iTEM doesn’t try to reinvent the wheel. Rather, it is a single portal that encompasses CRM, Project Management, Documents, Emails, Calendars and Accounts, integrating them all with your existing systems. Take a look at the individual features shown below to learn how iTEM will become an indispensable business management tool.
CRM
Manage clients, suppliers and prospects. Keep track of all communications by your team and follow-ups required. Store all communications.
Calendar
You can schedule tasks, milestones, follow-ups, holidays and birthdays. Integrate with your desktop calendar.
Project Management
Manage multiple projects and projects types such as one-off, hourly rates and re-occurring agreements. Split projects across individuals within different organisations including your own and track every aspect of them.
Task Management
Log, track and audit task details, start and end dates, costs, time and workflow: just some of the many things you can do with iTEM. All of this linked to many other features of the system.
Emails & Messages
Storing and tracking emails is an everyday feature of modern business. iTEM marries that to a task, invoice, project or timesheet.
Documents and Files
Storing files and associating them with projects, tasks and emails is an effortless task in iTEM, which provides secure access 24-7 from anywhere with a internet connection.
Integration
Integration is a key iTEM ethos. It is not designed to replace your main business software, but work with it, so that using iTEM can be as simple as sending an email. Emails from iTEM can be configured to use your company domain.
Suppliers
iTEM makes it easy to work with your suppliers. You can make them invisible or visible to your client as well as vetting messages they leave.
Invoicing Costs
Working as an independent accounting package or working with your existing one, iTEM can manage your invoices when you finish projects and tasks to ensure that nothing is missed. It will also inform you of how much you have invoiced each month, and of overdue payments.