Plan, organize, and execute projects with complete visibility from start to finish. Cloud-based solution with no downloads, seamless team collaboration, and real-time tracking built right into your CRM.
Salesboom proudly stands as the only Cloud CRM vendor offering integrated online CRM software with comprehensive project management capabilities for businesses of all sizes. This powerful combination eliminates the need for separate systems, giving you complete visibility into every aspect of your business operations.
Traditional project management approaches force teams to juggle multiple disconnected tools—one for customer relationships, another for project tracking, and yet another for time management. This fragmentation creates data silos, duplicate entry, communication gaps, and missed opportunities.
Our web-based project management software ties all tasks, events, and customer interactions directly into the CRM system. Every project is connected to the customer it serves, every task is linked to the team member responsible.
This integration transforms how businesses plan, execute, and deliver projects while maintaining strong customer relationships throughout the process. Every timeline is visible to stakeholders in real-time.
Project management is a methodical approach to planning, organizing, and guiding project processes from start to finish. It can be applied to any type of project and is widely used to control complex processes across industries—from software development to construction, engineering to marketing.
At its core, a project is a temporary group activity designed to produce a unique product or service with defined starting and ending points, specific resources, and time constraints. Project teams often include employees who don't usually work together, sometimes spanning different departments, branches, and geographic locations.
Effective project management software allows organizations to execute projects efficiently while tying results directly to business goals and objectives. This strategic competency enables companies to compete more effectively in the market by delivering consistent, predictable results.
Businesses face significant challenges without proper project management methodology:
Professional project management eliminates these risks through structured processes, clear communication, and comprehensive visibility.
Salesboom's CRM and project management software addresses all core components required for successful project execution
Define why the project is necessary and how it aligns with business objectives. Document the business case, expected ROI, and strategic value to ensure resources are allocated to projects that drive meaningful results.
Determine detailed project requirements, specify quality standards for deliverables, estimate required resources accurately, and establish realistic timelines that account for dependencies and constraints.
Prepare comprehensive reports to justify project expenses and secure stakeholder buy-in. Track budgets throughout the project lifecycle, comparing estimated costs against actual expenditures to maintain financial control.
Develop and execute detailed business plans for each project, outlining phases, milestones, deliverables, responsibilities, and success criteria that guide teams from kickoff to completion.
Proactively manage risks, issues, and changes throughout the project. Identify potential obstacles early, develop mitigation strategies, and adapt plans as circumstances evolve to keep projects on track.
Monitor project progress continuously using real-time dashboards and reports. Track task completion, resource utilization, milestone achievement, and timeline adherence to ensure nothing falls through the cracks.
Keep a vigilant eye on project budgets with detailed expense tracking and variance analysis. Receive alerts when costs approach limits and make data-driven decisions to prevent budget overruns.
Salesboom's web-based CRM and project management software delivers specialized capabilities for project-driven organizations across industries
Manage complex builds from bid to completion. Track subcontractors, materials, schedules, and budgets while maintaining client relationships. Document site progress with photos and manage change orders.
Manage design projects with complete visibility into revisions, approvals, and deliverables. Coordinate multidisciplinary teams, track billable hours, and manage client communications.
Automate development processes with agile project management capabilities. Track sprints, manage backlogs, coordinate releases, and link customer feedback directly to development tasks.
Connect campaign planning with client relationships. Manage creative workflows, track deliverables across channels, coordinate team resources, and demonstrate ROI with integrated reporting.
Manage client onboarding, compliance projects, and service delivery initiatives with full audit trails. Track regulatory requirements and coordinate multi-step processes.
Orchestrate complex logistics, vendor coordination, and client expectations. Track event timelines, manage supplier relationships, and coordinate team responsibilities.
Manage product development, supplier coordination, and quality initiatives. Coordinate cross-functional teams, track testing protocols, and manage compliance requirements.
Any business managing complex, time-critical projects benefits from our integrated approach. Whether accounting, consulting, legal, or other services—we adapt to your workflow.
Traditional installed software like MS Project creates barriers that cloud-based solutions eliminate entirely
No downloads, installations, or complex networking required—just internet access and a web browser. Any device becomes an instant project management workstation.
Everyone works with the same current information simultaneously, eliminating version conflicts and communication gaps. Updates happen automatically as team members make changes.
Updates and new features are delivered automatically with zero IT effort required. No version upgrades, compatibility concerns, or additional costs.
Stay on top of projects from anywhere, anytime, on any device—without compromise. Office desktops, home computers, laptops, tablets, and smartphones all work seamlessly.
Security is built-in with role-based permissions that allow only authorized users to access sensitive project data. Cloud infrastructure scales automatically.
Your IT resources are minimized, allowing time to focus on creating project management plans and delivering value rather than maintaining software infrastructure.
Salesboom's web-based CRM and project management solution provides instant access to your most up-to-date critical project information in real-time. In a truly on-demand world, can you afford not to be on top of things?
Instant visibility into task status, completion percentages, and blockers across all projects. Monitor progress continuously without waiting for status meetings.
Current budget tracking showing actual expenditures versus estimates with variance alerts. Track both committed costs and actual expenditures for complete visibility.
Resource utilization dashboards revealing who is overloaded and who has capacity. Balance workloads and optimize team productivity.
Timeline visualization showing critical path dependencies and potential scheduling conflicts. Identify problems early and take corrective action.
Client communication logs capturing every interaction in the context of project work. Maintain complete customer history throughout project lifecycle.
Mobile access enabling field teams to update progress from job sites instantly. Document version control ensures everyone works with current specifications.
Salesboom's integrated time tracking functionality provides comprehensive visibility into how time and resources are actually used versus initial estimates. This historical view enables data-driven planning for future projects based on experience rather than guesswork.
By tracking time, resources, and costs throughout project execution, you gain invaluable insights into performance patterns:
Each completed project becomes a learning opportunity that shapes future workflow processes and improves organizational performance.
The true power of Salesboom emerges from the seamless integration between CRM and project management. Every project exists in the context of the customer relationship it serves, creating unprecedented visibility and coordination.
Projects automatically linked to customer accounts with complete relationship history. Sales opportunities seamlessly converting to projects when deals close.
Customer service tickets triggering project tasks for issue resolution. Project milestones automatically updating customer communication timelines.
Billing and invoicing connected to both project completion and customer accounts. Team members seeing complete customer context when working on tasks.
This unified approach eliminates the disconnects that plague organizations using separate CRM and project management tools. Sales teams know exactly what's being delivered and when. Project teams understand customer expectations and history. Customer service has visibility into project status when fielding inquiries. Finance can reconcile project costs against customer revenue.
The Salesboom CRM project management system integrates fully with customizable reporting, analytics, and business intelligence tools, providing flexible visibility into all projects—finished, current, and planned.
Transform raw project data into strategic insights that drive better decision-making:
With comprehensive analytics, project-based organizations can make informed decisions that drive continuous improvement with each completed initiative.
Salesboom delivers unique advantages that separate our solution from competitors offering either standalone CRM or standalone project management tools
Not just connection—built into a unified platform from the ground up. Eliminates data synchronization issues, duplicate entry, and gaps between separate systems.
No downloads or installation required. Instant deployment without IT projects, compatibility testing, or software distribution challenges.
Unlike MS Project and other traditional tools, seamless real-time data sharing among team members out of the box. Everyone works with current information automatically.
Eliminate large upfront software purchases, ongoing maintenance costs, server infrastructure expenses, and IT staffing requirements. Predictable monthly pricing.
New features, enhancements, and capabilities delivered automatically without version upgrades, compatibility concerns, or additional costs.
Replace multiple point solutions with a single platform handling CRM, project management, time tracking, resource planning, reporting, and analytics.
Deep expertise in helping project-based organizations succeed. Benefit from features refined through years of real-world usage across industries.
Access from any device, any location, at any time. Office desktops, home computers, laptops, tablets, and smartphones—all with full functionality.
Many businesses struggle with Microsoft Project and similar desktop tools that create information silos and collaboration barriers. Migrating to Salesboom's integrated cloud platform eliminates these frustrations while preserving the project management rigor your team depends on.
The migration process is straightforward with Salesboom's implementation support:
Once you truly gain full visibility into your company's business processes through integrated CRM and project management, you'll never want to go back. We guarantee it.
Salesboom makes getting started with integrated CRM and project management simple and risk-free. Experience the power of unified project and customer management with no obligation and no credit card required.
During your trial, our team provides support to help you maximize the platform's value for your specific business needs.
Contractors, construction companies, engineering firms, event management companies, software development teams, financial services organizations, and any business managing complex projects can automate processes and achieve greater efficiency with Salesboom's cloud-based solution.
Don't waste time and money working with out-of-date information in disconnected systems. Unplug your software and undo your restrictions with Salesboom's Software-as-a-Service web-based project management integrated with complete CRM capabilities.
Experience the power of integrated project and customer management in one cloud platform. Start your free 30-day trial today—no downloads, no credit card required, full functionality included.
Salesboom's web-based CRM and project management software combines customer relationship management with comprehensive project planning, tracking, and execution capabilities in one unified cloud platform. Our integrated solution eliminates the need for separate systems, enabling seamless collaboration, real-time visibility, and complete control over projects from start to finish. With 22+ years of innovation, we help construction companies, engineering firms, software developers, and project-driven organizations across industries manage complex initiatives while maintaining strong customer relationships.
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