Project management automation

The benefits of project management automation

Why it makes sense to simplify your project management processes with automated workflows:

• Eliminate bottlenecks: Don’t let admin and busywork slow you down. Automate your project management tasks to remove friction and work more efficiently.

• Improve time management: Forget about measuring lead times and managing conflicting due dates. Use an effective automation tool to plan activities at the right time.

• Project and process visualizations: Sometimes, all you need is a change of perspective. Leverage automation features to identify weak points and optimize your processes.

Automate projects and save time on repetitive tasks

Ineffective workflows cause projects to miss their mark.

Projects is the new Pipedrive project management add-on that seamlessly supports the CRM's automation features.

Use the intuitive workflow builder to create logical flows that automatically action activities and keep projects moving forward.

Integrate your CRM and project software

Project planning, process automation and management are far easier if you can align your sales pipeline with your project management process in one tool.

Once the add-on is purchased, Pipedrive’s Projects becomes a native feature within Pipedrive CRM, meaning seamless workflows for your whole team. You can manually create project cards from Pipedrive deals, people or organizations, or set them to be created automatically when certain conditions are met.

Track project deliverables with kanban boards

Team members and key stakeholders should access the same project information within their apps to be fully aligned.

Pipedrive’s kanban view enables you to guide new projects through key milestones until project completion.

Use project management tasks, activities and sub-tasks to better plan your project management actions, and then automate the process.

Sync emails with your project management software

To send personalized, automated messages to your contacts, you first need to sync your email with your agile project management tool.

With Projects, you can keep colleagues informed with email notifications, sync your CRM with Slack to send automated messages when something important happens and even edit your viewing permissions to manage which team members can access email content.

Customize your apps

Tailor Pipedrive’s Projects to your business needs. Bid farewell to time-consuming spreadsheets. Create custom fields and multiple, customizable kanban boards to enhance team performance.

You can also enhance Pipedrive CRM functionalities with our powerful Marketplace apps. For example, integrate your Pipedrive CRM with Zapier for even more automation options.