Project Management

Projects powered by sage CRM is a fully scalable solution that provides complete project activity management.


Allows your projects team to send collaborate and execute projects via a CRM platform where project activities and deliverables are automated in a web tool.

Key Features

  • Alerts and reminders to manage all Project activities
  • Dynamic reporting and configurable dashboards
  • Integrates with CRM CONTRACTS
  • Hierarchy of Projects
    • Project_00001
      • Project Phase1
        • Activity01 > Assigned to One or more Users
      • Project Phase2
        • Activity02 > Assigned to One or more Users
        • Activity03 > Assigned to One or more Users
  • Configurable business-rules to automate and manage workflow steps and statuses
  • Flexible and secure SaaS, cloud or on-premise deployment options
  • Create Projects from inception to approval via a workflow process
  • Change deliverable dates on the fly to update current and future tasks and dependencies
  • Store all communications and documents around the project in one central place – Inside CRM Projects
  • Capture billable and un-billable Timesheets
  • Integrates Billing directly to your Sage 300 Accounting system