toast Suite

Overview

toast suite is a group of business software solutions for enterprises. 'toast' is the brand name for the suite of products that we develop. toast Suite includes the following software:

toast CRM - for Customer Relationship Management
toast EPM - for Enterprise Project Management
toast PPM - for Project Portfolio Management
toast PSA - for Professional Services Automation

Here is list of some of the modules of our Suite of products. Please refer our website http://toast.uventure.in/key_features.php for full feature list.

Lead Management
- Manage Lead through its various stages
- Track activities by lead.
- Assign action items to others for lead related tasks. Manage action items.
- Create Follow ups for a lead. Get reminders for upcoming follow ups.

Document Management
- Keep a central repository of all documents like quotations, tenders, contracts etc.
- Create revisions of documents and keep a record of various versions.

Project Management
- Build projects directly in our system or
- Import project from Microsoft Project file
- Baseline projects
- Earned value report
- Project Status based on defined Rules(On time - Green, Warning - Yellow, Late - Red)

Task Management
- Add & Edit tasks quickly
- Task scheduling based on Project and Resource calendars
- Control updates to project accept (merge) or reject task updates
- Baseline tasks

Resource Management
- Add & Edit Resources
- Assign resources to projects
- View Resource project Assignments
- View Resource Usage - work scheduled across all projects
- View resource availability and loading
- Enterprise and Non enterprise resources to differentiate between internal and external resources

Portfolio Management
- Organize projects into self defined portfolios
- Identify or define business drivers for each portfolio
- Prioritise projects based on business drivers
- Review performance of projects
- Make informed strategic decisions and ensure all projects adhere to strategic business goals

Key Features

  • Lead Management
  • Sales Team Management
  • Document Management
  • Contact Management
  • Project Management
  • Task Management
  • Portfolio Management
  • Inventory Management
  • Financial Management
  • Issue Management
  • Risk Management

Specifications

Pricing

Starting from:
$15.00/month
Free Trial:
Available (no credit card required).

Screenshots

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