Stop juggling post-sale deliverables, strategic initiatives, and complex clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. relationships. Pipeliner CRM Projects isn’t just a to-do list; it’s a powerful, integrated management module that ensures every commitment—from implementation to internal strategy—is delivered flawlessly and on time.

Why Pipeliner CRM Projects is Your Competitive Edge

In today’s complex sales environment, the customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. journey doesn’t end at “Closed-Won.” It continues through implementation, delivery, and ongoing success. Pipeliner CRM Projects keeps your entire team aligned on what needs to be done, who is responsible, and when it will be completed.

Solve Your Biggest Delivery Challenges:

  • End Post-Sale Drop-Off: Seamlessly manage implementations, deliveries, and upsell opportunities right from the AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. record. Your sales team retains oversight, ensuring ultimate customer successCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue..
  • Conquer Strategy & Planning Chaos: Use Custom Project Templates (like the included Account Plan) to standardize complex internal processes—from quarterly growth plans to new software adoption.
  • Eliminate Visibility Gaps: Instantly visualize timelines and dependencies with the dynamic Gantt Chart View and track progress with the intuitive Objective View. Know where you stand at a glance, so you can mitigate risks before they impact the client.

Focus on Delivery, Not Administration

Pipeliner CRM Projects is engineered for maximum clarity and minimum friction. We provide you with the tools to see the big picture and manage microtasks without ever leaving your CRM.

Core Features that Drive Success

1. The Objective View: Your Project Engine

This is the central command for execution. Think of Objectives as your key milestones or phases—the critical checkpoints that define success.

  • Milestone-Driven Progress: Break down complex projects into logical Objectives.
  • Drag-and-Drop Efficiency: Easily reorganize Objectives and move Activities (Tasks & Appointments) between them to quickly adapt to changing priorities.
  • Instant Status: See the completion percentage for each Objective updated in real-time as tasks are marked complete.

2. The Gantt Chart View: Timeline Mastery

For projects where time and sequence are critical, the Gantt View provides crystal-clear visibility that spreadsheet trackers cannot match.

  • Dynamic Timeline: View all Objectives and Activities in a weekly, monthly, or quarterly time-based chart.
  • Rapid Adjustment: Need to push a deadline? Drag-and-drop an activity on the timeline. Need more time? Stretch the duration with a simple arrow click.
  • Color-Coded Clarity: Instantly identify risk with precise status coloring: Red for Overdue, Green for Complete, Blue for In Progress/Waiting.

Built to Integrate, Built for Teams

Because Pipeliner CRM Projects lives inside your CRM, it automatically connects the dots between your sales activities, client dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning., and delivery work.

  • Complete Account Context: Link any Project directly to the associated Account record. Your team instantly sees all delivery activity under the “Projects” tab.
  • StakeholderStakeholder Stakeholder is an entity with an interest in a company, process, or product, and which is typically concerned about its wellbeing. Alignment: Easily link multiple Contacts (Stakeholders) to the project, ensuring everyone—internal and external—is informed and aligned.
  • Unified Activity Management: All project tasks and appointments flow directly into your Pipeliner CRM Activity Tab, viewable across Calendar, Task Board, or List Views, just like your core sales activities.

Customization and Automation

Stop conforming to generic project software. Pipeliner CRM lets you define your own standards for success.

  • Create Your Standards: Admins can configure Custom Project Forms to perfectly match any internal or post-sale process, such as Quarterly Business Reviews or New ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Launches.
  • Simple Completion: Projects can be marked Complete manually or automatically when the planned End Date is reached, keeping your data clean and actionable.
  • Full Searchability: Find any project, document, or related note instantly using the Global Search function.

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Frequently Asked Questions (FAQ)

Pipeliner CRM Projects is built directly into the CRM, eliminating data silos and the need for costly integrations. This means projects, whether for post-sale implementation or an internal Account Plan, are automatically linked to the associated customer Account and Contacts. You get 360-degree visibility on the entire customer relationship—from sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. to project delivery—all in one place. You don’t have to switch systems or duplicate data.

Pipeliner CRM offers two powerful ways to visualize your work:

  • Objective View: This is your milestone-driven organizer. It breaks the project down into Objectives (key goals/milestones) and the Activities (tasks or appointments) required to complete them. It’s perfect for prioritizing work based on completion percentage and task grouping.
  • Gantt Chart View: This is your timeline master. It provides a dynamic, time-based visual of your Objectives and Activities. You can easily adjust dates and durations by dragging and dropping on the chart, or by viewing the timeline by week, month, or quarterQuarter Quarter is a three-month period in a company’s fiscal year commonly used to make comparative performance analyses, detect or forecast business trends, report earnings, and pay shareholder dividends. to ensure critical deadlines are met.

Absolutely. While it’s perfect for managing flawless post-sale implementations, the flexibility of Custom Project Templates allows you to manage nearly any complex internal initiative, including:

  • Creating and tracking a Quarterly Sales Team Growth Plan (using the included Account Plan templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier.).
  • Managing the coordination and delivery of large-scale events like a Sales Kick-off Conference.
  • Tracking internal process projects like software adoption or supplier selection, keeping all related communications and documentation centralized.

Projects ensure total team alignment by integrating all project work with the existing Pipeliner CRM framework:

  • Unified Activity: All Project Tasks and Appointments appear in the same Activity Tab as your sales tasks, ensuring nothing gets overlooked.
  • Color-Coded Status: Instantly identify risk with clear color coding in both the Objective and Gantt views: Red for Overdue, Green for Completed, and Blue for In Progress.
  • Stakeholder Linking: Easily link all internal team members and external customer Contacts (Stakeholders) to the project for transparent, centralized communication.


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