Delivery phase boards
See projects on board phases, move cards forward and read progress and delays in the same view.
Clienta post-sale projects
CRM project management
From closed deal to delivery, without switching tools.
When sales lives in the CRM and delivery lives in a spreadsheet or a chat group, deal context is rebuilt from scratch. Delivery does not see what was promised, and sales cannot answer where the work stands.
Clienta starts the project where the deal was won. The record stays linked to the customer, organization and deal. Phases, tasks and project health sit on one board — so handover does not mean starting over.
- Linked to the deal and customer
- Phase boards and templates
- Health and overdue work in one view
What is CRM project management software?
Delivery should start where the sale ended.
A standalone project tool forces the team to rebuild context after the contract. A CRM with projects keeps sales and delivery on one record: commitments, the customer, the deal and remaining work stay together.
- Link the project to a person, organization and deal so sales context is not lost
- See health, task progress and items that need attention on the project record
- Keep notes, files, email and WhatsApp on the same delivery file
Clienta project management features
From phase boards to templates, health and a task queue
A record tied to sales
The related person, organization and deal stay in the project sidebar, so “where is this?” has an answer.
Plans with tasks and milestones
Add tasks, calendar activities and milestones per phase, with owners, due dates and dependencies.
Health and needs attention
Set on track, at risk or on hold, and open overdue or due-today work from the same record.
Repeatable delivery templates
Build a starter plan or copy one from an existing project so onboarding is not invented each time.
A team task queue
See open work across projects with phase, due date, priority and owner in one list.
What to look for in CRM project management software
The project tool should execute what was sold, not invent a second board.
If the project is not linked to the deal, health is only a label and templates do not repeat the delivery path, the team keeps switching between CRM and a side tool.
Handover from sales to delivery
The project should carry deal, customer and commitment context — not be rewritten in another app after a win.
A plan, dependencies and milestones
Work order should be visible so blockers are obvious and sales and delivery stay coordinated.
Health tied to real work
Status only means something when it comes from due dates, task progress and overdue items.
Repeatable templates
Every contract should not invent the process. Ready phases, tasks and activities keep delivery quality stable.
One source for the team and the client
Notes, files and follow-up should stay on the same record instead of spreading through chat.
Software feature
Standardize delivery so every contract does not invent the process.
Sales growth without templates makes execution uneven. In Clienta you create a template per board, copy a plan from an existing project, and schedule task and activity dates from one start date.
- A template per delivery board
- Ready tasks, activities and milestones
- Use on a new project or an existing one
- Copy the plan from a real project
Software feature
Run delivery on a board that stays tied to sales.
A project tool outside the CRM splits the work from the customer. Clienta boards place projects on phases such as coordination, supply, preparation and shipping so delivery managers can see what is stuck and what is overdue.
- Customize board phases to match how you deliver
- Task progress on the project card
- Overdue warnings and owners on the same card
- Board or list view, with an owner filter
From won deal to delivery
Launch the project without a parallel process.
When the deal is won, the project is created with that context. A template or a manual plan lays out the work, and the team moves it on the board.
- 1
The deal is won
The customer, organization, commitments and sales files are already in the CRM. You create the project from the deal, or automation creates it after a win.
- 2
You apply a template or a plan
Start from a ready template, or add tasks, activities and milestones on the phases and schedule due dates from the start date.
- 3
Work moves on the board
The project card changes phase, the task ring fills in, and each item has an owner.
- 4
You catch delays and complete
Health and the needs-attention list warn you. After delivery, you complete or archive the project.
Software feature
Lay out the plan phase by phase so work happens in order.
Without a plan, the board is only a status view. In Clienta you add tasks, calendar activities and milestones on each phase, set owners and dates, and attach dependencies so work moves in the right order.
- Tasks, activities and milestones on every phase
- Owner, priority, start date and due date
- Subtasks and dependencies between items
- Phase progress from completed work
Software feature
See open work across every project in one queue.
When tasks live only inside separate records, team load is invisible. Clienta’s task queue lists open work with project, phase, due date, priority and owner so bottlenecks appear before the customer feels the delay.
- Filter to-do, done or all
- Sort by due date and priority
- Each row opens the project record
- Milestones in the same daily list
One record, three working views
Sales, delivery and leadership talk from the same context.
Delivery manager
Which project is off track, what is overdue and where is the team’s load piling up?
Sales representative
After the contract, where is the customer’s work and what promised item has not landed yet?
CEO
Is sales growth matched by delivery, or do won deals stall in execution?
Frequently asked questions
CRM project management FAQs
What is CRM project management software?
A unified workspace that keeps sales and delivery in one system. Instead of moving work into a separate tool after a deal is won, the team continues with deal history, notes, commitments and the customer already in place. That shortens handover and starts delivery where sales left off.
How do I choose CRM project management software?
Pick a product that closes the gap from “deal won” to “delivery started” without a manual handover. Task tracking alone is not enough — delivery should stay tied to revenue and customer context. Look for deal-to-project handover, shared visibility and project health so the team executes what was sold.
What are the benefits of project management inside a CRM?
Continuity. The team moves from sale to delivery without losing context or switching tools. That creates one source of truth for the team and the client, removes the need to rewrite a project brief, and lets you standardize delivery with templates and automation as you grow.
What features should I look for in CRM project management software?
Support for the full path from sale to delivery: creating a project from a deal, phase boards, a plan with tasks, milestones and dependencies, collaboration on the same record, and health plus overdue work so progress stays connected to revenue.
How does project management work in Clienta?
Projects live on a phase board and stay linked to a person, organization and deal. You build the plan by hand or from a template, watch health and needs-attention on the record, and follow open work across projects in the task queue. On eligible plans, automation can create a project when a deal is won.
How much does a CRM with project management cost?
It depends on the plan and team size. A standalone tool can look cheaper, but split sales and delivery usually add rework. In Clienta, post-sale projects are on the Premium plan, and you can evaluate with a 14-day free trial on real work.
Do not lose the customer’s work after the deal is won.
Start free for 14 days, turn a won deal into a project, and test the phase board against your team’s real delivery.