Neilon Project Management is a project management tool. Allow customers to manage their projects for their clients as per their requests.
Neilon Project Management helps businesses onboard customers faster & more efficiently. Simplify project management by quickly creating projects. Define project services, roles and assign services to project team. Efficiently send invoices to customers for completed services.
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It is very easy to install and setup. It is also very easy to use with the user friendly UI. System Administrator can also control application through various configuration options available in our Neilon Jobs Administration.
It streamlines the project management process to deliver more efficient, customer centric, and profitable outcomes.
Built 100% on the Salesforce platform. Allows all the native Salesforce functionalities like triggers, validation rules, workflows, approvals, process builder, roles & profiles, custom fields, chatter, reports, and dashboards.
We have Basic, Pro & Unlimited plans. Here is our feature comparison chart of Basic v/s Pro v/s Unlimited plans. If you need any help in the enablement of any of these features, please contact our support team.
| Features | Basic | Pro | Unlimited |
|---|---|---|---|
| Allow customers to create and manage job requests in job request dashboard for coordination team and customer | |||
| Email acknowledgement to coordination team and customer on job request creation | |||
| Send quotations to customers for job requests via email | |||
| Auto reminders to customers to approve/reject quotation | |||
| Create jobs/audits for approved requests | |||
| Email alerts on job request status change | |||
| Define a set of services for jobs/audits | |||
| Create price plans for different customers depending on job/audit service and audit location | |||
| Create and manage jobs/audits for customers | |||
| Assign and manage prepaid, EOM, chargeable, free, on-site and off-site services for projects | |||
| Manage hotel fees, air tickets, transportation fees, and other travel costs for on-site job/audit services | |||
| Assign and manage staff to perform services of jobs/audits | |||
| Send job/audit notifications to factory/customer | |||
| View invoiced and uninvoiced services of jobs/audits | |||
| Add job/audit notes | |||
| Manage workers demographics and job/audit client categories | |||
| Allow document collection for jobs/audits | |||
| View job notification histories | |||
| Allow auditors to check their calendar | |||
| Allow coordinators to check their auditors’ calendar | |||
| Add calendar notes for users or user groups | |||
| Staff unavailability management | |||
| Show outstanding invoices of customers | |||
| Create and manage invoices for completed or prepaid services | |||
| View and download invoices as PDF | |||
| Send/email invoice PDF | |||
| Send automatic invoice reminders to the payee | |||
| Record payments against invoices | |||
| Multiple currencies support for services and invoices of jobs/audits | |||
| Partial payments for prepaid services | |||
| Set default invoice recipients for customers | |||
| Allow customers to submit feedback for invoices | |||
| Review and manage invoice feedbacks from customers | |||
| Manage invoice email templates | |||
| Auto populate service fees for jobs using customer price plans | |||
| Project automation using FLOWs | |||
| Create and assign issues to users for jobs/audits | |||
| Create corrective action plan for jobs/audits | |||
| Write and send report feedbacks for jobs/audits | |||
| View access logs of jobs, invoices, and companies | |||
| Create and manage customer price plans and job client categories |
We have pricing plans for all budgets so you can get started right away. They are great for small companies and large organizations. We have Per User and Per Company plans. Pro and Unlimited are Per Company plan. Basic is Per User plan with pricing breakdown. If you want a pricing breakdown for the Basic plan, please contact our support team. The below install links are only for Sandbox environments. If you want to install it in your Developer / Production environments, contact our support team.
Best Value
* $5 per company per month for Product support is not included in above price.
** 10 Internal Users.
*** 200 Community Users.
Below are some of the documents and guides for various settings and features of Neilon Project Management. Contact our support team to get more documents and guides. Our support team is always ready to help you.
Click here to view videos of our product Neilon Project Management.
We provide release notes for every release to understand our new features better. You can also subscribe to our release notes and receive future release notes via email.
