Features Overview

ProFusion is a full scope business management system designed and priced for small companies. From customer communication to proposal generation to project management to invoicing, ProFusion links your entire business together. ProFusion's features can be broken down into these general categories:

Capture21.PNG

Sales & Marketing

ProFusion captures all data about the organizations you deal with: names, physical address, shipping address, billing address, description, tax id number, phone numbers, website, relationship type (examples: client, prospect, competitor, vendor) and organization type (examples: chemical, food manufacturer, consulting firm),
sales potential notes.

Capture33.PNG

Time & Expense

Your resources (employees, contractors, or partners) charge their time to projects.  It is up to you if you direct them to only charge time against billable projects, or if you want to set up overhead projects or budgets and capture all of their time.  Only time that is charged to a project can be billed, or counted against the metrics for that project..

Capture35.PNG

Notifications

ProFusion gives notifications about each project. The notfications will be sent to the leader. As with external contacts, the leader can be easily emailed about the project as well. Each approver gets email notifications that a project is waiting for them at the time of the transition, and those projects appear on their Dashboard screen also


Capture31.PNG
Capture17.PNG
Capture36.PNG

Data & Lists

ProFusion collects a lot of data during its normal operation, and that information is useful in many ways. ProFusion keeps a record of all the data added to it. The action items/ tasks which are not a part of any project are also stored here. The data stored is also easy to track.

Reports

ProFusion can create different types of reports such as internal reports for the company, specific project reports. It can also create individual and team performance reports. These reports can be viewed and exported in PDF and XLS formats.

Invoicing

Each billing type has its own invoice, and each is customized with your company's logos and standard instructional statements, and can optionally include additional fees for payment via credit card. Authorized users can view reports on invoice status including invoice balance and days overdue.


Capture38.PNG
Capture23.PNG
Capture28.PNG

Purchasing

Projects plans are made of anticipated time, expense, and material purchases.  Planned material costs can take the form of an allocation of funds, or include a specific quantity of a specific quoted material.

Cloud Secured

Nowadays, Operational workloads are relocated to the cloud platforms. This helps in minimizing the hardware, maintenance, and software update requirements. The IT team can be used for more important contributions to the enterprise.

Human Resources

Profusion capture all relevant data about your employees in secure tables visible only to authorized users. The data tracked includes birth-date, hire date, termination date (if relevant), title, manager id, and other personal information


Capture13.PNG

Administration

ProFusion captures all data about the organizations you deal with: names, physical address, shipping address, billing address, description, tax id number, phone numbers, website, relationship type and organization type.

Capture45.PNG

Projects

Projects are collections of work or materials or other efforts that you want to track separately.  A project is always done for a client (organization).  Time or expense charged by a resource in the system, or materials purchased, is always charged to a project.