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Project management automation

Put your projects on autopilot

Between planning a project, setting goals and following up on their progress, project teams often spend too much time on repetitive tasks.

Project management automation software enables all team members to streamline project processes and focus on the more challenging actions required to finish complex projects.

Pipedrive’s project management software offers powerful automation tools, so you can trigger routine tasks to autocomplete based on your team’s activities.

Full access. No credit card required.

Project management Automation

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Benefits of 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.

Pipedrive’s project automation features

Automation tools

Create seamless workflows to make sure projects are moving forward, and set delay steps to complete actions on time

Seamless CRM integration

Sync your sales and project automation workflows in one place by adding our Projects tool to your Pipedrive CRM

Kanban boards

Visualize your project management automation processes effectively with customizable kanban boards

Progress tracking

Monitor project process with an intuitive list view and customizable kanban boards

Email sync

Automatically send out project-related emails to engage contacts and keep team members informed with status updates

Customization features

Benefit from fully customizable project management software that reflects your business needs

Popular sales CRM features

SOFTWARE FEATURE

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.

Automate project tasks with Pipedrive
Integrate your CRM
SOFTWARE FEATURE

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.

SOFTWARE FEATURE

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.

Kanban board
Sync emails
SOFTWARE FEATURE

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.

SOFTWARE FEATURE

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.

Customize your apps

Projects add-on

Reach goals faster with Pipedrive’s online project management add-on. Map out complex projects in a simple and intuitive way. Manage tasks and customers in one place where your teams can seamlessly collaborate. Projects by Pipedrive helps you plan, track and deliver all the moving pieces for your next milestone. The add-on includes:

Project templates

Multiple projects kanban boards

Projects automation

Files, notes and mentions

Tasks and sub-tasks

Starting from

$6.70

per company per month, billed annually
or $8 per company per month, billed monthly

Learn more

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

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