Project Management Module

Overview

The Project Management module in MiniCRM helps you manage and track tasks, services, and customer projects after a sale has been completed. It ensures that what was promised during the sales process is actually delivered—on time and according to plan.

It’s ideal for teams that want to organize and monitor ongoing work, deliveries, or service processes in a structured way.

What Can You Use It For?

You can use the module to manage:

  • Project implementation (e.g., onboarding, installations)
  • Ongoing customer services (e.g., marketing campaigns or IT work)
  • Internal development tasks
  • Client-based or recurring work (e.g., monthly services)
  • Tracking who works on what, when, and how progress is going

Key Features

Record-Level Task Management

Assign tasks to your team members directly in the project. Everyone sees what they need to do and when it’s due.

Shared Workspace

Each project serves as a central workspace where all customer info, notes, emails, files, and tasks are stored in one place.

Status Tracking & Automation

Easily track project statuses and trigger automatic actions (e.g., reminders, status changes, or notifications).

Responsibility Assignments

Assign clear ownership so everyone knows who is responsible for each phase or task.

Typical Use Case in Workflow

Example: After a client signs a contract…

  1. A new project record is created in the Project module.
  2. The project manager is assigned, and project phases are set.
  3. Tasks are created and scheduled for relevant team members.
  4. Communication with the client (emails, files, updates) is logged in one place.
  5. The project progresses through each stage until successfully completed.
  6. Final reports or feedback are added, and the project is archived or marked as completed.

Who Is It For?

  • Project managers
  • Customer success teams
  • Service delivery departments
  • Any team responsible for executing sold services

Key Benefits

✅ Keeps projects organized and transparent
✅ Improves accountability and collaboration
✅ Reduces missed deadlines and communication gaps
✅ Allows management to see real-time project updates and workload
✅ Can be customized to fit your internal workflows

Summary

The Project Management module in MiniCRM transforms sold services into well-executed projects. It helps keep your team on track, your clients informed, and your promises delivered.

It’s more than just a task list—it’s a centralized system for managing clients, deadlines, responsibilities, and results, all built into your CRM.