Solutions designed for all Services based businesses—Engineers, Architects, Contractors, Consultants, Accountants. Zavanti provides a fully integrated solution for managing your business and its key assets—your employees and clients. Yet still flexible so you can select what components you need and for how many users.
Zavanti CRM for Professional Services is a management solution that allows you to better manage costs, project schedules, resource allocation, utilisation and profitability. The solution facilitates every step of your professional services business cycle, starting with marketing, qualification of leads generated and continuing through the pipeline management of sales opportunities, conversion into projects through the closing of successful deals and the management of those projects
By using pre-defined templates, projects can be easily created, with structured deliverables and timeframes. Available resources can be appropriately allocated to these deliverables as necessary and the project managed carefully to completion. The solution incorporates dynamic dashboards and reports that provide comprehensive metrics on sales, projects, resources, cash flow and business profitability. Zavanti Professional Services is available both for on-premise and cloud-based deployment.