Projects & Contracts Management

Put your Projects portfolio under control



Projects & Contracts Management automated from end to end

The ERP solution Fitnet Manager centralizes and organizes contracts following a multilevel tree: Client, Legal agreement, Contract (mission, lot or phase) and Project. Contract management is at the heart of the tool: from the quote to the sales order and then the billing, all the elements relating to the delivery of a professional services firm are processed.

The Project level is a big highlight of the tool: it allows to consolidate several Contracts and to restore an overview.

Contracts - Projects - Contracts

  • Employees/Teams/BU Planning
  • Tracking of mission milestones and deliverables
  • Production control vs. costs

Customer Portfolio

  • Contact/Leads/Customers Management
  • Tracking the commercial relationship
  • Create/Edit/Export Quotes

Resources Assignment

  • Allocation of budgets
  • Mission orders and Activity reports
  • Validation Workflows

Control of costs

  • Purchase Management
  • Expenses
  • Employee costs

Projects Billing

  • Flat-rate price contract, Sale, Daily-price contract, Subscription
  • Billing Schedule management
  • Payments and Reminders monitoring

Profitability Analysis

  • Real Time Dashboards
  • Fast control turnover and margins
  • Exports and accounting integration

``Run your portfolio of projects in a cloud-based solution”

Contract Management is at the heart of the steering at 360 ° provided by the ERP solution Fitnet Manager. Contracts are managed from end to end: the concept of status makes it possible to identify at a glance the state of a contract and to make it evolve.

Fitnet Manager allows to register contracts as soon as an opportunity is detected, until the signature then the production, and finally the closing.

The Fitnet Manager CRM module allows you to manage the pre-sales phase in an integrated way, through rich features such as commercial pipe management, reports and tasks.

The collaborative mode allows to centralize the data of the contract in a single tool. Each employee can be involved at different levels according to the permissions of his profile: time entry, validation, budget controls etc.

Discover the solution

``Run your portfolio of projects in a cloud-based solution”

Contract Management is at the heart of the steering at 360 ° provided by the ERP solution Fitnet Manager. Contracts are managed from end to end: the concept of status makes it possible to identify at a glance the state of a contract and to make it evolve.

Fitnet Manager allows to register contracts as soon as an opportunity is detected, until the signature then the production, and finally the closing.

The Fitnet Manager CRM module allows you to manage the pre-sales phase in an integrated way, through rich features such as commercial pipe management, reports and tasks.

The collaborative mode allows to centralize the data of the contract in a single tool. Each employee can be involved at different levels according to the permissions of his profile: time entry, validation, budget controls etc.

Discover the solution

MONTPELLIER

47 quai du Verdanson
34090 Montpellier
France

BARCELONA

Avinguda Diagonal, 415
8ª Planta
08008 Barcelona
España

LEARN MORE

BSA Conseil with Fitnet Manager is certified ISO 27001 for its entire scope of activities : design, development, distribution and operational maintenance of the ERP SaaS solution Fitnet Manager!

Fitnet Manager is committed to respond always more efficiently to the RGPD requirements. We protect personal data: database encryption, anonymizing actions and mass data purging are provided by the software.

WE ARE CERTIFIED

WE ARE MEMBERS