Unify CRM and Sage 300 to gain complete visibility across projects, resources, and delivery
BAASS Project Management Tool
Manage Projects Directly from your CRM
BAASS Project Management is a powerful CRM integration that connects your customer and sales data with Sage 300 to give your teams a single, connected view of every project. By managing projects directly within your CRM, businesses can track project status, resources, and deliverables from opportunity through execution. This integration improves collaboration between sales, project, and finance teams while providing real-time insight into resource allocation and project performance.
Key Features
Opportunity-to-Project Workflow
Create and link projects directly from sales opportunities to ensure a smooth transition from sales to delivery.
Centralized Project Data
Track project details, deliverables, and milestones in one centralized CRM view accessible to multiple teams.
Resource Scheduling and Visibility
View team availability across all projects to simplify scheduling and task assignments.
Flexible Project Types
Support multiple billing and delivery models, including Fixed Fee, Subscription, Estimated, and Time & Material projects.
Reporting and Analytics
Generate project reports and statistics to monitor progress, performance, and resource utilization.
Alerts and Notifications
Provide automated alerts and notifications to project managers to keep projects on track.
Immediate Results your Team will Notice
BAASS Project Management helps project-driven organizations streamline workflows, improve collaboration, and gain full visibility into project execution by bringing CRM and Sage 300 together in one integrated solution.
Improve Project Visibility and Control
Gain real-time insight into project status, timelines, and resource allocation across the organization.
Centralize Information in One System
Eliminate data silos by managing projects, sales, and customer information in a single source of truth.
Empower Sales and Delivery Teams
Give sales teams visibility into active projects while enabling project teams to access customer and opportunity details.
Simplify Resource Management
Reduce scheduling conflicts and improve productivity by clearly understanding how resources are assigned.
Enhance Decision-Making
Use accurate, up-to-date project data to make informed operational and strategic decisions.
Looking for Something More Customized?
We Build Tools Around Your Business
Not every business runs the same way. If you have specific fields, reporting formats, or validation needs, our team can build a custom version of this tool just for you.