Project-SalesAchiever

Project-SalesAchiever

Fully featured CRM for the construction industry

4.4/5 (7 reviews)

Project-SalesAchiever Overview

Project-SalesAchiever is a construction CRM designed to help manage complex sales processes for general contractors, architects, engineers, construction suppliers, and housebuilders worldwide. Users can manage key accounts and clients, as well as identify and pursue project leads from data providers. The solution combines CRM features and powerful activity and project business lead management to empower teams, and control the entire business development process.

Project-SalesAchiever helps users manage contact, company, activity and project information and translate it to meaningful information. Users can better understand their contact base and turn project lead models around 180 degrees to identify the most profitable companies and contacts, and invest time based on current and historical projects. Project-SalesAchiever integrates with many different ERP solutions, including: ComputerEase, Timberline, Quickbooks, SAGE, BPCS, SAP, Oracle, and more.

Mobile Project-SalesAchiever allows users to sync all calendar actions with Outlook Calendar and get live updates from the main CRM. Users get live access to projects, companies, activity, quotations, and sales information through any web browser-enabled handheld device. The platform can be customized to fully meet the individual requirements of any company, whether for sales, marketing, service or senior management.

Pricing

Starting from
US$49,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, United Kingdom, United States

Supported Languages

English

Project-SalesAchiever Reviews

Overall rating
4.4/5
86% positive reviews
4
Excellent
2
Very good
1
Average
0
Poor
0
Terrible
Megan F.

PSA is a fantastic tool

Used Daily for 2+ years
Reviewed on 2016/08/03
Review Source: Capterra

Kathy and Aaron have been AMAZING to work with and my team couldn't be happier with PSA. Being able to access data from various areas of the program has made our team more efficient and the easy to create reports in the List Manager have enabled us to more accurately track our sales and projects. We all highly recommend PSA, as they have a fantastic program and the staff is great to work with!

Pros

PSA enables us to accurately track our projects and overall sales very easily and quickly. Support is quick to respond and our account support rep (Aaron) as well as our account rep (Kathy) are fantastic!

Cons

I wish it had drag and drop customizing capabilities for end users to manually do. There are a ton of customizations available for you to do but since we have customized forms and such it would just make things easier. But working with Aaron in support to custom develop our software (past what you can do on your own) has been great. He's super knowledgeable and an all around great person to work with.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Samantha R.

Perfect solution for multi-bid sales environments!

Used Daily for 6-12 months
Reviewed on 2018/06/11
Review Source: SoftwareAdvice

Our company began using Project Sales Achiever in November of 2017, and has been pleasantly surprised at the user-friendly, rich functionality of the program.

There’s been a natural adoption of the platform by our Sales Team with only minimal training. And the benefits of having one program to track all of our sales activity from prospect to sale has been invaluable.

the support team at Project Sales Achiever have been extremely professional and consistently helpful working with us to customize the program to meet our company’s specific needs. We have enjoyed working with them and highly recommend the program!

Pros

User-friendly, can be easily customized, our Account Manager and the support staff are quick to respond and produce solutions.

Cons

I've had some issues with the program freezing and having to restart multiple times. The interface with Microsoft Outlook needs improvement.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Joseph T.

Good stuff just requires a little manipulation to get what you want

Used Weekly for 2+ years
Reviewed on 2018/06/12
Review Source: SoftwareAdvice

Customer service has been a challenge...too many people have come in and out of the company so no real continuity of service

Pros

Very flexible and more than options then what we're using , easy to figure out but how to use.
Finally got a customer service representative that knows everything about the program...Cust support rep is the best thing that happened.

Cons

Had to make modifications for the construction industry but no big deal.
Customer service and support has been a challenge because of the people moving jobs

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Lara W.

Very Satisfied!

Used Daily for 6-12 months
Reviewed on 2016/08/09
Review Source: Capterra

Working with our representative has been a pleasure, as has working with the service team. The team at PSA is easy to communicate with, and produces results fairly quickly.

Pros

Options. There are options available for all aspects of the construction industry. Customization is nearly endless.

Cons

The cost. Although PSA is not excessively priced, but it customizing can add up in costs for support packages that run out quickly!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Jim R.

Reviewed on 2013/03/04
Review Source: SoftwareAdvice

Like most companies today, we are under the gun to utilize our resources to full potential. Sales Achiever has delivered us a product carefully configured to maximize our project tracking, bidding, and client management capabilities. They listened, designed, tested, deployed, trained, and followed up as promised. I feel they viewed and treated us as more partner than client. I really appreciate that.

Project SalesAchiever CRM is designed for our industry and let's us track our quotes, projects and activities in a consistent and centralized manner.

Rating breakdown

Ease of Use
Customer Support

Project-SalesAchiever Pricing

Starting from
US$49,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Contact SalesAchiever for detailed pricing information.

Project-SalesAchiever Features

  • Activity Dashboard
  • Activity Tracking
  • Project Tracking
  • Projections
  • Real Time Updates

  • API
  • Automatic Notifications
  • Bid Management
  • Change Order Management
  • Collaboration Tools
  • Customizable Reporting
  • Data Import/Export
  • Document Management
  • Document Storage
  • Estimating
  • Job Costing
  • Progress Tracking
  • Project Management
  • Reporting & Statistics
  • Subcontractor Management

Additional information for Project-SalesAchiever

Key features of Project-SalesAchiever

  • Auto importing of multiple lead providers
  • Automated workflow
  • Calendar management
  • Centralized project tracking
  • Client tracking
  • Contact management
  • Customizable dashboards
  • Customization
  • Dispatch management
  • Follow-up tracking
  • Forecasting
  • Integration with Outlook Calendar
  • Interaction tracking
  • Lead management
  • List management
  • Live mobile updates
  • Live mobile updates
  • Marketing integration
  • Project lead tracking
  • Quotes / proposals
  • Sales approval
  • Sales management
  • Scheduling
  • Secure, on-line back-up
  • Sync with Outlook Calendar
  • Team management
  • Territory management

Benefits

  • The solution combines all the features expected from a comprehensive CRM solution with powerful tools for activity and project business lead management.

  • Project-SalesAchiever ensures every action across all calendars is synced with Outlook Calendar, including all links to contacts, companies, projects, quotes and opportunities.

  • Mobile devices such as tablets and smart phones can act as mobile sales tools, enabling teams to continue to manage customer relationships from anywhere, while on the go.

  • Project-Sales Achiever helps users find the most profitable companies or contacts to invest time with based on their on-going and historical projects.

  • Project-SalesAchiever integrates with various third party ERP and business systems to provide users with crucial information on which to base important business decisions.

  • Project-SalesAchiever FAQs

    Below are some frequently asked questions for Project-SalesAchiever.

    Q. What type of pricing plans does Project-SalesAchiever offer?

    Project-SalesAchiever offers the following pricing plans:

    Starting from: US$49,00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Contact SalesAchiever for detailed pricing information.

    Q. What are the main features of Project-SalesAchiever?

    Project-SalesAchiever offers the following features:

    • Auto importing of multiple lead providers
    • Automated workflow
    • Calendar management
    • Centralized project tracking
    • Client tracking
    • Contact management
    • Customizable dashboards
    • Customization
    • Dispatch management
    • Follow-up tracking
    • Forecasting
    • Integration with Outlook Calendar
    • Interaction tracking
    • Lead management
    • List management
    • Live mobile updates
    • Live mobile updates
    • Marketing integration
    • Project lead tracking
    • Quotes / proposals
    • Sales approval
    • Sales management
    • Scheduling
    • Secure, on-line back-up
    • Sync with Outlook Calendar
    • Team management
    • Territory management

    Q. Who are the typical users of Project-SalesAchiever?

    Project-SalesAchiever has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Project-SalesAchiever support?

    Project-SalesAchiever supports the following languages:

    English

    Q. What type of pricing plans does Project-SalesAchiever offer?

    Project-SalesAchiever has the following pricing plans:

    Free, Subscription

    Q. Does Project-SalesAchiever support mobile devices?

    We do not have any information about what devices Project-SalesAchiever supports

    Q. What other apps does Project-SalesAchiever integrate with?

    Project-SalesAchiever integrates with the following applications:

    Microsoft Outlook, QuickBooks, Sage 300 Construction

    Q. What level of support does Project-SalesAchiever offer?

    Project-SalesAchiever offers the following support options:

    Online Support, Phone Support