hi,
i was looking into implementing SugarCRM for a construction industry. To explain the basic needs- in simple terms I need the following functions to be performed .
Basically four functions-
1> Accounting Purpose related to project like invoices and payments to vendors. Simple task based functions
2> Estimating -Cost tracking & Scheduling
3>Project Management functions- Keeping track of project
4> Sharing common data files among users like sharing drawings , Change order forms, RFI forms so as to make sure everyone is on same page
1>When you get a project- All drawings are uploaded for references which can be accessed by users assigned
2>A basic data entry from excel is done about the project Estimate. The project is divided into 10-15 sections like walls, beams, slab etc etc and 5-6 sub sections and each has list of material, labor, vendors cost etc etc.
3> A project schedule is imported using MS Project or Prima Vera to track work progress
3>A project access is assigned to two main user teams- Accounting ( does invoices and payment) and Project Managers
4> Project manager- Keeps track of cost, work done, Payments made etc
5> A platform by which information can be shared- RFI, Change Order among the team so everybody is on same page and share latest updated information
To give a fair idea, there is currently available software which i believe is CRM by Viewpoint.
Link to guide is http://www.ctsguides.com/Review-Cons..._Viewpoint.pdf
The company link is http://www.viewpointcs.com/Products-...ntractors.aspx
I want to do something similar but on medium scale to meet my needs.
Hopefully the above gives a brief idea of how construction project management works.
My questions are:
1> What would be the best platform to work on such concept. I plan to make once module at a time and break down the whole project. Can SugarCRM perform the above? Any other suggestions?
2> I am flexible and am looking for something which can be customized. I would prefer something which doesn't require CODING/PROGRAMING. Something which is user friendly and can be customized.
Is Sugar CRM a good choice?
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