Why you should manage customer-related projects in CRM

Tension is growing between the sales and project management teams at Dream Home – and both teams are hurling accusations at one another. On their most recent project the sales team accused the project management team for exceeding the client’s budget, and they now have to defend the project cost to the client. On the other hand, the project management team accuses the sales team of quoting unrealistic estimates to close the deal. This could have all been avoided with a CRM. Let’s first take a look at what’s going on with a brief background into the situation. Dream Home is a house construction business. Everyday, Dream Home’s sales associates use their CRM system for prospecting, storing customer information, processing customer order requests, and recording sales updates. After winning deals, sales associates notify the project management team of the new deal. Project management’s team members – engineers and contractors – monitor and track project related information such as progress on construction, project deadlines and budget, in separate project management software. The result is an information disconnect between sales and project management teams that’s leading to many confusions and failed projects. Once a project begins, sales associates have little to no information on the progress of the project to update customers with. And the project management team has limited information beyond budget, on what sales associates promised to clients during negotiations. When something goes wrong, tension prevails and blame game begins.

If you are a project focused business and use siloed sales and project management software, then Dream Home’s situation may sound familiar to you. With limited visibility into project status and progress, your sales associates won’t know if a project will complete in time and within the budget, your support team members won’t be able to answer customer queries related to the project, and your accounting team won’t be able to invoice customers on the completion of project milestones. To eliminate that problem and provide complete visibility into customer relationships and projects across teams, it’s crucial to have project management and customer relationship management together.


Vtiger is an integrated CRM that bridges the gap between your project management and customer facing teams. Because we understand that completing a customer project on time and under budget requires more than just project planning and management, we’ve built Vtiger in a way to help employees across teams understand project requirements, automate alerts and actions for interdependent tasks, and collaborate in context.

Benefits of managing projects inside CRM:

Sales team can improve quote accuracy


When sales associates have visibility into project related expenses, they can generate project cost reports to ensure that estimates meet reality and account for variability. To help with that, all projects can be broken down into automatically timed project tasks, with project milestones. The sales team can generate reports at each milestone to analyze project progress and ensure accurate estimates. For instance, if a sale associate drafts a quote considering that a part of a project would take 10 hours, but the time tracking report shows that in reality it takes 15 hours, the sales associate could use this information to communicate the difference to the customer, or adjust the base rate of the project for future projects to cover the overhead.

Seamless account handover from sales team to project management and billing teams

With Vtiger’s workflows, your sales associates can handover the won deals to project management team instantly and automatically. And because all information gathered during the sales cycle is already present in the CRM, the project management team can start working on the project with a complete account of what was agreed upon.

With the ability to turn quotes into invoice on a click, your billing team can invoice customers in under a minute. Do you bill customers hourly or on completion of certain milestone, set-up workflows on project milestone and timesheet to automate alerts for your billing team to generate invoice. Since all information required for invoicing is at one place, the billing team members no longer have to run behind sales associates to collect a customer’s contact information or chase project managers to for project updates.

Accelerate issue resolution time

Vtiger’s customer portal enables customers to view progress on projects, share feedback in real time, and request project related information by submitting a case. When your customers submit project related inquiries through the Customer portal, the inquiries are automatically converted into cases and the customer support team is notified. Since all project related information is right within Vtiger, your customer support team needn’t exchange a dozen of emails to gather information – saving time and extra effort. And when a customer support agent needs information from project management team to answer an inquiry, the agent can simply use @ProjectTeam to grab project team’s attention. Since @Mentions allow team members to communicate in context, resolution time can be reduced.


With Vtiger you can manage CRM and project management at one place – saving you all money, time and efforts you would otherwise have to invest in buying multiple softwares, integrating the siloed them, and training employees to use those different systems. Sign-up for a free 14 days trial today to explore Vtiger’s powerful sales and project management tools.

Untitled Design (1)

6 unique challenges that women in business face and how to overcome them

There is no doubt that women are making great strides in the business world. Studies show that, women are better at taking calculated risks, less ...
Gmail addon image for blog

Super-charge your Gmail Inbox with the Vtiger Add-on

At Vtiger, we understand that email is at the heart of all your communication, where you follow up with customers, send quotes and presentations, pacify ...

5 email productivity hacks to conquer your inbox with Vtiger

Emails remain as one of the most popular communication tools in the workplace. According to Adobe Digital Insights’ 2016 survey, employees spend more than 4 ...

5 simple ways to make customers fall in love with your business

If building a successful business is your goal, then you have to do more than just sell. You have to make customers love your business ...

Delight customers and drive more sales with Vtiger and Knowlarity integration

In today’s competitive business environment, the need to provide exceptional customer experience throughout the buyer’s journey is more than ever before. To help businesses like ...

Meet Vtiger Buzz, your new personal assistant!

At Vtiger, we build tools that enable professionals like you to take your business to greater heights. To help you in your effort of delivering ...

Do these 3 things to scale your sales in 2018

Another year filled with opportunities is before us. And most of you are busy setting goals to grow sales this new year. Perhaps, you have ...

3 new year resolutions to succeed professionally in 2018

When the new year is around the corner, many of us retrospect the passing year to learn from mistakes and set new goals to improve ...
2017-12-08 (copy)

Vtiger beautified: a refreshed interface for a better user experience

Background: Here at Vtiger, we frequently explore with one another how to build better products for our customers. Our discussions range from ideas about enhancing CRM ...
credit note

Introducing Credit Notes in Vtiger CRM

Every once in a while, you will owe a customer a refund for something that you've already invoiced them for. Maybe on that invoice you ...