Client Project Management
Run client projects inside your CRM
Client project management software that lives on the customer record: turn a won order into a delivery project in one click, with a board, automatic health, budget vs invoiced, files, milestones and a client portal — no separate project tool to reconcile.
Deal to delivery, in one click
Turn a won order into a delivery project in one click — or fire it from a workflow on deal-won. The project links back to the deal and company and seeds its budget from the order total.
Health that scores itself
Every project is rated good, at-risk or off-track automatically from overdue tasks, blocked work, staleness, schedule slip and budget overrun — with a Risk Radar that says exactly why.
A portal the client can watch
Share a secure, password-protected, expiring link so the client watches progress, files and milestones — read-only, and only the sections you choose to show.
How it works
Every part, explained.
A won order becomes a project
In one click (or via a workflow on deal-won), the order turns into a delivery project named for the order, linked to the deal and company, with its budget seeded from the order total.
Lay out the work
Start from a built-in template (onboarding, implementation, launch) or add tasks with assignees and due dates, and flag the billing milestones.
Run it on a board
Drag the project across planning, in-progress, review, done and blocked; tasks roll up into a live progress bar.
Watch health & budget
The header scores health automatically and tracks budget against what you've invoiced — percent invoiced, remaining, and an over-budget flag.
Let the client watch
Generate a secure portal link, set a password and expiry, and choose the sections the client sees — they watch progress without an extra login.
Milestone triggers billing
Completing a billing milestone can raise a draft invoice through a workflow — the clean seam from delivery into billing.
Deep dive
Everything that's in the box.
Order → delivery project
One click turns a won order into a project, linked to the deal and company, with budget seeded from the order total. (Fully hands-off auto-creation is on the roadmap.)
Board with live progress
Planning → in-progress → review → done → blocked, with a progress bar that rolls up from the project's tasks.
Automatic health & Risk Radar
Good / at-risk / off-track, computed from overdue, blocked, stale, schedule-slip and budget signals, re-scanned on a schedule and on demand.
Budget vs invoiced
Track the project budget against what you've actually invoiced — percent invoiced, remaining and over-budget. (Budget vs labor cost and timesheets are on the roadmap.)
Tasks & billing milestones
Tasks with assignees, due dates and 1-level subtasks; flag billing milestones whose completion can trigger a draft invoice.
Files that stay put
Drag-drop multi-file upload, auto-categorized and versioned, downloaded over a signed link — every deliverable on the project, not in an inbox.
Members with roles
Add the team as owner, editor, viewer or client; members auto-follow, and the owner row is protected.
Audit timeline & automation
Status changes, member joins, emails and comments merge into one timeline; project events feed workflows, and a health card shows on the contact, company and deal.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
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