CRM with Project Management
You Won the Project. Now Keep Every Promise Made.
From project planning and task management to timelines, meetings and payment milestones, manage the work that begins after the deal is won, all within EAZY CRM.
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Project Planning & Task Management
Everyone Knows the Deadline.Does Everyone Know What Comes Before It?
Break projects into tasks, assign responsibilities and track timelines so your team knows what needs to happen, who's handling it and what's coming next.
Step 1: Plan the Project
Organise project activities, tasks and timelines in one workspace.
Step 2: Assign Responsibilities
Give team members clear tasks and track their progress.
Step 3: Manage Meetings & Documents
Keep project meetings and relevant documents alongside the work.
Step 4: Track Project Progress
Follow timelines, upcoming activities and project milestones.
Project Milestones & Payment Tracking
The Work Is Complete.Is the Payment Milestone Ready?
Project delivery and payment commitments are closely related, but often tracked separately. EAZY CRM brings project milestones and payment milestones into the same project workspace.
Track Project Milestones
Organise key deliverables and monitor progress against them.
Keep Payment Milestones Visible
Track payment-related milestones alongside project delivery.
See Where Things Stand
Review project progress, pending work and upcoming milestones.
Project Meetings, Documents & Coordination
The Meeting Ended.The Work Shouldn't Lose Momentum.
Keep project discussions, documents and tasks organised so your team can return to the work without searching across different places.
Manage Project Meetings
Keep meetings and project activities organised.
Keep Documents Together
Maintain relevant project documents in the same workspace.
Follow Through on Tasks
Track assigned work and upcoming activities throughout the project.
Frequently Asked Questions
What is CRM with project management?
CRM with project management brings customer relationships and project execution into one platform. EAZY CRM includes project tasks, timelines, meetings, documents and milestone tracking.
Can EAZY CRM manage project tasks and timelines?
Yes. EAZY CRM includes project planning, task management and timeline tracking to help teams organise and monitor project work.
Does EAZY CRM support payment milestone tracking?
EAZY CRM includes payment milestones alongside project milestones, helping teams keep project delivery and related commercial commitments visible.
Can teams manage project meetings and documents in EAZY CRM?
Yes. The project management capabilities described in the product discussions include meetings, documents and tasks within the project workspace.
Is EAZY CRM only for sales teams, or can project teams use it too?
EAZY CRM extends beyond lead and opportunity management. Its project management capabilities are designed to help teams manage the work that follows a sale, including tasks, timelines and milestones.
