The new "lite" project management solution. Project Lite
From our experience of working with over 850 SMBs, we have identified that sometimes SMBs need a project management tool that is truly tailored to their specific needs. Big enough to do what you need but small enough not to cost the earth to buy and implement.
How can Project Lite support your business?
Single ViewProject Lite lives inside your Dynamics Sales CRM meaning no integration and a seamless data flow from lead through to project delivery and completion
Milestones Projects are broken down into deliverables which can be tagged as milestones and be linked to financial records such as orders or invoices.
Workstreams Workstreams are set out to deliver the project in manageable chunks. The workstreams provide estimated versus actual time and cost analysis.
Tasks Tasks are the individual actions that are delivered as part of the project. Tasks are assigned to resources and have time entered against them.
Risk Management Project Lite offers simple risk flagging and management including RAG status, change log and ownership for mitigation.
Resourcing Internal and External resources can be managed in Project Lite. Each resource can have skills and certifications associated to them as well as tracking their availability.
Timesheets Time entries can be submitted by resources online or via an app. Time entries are reviewed individually or in bulk by the project manager ready for approval. A connection with Clockify is available for more accurate time tracking.
Reporting Dashboards and visual reporting are available across the solution and are easy to tweak and maintain by the user. Reports include RAG overview, estimated versus actual time and cost tracking.
Microsoft Integrations* Dynamics 365 has native SharePoint and Teams integration allowing a single and secure area for document storage and collaboration. *Exclusive to Project Lite Plus.
Automation Dynamics 365 will also work for you offering automation to increase efficiency. Virtually any task can be automated.
Competitive Pricing to fit your needs and budget
One-off implementation cost of just £4,995 - this is unbeatable value and includes a 50% reduction against usual implementation cost rate card.
Packages start at only £199pcm for 1-3 users.
Additional benefits for existing Dynamics 365 customers - Project Lite Plus
- Project Lite includes all these key features as standard:
Project management including deliverable workstream tracking
Account and Contact management
Project risk and issue management
Resource and time entry management
Outlook integration for email and appointment management
Activity timeline management
Standard automation for templating repeatable projects
- If you are a Dynamics 365 user then Project Lite Plus has these additional features (please contact us about pricing for the Plus version):
Resource skills and scheduling board
Order and Invoice management for Project financials
Micosoft Teams integration for linked chats
Sharepoint integration for document storage
Request a call back
Book a demo for Project Lite with a member of our team using our easy-booking system.
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