I like that CMap gives me clear views of project finances and resources. Timesheets are easy to complete and have improved compliance, and expenses are easy to enter and track against projects. I find the interface intuitive, with admin functions that are easy to access and straightforward, without confusing labels or unnecessary jargon. The analytics are useful, and the self-service guidance is high quality, so I don’t need to write loads of supplementary business guides. Setup was reasonably easy, and CMap works very well out of the box. Mistakes can usually be rectified, which gives users confidence to learn the system. The information I need is in the right place, so I don’t have to repeat actions in several locations. Complementary functions can offer two ways to achieve an outcome, which gives me flexibility depending on what stage I’m working at. Helpful tips throughout the pages and the chatbot are there to guide me when needed. CMap just works, and it lets me focus on how to run business processes instead of figuring out what the system should do or dealing with overcomplicated configuration options. Integrating CMap with Xero has been really great: project managers can see in real time what has been paid, and it reduces manual invoice creation because invoices created by project managers are posted straight to Xero and delivered. CMap also gave us a more user-friendly experience, improved access to analytics, and cost savings compared with Certinia. Initial setup was very straightforward; we had functioning sandbox and production environments within days and got hands-on with the system quickly. Having Dan Short as a dedicated consultant was a great benefit. He was on hand to answer queries and offer expert guidance on meeting our business outcomes as easily as possible.

The big win for us is having everything in one place. As an SME, we used to juggle separate tools for pipeline, scheduling, time and finances, and CMap pulls all of that together so we can follow a piece of work from first conversation right through to invoice. Resource planning is probably what I use most. It's easy to see who's working on what across our client projects, spot pinch points early and plan ahead for new work. Timesheets and expenses are quick for the team to fill in, and because they feed straight into the project numbers, we're not chasing spreadsheets at month end. The project financials give us a clear view of budget, margin and forecast on each engagement, which makes conversations with clients (and with ourselves) much more grounded. The CRM and pipeline side means opportunities and bids flow naturally into live projects once they're won, rather than being re-keyed somewhere else.

Comprehensive CRM. Brings my CRM and Sales Strategy into one place.