CollabCRM for Project Management Office & Delivery Team
The delivery team runs on predictability. But, in most organizations, project data lives everywhere except where PMs need it. CollabCRM brings everything in one place: people, timeline, tasks, hours, approvals, and project health. This gives PMO command-level clarity that drives delivery with speed and confidence.
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- 2-Month Free Trial
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What PMO Can Do With CollabCRM
Every team member’s planned day is visible. PMO can know estimated hours, tasks, and project focus, so no work is allocated blindly.
Instant indicator of who is available, who is free, and who is overoccupied. So, better task allocation can be done seamlessly.
Match tasks to the right people with granular visibility into skill sets and current commitments.
Quickly narrow down availability for developers, designers, testers, or any other technical role.
Daily submission, leave indicators, empty-day highlights, and project-wise filtering. These all make the timesheet actually useful for decision-making.
Granular purchased vs consumed hour tracking ensures no overspending slips through unnoticed.
View project overview, owners, team, documents, and internal notes, all organized to reduce PM follow-up time.
Generate a secure public link that gives clients visibility into logged hours, tasks completed, and billing consumption.
Closed deals from the CRM can be converted into projects with details auto-mapped, eliminating handover gaps.
A visual real-time tracker of project statuses, billing models, workload, and delivery health. So, PMOs can intervene early.
Define rules for time tracking, approvals, occupancy requirements, and contract visibility from one settings panel.
Automatic nudges help PMs and accounts teams manage renewals and invoices proactively.
Let Data Guide Every Project Decision
Benefits of CollabCRM Project Management Office Management
PMs and PMOs get immediate visibility into resources, progress, bottlenecks, and hours, enabling proactive decisions.
With availability and occupancy data updated daily, PMOs assign work based on truth, not intuition.
Teams using CollabCRM report shorter execution cycles and fewer delivery delays due to better alignment.
Every hour is tracked, verified, and ready for billing, reducing revenue leakage and client disputes.
Updates, reminders, allocations, and approvals are system-driven, removing the manual chaos PMOs deal with daily.
No more fragmented data or mismatched reports; every department works in sync from the same source of truth.
What Sets CollabCRM Apart For PMOs
Connected CRM, PMS, and Billing Pipeline
A closed-loop flow from deal to delivery to invoices.
Project Health Scoring & Status Insights
Identify at-risk projects before they escalate.
Accurate, Skill-Based Resource Matching
Allocate not just based on time, but the right expertise.
Automated, Zero-Redundancy Workflows
PMOs save hours in coordination, follow-ups, and reporting.
Access Anywhere Anytime
Work effortlessly from a secure, cloud-based platform that keeps your teams aligned and your data always up-to-date.
Assisted Setup For Rapid Adoption
Minimal disruption, maximum adoption, and guided onboarding ensure a smooth transition.
Experience Delivery Clarity Like Never Before
Real Leaders. Real Results. No Fluff
CollabCRM gave us the visibility we desperately needed. From tracking resource utilization to identifying revenue leaks, it changed how we manage operations. We now make smarter decisions backed by clear data instead of guesswork. It’s helped us save time, reduce costs, and focus on scaling the business rather than firefighting daily problems.
As a software development company, we struggled with fragmented processes: managing recruitment, project allocations, and invoicing across multiple tools. CollabCRM brought everything together in a clean, efficient way. Now we can easily track candidate progress, allocate resources based on real-time availability, and get instant insights into our financial flow. It has become the backbone of our operations.
We operate across three service lines, and managing them used to feel like running three separate companies. CollabCRM changed that. One system, one login, and complete visibility across every unit. It’s the first time we’ve had this level of operational clarity without the complexity.
CollabCRM gave us the visibility we desperately needed. From tracking resource utilization to identifying revenue leaks, it changed how we manage operations. We now make smarter decisions backed by clear data instead of guesswork. It’s helped us save time, reduce costs, and focus on scaling the business rather than firefighting daily problems.
As a software development company, we struggled with fragmented processes: managing recruitment, project allocations, and invoicing across multiple tools. CollabCRM brought everything together in a clean, efficient way. Now we can easily track candidate progress, allocate resources based on real-time availability, and get instant insights into our financial flow. It has become the backbone of our operations.
We operate across three service lines, and managing them used to feel like running three separate companies. CollabCRM changed that. One system, one login, and complete visibility across every unit. It’s the first time we’ve had this level of operational clarity without the complexity.
Director, Spiral Technolabs
CEO, Jiyosoft
Managing Partner
Director, Spiral Technolabs
CEO, Jiyosoft
Managing Partner
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FAQs
How does CollabCRM help PMOs improve planning accuracy?
By combining daily allocations, occupancy metrics, and availability reports, PMOs get real-time planning clarity.
Does CollabCRM connect with our sales process?
Yes. The CRM and PMS are deeply integrated, ensuring zero information loss when deals move to execution.
Can CollabCRM handle Time & Material, Fixed Cost, and Retainers?
Yes. The system tracks hours, consumption, and billing logic according to the project model.
How does the platform reduce follow-ups for PMs?
Through automated reminders, mandatory timesheet enforcement, shared client links, and consolidated dashboards.
Can clients access project progress?
Yes, through secure shareable links that show time logs and consumption without requiring login access.
Can PMOs configure project rules?
Yes. PMOs can define occupancy rules, approver workflows, time-tracking behaviors, and contract visibility controls.
