Feature
Project Management
Turn closed deals into projects with tasks, timelines, and client collaboration — so delivery never leaves the CRM.
Win the deal, then deliver the work.
Deal Pipeline
Q2 · 8 dealsEverything in Project Management, in one place.
No add-ons, no upgrade walls. These come standard — sharing the same records, automations, and agents as the rest of your CRM.
Tasks & boards
Timelines & milestones
Time tracking
Client collaboration
Templates
Workload view
Live in a day. Working for you on day one.
Connect in minutes
Turn it on from your workspace, sync the tools you already use, and your data lands clean and structured — no implementation project.
Let the agents work
Karrie and the specialist agents pick up the busywork automatically — drafting, routing, and scoring around the clock with a full audit trail.
Ship outcomes faster
Your team focuses on the work only humans should do. Everything else runs on autopilot, with humans in the loop wherever it matters.
Project Management plugs into the tools you already run.
With 80+ native integrations — Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier, and n8n — your data syncs two ways and stays in sync. No middleware, no custom code.
Browse all integrationsEvery action an agent takes inside Project Management is logged with a full audit trail, and sensitive steps wait for human approval — so you stay in control as automation scales.
Questions about Project Management
Turn closed deals into projects with tasks, timelines, and client collaboration — so delivery never leaves the CRM.
Pairs well with the rest of the platform.
Put Project Management to work.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.