PROJECT MANAGEMENT
Unlimited
Projects
You can create new projects from scratch, or easily convert your opportunities and proposals into a project with the click of a button. Best of all, there is no limit to the amount of projects you can create in Coza.
Full CRM
Track communications
Log phone calls, schedule appointments and follow-ups with your client, and be alerted when they are coming up. Forward client emails directly into your Coza app, where they can turn into tasks that need to be completed. Communicate with your team via the app to ensure you are on top of all the details.
Stay on budget
Coza compares your opportunity estimates against actual work and gives you a clear vision of whether you are staying on budget and on time. With Coza’s powerful metrics, you can see how much of the project has been billed, what still needs to be invoiced, what work still needs to be completed and when.
Easy to edit
Coza allows you to tweak all parts of your project as you work, so you can edit deliverables and orders on the fly. With Coza’s change tracking, you can make sure any edits are logged and easily available for your clients to review.
Customizable to your business
Your business is unique, and so are your workflows. Coza allows you the ability to edit your dashboard to reflect your project stages the way you understand them.
Archive everything
When you complete your project, send it to the archives. Coza allows you to store old projects in your archives, because you never know when you will need to pull up that one invoice from years ago.