Projects and CRM

Projects: create a project and assign your teamSet up a project for a client, give it a budget and dates, and add team members. Tasks, subtasks and the task boardBreak a project into tasks, assign people, set due dates, add checklists and reminders. Milestones and time trackingGroup tasks into milestones, log hours with a timer or manually, and approve time entries. Project invoices and expensesCreate a draft invoice or expense tagged to a project, then issue it in the normal accounting screens. Send a project contract for online acceptanceDraft a contract, send it to the client, and track whether it was accepted or declined. Track leads and convert them into customersRecord prospects, follow them through your sales stages, then convert a won lead into a customer. Customer contacts, groups and the client portalAdd contact people to a customer and give them limited login access to see projects, invoices, tickets and contracts. Support tickets for your clientsLog, reply to, assign and close client tickets, and link them to projects and tasks. Project files, comments, notes and the password managerShare files and discussion on a project, and store client logins safely. How your clients use the client portal (a guide you can share)A plain-language guide for customers: signing in, projects, invoices, contracts, tickets, files and messages.