From project kickoffs to completions, the CollabCRM Project Management module helps you manage every phase in one connected platform. No more delays, missed handoffs, or revenue leaks; just aligned teams, optimized resources, and transparent billing that maximize profitability without chaos.
Before CollabCRM
After CollabCRM
Saves Time
60%
Drop in internal miscommunication
Resource Optimization
95%
Accuracy in resource forecasting
CollabCRM offers a project management tool that goes beyond task tracking. It gives you full control over projects, resources, and timelines. Here are the features, making it a game-changer.
Visualize and manage daily workload with an interactive donut chart showing logged vs. available hours, quick add options for instant updates, and real-time sync for accurate planning.
Get boss-level clarity on resource availability, projects by type and status, pending approvals, workload distribution, signed-off deliveries, and more in real time.
Manage every aspect of your projects, from listing and bulk imports to detailed views to visibility over tasks to billing hours; get access to the necessary data in one place.
Access detailed timesheet reports submitted by team members to validate working hours with tasks done for project progress tracking and timely invoice generation.
Project managers can view real-time data on who’s available, who’s overbooked, and who can take on a project as per the skill metrics matches.
Utilize custom columns and drag-and-drop tasks to create Kanban boards for your project tasks and switch between tab views like backlog, issues, and notifications.
Not every role needs the same level of access. CollabCRM Project Management Platform offers role-based accessibility. From sales teams tracking client commitments to project managers monitoring timelines and developing logging tasks, every feature of it is tailored for a specific user’s responsibility.
Seamlessly create projects from won deals in CRM without duplicate data entry.
Update key project details instantly to ensure accuracy from day one.
Import multiple projects in one go using guided templates.
Stay informed with real-time logs to manage client expectations and billing.
Get notified of new assignments and start planning immediately.
Find and allocate the right talent for every project milestone.
Set goals, monitor progress, and track issue lists, backlogs, and completed sprints to keep work on track.
Access actionable insights on hours, costs, and progress to support billing and performance reviews.
Always know what the next project or task is assigned to with timely updates.
Move tasks through stages effortlessly from Assigned to In Progress to Completed.
Log hours accurately with work done to keep billing and progress on track.
See how you can use the full potential of CollabCRM Project Management module to streamline project planning, tracking, and collaboration without the usual chaos.
No more guesswork. Get instant reports and insights that help you track project progress and optimize performance effortlessly.
See how your team’s time is allocated across tasks every day.
Have clarity on who is fully booked and who has capacity so you can plan new projects, allocate resources efficiently, and reduce idle time.
Get a detailed breakdown of actual hours spent on each task or project.
Analyze which project models deliver higher margins, better timelines, and client satisfaction to make data-driven business decisions.
Access a real-time view of all issues, blockers, or escalations across projects to resolve them before they derail timelines or budgets.
Stay informed with a prioritized list of pending tasks, features, or deliverables to ensure nothing gets lost in the shuffle and be focused on what drives the most value.
These words don’t just inspire us. They shape everything we build and believe in.
Managing Partner
Director, Spiral Technolabs
CEO, Jiyosoft
CollabCRM is recognized as a top performer in customer relationship innovation — trusted by leading industry evaluators in 2025.
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For everything you might be wondering about CollabCRM, here are the answers.
Businesses need project management software to keep projects organized and on track. It centralizes planning, task assignments, resource allocation, and more, which helps to reduce delays and miscommunication.
When you use the right project management tool like CollabCRM, you can:
Not quite. Task management software helps you organize to-dos, while project management tools cover project planning, timelines, dependencies, resources, reporting, and more.
CollabCRM combines project tracking, resource management, workflows, real-time dashboards, and CRM into one connected platform. So, your business can manage projects smartly, and this makes it the best project management software.
CollabCRM's project management module is different because it:
In short, CollabCRM is designed for companies that want more than just project tracking.
Yes. The platform comes with native integrations for CRM, HR, invoicing, and more, so your business functions stay connected.
Yes. CollabCRM comes with config and master data features, which allow you to create custom workflows, build dashboards tailored to your KPIs, and generate custom reports that reflect the exact metrics you need. So, you can manage your processes your way.
Definitely. CollabCRM's project management module allows you to add custom fields to tasks, set unique parameters for milestones, and track deliverables based on what matters most to your organization through config and master data features.
Yes. The platform supports @mentions, tagging, and real-time notifications for task updates, comments, and approvals.
Absolutely. You can define dependencies between tasks, set priorities, and visualize them on different charts (Bar, Gantt, Donut, Pie, etc.), use Kanban boards for agile project management, and more.
Yes. The platform includes built-in issue tracking and bug reporting to help development teams log, assign, and resolve issues without switching tools.
Yes. You can create custom reports based on your KPIs, which include task completion rates, resource utilization, project health, and more.
Yes. Dynamic dashboards display live project data, including timelines, workload distribution, hours utilization, and risk indicators, which can help to make informed decisions.
Data security is our top priority. We have secured CollabCRM using enterprise-grade encryption, role-based access control, and compliance with international security standards like GDPR, ISO 27001, and SOC 2 Type 2. All of it ensures that your data stays protected at every level.
It’s very easy. CollabCRM comes with a Data Migration feature, which is located in its administration module. It allows you to migrate all your project data to CollabCRM in simple steps.
Step 1: Select the Project Management data migration option
Step 2: Click on the data migration type
Step 3: Add each project’s data manually by clicking on the (+) sign or bulk import by selecting the file option and uploading your Excel sheet with the exact fields you’ve configured in it.
Voila, the migration is done. Along with that, you can also view its history to check who has done what and when for better tracking.
Yes. We offer comprehensive onboarding assistance, training sessions for teams, and ongoing support. Whether you need quick tutorials or dedicated workshops, we ensure your team gets the most out of the platform.
From onboarding to delivery, every module is built to simplify complexity, reduce overhead, and empower your teams to focus on what matters.
