Show Every Stakeholder the Full Project Plan in One View
Stop rebuilding timelines in slides before every client call. CrmLeaf's Project Roadmap module gives you a live, visual plan spanning every phase, milestone, and dependency - always up to date.
- Free 15-day trial
- No credit card
- Free onboarding
Trusted by teams building and shipping for clients
What's inside
Built for Teams That Need Project Roadmap
Everything you need to keep this part of your projects under control, without switching tools.
- 01
Visual Timeline Builder
Lay out phases, milestones, and tasks on a single interactive timeline.
- 02
Multi-Project View
Compare roadmaps across projects to spot resourcing conflicts early.
- 03
Client-Facing Roadmaps
Share a clean, branded roadmap view with clients without exposing internal task detail.
- 04
Real-Time Updates
Roadmap reflects task and milestone changes automatically - no manual redraws.
- 05
Dependency Highlighting
See which phases block others directly on the timeline.
- 06
Export & Presentation Mode
Export the roadmap as a polished view for QBRs and client meetings.
In control
Project Roadmap That Keeps Work Moving
No more spreadsheets, sticky notes, or scattered updates.
- 01
Custom Timeline Views
Switch between weekly, monthly, and quarterly zoom levels.
- 02
Centralized Planning Hub
Every project's roadmap lives in one searchable place.
- 03
Stakeholder-Ready Sharing
Generate a client-safe roadmap link in one click.
- 04
Cross-Project Visibility
Spot scheduling conflicts across your whole project portfolio.
How it works
How Project Roadmap Works
From setup to outcome, in four steps.
- 01
Build
Lay out phases, milestones, and tasks on one interactive timeline.
- 02
Link
Roadmap pulls live data from Milestones and Tasks automatically.
- 03
Share
Generate a client-safe view or export for a QBR.
- 04
Adjust
Drag to reschedule; downstream items shift automatically.
- saved rebuilding slides
- 6 hrs/wk
- of projects visualized in one view
- 100%
- faster stakeholder updates
- 3x
- manual redraws needed
- 0
Roadmap Connects Milestones to Client Reporting
The Roadmap pulls from Milestone Management and Task Management, and feeds directly into client-facing status reviews - no separate deck to maintain.
Compare
Project Roadmap: Manual vs CrmLeaf
The same work, without the busywork.
- Client updatesWithout:Rebuilt in slides each weekWith:Live link, always current
- Cross-project visibilityWithout:Checked project by projectWith:One consolidated view
- Schedule changesWithout:Manually redrawnWith:Auto-adjusts downstream
- Stakeholder prep timeWithout:2-3 hours before each reviewWith:Under 15 minutes
What Teams Say
"Every client review used to start with someone rebuilding the timeline slide the night before. Now I just share the live roadmap link - it's one less tool we pay for and rebuild by hand."
FAQ
Project Roadmap FAQs
Yes. A client-facing view shows phases and milestones without exposing internal task-level detail.
Ready to Transform Your Workforce?
Our experts will show you how CrmLeaf's Project Roadmap module can streamline your team's work.
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