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Apxitektop2019-02-06 20:33:41
ERP
Apxitektop, 2019-02-06 20:33:41

What is the analogue of a megaplan?

Good evening, help, can anyone know if there is a crm / erp system that is most suitable for our tasks .
Need
1. Project management itself
2. Project templates
3. Custom fields (configured independently without a programmer) in projects
4. Filters and sorting projects by all fields , including custom. Ability to save filters
5. Tasks and subtasks
6. Checklists
7. Task templates
8. Custom fields in tasks.
9. Creation of different types of tasks, each type with different custom fields
10. Filters / sorting by tasks, the ability to save filters
11. Priorities of tasks, etc.
12. Setting access restrictions
13. Ability to configure access and display information
14. Gantt.
15. Self-configuring the order of tasks in the project (for some reason I can’t set it up in the megaplan)
16. Automation of tasks (i.e. creating a task according to a given template depending on any triggers, for example, a deadline has passed, some task has been completed
17. Custom variables in tasks (For example, I add two different fields and, for example, the task completion time is calculated as field 1 times field 2
18. Resource planning
19. Interface convenience for line employees (for example, they do not need to see the entire project, only project tasks with checklists in the calendar)
20. Mobile application
21. Integration with Bitrix crm or your own built-in
22. General, project, task chat
23. Cloud storage
24. Ability to add clients to a project (this is called an extranet in Bitrix)
25. Document templates
26. Financial/management accounting for projects
27. Integration with the bank, billing, other template documents. If, for example, it is possible to pay through acquiring in tasks and set them to complete by payment, there will be fire in general, but it seems to me that this is all from the realm of fantasy.
28. Flexible in settings, not loaded as Bitrix24
Bitrix is ​​not suitable, if only because there are no custom fields in projects and, accordingly, a filter for these fields, I don’t consider the box with the settings yet, since I’m a rogue. At least there would be a chat in Excel.

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6 answer(s)
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Anton Kiselyov, 2019-02-06
@zamboga

planfix. It seems to have everything you list. Any custom fields and templates of any customization.

D
Dimonchik, 2019-02-06
@dimonchik2013

Bitrix24, gygy

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Yuri Viskalin, 2019-02-07
@yuriy-vskln

Bitrix 24, very comfortable class environment. Much more convenient than a megaplan and has more interesting features and tools. Almost all the points you wrote are there.

P
Paul Gubanov, 2019-02-13
@gubanovpa

There is no perfect solution for you. Prioritize your desires, shorten the list of features, divide features by keyusers, select a set of tools that can be linked together.

C
coffeman92, 2019-03-11
@coffeman92

Try weeek.ru service, which is quite flexible in my opinion, most of the indicated points are there, I don’t know for sure about the mobile application, I use only the web version

V
Vladimir Ionov, 2019-03-28
@IonovVladimir

Go to the site startpack.ru and put down the parameters. The service will filter the solution. You can go up one directory. There are also useful solutions, but not all are labeled as CRM. Bitrix24 was recommended above. I will not speak in favor, because the solution is tricky and difficult to master, there was experience. But if it does, then use it.

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