Project Management & CRM

Project Management & CRM: Smarter Collaboration, Better Control

Manage tasks, teams, and timelines—all within your CRM

This enhancement module upgrades your project management capabilities with advanced tools for task tracking, team coordination, and workflow organization. Built to boost productivity and reduce friction across departments.

Task Creation & Assignment
Team Collaboration Tools
Project Timeline & Milestone Tracking
Internal Messaging & Notifications

Streamline Your Projects—No External Tools Needed

Create tasks, assign roles, track progress, and communicate—all from one integrated system. The module simplifies collaboration and centralizes project data for faster decision-making.

Practical Benefits

Integrated Workflow: Manage projects directly within your CRM—no need for third-party apps.
Improved Team Coordination: Assign tasks, share updates, and monitor progress in real time.
Client Access: Allow clients to log in and view project status, tasks, and communications.
Centralized Communication: Keep all project-related messages and files in one place.
Custom Permissions: Control who sees and edits each part of the project.
Enhanced Productivity: Reduce delays and manual follow-ups with automated tracking.

Yes. You can create and manage several projects simultaneously with separate teams and timelines.

Absolutely. You can create user accounts for clients to view their project details and updates.

Yes. The module works natively within the CRM without external setup.

Yes. You can assign tasks to team members and monitor completion status.

Yes. Internal communication tools and alerts are built into the module.

Definitely. You can define roles and restrict access based on responsibilities.

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