…is an open architecture platform where data is accumulated within user-defined categories.
Preconfigured Contact Relationship Management (CRM) modules for Companies, Contacts, and their Locations. Expand the data to services-related use cases.
Preconfigure Project Management (PM) modules can be used to accomplish routine tasks, such as entering time against them for billing and project performance assessment.
Easily add categories to satisfy many business operational roles. Deploying SOCKTEWorx BI helps centralize data entry analysis and reporting for privileged roles.
At its core, SOCKETWorx BI builds relationships.
Easily build on its foundational Contact Relationship Management categories.
Set relationship to accumulate them by proxy.
Customizable forms target BI data entry requirements.
Flexible and purposeful Project Management equals performance.
Set time and financial milestones.
Accumulate hours and cost against them.
Set relationships with the CRM categories
No doubt, the heart of most companies is sales.
Set up Sales Items, Opportunities, and activities to manage it.
Track Software and Hardware across locations and contacts
Track employee information like their employment information, related benefits, and activities.