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.
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 tasks at the right time.
Project and process visualizations: Sometimes, all you need is a change of perspective. Leverage automation tools to identify weak points and optimize your processes.
Create seamless project workflows, monitor whether tasks are being triggered and set delay steps to complete actions on time
Sync your sales and project automation workflows in one place by adding our Projects tool to your Pipedrive CRM
Visualize your project management automation tools and processes effectively with customizable kanban boards
Monitor the impact your automations have on the project process with an intuitive list view and customizable boards
Automatically send out project-related emails to engage contacts and keep team members informed with status updates
Benefit from fully customizable project management software that reflects your business needs
Ineffective workflows cause projects to miss their mark.
Projects by Pipedrive is a project management add-on powered by Pipedrive CRM’s workflow automation features.
Use the intuitive workflow builder to create logical task flows that automatically action activities and keep projects moving forward.
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.
Team members and key stakeholders should access the same project information within their apps to keep everyone aligned.
Pipedrive’s kanban view enables you to guide new projects through key milestones until project completion.
Split necessary actions into activities and sub-tasks to better plan your project management tasks, and then automate the process.
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.
Tailor Pipedrive’s Projects to your business needs. Bid farewell to time-consuming spreadsheets. Create custom fields and multiple, custom kanban boards to enhance team performance.