Project Management For Agencies
Project Management For Agencies
First, agencies need to manage their clients in addition to managing their projects. This means quotes, invoicing, time tracking, retainers, and other CRM tools that your average project management tool doesn't have.
Second, agencies usually closely collaborate with clients and need tools like external user access, group chat, document management, approval workflows, videoconferencing and so on. Bitrix24 got all of those.
Finally, Bitrix24 helps you run your entire agency and not just manage clients and their projects. We have HR tools, employee onboarding, shared calendars, social media management, Gantt charts, administrative workflows and 35 other tools, most of which can be used on your mobile phone thanks to Bitrix24 Android and iOS apps.
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Basic features
- Free - 12 users
- Free - 5 GB online storage
- Free unlimited projects
- Free unlimited subtasks
- Task dependencies
- Multiple Gantt charts
- Unlimited users ($99/mo)
- Unlimited storage ($199/mo)
- Cloud & On Premise
- Free mobile PM (iOS and Android)
- Open source code and API
- Learn more
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Task management
Project management starts with tasks and in Bitrix24 tasks come in different shapes and sizes. Personal tasks, group tasks, sub tasks, repeating tasks, task templates and so on. Tasks and sub tasks are unlimited and you can delegate them to another person, if necessary. Checklists and workflow automation guarantee that nothing will be overlooked or forgotten.
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Project management
Projects in Bitrix24 are unlimited, come with Gantt charts and employee workload planning, which lets you allocate specific number of hours and employees to a project and track time spent on it. There are different roles in Bitrix24 when it comes to projects, as you may control task set by you, assist someone or simply be an observer for a task that you neither set, nor is responsible for completing. Task counters show your project progress and if you are in danger of falling behind the deadline.
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Time tracking
Don't you hate when project management vendors don't include time tracking tools into their solutions as if time doesn't matter? We certainly do. That's we've added an option to track time spent on each task, mandatory clock-in and clock-out, if necessary, flexible workday settings, daily todos, time reporting and other time management tools. Oh, and don't forget about personal, group and shared calendars that are available to you free of charge.
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Project collaboration
Projects involve many people and you need collaboration tools that work for your co-workers and external users, such as clients or contactors, alike. Sometimes you need to hold online meeting or a workgroup discussion or reach someone who's available only via mobile phone. Bitrix24 does all that and more. No other project management vendor offers you as many social collaboration tools as we do. Your own private social network, employee directory, activity stream, comments, likes, tags, mentions - if you want it, we've got it.
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Document management
Do your projects involve lots and lots of files and documents? You'll love Bitrix24, because our document management module comes with file sharing, cross-device document synchronization, online and offline editing options, versioning, and even your own file server, called Bitrix24.Drive.
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Client management
If you are looking for a project management solution in order to handle projects for your clients, you'll appreciate the fact that CRM is tightly integrated with project management in Bitrix24. You can create tasks right from inside your CRM. Do you need to create a quote for a prospect or send an invoice to a client in order to bill them for the hours of completed work? You can do that. Email marketing? Yep. Telephony support? Absolutely. Sales reports? Done. Learn more
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