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. Customize tasks and subtasks with labels and easily track projects with 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
Project management software, for example, project management apps, is a workspace that can be used for planning projects, resource allocation and scheduling upcoming activities. It can help small teams and larger companies keep track of sales and marketing activities and improve their sales methodologies.
A good project management system should be user-friendly, help teams with work management and have good project tracking tools. It should also have good communication features so that sales, marketing and development teams can stay in sync with each other across projects and work together seamlessly.
Using project management software can encourage a more interactive approach to tackling projects. Granting team members easy, shared access to your project portfolio can help with portfolio management, whether it be for simple projects or more advanced undertakings.
The pricing of a project management software depends on how many features it offers and what your business needs are. While some project management solutions may offer a free version or free plan, more advanced solutions usually offer paid plans, but it’s common to grant users a day trial so they can try the software before purchasing a subscription.