Everything in one place
Do you need a quick overview of cash flow, project status, and available employee capacity?
Do you enjoy hunting for this information scattered across various systems and manually compiling reports and overviews? Do you want to get rid of this tedious routine?
Immediate and better overview of everything
The main advantage of the system is the connection of CRM with project management and the configurability of the entire application.
The user can see both the status of ongoing trades and ongoing projects in one place. Thanks to the invoicing module, it is also easy to transfer the work done into invoices. And it is also possible to add other company processes at any time using web administration.
Company and Human Resource Management Order in Documents, Efficiency, Work Planning
- No more tedious manual compilation of summary tables from multiple systems
- Thanks to Companybaker, you will find all the data needed for your business in one place. You don't have to collect data from multiple systems and manually consolidate them, Companybaker will present them on a silver platter.
- You will quickly get an idea of cash flow and can easily predict it into the future.
- Easily verify team workload. By entering the time requirements for tasks, you can estimate the project completion date and how long the project will take, find out when the team will have free capacity for another project, plan vacations, etc.
- Salespeople will appreciate the automatic extraction of data from speech - for example, the salesperson records voice notes on the way back from a meeting, and the system extracts structured information from them (e.g., "meeting with the CEO of XY company," key points of the meeting, etc.). The extracted data can be used to create reports for the sales manager or as an agenda from meetings without having to write them manually.
Project Management Keeping customers satisfied has never been easier
- The system enables highly detailed and transparent project management (including sub-projects if necessary).
- Based on the time spent, you can invoice clients quickly with just a few clicks.
Quickly find out the time employees have spent on the project, who is working on which task, which tasks are blocked or blocking other tasks, what is already done and what remains to be completed.
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This allows you to easily monitor the profitability of projects during their execution and make adjustments if necessary.
- You can immediately see if the client's project is progressing according to plan or if there is a risk of delay.
- In case of positive progress, the client will be more receptive to further offers from your side. In case of problems, you can identify them faster and correct them.
Simplify project management, increase productivity
- Creating a project can be done manually, but for faster work, you can use templates.
- You can easily create and organize tasks in projects, change their status, add detailed descriptions, background files, add time estimates, assign them to users, and much more.
- It is possible to create tasks that repeat at selected intervals (week, month, quarter, year).
- Bulk editing of tasks saves you a lot of time; you can, for example, assign multiple tasks to a user at once.
- Tasks have a discussion feature where colleagues can discuss details; the discussion is visible to everyone who sees the task, reducing the need for repeated questions.
- Relations can be created between tasks, automating some project manager activities.
- For better clarity, you can view project tasks in many different ways, including the Kanban board. You can also track tasks from different projects on a single board.
- Thanks to change history logging on tasks, you always know exactly who made what changes to the task and when.
- You will facilitate work time tracking - employees can record time spent on tasks directly in Companybaker, without the need for an external application (though it is possible).
- Each user also has a personal "to-do list" for quickly noting smaller tasks.
- Systembaker offers extensive customization options for all project and task parameters to suit your needs (e.g., setting project statuses, tasks, setting users who can see the project, etc.).
Examples of ways to view tasks in projects
Plan
Plan
View tasks in terms of plan adherence . Tasks are displayed divided by project phase, the system automatically calculates the estimated time to complete all tasks and the current completeness of the project (shown as a percentage and in graph form).
Kanban Board
Kanban Board
This is a display of tasks via kanban widget. Tasks are divided into columns according to the ticket queue (e.g., “negotiation”, “analysis”, etc.). Assigning a ticket to a queue can be easily changed by dragging and dropping.
Calendar
Calendar
Tasks are displayed in a calendar based on their planned start and end dates.
Time Spent
Time Spent
This is a list of all time records of the given project, which also provides aggregated views by start, user, or task.
Task Groups
Task Groups
Users can create groups of tasks from different projects for better overview. For example, they can include all tasks related to graphic design in the “Graphic Design” group, regardless of the project.
Administrators can use groups to grant access to tasks to users who are not part of the project. They can create a task group for external workers who they don't want to give access to the entire project.
Sales and Customer Relationships Sales activities under control and time saving
- The system allows you to manage and control trades with client entities, keep records of clients and suppliers, assign trades to traders.
- Thanks to Companybaker, you get an overview of business results (negotiated and closed trades), and thus the success and profitability of your business activities. You immediately know how many orders were negotiated and thus when you can expect profit from them.
- You can immediately convert the agreed trade into a project, create tasks, and schedule its implementation.
- You save time through the automation of routine activities (e.g., sending automatic emails) and electronic signing of documents.
- Invoice directly from Companybaker.
- Salespeople will appreciate the automatic extraction of data from speech - the salesperson, for example, records voice notes on the way back from a meeting, and the system extracts structured information from them (e.g., "meeting with the CEO of XY company," key points of the meeting, etc.). The extracted data can be used to create reports for the sales manager or as an agenda from meetings without having to write them manually.
Financial Savings
How much do all the systems you currently use in your company cost you per month?And how much money would you save if you combined them into one while having the same or even more functions available?
In Companybaker, you will find everything for managing your company and trades in one place. You only pay for one system, which you can further customize to your needs.
Easier permission setup
Do you need to ensure that users can only see data they should have access to?
If you use several different systems, they may not offer the same level of specifically detailed permission settings. In such a case, setting up the necessary user access can be a real challenge.
Companybaker allows you to dynamically create permissions for different parts of the system at the user level, even at the level of individual records in the data. For example, in the trades table, each salesperson sees only their trades, but a user with the executive role will see all trades in the same table.
Why is permission setting important? Isn't it enough if all employees see everything?
- Proper permission setting plays a role in security. If an employee sees more data than they need for their work, they may accidentally perform an undesirable operation (change or delete essential data) and it is also easier for them to take the company's know-how to the competition.
- The number of operations available to the user also plays a role in the user-friendliness of the system. A sales representative does not need administrator-level permissions for the entire system. On the contrary, the number of available settings could overwhelm them and they would perceive the system as unnecessarily complex, which could negatively affect their productivity in the system.
Intuitive control
When switching to a new system, training users to work with the new system represents a significant item. Thanks to intuitive control, Companybaker allows quick user training and thus a smooth transition to the new system.