CRM that connects customers with your projects into a single whole
See all projects and activities related to a given contractor
Each contractor in IC Project is assigned a complete history of projects, tasks, files, and communications. In one place you can see what you have achieved, what the stages, deadlines and financial results have been. It is the center of knowledge for any collaboration.
History of projects
View the complete list of projects and their statuses in a special CRM
Documentation of activities
Access tasks, files and communications in one place
Add guests and work with clients or partners together in IC Project
CRM allows you to invite guests — contact persons from the companies of your customers or partners. They log in with limited access, can view projects, add comments, and collaborate on tasks. It's a real collaboration, not just an exchange of messages.
Partner Access
Invite contacts with limited permissions
Joint projects
Work together with the customer or partners on the same data
.avif)
We analyzed the offers of various suppliers: global moguls as project management programs, as well as smaller companies. In IC Project we are fully functional and open to the customer.
See the financial picture of cooperation with each contractor
IC Project automatically calculates the costs and revenues generated in projects for a given client. Thanks to the integration with the financial module, you know how much income and costs fall on a particular counterparty and what the profitability of cooperation looks like.
Integration with finance
Automatic recalculation of customer costs and revenues
Profitability analysis
Check the profitability of each counterparty in real time
.avif)
Build your own views, fields, and filters tailored to your business processes
Add custom information fields, define your own columns, and compare counterparties according to your chosen criteria. IC Project allows you to fully customize CRM to your work style and type of customer relationship. It is a tool that you can personalize as you wish.
Custom fields
Store data important to your business in a single CRM module
Flexible views
Compare and filter counterparties by any variables
.avif)
CRM works in full integration with the entire project environment
Thanks to the connection with projects, tasks, finances, working time and the ticket module, you have a complete picture of cooperation with customers. All data — from history to financial results — is always up to date and accessible to the entire team. Forget about looking for information in multiple sources.
IC Project is a tool that works perfectly in Lech Poznań. It allows us to efficiently plan projects, create schedules and reminds us of important scheduled dates.
Fewer late deadlines in task work
Build your project schedule faster 100%
30 days is enough to change the way we work in the company
First contact without obligation
- Create a free account in 2 minutes
- Answer a call from a specialist within 3 hours
- Book a presentation tailored to your industry
Testing and Matching
- Test features on your own projects
- Get expert support during setup
- Evaluate if the system meets your needs
Implementation and training
- We analyze the processes and adjust the system
- We train the team and migrate existing data
- We donate to the permanent support of a specialist
Extend CRM with features that support collaboration with customers and analysis of their activity
Reports — analysis of cooperation with customers
Create reports showing the number of projects, applications and profitability of cooperation with each contractor. Reports update automatically, giving you complete data at all times.
Tickety - customer requests in CRM
Service, complaint or technical reports are automatically assigned to the customer card. You can track their status and history in one place. Organize your service.
Calendar — meetings with clients
Plan meetings, dates and events related to contractors. All visible in a single team calendar, synchronized with CRM.
Try IC Project in your company Our team is ready to help!
Create a free account and test with no obligation
Book a free online presentation
Do you have more questions?
Our team is ready to help you
It is a module for managing contractors and customer relations. Each contractor can be associated with projects, invoices or notes.
Yes. In the system you will find all the information about a particular client - projects, payments, contacts, files and messages.
Yes. IC Project allows you to export data in XLSX and PDF formats, making it easier to analyze and present results.
Yes, IC Project is a cloud solution - it works in any web browser, without the need to install a dedicated desktop or mobile application.
Yes! The IC Project mobile app is available for Android and iOS. It allows you to manage projects, communicate with your team, check tasks and notifications anywhere.