True collaboration on every project.
Manage projects, time and invoicing in one connected system.
Set up your CRM to fit your project management process, link projects to the rest of your customer records, track chargeable and non-chargeable time, keep everyone communicating, and move from project to invoice in a single click — all inside OpenCRM.
Projects connected to your CRM, not sat apart from it
Unlike a standalone project tool, OpenCRM links projects directly to the opportunities, orders and support tickets they came from — so delivery, billing and customer history all live in one place.
Projects linked to your CRM
No separate tool to maintain — projects sit alongside every other customer record.
Opportunities, support and projects connected
Sales, delivery and service all reference the same underlying record.
Chargeable and non-chargeable time tracking
See exactly what’s billable and what isn’t, without extra spreadsheets.
One-click invoicing
Move from project management to invoicing without re-keying anything.
UK-hosted and supported
Your project and customer data sits on UK infrastructure, backed by a UK-based team.
Configurable around your processes
Custom fields, layouts and action plans shaped around how you deliver work.
Built for any team that delivers projects for customers — including project teams across healthcare, education, manufacturing, professional services and technology.
Read the NIHR Clinical Research Network case study →See the bigger picture
Set up your CRM to fit your project management process with custom fields and a variety of automation tools. Track key project dates including start date, target end date and actual end date.
Link a project to an opportunity, sales order or support ticket — giving your team the ability to see ongoing projects as part of their wider customer relationship management.
Fit your process
Custom fields and automation shape it to your workflow.
Track key dates
Start, target and actual end dates in one view.
Linked records
Tie projects to opportunities, orders and tickets.
From project to invoice
Setting activities linked to projects as chargeable or non-chargeable does more than tell your team how long something is taking. From here you can create invoices for a project that accurately reflect the time it took to complete.
Because both are integrated elements of OpenCRM, you can move from project management to invoicing with just the click of a button — no re-keying, no lost detail.
Chargeable flags
Mark activities to drive accurate billing.
Invoices from time
Bills reflect exactly how long a project took.
One-click invoicing
Move project to invoice without leaving OpenCRM.
Manage your time
See how much time — both chargeable and non-chargeable — has been recorded, completed or scheduled. Compare it to the time allocated to the project without having to do the sums yourself.
Automatically send reports to the head of operations, so they get an overview of all outstanding time and any overspending projects at a glance.
Chargeable & not
See recorded, completed and scheduled time.
Compared automatically
Actual vs allocated, no sums to do yourself.
Auto reports
Overspend and outstanding time sent to ops.
Communication is key
Broadcast emails and SMS messages to everyone on the project, or notify individual users — keeping an audit of comments raised and responses along the way.
Set up email plans to automatically send communications to your customers about the status of their projects, so everyone stays informed without extra admin.
Email & SMS
Broadcast to the whole team or an individual.
Full audit trail
Comments and responses all kept on record.
Automated updates
Email plans keep customers informed on status.
Keep on topic with action plans
Create automated action plans so the right tasks are assigned to the right people at the right point in your project management process.
Everyone stays on the same page, because they can all access the linked emails, activities, documents and attachments relevant to each individual project.
Automated action plans
Tasks assigned at the right point, automatically.
Everyone aligned
The whole team works from the same information.
All linked in one place
Emails, activities, documents and attachments.
Project management questions, answered
The common things teams ask before running their projects in OpenCRM.
What is project management software?+
Project management software helps businesses plan, organise and track projects from start to finish. It gives teams a central place to manage tasks, deadlines, resources, milestones and project communications, helping everyone stay aligned throughout the project lifecycle.
Can I link projects to opportunities and customers?
Yes. Projects can be linked directly to opportunities, sales orders and support tickets, so delivery sits alongside the rest of the customer relationship rather than in a separate tool.
Can I track chargeable and non-chargeable time?
Yes. Time can be recorded and flagged as chargeable or non-chargeable, compared automatically against what was allocated, with overspend reported to the team automatically.
Can OpenCRM generate invoices from project time?
Yes. Chargeable time recorded against a project can be converted straight into an invoice with a single click, without re-keying anything.
Can project tasks be assigned automatically?
Yes. Automated action plans assign the right tasks to the right people at the right point in your process, based on rules you define.
Can customers receive automated project updates?
Yes. Email plans can automatically keep customers informed of project status, without extra admin for your team.
Can OpenCRM replace separate project management software?
For many teams, yes — particularly where projects are tied to sales, service or billing. Because it’s part of your CRM rather than a standalone tool, project data connects directly to the rest of the customer relationship.
Can I customise project workflows?
Yes. Custom fields, layouts, action plans and automation are all configurable, so OpenCRM reflects how your team actually delivers projects.
How can project management software improve project delivery?+
It improves visibility and accountability by allowing teams to track progress, monitor workloads, identify bottlenecks and manage deadlines more effectively — helping projects stay on schedule and reducing the risk of missed deliverables.
Can project management software help teams collaborate more effectively?+
Yes. It provides a shared workspace where team members can access project information, update progress, share documents and communicate with colleagues — improving coordination and ensuring everyone works from the same information.
What features should I look for in project management software?+
Look for task management, project timelines, resource allocation, document management, time tracking, reporting, team collaboration tools and integration with your CRM system — capabilities that give greater control and visibility across your projects.
Do I have to sign a long contract?+
No. OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at any time. See pricing for details.
Ready to deliver projects better?
See OpenCRM’s project management in action, or start your free trial today — no annual up-front commitment, no hidden fees.