ProFusion℠ capture all types of data. Here is the list of what is tracked:

Communication Data

  • Within many records in Profusion, you can select and send an email from you directly from the application. When you do this, the email is tracked and associated with that record.
  • Similarly, non-email communications are recorded in the same way- an in person discussion, a meeting, a phone call, etc.
  • ProFusion can prepare and deliver PDF reports on a regular basis, to selected personnel:
    o Accounts Receivable
    o Project Performance
    o Outstanding RFI’s
    o “Revenue Finder” report
    o Opportunity report
    o Company general statistics
  • ProFusion will also send notifications:
    o Task assignments
    o Birthday greetings
    o Employment anniversary greetings
    o Time, expense approvals needed
    o Projects needing your approval, or approved by others
    o Time questioned or rejected with reasons
    o Action item tickler reminders
    o Project or action item not shelved
    o Project or opportunity lost reasons given
  • Within many records in Profusion, you can select and send an email from you directly from the application. When you do this, the email is tracked and associated with that record.
  • Similarly, non-email communications are recorded in the same way- an in person discussion, a meeting, a phone call, etc.
  • ProFusion℠ can prepare and deliver PDF reports on a regular basis, to selected personnel:
    o Accounts Receivable
    o Project Performance
    o Outstanding RFI’s
    o “Revenue Finder” report
    o Opportunity report
    o Company general statistics
  • ProFusion℠ will also send notifications:
    o Task assignments
    o Birthday greetings
    o Employment anniversary greetings
    o Time, expense approvals needed
    o Projects needing your approval, or approved by others
    o Time questioned or rejected with reasons
    o Action item tickler reminders
    o Project or action item unshelved
    o Project or opportunity lost reasons given