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Project Insight Project Management Software with Sage CRM Integration

Project Insight is project and portfolio management software that helps project teams to collaborate on projects, manage resources, track time and expenses, share documents, post issues and run portfolio reports in real time.

Compatible With: Sage CRM, Versions 5.8 , 6.0 , 6.1 , 6.2 , 7.0 , 7.1
Created by:

Cloud or SaaS Edition $25/user/month and up
On Premise Edition Call for pricing
Dedicated Server Edition Call for pricing

DetailsProduct SpecificationReviewsAdditional Documents

Project Insight is project management software for the SMB market. Project Insight takes over after the sales team has closed the deal.


Project Insight and SageCRM can share information including:


-Passing won opportunities over and creating new projects

-Sharing project status with the sales team


Complete with intelligent scheduling that includes task dependencies and relationships, Project Insight allows project managers to run projects at a more detailed level. The software offers powerful, flexible features that satisfy experienced project managers and are easy for team members to learn and adopt.


Project Insight project management software offers many robust features:


• Project Requests

• Portfolio Prioritization

• Microsoft Project Import and Export

• Intelligent Project Scheduling

• Project Templates

• Resource Management

• Document Management

• Budgeting and Costing

• Collaboration

• Customizable Project Dashboards and Reports

• Workflow and Approvals

• Issue Tracking

• Time and Expense Tracking

• Microsoft Outlook and Office Integration

• Portfolio Management

• Permissions and Security

• Customizable

• Web Services APIs and SDK


For more info:

Product ID: Project Insight Project Management Software

Industries: Non-Industry Specific

Business Needs: Estimating, Handhelds/PDAs, Project/Job Costing, Project/Job Scheduling, Resource Allocation, Time & Expense