Full features list of the iTEM business management suite.

 
No. of Projects 3 10 Unlimited Unlimited
File Storage - 1Gb 5GB 10GB
iTEM Email YES YES YES YES
SSL YES YES YES YES
CRM YES YES YES YES
Project Management YES YES YES YES
Customisation   YES YES YES
Timesheets     YES YES
iTEM Timer     YES YES
Suppliers     YES YES
Marketing     YES YES
Expenses     YES YES
Opportunities & Sales     YES YES
Quotes     YES YES
Price List     YES YES
User Rates     YES YES
Materials     YES YES
Reports       YES
Invoices       YES
Credit Notes       YES
Audit Tails       YES
iTEM CC       YES
Custom Forms       YES
Dashboards       YES
Departments       YES
Approval Workflow       YES
Project Templates       YES
Permissions       YES

 

 

CRM

Company & User Home YES YES YES YES
All Activity Feeds YES YES YES YES
Multiple Addresses YES YES YES YES
Diary/Notes YES YES YES YES
Calendars YES YES YES YES
Diary Tasks YES YES YES YES
Follow Ups YES YES YES YES
Services YES YES YES YES
User/Company Types YES YES YES YES
Financial / Non Financial Users YES YES YES YES
Account Managers YES YES YES YES
Technical Managers YES YES YES YES
Search YES YES YES YES
Files   YES YES YES
Logo Upload   YES YES YES
Rates     YES YES
Price List     YES YES
CSV Export     YES YES
Custom Fields     YES YES
Custom Lists     YES YES
Custom Forms       YES

 

 

Calendars

My Calendar YES YES YES YES
User Calendars YES YES YES YES
Next 7 Days YES YES YES YES
Project Calendars YES YES YES YES
Week Planner YES YES YES YES
Day Planner YES YES YES YES
Overall Projects Calendar     YES YES
iCAL/WEB Dav Integration     YES YES

 

 

Marketing

Events     YES YES
Link Users To Events     YES YES
CSV Export     YES YES

 

 

Opportunities & Sales

Calendar     YES YES
Progress Monitor     YES YES
Track Forecast     YES YES
Activity Feed     YES YES
Link To Quotes     YES YES
Activity Monitor     YES YES
Forecast Reports       YES
Custom Workflows       YES
Sales Team Reports       YES

 

 

Quotes

Custom Price List     YES YES
Global Services     YES YES
Activity Feed     YES YES
Link To Opportunity     YES YES
Covering Letter     YES YES
Customisation     YES YES
Signature Upload     YES YES
Discount     YES YES
Price & Profit     YES YES
Base Price & Markup     YES YES
Quote Files     YES YES
PDF Quote     YES YES
Email To Client     YES YES
Track Forecast     YES YES
Quote Report     YES YES
Upissuing & Revisions     YES YES
Quote History     YES YES
Multiple Line items     YES YES
Quote Templates       YES
Template Replace Codes       YES
Create Project From Quote       YES

 

 

Projects

Project Home YES YES YES YES
Activity Feed YES YES YES YES
Project Members YES YES YES YES
Project Calendar YES YES YES YES
Project Tasks YES YES YES YES
Files Sharing YES YES YES YES
Project History YES YES YES YES
No Cost Projects YES YES YES YES
Fixed Cost Projects YES YES YES YES
Per Hour Projects YES YES YES YES
Per Day Projects YES YES YES YES
Per Task Charge Projects YES YES YES YES
Recurring Invoice Projects YES YES YES YES
Support Agreement Projects YES YES YES YES
Project Codes YES YES YES YES
Task Groups YES YES YES YES
Job Titles YES YES YES YES
Quick Tasks YES YES YES YES
Hourly/Daily/Fixed Costs YES YES YES YES
Project Milestones YES YES YES YES
Diary YES YES YES YES
Project PO Number YES YES YES YES
File Sharing   YES YES YES
Show/Hide Time to Clients     YES YES
Suppliers Visible/Hidden     YES YES
Timesheet Approval     YES YES
Overtime Allowed?     YES YES
Task CSV Download     YES YES
Per User Rates     YES YES
Budgets     YES YES
Project RSS Feed     YES YES
Milestone Invoicing     YES YES
Custom Forms       YES
Task Approval Workflow       YES
Project Dashboards       YES
All Projects Calendars       YES
Project Templates       YES

 

 

Tasks

Task Home YES YES YES YES
Required Date YES YES YES YES
Schedule Dates YES YES YES YES
Assignable Tasks YES YES YES YES
Task Duration Estimates YES YES YES YES
Per Task Charges YES YES YES YES
Hourly/Daily/Fixed Rates YES YES YES YES
Task Messages YES YES YES YES
Email Integration with Messages YES YES YES YES
Private Tasks YES YES YES YES
Private Messages YES YES YES YES
PO Numbers YES YES YES YES
Create Task From Email YES YES YES YES
vCal Integration YES YES YES YES
To-Do List YES YES YES YES
Quick Task Navigation YES YES YES YES
Completion Date YES YES YES YES
Message Inbox YES YES YES YES
Unassigned Tasks YES YES YES YES
Task Files   YES YES YES
File Sharing   YES YES YES
Auto Capture of Emails   YES YES YES
Task Documents/Files   YES YES YES
Custom Task Statuses     YES YES
Task History     YES YES
Task Time     YES YES
Task Supplier Rates     YES YES
Set Maximum Time     YES YES
Materials     YES YES
Custom Work Flow       YES

 

 

Time

User Timesheet     YES YES
Billable/Non Billable Hours     YES YES
Multiple Day Selection     YES YES
On Site Option     YES YES
Individual Rates     YES YES
Custom Time Intervals     YES YES
Hours Per Day     YES YES
Start/End Day Times     YES YES
Add Tasks     YES YES
Completed Tasks     YES YES
Notify Clients     YES YES
iTEM Timer     YES YES
Decimal Time     YES YES
Supplier Timesheets     YES YES
Start Of Week     YES YES
Timesheet Approval       YES
Linked to Mileage Report       YES
Timesheet Reports       YES
CSV Export       YES
Overtime       YES

 

 

Expenses

Expense Categories     YES YES
User Expenses     YES YES
Expense Approval       YES

 

 

Email

iTEM Email YES YES YES YES
Copy in iTEM YES YES YES YES
Auto Email Capture YES YES YES YES
Create Tasks from Email YES YES YES YES
Tasks Messages from Replies YES YES YES YES
PDF Quotes YES YES YES YES
PDF Invoices YES YES YES YES
Account Manager Alerts YES YES YES YES
Custom Email Address's YES YES YES YES

 

 

Reporting

Billable Hours Report       YES
KPI Report       YES
KPI Tolerances       YES
Login Report       YES
Mileage Report       YES
Opportunity Forecast Reports       YES
Quote Forecast Reports       YES
Quote Reports       YES
Timesheet Report       YES
Financial Reports       YES
Task Reports       YES
CSV Export       YES

 

 

Invoices

PDF Invoices     YES YES
Automatically Calculated     YES YES
Link to Projects & Time     YES YES
Credit Notes     YES YES
Manual Invoices     YES YES
Invoice Customisation     YES YES
Accountant Login     YES YES
Auto Invoice Numbers     YES YES
Manual Invoice Numbers     YES YES
Invoice Search     YES YES
Payment Terms     YES YES
PO Numbers     YES YES
Line items     YES YES
Invoice Customisation     YES YES
Logo     YES YES
Track Payments     YES YES
Linked to Diary / Notes     YES YES
Tax Rates     YES YES
Invoice Status     YES YES

 

 

Files

Company / User Files   YES YES YES
Project Files   YES YES YES
Task Files   YES YES YES
File Sharing   YES YES YES

 

 

Collaborate

Collaboration via iTEM Email YES YES YES YES
Auto Capture of Communication YES YES YES YES
Integrate with Email Clients YES YES YES YES
Client Login (Optional) YES YES YES YES
Supplier Login (Optional)     YES YES
Supplier Timesheets     YES YES
Hide Suppliers From Clients     YES YES

 

 

Customisation

Date/Number Formats YES YES YES YES
iTEM Email YES YES YES YES
Auto Project Numbers YES YES YES YES
Business Types YES YES YES YES
Custom Email Settings YES YES YES YES
Company Logo   YES YES YES
Colour Schemes   YES YES YES
Custom Colour Options   YES YES YES
Custom Terminology   YES YES YES
Decimal Time     YES YES
Custom Time Intervals     YES YES
Working Day     YES YES
Start/End Day Times     YES YES
First Day Of Week     YES YES
PDF Invocing     YES YES
Auto Invoice Numbers     YES YES
Invoice Text     YES YES
Quote Termininology     YES YES
Quote Types     YES YES
Global Service List     YES YES
Custom Task Statuses     YES YES
Custom Fields     YES YES
Custom Lists     YES YES
Custom Diary Events / Colours     YES YES
Expense Categories     YES YES
Tax Rates     YES YES
Materials Categories     YES YES
KPI Tolerances       YES
Approval Workflows       YES
Custom Forms       YES
Custom Sales Workflows       YES
Permissions       YES

 

 

General

Messages Inbox YES YES YES YES
Quick Search YES YES YES YES
7 Day Alert YES YES YES YES
RSS Feeds YES YES YES YES