomango

“iTEM has proved to be an invaluable tool for our business. Its doing a job of another person for us.”

Julian Wates, Director Tomango

How much could I save?

Our lost earnings calculator determines how much money your business could be losing through inefficient management. Try it:

Min / Staff / Day Hourly rate No of staff

What's the cost?

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