Integrate and Manage your Customer-Related Projects

Whether you're working on a small personal project, or managing a multi-team project for a customer, Vtiger's project management tools can help you get it done more collaboratively and faster.

CRM Project manager

Everything you need to manage a project in one place

Create a project with any number of assignable tasks, and milestones with due dates. Associate the project with a customer, case, or another entity so that it can always be easily found. Then, attach files, collaborate, and track progress right from the project’s dashboard.

Progress monitoring and Gantt charts

Slip into the project’s detail view to see a completion summary of project tasks, as well as Gantt charts that visually lay out the project status.

Gantt chart Project management
Project Management Notifications

Notifications keep project members on task

Users can automatically be notified on-screen, via email, or through calendars of approaching deadlines on tasks assigned to them.

Collaborate internally with project comments

Write notes on any project-related entity, from the project itself, to tasks. @mention users in those notes to send them an on-screen notification to take a look. All notes on related tasks roll up into the project’s main comments area for a comprehensive overview.

Project management Comments
Project management customer portal

Collaborate with customers with message and file sharing through the customer portal

Working on a customer-related project? Give them access to Vtiger’s customer portal, then share the project’s status and allow them to upload documents directly to it through the customer portal.

Ready to think like your customers?