From initial opportunity to closed deal, every sale is essentially a project with multiple stakeholders, deadlines, and deliverables. eiCRM's Project Management features help you track progress, manage tasks, and ensure nothing falls through the cracks.
Key Benefit: Integrated project tracking within your CRM ensures that every deliverable, milestone, and deadline associated with sales opportunities is managed seamlessly.
Why Project Management in CRM?
Timeline & Milestones
Define project timelines with clear milestones and deliverables. Track progress against deadlines and identify potential delays before they become critical issues.
Task Management
Break projects into manageable tasks with assigned owners, due dates, and priorities. Monitor task completion and overall project health in real-time.
Team Collaboration
Assign tasks to team members, track responsibilities, and ensure accountability. Everyone knows what they need to do and when it's due.
Progress Tracking
Monitor project health with visual progress indicators. See which projects are on track, which are at risk, and which need immediate attention.
Opportunity Integration
Link projects directly to sales opportunities. See all projects associated with each deal and track how project completion impacts deal closure.
Document & Note Sharing
Centralized repository for all project-related documents, notes, and communications. Keep everyone aligned with complete project context.
Project Management Features
📋 Project Overview
Every project gets a dedicated dashboard showing:
- Project name and description
- Start date, end date, and duration
- Project status (Planning, In Progress, Completed, On Hold)
- Linked opportunities and contacts
- Assigned team members and responsibilities
- Budget and resource allocation
✅ Task Tracking
Manage all project tasks with:
- Task names and descriptions
- Assignment to specific team members
- Due dates and priorities
- Status tracking (Not Started, In Progress, Completed)
- Dependencies between tasks
- Completion percentage tracking
📈 Progress Monitoring
Visual indicators for project health:
- Overall project completion percentage
- Task completion status
- Timeline adherence (on schedule, delayed, at risk)
- Resource utilization and availability
- Budget tracking vs. actual spend
💡 Project Management Best Practices
1. Define Clear Milestones:
Break large projects into clear, measurable milestones. Each milestone should represent significant progress toward project completion.
2. Regular Status Updates:
Keep project status current. Regular updates (weekly or bi-weekly) ensure everyone stays aligned and issues are identified early.
3. Assign Clear Ownership:
Every task should have one clear owner. This eliminates confusion and ensures accountability. Multiple stakeholders can be notified without muddying ownership.
4. Link to Opportunities:
Always link projects to their associated sales opportunities. This creates complete visibility into how project delivery affects deal progression.
5. Track Risks Proactively:
Identify potential risks and bottlenecks early. Use project management tools to flag issues before they become critical problems.
📊 Integration with Sales Process
Project Management integrates seamlessly with:
- Sales Opportunities: Track projects associated with each deal and see how delivery impacts closure
- Contacts & Organizations: Assign projects to contacts or organizations for complete relationship context
- Calendar: Schedule project meetings, reviews, and milestones in your team calendar
- Quotations: Link projects to quotes to track implementation after deal closure
- Reports: Analyze project completion times, resource utilization, and team productivity
🎯 Common Use Cases
Implementation Projects
Track onboarding and implementation projects for new customers. Manage deliverables, coordinate with internal teams, and ensure successful customer launches.
RFP Responses
Manage complex RFP response projects with multiple stakeholders, tight deadlines, and multiple deliverables. Track progress and ensure nothing is missed.
Custom Solutions
Coordinate development and delivery of custom solutions or configurations. Track technical requirements, development milestones, and client approvals.
Renewal Projects
Manage renewal and upgrade projects. Track contract negotiations, feature requirements, and renewal deadlines to ensure customer retention.
📈 Business Benefits
Teams using eiCRM's Project Management achieve:
- 40% improvement in on-time delivery rates
- 35% reduction in project delays and overruns
- 50% better team visibility into project status
- Complete traceability from opportunity to project completion
- Better resource planning through workload visibility
🚀 Reports & Analytics
Project Management generates valuable insights:
- Project Health Dashboard: At-a-glance view of all active projects and their status
- Team Workload: See who's assigned to what and identify resource constraints
- Delivery Metrics: Track on-time delivery rates and project duration trends
- Completion Analysis: Understand which project types are most successful
- Performance Trends: Identify improvements in project delivery over time
Ready to deliver projects on time with complete visibility and control? Start your free trial today.
🎯 Track Your Projects Efficiently
Deliver on time with integrated project management
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