CRM for Project Delivery: A Feature Overview
OpenCRM doesn’t treat project management as a bolt-on feature.
It’s a fully integrated part of the system, designed to connect sales, delivery, and finance into one seamless workflow.
Key Takeaways
- Projects are created directly from opportunities
- All communication and data is centralised
- Automation supports consistent delivery
- Time tracking and invoicing
- The system is fully configurable
What Makes OpenCRM’s Project Features Different?
The strength of OpenCRM lies in flexibility.
Rather than using separate tools, everything sits within a single system — ensuring consistency, visibility, and control across every project. The best way to get a helicopter view of your business, including this crucial element, is to actually deliver what has been promised.
Quick Links
Project Creation from Opportunities
Projects can be created directly from won deals. With a single click, you can create the project record, forming the start of the delivery phase.
All associated data — contacts, emails, notes — can move with it automatically. Email the key principles from the project itself directly, and keep all outbound emails and their replies in one place.
Why it matters:
No duplication, no lost information, and faster onboarding. Not only keeping your customer informed, but your management team as well.
Centralised Project View
Each project holds everything in one place:
- Emails
- Activities
- Documents
- Notes
This creates a complete and accessible project record.
Task Automation and Workflow Control
Automated workflows ensure tasks are assigned at the right time and to the right people. Utilise Action Plans & Email Plans to save time and propel efficiency to its limits.
Why it matters:
- Consistent delivery
- Reduced manual effort
- Fewer missed steps
Time Tracking and Cost Management
Track time against projects and compare it to planned effort.
Why it matters:
- Better cost control
- Early visibility of overruns
- Clear profitability insights
Built-In Communication Tools
Communication is linked directly to projects, including:
- Emails
- Notifications
- Activity updates
Why it matters:
Everything is visible, searchable, and auditable. Keep colleagues who may not be actively involved in the loop.
Integrated Invoicing
Projects connect directly to invoicing processes. Produce an invoice for ad hoc work.
Why it matters:
- Faster billing
- Improved accuracy
- Reduced admin workload
Customisation and Flexibility
OpenCRM allows you to tailor:
- Fields
- Workflows
- Permissions
Why it matters:
The system adapts to your business, not the other way around, so you don’t have to change how you work just to make software fit. Whether it’s your processes, terminology, or reporting, everything flexes to match your real-world operations
Final Thoughts
OpenCRM’s project management features aren’t just about tracking tasks — they’re about connecting your entire business workflow.
From first contact to final invoice, everything works together to deliver better outcomes.
