Manage Customers Overview

ProjectStream includes integrated customer relationship management (CRM) features designed to track and organize accounts, contacts, leads, and related activities to support opportunity management.

Account Management

The Accounts module stores key information about customer or client companies. Accounts act as the primary records to which Contacts and Project Leads are associated.

An Account can be created manually or automatically when a Project Lead is qualified. Each Account record contains:

• Company details, including name and address
• Contact and billing information
• A parent Account, if the company is a subsidiary or part of a larger entity

Contact Management

The Contacts module captures information about individual persons and supports associations with Accounts and Project Leads.

Contacts may be designated in various roles, such as:

• Primary contact for an Account
• Billing contact for financial correspondence
• Stakeholder or participant in a Project Lead

Contacts can be created as standalone entries or during the creation of an Account or the qualification of a Project Lead.