The deal is won. Now someone has to actually deliver it.
Projects picks up where the pipeline stops: a spreadsheet-style grid for the work itself, with tasks, owners, dependencies and capacity. Because it sits on the customer record, the people delivering can see what was promised and what it was sold for.
What you get
A grid your team will actually use
Rows, columns, statuses and inline editing that behave like the spreadsheet you're trying to replace, without the copy everyone keeps on their own desktop.
Tasks, owners and dependencies
Assign the work, set the order it has to happen in, and see what's blocked before the customer does.
Capacity you can see
Who's overloaded, who's free, and what happens to the schedule when one project slips.
Attached to the customer, not floating beside it
Every project belongs to a company. Open that customer and you see the deal, the invoices, the tickets and the delivery work in one place.
Built in, not bolted on
Delivery is the point where most CRMs hand you off to another tool and lose the thread.
From won deal to project
Turn a closed opportunity into a project without re-typing the scope, the contacts or the amounts.
Visible to the people who sold it
Sales can answer “where are we with this?” without interrupting the delivery team.
Billing knows what shipped
Delivery progress and invoicing live in the same system, so what you bill matches what you actually did.
Questions, answered
- Is this a replacement for a full project management tool?
- It's aimed at teams whose delivery work follows their customers: agencies, installers, consultancies, service businesses. If your projects are engineering sprints, keep your development tooling.
- Can I use it without the CRM side?
- You can, but you'd be leaving the value on the table. The reason it's worth using is precisely that the project sits on the customer who paid for it.
- Is it available on every plan?
- Projects is currently in alpha and is enabled per workspace. Ask us to switch it on for your account and we'll walk you through it.
Your next customer is waiting.
Start your 14-day free trial and give your team everything they need, from first contact to renewal.