CRM Project Management Software to Deliver What You Sell
Win the deal and start delivering, without switching tools. KudosCRM is a CRM with project management built in: one click turns a won deal into a delivery project with the budget already set, a board your team actually runs, automatic health scoring, and a portal your client can watch. Sales context, delivery work, and billing stay on the same customer record from first lead to final invoice.
The Short Version
What is CRM project management software?
CRM project management software combines customer relationship management and project delivery in one system, so the deal you close and the work you deliver live on the same record.
In KudosCRM, a won deal becomes a project in one click, with the budget, files, tasks, and client portal attached to the same customer.
The Problem
The Deal Closes in One Tool and the Work Starts in Another
Handoffs lose context. Quoted scope, budget, and the sales conversation rarely survive the copy-paste into a separate project tool.
- ✕Delivery starts from a blank board and a handoff email
- ✕Project status is whatever someone last remembered to update
- ✕Clients get status meetings, and finance has to ask what to bill
How KudosCRM Handles It
The Won Deal Becomes the Project, on the Same Record
Sales context, quoted scope, and budget arrive with the project instead of dying in a handoff email. Health scores itself, and the client watches progress through a link.
- ✓The project exists before the kickoff call, budget already set
- ✓Health rescans every 15 minutes from real signals, not dropdowns
- ✓Milestones raise draft invoices as phases complete
The Project System
Run Every Client Project in One Place
A client project is more than a task list. KudosCRM brings the handoff, the plan, the money, and the client into one workspace on the same record as the deal, so nothing gets lost between “we won” and “we delivered.”
Deal to delivery, in one click
Win the deal, then turn the won deal or confirmed order into a delivery project in one click, or fire it from a workflow. The project links back to the deal and company automatically, and seeds its budget from the order total, so nothing is re-keyed into a separate PM tool.
Client project managementA board you actually run delivery on
Drag projects across planning, in progress, review, done, and blocked. Tasks roll up into a live progress bar, priority keeps the important work on top, and per-project custom fields match how your team works.
Project boardAutomatic health and a Risk Radar
Every project is scored good, at risk, or off track automatically, from overdue tasks, blocked work, staleness, schedule slip, and budget overrun. The Risk Radar spells out exactly why, so problems surface before the deadline does.
Project healthBudget vs invoiced, on the project
See the project budget against what you have actually invoiced the client: percent invoiced, remaining, and an over-budget flag, right on the record, fed straight from the order it came from.
Budget trackingA client portal they can watch
Share a secure, password-protected, expiring link so the client can watch progress: tasks, files, timeline, and billing, each section you choose to show. Read-only, and it never leaks your budget or team emails.
Client portalTasks and billing milestones
Break the work into tasks with assignees, due dates, and one level of subtasks, then flag the ones that are billing milestones. Completing a milestone can trigger a draft invoice through a workflow.
Project tasksFiles that stay with the project
Drag in deliverables and contracts, auto-categorized, versioned, and downloaded over a signed link, so every file lives on the project instead of in someone's inbox.
Project filesMembers with the right access
Add the team as owner, editor, viewer, or client, and each role sees exactly what it should. Members auto-follow the project, so the right people get the updates, and every status transition is logged on an audit timeline.
Roles & accessTemplates for repeatable delivery
Spin up onboarding, implementation, or launch projects from a built-in template with the tasks already laid out and dated, so every engagement starts the same, right way.
Project templatesAutomation hooks
Projects plug into the same workflow engine as the rest of KudosCRM. Fire a workflow when a project is created, when its status changes, when its health degrades, or when a billing milestone completes: notify the owner in Slack, create follow-up tasks, or raise the draft invoice.
WorkflowsGo Deeper
Related features
What Happens After You Win the Deal?
Four things follow the win automatically, so nothing gets lost between “we won” and “we delivered.”
The project exists before the kickoff call
One click creates it from the won deal, linked to the company, with the order total already set as the budget. No blank-page setup, no retyping.
The plan is visible to everyone
Tasks, stages, and progress live on the board, and project health cards appear on the contact, company, and deal records, so sales can answer “how is delivery going?” without asking delivery.
Risk surfaces itself
Health rescans every 15 minutes. When a project slips to at-risk, the Risk Radar shows exactly why, and a workflow can notify the owner the moment health degrades.
Billing follows the work
Milestones raise draft invoices as phases complete, and budget-versus-invoiced stays visible on the project. Finance never has to ask delivery what to bill.
What's Actually in the Box
Everything Projects Gives You
Live today, unless marked Soon — roadmap items are shown honestly rather than hidden.
Deal to delivery
Convert a won deal into a project in one click, guarded against double-convert
Spin a delivery project from a confirmed order
Auto-seed the project budget from the order total
Project links back to the deal and company automatically
Trigger the spin-up from a workflow on deal-won
Fully hands-off auto-creation for every new tenant Soon
Board, health & progress
Kanban board: planning, in progress, review, done, blocked
Drag-and-drop status moves with live progress roll-up
Automatic health: good, at risk, or off track
Risk Radar with overdue, blocked, stale, slip and budget reasons
Auto-rescan every 15 minutes, plus on-demand rescan
Per-project priority and custom fields
Budget & milestones
Budget vs invoiced with percent invoiced, remaining and over-budget flag
Tasks with assignees, due dates and one level of subtasks
Billing milestones that can trigger a draft invoice
Edit budget and override health in the UI Soon
Budget vs cost, labor and timesheets Soon
Files & client portal
Drag-and-drop multi-file upload, auto-categorized and versioned
Signed, attachment-only downloads
Client watch-portal on a password-protected, expiring link
Section gating: show tasks, files, timeline or billing independently
Never leaks budget or team emails, and read-only for clients
Members, audit & automation
Members with owner, editor, viewer and client roles, with auto-follow
Status-transition audit timeline with joins, emails and comments merged
Three built-in templates: onboarding, implementation and launch
Project health card on the contact, company and deal
Workflow events: created, status, health-degraded and milestone
Tenant-editable templates and task drag-reorder Soon
See It in the Product
Build a Clear Delivery Workflow with KudosCRM
Client delivery works best as a repeatable process, not a scramble that starts from a blank board every time. KudosCRM gives your team a simple workflow from won deal to delivered work.
Convert the Win and Plan the Work
One click turns the won deal or confirmed order into a project, budget seeded, linked to the client record. Start from a template or build the board: tasks, assignees, due dates, subtasks, and billing milestones.
Deliver and Watch Health
Drag work across the board while health rescans every 15 minutes and the Risk Radar flags trouble with reasons, so you fix causes instead of chasing status updates.
Share the Portal and Bill the Work
Give the client their portal link, and let milestones raise draft invoices as phases complete. Budget versus invoiced stays visible on the project.
CRM Project Management Software for Different Industries
Every industry delivers differently. KudosCRM works as client project management software that gives each industry one record from sold to delivered, with the budget and the client's view built in.
Deliver with the Tools Your Team Already Uses
KudosCRM connects with tools like Gmail, Outlook, Slack, Chatra, Crisp, Google Calendar, and Zoom, so project updates reach your team where they work, and the emails and meetings around every project stay on the same client record.
See All Integrations
FAQ
Frequently Asked Questions
Deliver the Work
Turn Your Next Won Deal into a Delivery Project in One Click
Start delivery in one click, spot risk early, and bill as the work completes. 14-day free trial, instant setup.