Project Management Added to Surado Flagship Products


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Project Management features with tight integration to Microsoft Project Manager are now part of Surado CRM 5.1 Core Feature Set

Riverside, CA, May 23, 2007 – Surado Solutions, the emerging innovator in Customer Relationship Management (CRM) solutions for small to medium sized enterprises, announced today that its flagship products Surado Enterprise CRM 5.1 and Surado Small Business CRM 5.1 will now include project management capabilities that tightly integrate with MS Project Manager.

First introduced last August, the Project Management Features are now part of the core Surado CRM product lines. Surado CRM Project Manager includes the ability to create and manage projects, tasks, sub-tasks and associated activities. In addition, users will be able to assign and track resources, budgets, status, project timelines, project manager(s) and much more. Because the Surado Project Manager is part of the core product line, it automatically links projects to individuals and vice versa. These individuals may be users of the system and/or other third parties linked to a project.

Surado Project Manager now affords a solution to users whose day starts with a project, not an account or contact. Because all projects are linked to individuals, the complete 360-degree view of an account or contact now includes a listing of all the projects a person or account is associated with and their role. So, a Construction company may be involved in several projects with different roles (one as a General Contractor and the other as a sub-Contractor) and all of this information would be clearly tracked and available to all users of the system.

Because Surado Project Manager tightly integrates with Microsoft Project Manager, users can easily migrate project information data between Microsoft and Surado to make the most of both applications. In MS Project, users will be able to view the project using Microsoft’s powerful graphing capabilities. In Surado, the Projects will be linked to other areas of the CRM system to provide a true 360 degree view.

Surado CRM Dashboards, one of the most flexible in the industry with the ability to create unlimited Dashboards per user, now also supports Project Management analytics, metrics and reporting. Executives can see a graphical representation of projects by Status, Percentage Completed, Top 10 Projects and line item summary information. And by drilling down, executives or users will be able to get details of each and every project while keeping their finger on the big picture. In addition, Surado has released new reports for specific Surado Project Manager reporting.

“Once again, Surado takes CRM to another level – providing our customers CRM tools necessary to see the big picture, all in one application. Our goal is not to reinvent project management features that already exist with products such as Microsoft Project, rather, to complement them with project management functionality that supports the 360 degree view of a CRM solution. The net result is a clear win for our customers because now they can manage all of their relationships and projects in one place” said, Sundip R. Doshi, Surado CRM CEO.

Surado Project Manager is available by downloading the latest Surado CRM 5.1 service pack through Surado client web self-service website.

About Surado CRM
Surado CRM 5.1 is a CRM suite of Contact and Account Management, Sales Automation, Marketing Automation and Customer Service/Help Desk core modules. Released on October 2, 2006, Surado CRM 5.1 is available for small business as well as large corporate users. Surado Project Manager is included as part of the core product line. Surado also offers various add-ons and options to further extend Surado CRM functionality. Surado CRM is available directly from Surado by calling 1.800.4SURADO (1.800.478.7236) or through Surado’s Channel Partners. Product information, as well as a complete listing of Surado CRM modules and features can be found at

About Surado
Surado Solutions, Inc., founded in 1995, is headquartered in Riverside, CA. Surado provides a full spectrum of products and services in Customer Relationship Management (CRM). For more information about Surado’s CRM products and services, visit For companies seeking to be part of Surado’s growing Channel Partner program, please visit

Surado and Surado CRM are registered trademarks of Surado Solutions, Inc. All other product names and service names are trademarks of their respective companies.

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