So, what is JPETTO? It’s a project management tool built entirely on the Salesforce CRM platform to empower Entrepreneurs and small business owners with enterprise-level tools at an affordable price. Throughout my journey with this company, I have faced countless challenges for my clients where the necessary tools exist, but their price point is entirely unobtainable. $15 per user per month for a device that logs time, another $15 for project management, $50 to build forms, etc. As a freelancer, it’s tough, but as a startup, those prices quickly pile up into tens of thousands yearly. Often, you also end up paying for a bunch of features you don’t need so that you can use the 1-3 that apply to your company.
Whether it has one employee or one thousand, every business can benefit from the tools a CRM like Salesforce offers. I want JPETTO to be an entry point into CRM usage. It provides a significant set of features that any company can use to help organize their day, boost productivity via automation, reduce cost, and centralize services into a single source of truth in one fell swoop.
At this point, you are surely wondering what exactly JPETTO can do. Here is a high-level list of just SOME of what we have built so far and some teasers for what’s coming next:
Features at launch will include:
* Create projects related to accounts/clients
* Create project teams with roles showing who is who and how to contact them
* Create sprints per project
* Create work items for projects (bugs, user stories, dev/admin tasks, etc., with progress tracking similar to tools like JIRA or Azure Devops)
* Generate timesheets automatically per user and pay period
* Log hours to work items per user
* Timesheet submission and approval processes
* Show project financial estimates based on project team hourly rates, estimated hours vs. budget, rate billed to the client, and billable vs. non-billable hours
* Custom-built messenger that links conversations to a single record, user, etc.
* Optional messenger integration with Slack so that each work item/client/etc. It can have its Slack channel, and communication can occur seamlessly between Salesforce and Slack at the record level
* Customer portal access (with salesforce digital experience licenses) to allow clients real-time access to project progress, work items, reports, dashboards, etc.
* Fully integrated and built on the Salesforce platform
Other features that are in development mostly done but just need final testing and refinement:
* Clockify integration to boost timesheet features and add things like productivity monitoring with screenshots throughout the day
* Quickbooks integration to autogenerate invoices based on hours logged, project rates, etc.
* Custom-built, drag-and-drop form builder fully native to Salesforce (similar to apps like form assembly, conga, etc.)
* Advanced admin and budget notification systems for things like what to do when a project budget has been reached (change hours to non-billable without client approval, send change requests for support, send requests for approved overages which then get automatically added to the overall budget, and more)
* Manager Dashboard that shows all accounts, projects, work items, logged hours, timesheet submissions, timesheet approvals, and more in a single dynamic view
Long-term goals/features
* B2B connector, so that a client org can install a lightweight connector that will allow them to see the same limited view of data related to the project in their salesforce instance. This would reduce the cost of licenses on the consultant since clients already have licenses, and allow them to see all of the data they could see on the portal as an alternative to help keep costs low for startups & SMB
* Integration with Teramind to provide integrated productivity tracking at a much deeper level than clockify can provide
* Potential features include tracking hours automatically per client based on the URLs used within a timeframe, apps used, conversations with users or emails based on domain names, etc.
* AI Integration(s)
* chatGPT or similar to assist with creating code templates and optimizing code that developers, project summaries and forecasts, etc, have written.
* Sales Cadences, similar to High-Velocity Sales or SalesLoft. Many clients have requested a feature but cannot afford the few options available right now.
* Additional integrations for the messenger such as ms teams, WhatsApp, etc
* Integration with google workspace
And that’s only the tip of the iceberg!
Now, this is all important to me because I want to help others take control of their business and do so in an affordable, reliable way. I don’t want to charge tens of thousands of dollars each month so that you can run your business. I want to provide a quality product that can deliver scalable core business features as your company grows. I want to provide users with innovative features, suggested and selected by end users, that cater to a range of needs affordably vs. singleton use cases for a premium price.