Project management software
Deliver your next big project and reach goals faster
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.
Full access. No credit card required.
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Projects by Pipedrive
Features of a good project management tool
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.
Track project progress
Monitor the real-time progress of all your projects with an intuitive kanban view
Custom fields
Create custom fields to categorize and filter your projects
Collaborate across teams
Foster teamwork and make sure everyone is on the same page with notes, mentions and file sharing
Detailed planning features
Organize projects with activities, tasks and subtasks to plan out each step
Manage, track and automate tasks
When starting a new project, you might find yourself with long checklists and countless due dates with no way to effectively track progress.
Projects by Pipedrive makes it simple to keep track of all project-related activities. Easily oversee all ongoing tasks with the drag-and-drop dashboard to make sure your teams reach their milestones. Group activities by phases and assign labels to keep your plans organized.
Use Pipedrive’s automations to expedite project updates and win back time
Keep your teams in sync
Effective team collaboration is at the heart of good project management. If task lists and important data aren’t shared between all relevant stakeholders, it could lead to confusion.
Add notes to projects, deals and contacts to keep everyone in the loop and let others pick up where you left off. Create shareable files and use Pipedrive’s mentions to message team members without leaving your CRM.
Assign tasks and subtasks to specific owners and with specific due dates to help your team with time-tracking responsibilities.
Access multiple customizable boards to oversee large-scale projects separately and group activities by unique phases.
Eliminate data loss and tool fatigue
If all your project data is stored on different platforms, you run the risk of tool fatigue and serious data loss.
Pipedrive lets you streamline your work into one powerful tool. Keep on top of resource management and draw on data directly from your CRM. Easily carry over existing customer data into Projects so you don’t have to create duplicates.
Keep your data under one roof with Pipedrive’s all-in-one project management tool, helping your teams save time so they can focus on keeping leads warm.
Bring your emails into one tool
Contacting your leads at the right time should be a priority, but as your company grows, it can be difficult to keep track of every project-related email you’re sending and receiving.
Have a clear overview of the conversations you’re having with contacts thanks to Pipedrive’s powerful email sync feature. Access all your emails from inside your CRM and project management platform, automatically linking them to the relevant projects, leads and deals.
With Smart Bcc, you can manually forward specific email threads from your provider into your Pipedrive inbox. Once a thread has been forwarded, you can then link it to any relevant projects, deals or people contacts in your Pipedrive account.
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