proRM brings clarity and control to your projects with smooth Dynamics 365 integration. While it may not suit complex projects, it beautifully streamlines the full sales-to-invoice journey. Designed for growing teams, it simplifies planning, time tracking, and billing so that users are able to focus primarily on delivery.
proRM Specifications
Contact Management
Analytics And Reporting
Workflow Automation
Customizable Dashboards
What Is proRM?
proRM is a powerful project and resource management solution built for Microsoft Dynamics 365 users. It connects sales and project execution in one seamless workflow, enabling teams to manage the full lifecycle from planning to invoicing, without switching systems. proRM features include time tracking, approvals, and billing all in one place, enabling businesses to streamline operations, boost productivity, and deliver projects more efficiently. Its user-friendly interface and smart integration help improve client satisfaction and support long-term relationship success.
proRM Pricing
Disclaimer: The pricing is subject to change.
proRM Integrations
Who Is proRM For?
proRM Fast Start is structured to support various roles involved in project and resource management and is specifically designed for:
- Management
- Project mnagers
- Project resources
Is proRM Right For You?
proRM software is the perfect solution for organizations using or planning to adopt Microsoft Dynamics 365 and looking to professionalize project management. Its user-friendly interface and quick setup minimize complexity, reduces training time, and ensures a faster return on investment, especially for small to medium-sized businesses. It streamlines project planning, time tracking, and invoicing for enhanced efficiency. ProRM Fast Start’s developer, proMX AG, is a recognized innovator, offering assurance of reliability, consistent updates, and trusted customer support.
Are you still thinking about whether proRM will suit your business requirements? Call our professional support team at (661) 384-7070 to make a better decision.
proRM Features
This feature allows users to visually create project structures and assign resources directly within Dynamics 365. It provides a comprehensive overview of project lifecycles, displaying dependencies, durations, and assignments. This ensures efficient planning and helps prevent resource conflicts across multiple ongoing and upcoming projects.
Tracking enables project team members to precisely record their work efforts, including time and expenses, directly within Dynamics 365. Each entry details the specific project task, a brief description, and its billable status. Furthermore, it facilitates accurate cost allocation and supports the recording of absences like public holidays and vacations.
Project managers utilize the Approval Manager to efficiently review all submitted time and expense bookings. This feature allows for convenient in-line editing of minor errors, rejection of entries, and final approval, ensuring data accuracy for subsequent invoicing. Filtering options simplify identifying tasks requiring immediate attention, streamlining the entire review process.
The Invoicing Manager simplifies creating accurate invoices based on approved time and expense bookings. Accountants are able to easily load approved entries and add desired items to a bill via intuitive drag-and-drop functionality. Invoices can be reviewed within Dynamics 365 and exported to Word, ensuring flawless billing and efficient financial closure.