Project management
Connect what sales promised with what delivery must complete
Manage projects, milestones, tasks, timesheets, documents and project-related issues while keeping the customer relationship visible.
Bring one real workflow. We will show how it could work in TargetCRM.
The workflow challenge
The hand-off after the sale should not reset the customer story
When project information starts in a new spreadsheet, teams lose quotation context, agreed timelines and customer communication history.
TargetCRM keeps delivery connected with the customer and commercial journey.
Project Management capabilities
Explore capabilities
Projects and milestones
Define the delivery structure, important checkpoints, owners and target dates.
Task management
Assign work, set priorities, track status and make dependencies visible.
Timesheets
Record time against projects and tasks for effort and cost visibility where required.
Documents
Keep project documents organised and connected with the relevant customer and project.
Project Tickets
Track delivery questions, issues or change requests without losing their relationship context.
Progress reporting
Give managers a clearer view of progress, pending actions, delays and team
workload.
Make delivery status visible before a deadline is missed
Teams know what is due. Managers see where progress is blocked. Customer-facing people have the context needed to communicate accurately.
A CRM configured for how your team works
Standard implementations take 2–3 weeks when scope, users and data are ready. Complex migration, integrations or customisation can take longer.
01. Understand
Discuss the workflow and hand-offs.
02. Agree scope
Confirm priorities, users and data.
03. Configure
Prepare the system and supported data.
04.Train & launch
Help teams adopt the new process.
05. Improve
Support the team and refine.
Support is available through online meetings, telephone, chat and the customer portal. Review the implementation approach →
Frequently Asked Questions
Before you choose your CRMStart with your workflow, users and tools—not a generic feature checklist.
How does project work stay connected to the customer?
TargetCRM keeps project work connected with the customer relationship, so delivery teams can retain sales context and customer communication history. The links and hand-over process are agreed during implementation.
Can we manage milestones, tasks and responsibilities?
Yes. Define milestones, assign tasks, set owners and target dates, and track status. Managers can review project progress, pending actions and delays.
Can team members record time against projects and tasks?
Yes. TargetCRM includes timesheets for recording time against projects and tasks, giving managers visibility into recorded effort. How time is used for costing or reporting is agreed within the implementation scope.
Can project documents and issues stay with the project?
Yes. Keep relevant documents connected with the customer and project, and track project-related questions, issues or change requests through project tickets.
Start with one real example
Show us where customer work gets stuck.
A missed follow-up. A sales-to-delivery handover. A service escalation. Bring the process you want to improve.
Email connect@targetcrm.cloud with your workflow and user count.
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