Upscale your project management process

Optimize the management of your project tasks and make collaboration between teams easy. Meet your project deadlines and impress your customers.

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.

vtiger projects

What is project management?

Project Management is the process of leveraging knowledge and tools to complete a task or procedure. It involves planning, organizing, and executing procedures within defined deadlines.

Do it to believe it

Create documents, cases, and more

Add new records like quotes and other modules from the Summary View. Available in Projects and Project Milestones.

Reach out at your convenience

Schedule your meetings with your contacts. Leverage this feature in both Projects and Projects Milestones as needed.

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.

Notifications keep project members updated

Users can automatically be notified on-screen, via email, or through calendars about approaching deadlines on tasks assigned to them. Use @mentions in comments to notify users on-screen.

Collaborate internally with project comments

Add comments on any project-related entity or from the project itself. All notes on related tasks roll up into the project’s main comments area for a comprehensive overview. Give customers access to the customer portal to share status updates.

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.


Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.

Customer Base Growth

GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.

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