Help · Projects
Projects
Deliver what you sold — spin up a project from an order, watch its health, and keep clients in the loop.
Turn a won order into a delivery project
Spin up a project from a won order in one click — linked to the deal and company, with budget seeded and tasks laid out from a template.
Project health & the Risk Radar
How KudosCRM scores a project good, at-risk, or off-track automatically from overdue, blocked, stale, slip, and budget signals.
The client portal, explained
Share a secure, read-only portal — protect it with a password and expiry, and choose which sections clients see.
Project files & templates
Upload versioned files and start repeatable engagements from a built-in template — onboarding, implementation, or launch.
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