Manage projects, tasks, and time — inside your CRM
Kanban boards, Gantt charts, time tracking, retainers, task delegation workflows, project templates, and wikis — all connected to your client data.
Projects Connected to Your Client Data
No more switching between your CRM and a separate project tool. Everything lives in one place.
Kanban & Gantt Views
Switch between Kanban boards for quick status updates and Gantt charts for timeline planning — with drag-and-drop in both views.
Task Management & Delegation
Create tasks with assignees, due dates, priorities, subtasks, and dependencies. Delegate with automated notifications and approval workflows.
Time Tracking & Retainers
Track time against tasks and projects with one-click timers. Monitor retainer balances, billable hours, and generate time-based invoices.
Project Templates
Save any project as a reusable template with pre-configured tasks, milestones, assignees, and timelines to launch new projects in seconds.
Resource Planning
Visualize team workload and capacity across projects. Identify overallocated team members and rebalance assignments before deadlines slip.
Budget Tracking
Set project budgets, track spend in real time, and compare estimated vs actual costs with automated alerts when budgets approach limits.
Project Wikis
Attach rich-text wikis to any project for documentation, SOPs, meeting notes, and reference materials that the whole team can access.
Calendar & Portfolio Views
View tasks on a shared calendar, manage deadlines visually, and get a portfolio-level overview of all active projects and their health.
Frequently Asked Questions
How is this different from Asana or Monday?+
Unlike standalone project management tools, AutomateNexus CRM connects projects directly to your contacts, deals, and invoices. When a deal closes, a project can auto-create from a template with tasks already assigned. Time tracked flows into invoices. Client portal gives clients visibility. No syncing between separate tools.
Can clients see their projects?+
Yes. Through the white-label client portal, clients can view project boards, track task progress, upload files, leave comments, and approve deliverables — all under your brand. You control exactly what each client can see.
Does time tracking support billable hours?+
Absolutely. Mark time entries as billable or non-billable, set hourly rates per team member or project, and generate invoices directly from tracked time. Retainer tracking automatically deducts hours from a client's prepaid balance.
Can I create project templates?+
Yes. Save any project as a template including all tasks, subtasks, milestones, assignee roles, dependencies, and timelines. Launch new projects from templates with one click and customize as needed.
Is there a Gantt chart view?+
Yes. The Gantt chart view shows tasks on a timeline with dependencies, milestones, and critical path highlighting. Drag and drop to reschedule tasks, and the timeline automatically adjusts dependent tasks.
Replace Your Project Tool Today
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