What teams do here
- Project workspaces
- Milestones
- Dependencies
- Client visibility
Module · Project Management
Project Management inside one operating platform
Plan delivery against the clients and contracts you already sold. Projects inherit client, budget, and scope from CRM and estimates, then feed time and invoices automatically.
In this module
Built to share data with every other module
How it connects
- Convert sold work
- Plan milestones and owners
- Share progress with the client
Keep exploring the ecosystem
Other modules in the same workspace
CRM
Customers, contacts, and account history live in the same workspace as sales and delivery.
Sales
Pipeline, opportunities, and forecasts sit beside CRM, proposals, and projects.
Task Management
Assign work across teams without leaving the operating platform.
Time Tracking
Capture billable time that flows into invoices automatically.
Estimates
Scope work and convert approved estimates into projects and invoices.
Proposals
Send branded proposals connected to CRM and sales records.
One workspace
See Project Management with the rest of your business
Project Management is a connected module — not a standalone app — so records stay shared across CRM, delivery, and finance.