A bespoke, responsive, and user-friendly Job/Project Management CRM Web Application designed to help service businesses, agencies, consultancies, and operational teams effectively manage jobs, projects, clients, and tasks in one integrated platform.
CRM
Project Management
3 Weeks
The platform will combine CRM functionalities (like client management, job pipelines, communication logs) with project management tools (task tracking, scheduling, reporting) — tailored to the specific workflows and priorities of the business.
85%
Easier Navigation than other CRM
70%
Optimized more
90%
Seamless & intuitive user experience
What is integrated
This tailored Job/Project Management CRM Web Application will help businesses:
Streamline project and job management
Improve internal and client communication
Track team workload and productivity
Centralize client information and job history
Customize workflows to fit their unique processes
Widget-based dashboard: Users can select, rearrange, and pin dashboard widgets
Key widgets:
Active Jobs/Projects
Task Status Overview (Today, Overdue, Completed)
Team Workload
Upcoming Deadlines
Client Requests
Quick Notes
Quick action buttons: Create Job, Create Task, Add Client
Task List and Kanban View: User-selectable based on preference
Task Attributes:
Title
Job/Project Association
Priority
Due Date
Assigned To
Progress & Status
Attachments
Subtask support with independent progress tracking
Task dependencies (e.g., Task B starts after Task A)
Teck Stack
Schedule &Calendar Integration
Visualize job deadlines, task schedules, and events.
Unified Calendar View: Jobs, tasks, meetings, and deadlines
Drag-and-drop rescheduling
Sync with Google/Outlook Calendar (optional)
Color-coded events by type (Job, Task, Meeting)
