ERP Coaching Software

Sophisticated scheduling

The right capacity planning is essential to offer your services efficiently. With projectfacts you can coordinate your employees both long-term and short-term. You can see at a glance which specialists are already scheduled and when new assignments can begin. This allows you to optimise your resources and avoid bottlenecks or idle times. The team calendar provides you with additional support.

Flexible time recording & travel expense billing

Your experts often work flexibly – whether on-site with the customer or remotely. With projectfacts your employees track their working hours intuitively via app or desktop. The duration and type of activity are also recorded. The integrated travel expense billing ensures that all expenses are correctly documented and billed.

The collaboration between CRM and HR

With the Customer Relationship Management tool you keep track of your customers as a coaching provider. In addition to master data and order data, you can also store further documents such as coaching plans or a progress report.

In addition to your customers, you also manage your coaches in the software. After all, you don't just need to know whether a coach is available. It is also crucial whether the expert has the skills that the customer requires. The integrated HR portal in projectfacts allows you to store individual employee skills and plan their project assignments accordingly.

Billing coaching services flexibly

With projectfacts you no longer write invoices by hand, but create them automatically at the touch of a button. The customer order bundles your services and invoices them according to your wishes. Both fixed prices, recurring billing and effort-based invoices by hourly or daily rate are possible. Optionally, you can store different service rates, for example for on-site and remote or by coaching level. For maximum transparency, a proof of services is automatically generated, which you can send to your customers on request.