Manage Projects from Deal to Delivery
Full project lifecycle — boards, timelines, tasks, client portal, time tracking and AI alerts. When a deal closes, a project begins automatically.
Project Management closes the gap between winning a deal and delivering the work. When a CRM deal moves to Closed Won, a project is created automatically — pre-populated with the client, scope and team. Manage work across Kanban, list or Gantt timeline views. Track time against tasks for billing accuracy. The Client Portal gives customers a simplified view of their project without accessing your internal system. AI Delay Detection warns you before deadlines slip — no surprises. File sharing, subtasks, dependencies, and project budgets keep everything in one place. Every project update is logged in the CRM timeline.
Yes. Timeline view shows tasks, dependencies and milestones in a full Gantt chart format.
Yes. The Client Portal gives customers a simplified view of progress, deliverables and timelines — without accessing your internal platform.
Yes. AI analyses task completion rates and deadlines to warn you before a project falls behind schedule.
Project Management connects natively with these modules — install them together for the full automated workflow.
We are building Project Management right now. Enter the platform to see what is live today — and get notified the moment this launches.