All you need for CRM and Project Management

Let’s have a look at features that can help you collaborate efficiently in your Lagoonspace CRM and project manager.

Documents

Lagoonspace is great place for your document and knowledge management. Your documents are stored securely, but still available to you, your colleagues, partners or clients from anywhere. You can attach documents to your clients or projects, use fulltext document search, manage document access rights and also simply work with all their revisions. Furtermore you can attach both internal and external documents to tasks or messages.

Calendar

Use Lagoonspace shared calendar for an overview about your and your colleagues events. You can create both one-off and repeated events for you and your colleagues, attach these events to certain client or project and also book meeting rooms, cars and another resources.
Lagoonspace calendar includes automatic notification before the event starts as well as checking possible conflicts.
Calendar can be also extended with Atollon Workshop addon, which will allow comprehensive project planning and management.

Communication

Lagoonspace makes your team communication easy and manageable. You can send not only e-mails, but also internal notices, documents, manage your incoiming/outgoing phone calls or even send SMS messages.
Each message can be also attached to certain client or project and share to your colleagues, partners & clients, so they will have complete overview about the latest status.
You can also get mass correspondence including HTML formatted mass mail with Atollon Shark addon.

Contact Manager

Even cheapest Team CRM package contains shared contact manager, which provides you with detailed overview both about your clients, vendors, partners and their contact persons. You will be also able to sort all your contacts in in your custom contact groups (like their potential, industry,…).
Atollon Shark plugin helps you with creating and sending personalized e-mails or control your sales cycle.

Finder

Lagoonspace Finder is key access to your team or company data. Finder provides you and your colleagues with all necessary information about your customers, partners or shared projects. (Projects are not available in cheapest Team CRM edition). Finder will give you quick access to get project status, information about project communication, calendars, tasks or timesheet. And what’s even more important – you can share each of your project for external access both for your client and your colleagues.

Folders & Projects

In Folders & Projects overview you can search and sort among all of your folders and projects (projects are not available in cheapest Team CRM edition). For all these operations you can use predefined filters like folder or project type, status, last change date,…
Lagoonspace Folders & Projects will simply move your customer relationship management to more advanced level.

Tasks

As a part of each Lagoonspace edition you will receive advanced task manager. You can add comments, attach documents, assign responsible persons for each task only through a couple of clicks.
You will also receive a notification as soon as the task is assigned to you, or someone changes status of task that you have created. With these features you will never miss any important point of your daily agenda.
Isn’t it still enough? Do you want to define your own task workflow? Bind task together into milestones and define their dependencies? Or do you even want to visualize it with Gannt charts? You can accomplish all this with Atollon Workshop addon, which will leverage your task management to higher level.

Timesheet

Lagoonspace Timesheets provide you easy way to time you and your colleagues spent on each of your projects. Editing Timesheet is quite easy – you only need to enter description with duration into the timesheet and assign it to selected project. Or you are bored of creating your timesheets manually? No problem! Just open task, on which you were working, and convert it into timesheet. How easy and simple!
In addition, you can monitor performance of your colleagues on each and single project. Just open the project and have a look on timesheet tab.
Do you want to invoice the project work directly to the customer? You can do it with Billing & Invoicing addon, which includes also approving workflow and sending PDF invoices by e-mail.

Reporting

In Lagoonspace Reporting you can run prepared reports across the whole CRM, so you can display list of new clients, communication overview on selected projects, not finished tasks and much more.
Additionally, you can enhance your options with comprehensive financial reporting with Billing & Invoicing Manager addon.

Web Leads

Do you need to automate receiving inquiries from your website? Using Lagoonspace Web Leads, new customer will be created automatically based on the inquiry and you will be notified in your Inbox.