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 to ensure 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. This flexibility makes Pipeliner CRM the perfect tool for tracking any complex series of activities, whether it’s an internal initiative like choosing a new supplier or organizing your yearly sales kick-off conference.
  • 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.
  • Keep Stakeholders Informed: Every project comes with dedicated Feeds, Documents, and Notes tabs, ensuring all background information, communication, and attachments are organized in one place. Easily email selected files to the main Account or your primary StakeholderStakeholder Stakeholder is an entity with an interest in a company, process, or product, and which is typically concerned about its wellbeing. directly from the Documents tab.

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

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. You can even copy or delete entire Objectives, choosing to copy or reassign the associated Tasks, saving you hours of manual reorganization.
  • Instant Status: See the completion percentage for each Objective updated in real-time as tasks are marked complete.
Project management feature using project in Pipeliner CRM
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. Use the ‘Jump to Today’ and ‘Jump to the first planned activity’ buttons to instantly navigate your timeline.
  • Color-Coded Clarity: Instantly identify risk with precise status coloring: Red for Overdue, Green for Complete, Blue for In Progress/Waiting. Stay focused by always seeing the current date highlighted.
Project management feature using Projects in Pipeliner CRM

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.
  • Stakeholder Alignment: Easily link multiple Contacts (Stakeholders) to the project to ensure 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. You can even define the working days for your organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)., ensuring Task Duration is accurately calculated in working days, not calendar days.
  • Simple Completion: Projects can be marked Complete manually or automatically when the planned End Date is reached, keeping your data clean and actionable. When you manually complete a project, you’re prompted to confirm if associated Tasks should be completed or future appointments deleted, ensuring total data accuracy.
  • Full Searchability: Find any project, document, or related note instantly using the Global Search function.

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Frequently Asked Questions (FAQ)

Standard project management tools are standalone and isolated from your customer data. Pipeliner CRM Projects is fully integrated within your CRM. This means every project, task, and milestone is automatically linked to the relevant Account and Contact records, giving sales and delivery teams complete customer context without switching applications. This eliminates data silos and ensures that post-sale execution directly drives customer success and upsell potential.

You can use Pipeliner CRM Projects for both! While it is ideal for managing post-sale client implementations and deliveries, the module’s flexibility and Custom Project Forms allow you to standardize any complex process. Common internal uses include creating Quarterly Growth Plans, managing software adoption initiatives, or coordinating marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. campaigns and sales kick-offs.

They offer two critical perspectives. The Objective View is your execution engine, focusing on breaking down work into milestones and managing tasks (Activities). The Gantt Chart View is your timeline mastery tool, offering a dynamic, time-based visualization of all objectives and activities. You can use the Gantt Chart to quickly adjust deadlines via drag-and-drop and spot risks using the color-coded statuses (Red for Overdue).

Pipeliner CRM offers extensive customization. Admins can create Custom Project Forms to define fields that perfectly match your specific internal or external processes (e.g., fields for a Quarterly Business Review differ from those for a Software Implementation). Furthermore, you can define your organization’s Working Days to ensure that task durations are calculated in business days, providing a highly accurate view of your team’s workload.

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