Project planning is essential in sales and marketing to track progress and keep team members focused on their goals. When plans are spread out over different Excel spreadsheets and dashboards, it can be easy to lose track of crucial data.
Projects, our all-in-one project management solution, takes advantage of Pipedrive CRM’s award-winning usability features. Map out complex projects in a simple and intuitive way with our familiar kanban board view. Create to-do lists with tasks and subtasks and easily track projects with labels, custom fields and filters.
Pipedrive’s online project management software lets you stay on top of all tasks, making task management, progress tracking and team collaboration a breeze.
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The best project management solutions should have the following key features so you can meet more deadlines while using fewer tools:
Built-in task manager: Organize your workflow and set unique project phases with built-in task management.
Strong collaboration tools: Collaboration features support the spread and flow of information, keeping your entire team in sync so they can focus on deliverables.
Project scheduling functionality: Automate activities and schedule the next phases in your project, so you can stay one step ahead.
Quick file sharing: Make it easy for remote teams to work together and access crucial project data.
Customization options: With customizable project boards and data fields, you can pinpoint what’s important for each task.
Monitor the real-time progress of all your projects with an intuitive kanban view
Create custom fields to categorize and filter your projects
Foster teamwork and make sure everyone is on the same page with notes, mentions and file sharing
Organize projects with activities, tasks and subtasks to plan out each step
Keep tabs on all your mail correspondence from inside your CRM and automatically link emails to relevant projects