Deliver
Project Progress Overview
Client Project Control
Monitor every client project in your CRM dashboard with live status and shared updates.
The Difference
Deliver Projects Fast
Manage tasks, timelines and client updates in one place so each project stays on time.
Project Board
See each project's status, owner and deadline here.
Task & Milestone Tracker
Break work into steps and never miss any deadlines.
Client Status Updates
Share progress with clients so they never have to ask us.
Project Team Access
Assign owners and share files so no project is ever late.
How it Works
How The Feature Works
Follow the process from start to finish to see how each step works within the feature.
What is Client Projects in CRM?
How do I create a client project?
Can I link a project to a deal or account?
Can I assign tasks to my team?
Can I track project status and progress?
Clientiq
Clientiq brings customer data, sales activity, and workflows together in one smarter CRM dashboard built for modern teams.