Keep Every Client Project Connected From Handoff to Delivery
Turn sold work into a linked delivery Project with the customer, Deal, Order, team, Tasks, files, and progress already connected. Track delivery health, client visibility, billing progress, and team workload without separating the Project from the CRM.
The Short Version
What Is Client Project Management Software?
Client project management software helps teams plan, track, and deliver work for customers while keeping project activity connected to the client relationship.
KudosCRM gives each Project its own status, owner, priority, health, progress, dates, Tasks, members, files, custom fields, and links back to the Deal, Company, and Order behind the work. Teams manage delivery from Board or List views while health alerts, reminders, Workload, Client Portal access, and delivery reporting stay connected around the same Project.
Keep the Handoff Connected
Link the Project to the Deal, Company, and Order that created the work.
Track Delivery Progress
Use Project Tasks, milestones, fixed delivery statuses, and automatically calculated progress.
Catch Delivery Risk
See On Track, At Risk, or Off Track health with clear reasons behind the status.
Keep Clients Informed
Share a controlled read-only Project view without giving customers internal CRM access.
Handoff
Turn Sold Work Into a Linked Client Project
Delivery should start with the commercial context the sales team already captured. KudosCRM creates a Project from the Order connected to a Won Deal, keeping the Project linked to the Deal, Company, and Order instead of starting delivery from an empty record.
Create the Delivery Project in One Click
From the Order tied to a Won Deal, one click creates the linked Project. KudosCRM names the Project after the Order, links the Deal, links the Company, links the Order, attaches the Deal owner as Project owner, and remembers the relationship on the Order. Repeating the action returns the existing Project rather than creating another copy.
Use a Workflow for a More Automated Handoff
A Deal-Won workflow can also create the Project. That workflow path can seed the Project budget from the Order total and then use the Add Project Task action to build out the delivery plan. The simple one-click Project creation path does not seed the budget automatically.
Keep the Full Commercial Context Connected
The Project relationship follows Project ↔ Deal ↔ Company ↔ Order. Delivery teams start with the customer and sold-work context already attached, and invoiced-to-date resolves from the linked records immediately.
Order ORD-2210 — Meridian Group
Deal Won
CRM Implementation — $24,800
New Project created
Delivery — ORD-2210
Owner: A. Sharma (Deal owner) · Status: Planning
Deal
D-1042
Company
Meridian
Order
ORD-2210
Duplicate-safe: repeating this action returns the existing Project instead of creating another copy. Budget stays empty on this path — the Deal-Won workflow is what seeds it.
Plan & Track
Run Client Delivery From a Clear Project Plan
A Project should show both where delivery stands and what the team still needs to complete. KudosCRM combines Project status, Tasks, progress, templates, custom fields, and Saved Views without turning the Project record into a separate system.
Track Five Delivery Statuses
Projects use five fixed statuses: Planning → In Progress → Review → Done → Blocked. Teams move Projects through their delivery process from the Project workspace, and every status change is recorded. These statuses are fixed today rather than workspace-customizable.
Work From Board or List View
Projects can be reviewed in Board view and List view. Saved Views let users return to useful Project sets such as “My at-risk Projects”. Views are persisted and can be shared where access allows.
Start With Templates and Project-Specific Fields
KudosCRM ships with three built-in Project templates — Customer onboarding, Implementation / rollout, and Internal launch — each a ready-made task plan with due-date offsets. Studio custom fields can also be published for Projects to store business-specific delivery information alongside the standard Project data. The current product does not include a custom Project-template builder.
Break the Work Into Tasks That Calculate Progress
Project Tasks store title, status, priority, assignee, due date, and a milestone flag, with one level of subtasks to keep the work breakdown readable. Project completion percentage rolls up from Task states, so progress changes as the delivery plan moves forward rather than relying on a manually entered percentage.
Delivery Health
Know When a Client Project Starts Going Off Track
A delivery dashboard is useful when it tells the team why a Project needs attention. KudosCRM calculates Project health from visible delivery conditions and names the reasons behind the result instead of presenting a black-box score.
See Project Health at a Glance
Projects are classified as On Track, At Risk, or Off Track. Health is rule-derived from the Project's own signals rather than AI-generated, so the team can check the reasoning.
Understand Why Health Changed
Health reasons are named: overdue Tasks, a blocked Project or blocked Tasks, no recent activity, a passed due date, progress running behind the elapsed time, and invoicing over budget. Three or more overdue Tasks — or ten-plus days of silence — tip a Project to Off Track.
Alert the Team When Health Slips
When Project health degrades, KudosCRM posts a system message into the Project Channel and fires the project.health_degraded workflow event. A Project can call attention to its own delivery risk rather than depending on someone checking the board at the right time.
Remind People About Due Work
An hourly sweep reminds assignees and followers about due items, overdue items, and approaching milestones, according to each person's notification preferences. The same item is limited to one reminder per person per day, so a long-overdue Task nudges once a day, not every hour.
Collaboration
Keep the Team, Files, Client Access, and Project History Together
Client delivery involves more than Tasks. KudosCRM keeps Project members, communication, files, history, and external client visibility connected to the Project record.
Give Internal Members Clear Project Roles
Project members use four roles: Owner, Editor, Viewer, and Client. These are all internal Project seats — external customers do not need a Client-role seat, because customer access is handled through the read-only Client Portal. The owner is attached to the Project automatically and follows it from the start.
Comment, Mention, and Follow the Project Timeline
Project comments support @mentions, and mentioned teammates receive a notification with a direct link back to the conversation. The Project timeline includes status changes, member joins, emails, and comments. Meetings, calls, and file events do not currently appear there.
Keep Project Files Versioned and Changes Live
Project files support uploads up to 100 MB, screened by byte content against a document allow-list rather than by declared file type, automatically categorized, and versioned when the same file name is uploaded again. In-app downloads follow Project permissions, while Client Portal downloads use signed links. Project Board and detail changes also update in real time for everyone viewing the same accessible Project.
Share a Read-Only Client View
The Client Portal provides tokenized Project sharing with section visibility controls, an optional password, an expiry date, and link rotation or revocation. Only the Project owner or an admin can share a Project, and the portal is strictly read-only for customers.
Project Members & Sharing
Comment
@Raj migration file v3 is up — can you validate the field mapping before Friday's training?
migration-data.xlsx
Version 3 · 12.4 MB · Spreadsheets
Client Portal — read-only
Password protected · expires Sep 30 · sections: Tasks, Files
Delivery Reports
Cycle time
34 days
On-time
87%
Throughput
6/mo
Workload — this week
Project Tasks and standalone CRM Tasks, counted together.
Billing, Workload & Reports
Connect Delivery Progress With Billing, Workload, and Reports
Project management becomes more useful when delivery progress can answer practical business questions: Is the Project on time? Is the team overloaded? How much has been invoiced? What work is still outstanding? KudosCRM connects Project delivery with Workload, billing milestones, and delivery reporting.
Track Project Budget Against Invoiced Revenue
Projects compare the Project budget with invoiced-to-date from the linked Invoices — percent invoiced, amount remaining, and an over-budget flag. This is a revenue-side delivery view. It is not labor-cost, timesheet, or Project-profitability accounting.
Use Tasks as Billing Milestones
Any Project Task can be flagged as a milestone. Milestones remain Tasks rather than becoming a separate Project object. When a milestone is completed, KudosCRM fires the project.milestone_completed workflow event with the linked Deal attached, and a Workflow's Issue Invoice action can then draft the Invoice from the Deal's Order.
See Project and CRM Work Together in Workload
The Workload board combines Project Tasks and standalone CRM Tasks in one capacity view. Managers review each teammate's open work in Overdue, Today, and This Week buckets, with a load status that flags who is overloaded and who is busy — the cross-system view that project tools and CRMs usually cannot show together.
Measure Delivery Performance
Delivery Reports cover Project cycle time, on-time completion percentage, monthly throughput, and budget versus invoiced over the date range you choose. These reports use actual Project data rather than a manually maintained delivery summary.
How It Works
How Does Client Project Management Work in KudosCRM?
Create the Delivery Project
Create a Project from the Order connected to a Won Deal, or let a configured Deal-Won workflow create it.
Set Up the Project
Choose a built-in template, add members, custom fields, dates, and the initial Tasks.
Work Through Delivery
Move the Project through its delivery status while Tasks and subtasks track the work.
Monitor Progress and Health
KudosCRM calculates progress from Task completion and names the delivery risks as they appear.
Collaborate and Share
Keep comments, files, members, and Project history together, and share a controlled read-only view with the client when needed.
Review Delivery Results
Use Workload and Delivery Reports to review team load, delivery timing, milestones, and budget versus invoiced.
What's Actually in the Box
Client Project Management Features at a Glance
Project Record
Project name and description
Five delivery statuses
Priority and health
Progress percentage
Start, due, and completed dates
Owner
Deal, Company, and Order links
Studio custom fields
Project Planning
Board view and List view
Saved Views
Customer onboarding template
Implementation / rollout template
Internal launch template
Project Tasks with one-level subtasks
Milestone Tasks
Task-based progress calculation
Health & Follow-Up
On Track / At Risk / Off Track health
Named health reasons
15-minute health scan + on-demand rescan
Health-degradation alerts
Project Channel notification
project.health_degraded workflow event
Due, overdue, and milestone reminders
One reminder per item per person per day
Collaboration
Owner, Editor, Viewer, and Client roles
Project comments with @mentions
Project timeline
100 MB file uploads
Byte-level file-type screening
File categorization and versioning
Real-time updates
Read-only Client Portal
Delivery & Reporting
Budget versus invoiced
Milestone workflow events
Invoice-drafting workflow action
Workload board
Project + CRM Task workload
Delivery cycle time
On-time completion
Monthly throughput
Access & Governance
Membership-scoped visibility
Owner/admin client-sharing controls
Projects module gating
Recorded status transitions
Recorded public portal views
Archive and restore
KudosCRM Client Projects vs. a Separate Project Management Tool
Keep Client Delivery Connected to the Customer Relationship
Move from sold work into delivery without rebuilding the customer context, Project plan, and commercial history in another system.
Client Project Management for Every Kind of Business
Different teams deliver different kinds of client work, but they all need clear ownership, progress, and customer context. KudosCRM keeps delivery Projects connected to the sales and customer records that came before them.
Works With the Tools Your Team Already Uses
Keep Project delivery connected with the communication, scheduling, and collaboration tools already used across your customer workflow.
Gmail
Outlook
Slack
Google CalendarGo Deeper
Explore More Features
Client Projects sit at the centre of the Deliver stage of the journey, where the sale, the plan, the client view, and the billing stay on one customer timeline.
All FeaturesFAQ
Frequently Asked Questions
From Sale to Completion
Keep Client Delivery Connected From Sale to Completion
Give your team one Project record for the customer, delivery plan, health, files, client visibility, and reporting that follows the sale.