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.

Show us your delivery workflow Explore capabilities

Bring one real workflow. We will show how it could work in TargetCRM.

Project management workflow Illustration

01 Commitment recorded Sales

02 Milestones defined Delivery

03 Tasks assigned Team

04 Progress reviewed Management

Shared customer context Visible owner · next action

120+ active customers Active customer base

India and South Africa Customer markets

220 users Largest active deployment

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.

Work with clearer visibility

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.

Workflow overview

Project workspace

Keep project tasks, milestones and recorded time connected to customer work.

Milestones and tasks
Owners and target dates
Project progress

Software plus implementation

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.

Understand

Discuss the workflow and hand-offs.

Agree scope

Confirm priorities, users and data.

Configure

Prepare the system and supported data.

Train & launch

Help teams adopt the new process.

Improve

Support the team and refine.

Support is available through online meetings, telephone, chat and the customer portal. Discuss implementation →

Buyer questions

Know what to expect

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 how a confirmed order becomes a delivered project

Bring one real workflow. We will show how it could work in TargetCRM and clarify the scope.

Discuss your project workflow Review capabilities

Email our team with your workflow and user count to request a demo.