True collaboration on every project.
Give everyone working on a project access to all the information relating to it.
Set up your CRM to fit your project management process, link projects to the rest of your customer records, track chargeable and non-chargeable time, keep everyone communicating, and move from project to invoice in a single click — all inside OpenCRM.
See the bigger picture
Set up your CRM to fit your project management process with custom fields and a variety of automation tools. Track key Project dates including start date, target end date and actual end date.
Link a Project to an Opportunity, Sales Order or support Ticket — giving your team the ability to see ongoing Projects as part of their wider customer relationship management.
Fit your process
Custom fields and automation shape it to your workflow.
Track key dates
Start, target and actual end dates in one view.
Linked records
Tie projects to Opportunities, Orders and Tickets.
Manage your time
See how much time — both chargeable and non-chargeable — has been recorded, completed or scheduled. Compare it to the time allocated to the Project without having to do the sums yourself.
Automatically send Reports to the head of operations, so they get an overview of all outstanding time and any overspending Projects at a glance.
Chargeable & not
See recorded, completed and scheduled time.
Compared automatically
Actual vs allocated, no sums to do yourself.
Auto reports
Overspend and outstanding time sent to ops.
Communication is key
Broadcast Emails and SMS messages to everyone on the Project, or notify individual users — keeping an audit of comments raised and responses along the way.
Set up email plans to automatically send communications to your customers about the status of their Projects, so everyone stays informed without extra admin.
Email & SMS
Broadcast to the whole team or an individual.
Full audit trail
Comments and responses all kept on record.
Automated updates
Email plans keep customers informed on status.
From project to invoice
Setting Activities linked to Projects as chargeable or non-chargeable does more than tell your team how long something is taking. From here you can create Invoices for a Project that accurately reflect the time it took to complete.
Because both are integrated elements of OpenCRM, you can move from Project Management to Invoicing with just the click of a button — no re-keying, no lost detail.
Chargeable flags
Mark activities to drive accurate billing.
Invoices from time
Bills reflect exactly how long a project took.
One-click invoicing
Move project to invoice without leaving OpenCRM.
Keep on topic with action plans
Create automated action plans so the right tasks are assigned to the right people at the right point in your project management process.
Everyone stays on the same page, because they can all access the linked Emails, Activities, Documents and attachments relevant to each individual Project.
Automated action plans
Tasks assigned at the right point, automatically.
Everyone aligned
The whole team works from the same information.
All linked in one place
Emails, activities, documents and attachments.
Project management questions, answered
The common things teams ask before running their projects in OpenCRM.
What is project management software?+
Project management software helps businesses plan, organise and track projects from start to finish. It gives teams a central place to manage tasks, deadlines, resources, milestones and project communications, helping everyone stay aligned throughout the project lifecycle.
How can project management software improve project delivery?+
It improves visibility and accountability by allowing teams to track progress, monitor workloads, identify bottlenecks and manage deadlines more effectively — helping projects stay on schedule and reducing the risk of missed deliverables.
Can project management software help teams collaborate more effectively?+
Yes. It provides a shared workspace where team members can access project information, update progress, share documents and communicate with colleagues — improving coordination and ensuring everyone works from the same information.
What features should I look for in project management software?+
Look for task management, project timelines, resource allocation, document management, time tracking, reporting, team collaboration tools and integration with your CRM system — capabilities that give greater control and visibility across your projects.
Do I have to sign a long contract?+
No. OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at any time.
Ready to deliver projects better?
See OpenCRM’s Project Management in action, or start your free trial today — no up-front commitment, no hidden fees.