Deliver client projects with a clearer view of the work
Move from lead to customer, plan tasks and milestones, track team time and keep client communication connected to the work your agency delivers.
Website redesign · Project
Project boardWhat Projects and CRM does for you
Every feature below is in the product today.
Leads and client records
Track leads by source and status, convert leads into customers and manage client contacts.
Project planning
Organize projects, team members, dates, budgets, milestones, subtasks, checklists and dependencies.
Time tracking
Use timers or manual time entries, mark time as billable and route entries for manager approval.
Project costs and billing records
Track project expenses and use the available project invoice workflow connected to accounting.
Contracts and support tickets
Send contracts for online acceptance and manage assigned client support tickets.
Client portal
Give client contacts browser access to the project information, files, contracts, invoices and tickets you choose to share.
The full list
CRM and clients
- Leads with source and status
- Convert leads into customers
- Customer groups and contacts
- Optional client portal logins
Project delivery
- Projects with teams, dates and budgets
- List and Kanban views
- Subtasks, checklists and reminders
- Task dependencies and milestones
- Notes, comments and files
Time and client service
- Timer and manual time entries
- Billable flag and manager approval
- Project expenses and available project invoicing
- Contracts by secure link
- Support tickets with assignment and replies
- Client portal for shared project information
Up and running in a day
Capture the client
Record the lead and client details, then convert a qualified lead into a customer.
Plan and deliver
Create the project, assign tasks and milestones, and record time as the team works.
Keep clients informed
Share selected project information and handle contracts or support through the client portal.
Questions
Is this suitable for digital and advertising agencies?
The CRM, project, task, time-entry and client portal workflows can support agencies and other service businesses.
Can teams track billable time?
Yes. Time entries can be marked billable and submitted for manager approval.
Can clients see project progress?
Client portal access can be configured to share selected projects, files, contracts, invoices and tickets.
Are project invoices connected to accounting?
The product source includes a project invoice workflow connected to the accounting invoice records. Confirm the exact billing workflow in your live plan before relying on it.
Is Projects and CRM included in every plan?
The supplied product configuration identifies Projects and CRM as included in the Business plan. Check current plan entitlements.
Try Projects and CRM with your own numbers
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