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.

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 to 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 detailed view to see a completion summary of project tasks, as well as Gantt charts that visually layout the project status.

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.

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

Are you working on a customer-related project? Give them access to Vtiger’s customer portal, share the project’s status, and upload documents directly through the customer portal.

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What is CRM Project Management?

Project management is defined as the structured methodology of managing tasks, resources, workforce, and applications to meet final goals. Project management in CRM is a crucial function that seamlessly integrates sales and marketing activities to manage multi-team projects better and get work done faster.

Manage Projects in CRM for Better Productivity

Project management in the CRM helps sales, marketing, and project teams align to deliver results in specified timelines by giving them a high level to a detailed view of the projects.

It facilitates smooth task management, progress monitoring, and cross-functional collaboration by giving high visibility over resources, operations, tasks, and timelines. You get all the information you need to manage a project in one place, and you can easily synchronize contact information, expenses, invoices, and workflows.

Why your business needs CRM project management?

Centralized Database: Ensure that your sales and project teams can access synchronized information to keep them on the same page. Sales representatives can provide important contact data to project team members to help them make informed decisions.

Effective Task Management: Drag-and-drop project management tools make it easy for team members to organize and allocate tasks. Team members can collaborate on tasks, mark them as complete, and set reminders to meet deadlines.

Seamless Document Management: Upload, edit, and share documents with project team members. It results in better two-way communication and keeps everyone updated about the project’s status.

Project Tracking: Monitor the progress of all project milestones and view resources' assignments to team members. Collaborate with sales and marketing representatives to keep projects aligned to scheduled timelines and deliverables.

Ready to think like your customers?

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