The CRM That Manages Your Projects Too
AutomateNexus CRM includes full project management — Kanban, Gantt, time tracking, retainers, templates, wikis, and task delegation — connected to your contacts and deals.
Your PM Tool and CRM Are Disconnected
You close a deal in the CRM, then manually set up a project in Asana or Monday. Time tracked in one tool does not flow to invoicing in another. Client context is lost between platforms. Your team wastes hours switching tools and copying data.
Win the Deal, Deliver the Project — One Platform
AutomateNexus CRM connects your sales pipeline directly to project delivery. When a deal closes, auto-create a project from a template. Track tasks on Kanban boards or Gantt charts. Log time against retainers. Generate invoices from tracked hours. Clients see progress in their portal. Everything is connected.
Key Features
Kanban & Gantt Views
Visualize work on drag-and-drop Kanban boards or timeline Gantt charts with dependencies.
Time Tracking & Retainers
Built-in timer, manual time entry, billable/non-billable tracking, and retainer budget management.
Task Delegation Workflows
Auto-assign tasks based on skills, availability, and workload with escalation rules.
Project Templates
Save project structures with predefined tasks, milestones, and workflows for one-click setup.
Resource Planning
View team capacity, allocate resources across projects, and prevent overallocation.
Project Wikis
Per-project knowledge base with rich text, images, file attachments, and search.
Frequently Asked Questions
Does this replace Monday.com or Asana?+
For most agency and services teams, yes. You get Kanban, Gantt, time tracking, retainers, and templates. For engineering sprint planning, a dedicated tool may still be preferred.
Can clients view project progress?+
Yes. The client portal shows project milestones, deliverables, and task status in real time.
Does time tracking connect to invoicing?+
Yes. Tracked hours can be converted to invoices with one click, including billable rate calculations.
Can I create project templates?+
Yes. Save any project as a template with tasks, milestones, and dependencies for quick reuse.
Ready to Get Started?
Start your 7-day free trial and experience the power of crm with project management. No credit card required.