Projects and delivery

Project files and templates

Keep every project's files on the record with drag-and-drop multi-file upload, automatic categorization, and versioning. And start each project fast from one of three built-in templates that seed a dated task list.

Project health and the Risk Radar

KudosCRM scores every project good, at-risk, or off-track automatically — from overdue and blocked tasks, staleness, schedule slip, and budget overrun. The Risk Radar lists the exact reasons, and you can rescan on demand.

The client portal, explained

Give a client a secure, read-only window into their project. Generate a tokenized link, protect it with a password and expiry, and section-gate what they see — tasks, files, timeline, billing — independently. Rotate or revoke any time.

Turn a won order into a delivery project

When a deal closes and the order lands, spin up a delivery project in one click — or fire it from a workflow. The project links back to the deal and company, seeds its budget from the order total, and gives your team a board to deliver on.

Delivery reports

Reporting on the work after the sale — what was delivered, whether it landed on time and on budget, and how much of it has actually been invoiced.

Mission Control

The operations overview — delivery work across projects in one place, so you can see where things stand without opening each one.

Project members, roles and sharing

Who is on a delivery project, what they can do, and how to give a client visibility without giving them the run of your workspace.

Workload and capacity planning

See who is overloaded before a deadline slips. Workload reads across assigned work so you can rebalance based on what people actually have, not what you remember giving them.