Supercharge your project management capabilities, streamline your workflow and enhance your teams’ collaboration straight in the Upsales Platform with Upsales Projects!
Projects require the Service Management add-on.
Some highlights of Projects:
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One platform to rule them all: Projects brings project management directly into the Upsales platform, providing a single 360-view for managing both your projects and customer relationships. Maximize productivity with everything you need in one place.
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Tailored Project Pipelines: With Projects integrated into the Upsales platform, you can create project stages that reflect your unique business processes, ensuring smooth transitions from lead to project completion.
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Collaboration Made Simple: Keep your entire team on the same page and working in harmony with integrated collaboration features. Whether you're assigning tasks, sharing files, or updating project statuses, Projects ensure seamless communication and collaboration for optimal project outcomes.
- Save time: Say goodbye to repetitive setup tasks! Projects allows you to create and utilize project templates, enabling you to quickly set up new projects with predefined tasks, grouped into phases. Spend less time on setup and more time on what matters most: delivering exceptional results for your clients.
To get started, view these intro video guides.
Related articles:
- Set to-do due date with project start or end date
- How to create a project template
- How to create a Project template for services
- How to customise a Project's stages and types
- Projects priority and status
- Hand-off from sales to project management
- Projects/Service Admin: Role overview