Logo
Feature Image

Plan, Track, and Deliver Every Project On Time

Stop juggling spreadsheets and emails. CRMLeaf’s Project Management module centralizes planning, tracking, and team collaboration—so you finish every project on schedule and within budget.

Benefits

Why Growing Teams Trust CRMLeaf for Project Management

Whether you're in IT, construction, consulting, education, or services, CRMLeaf keeps your projects organized and your teams aligned.

Group 11501

Clear Task & Milestone Planning

Break projects into tasks, set deadlines, and track milestones with complete visibility.
Group 11302

Smart Team Assignments

Assign work to the right team members and see who’s responsible for what.
Group 11103

Real-Time Project Updates

Know where every task stands—without chasing emails or chats.
Group 11704

Progress Tracking Dashboards

Visualize project timelines, delays, and completions instantly.
Features

Built for Teams That Deliver Projects on Time

CRMLeaf’s Project Management Module brings structure, clarity, and control to every phase of your work.

Group 121

Task Management

Create, assign, and prioritize tasks with due dates, dependencies, and statuses.
Group 119

Milestone Tracking

Set key project milestones and monitor overall progress toward delivery.
Group 123

Collaboration Tools

Share files, comment on tasks, and track conversations in one platform.
Group 69 (1)

Integrated Communication

Keep discussions tied to the right tasks—no need for separate tools or threads.
Group 125

Project Dashboards

Get visual reports on task statuses, team workload, and project timelines.
Group 118

Mobile Access

Update projects, assign tasks, and track progress from any device.
Services

Project Management That Keeps You in Control

CRMLeaf’s Project Management module is built to help you organize, collaborate, and deliver every time.

Custom Workflows

Define your process with task stages, dependencies, and triggers tailored to your team.

All-in-One Project Center

No more scattered tools. Everything related to a project stays in one place.

Smart Notifications

Stay on track with alerts for task assignments, due dates, and updates.

Team Alignment

Assign tasks, share updates, and keep everyone on the same page.

Insightful Dashboards

Monitor workload, identify bottlenecks, and improve delivery timelines.

Client Access Option

Grant limited access to clients so they can track project progress, timelines, and deliverables without micromanaging.

Contact

Take Control of Business Expenses with CRMLeaf

Stop wasting time on manual entries and messy records. Get clarity, control, and efficiency with CRMLeaf’s Expenses Module.

location
Location:
2059 Camden Ave. #118, San Jose, CA – 95124

Ready to Transform your Workforce?

Our experts will show you how our app can streamline your team's work.