Act 3 · Deliver — the fifth step
CRM and project management, on one record.
Most teams win the deal in a CRM and then deliver the work somewhere else. KudosCRM is CRM and project management software in one — turn a won order into a delivery project in one click, with automatic health, budget vs invoiced, files, and a client portal, all on the same customer record.
The short version
What is CRM project management software?
CRM project management software keeps the sale and the work to deliver it on one record — so a won deal becomes a tracked delivery project instead of a hand-off to a disconnected tool. KudosCRM turns the order into a project in one click, with an automatic health score, budget tracked against what you've invoiced, files, and a client portal — the whole engagement, sales through delivery, in one place.
The problem
The deal closes — and the customer falls into the gap between sales and delivery.
The deal closes, and the customer falls into a black hole between sales and delivery, usually on a totally different tool. The work restarts in a separate project tool, the client loses sight of progress, and nobody can tell whether the engagement is on track or over budget until it's already late.
- Sales context and the contract left behind in the CRM
- Budget and progress invisible until a deadline slips
- The client emailing "where are we?" because they can't see in
How KudosCRM handles it
The won order becomes a delivery project — on the same record.
A won order turns into a delivery project in one click (or via a workflow) — on the same record — with health, budget-vs-invoiced, files, and a portal the client can watch. Health is computed from real work, budget tracks against what you've invoiced, and a single secure portal lets the client watch — so delivery is part of the customer record, not a separate tool you reconcile by hand.
The delivery system
Win it, deliver it, show it — without leaving the record.
The project, its health, its budget, and the client's view all run on the same customer record the deal closed on — so nothing is re-keyed and nothing drifts out of sync.
Deal → delivery, in one click
Win the deal, and turn the order into a delivery project in one click (or fire it from a workflow). The project links back to the deal and company, and seeds its budget from the order total — no re-keying into a separate PM tool.
Client project managementA board you actually run delivery on
Drag projects across planning, in-progress, review, done and blocked. Tasks roll up into a live progress bar, and priority keeps the important work on top.
Project boardAutomatic health & a Risk Radar
Every project is scored good, at-risk or off-track — automatically — from overdue tasks, blocked work, staleness, schedule slip and budget overrun. The Risk Radar spells out exactly why, so problems surface before the deadline does.
Project healthBudget vs invoiced, on the project
See the project budget against what you've actually invoiced the client — percent invoiced, remaining, and an over-budget flag — right on the record, fed straight from the order it came from.
Budget trackingA client portal they can watch
Share a secure, password-protected, expiring link so the client can watch progress — tasks, files, timeline and billing, each section you choose to show. Read-only, and it never leaks your budget or team emails.
Client portalTasks & billing milestones
Break the work into tasks with assignees and due dates, and flag the ones that are billing milestones — completing a milestone can trigger a draft invoice through a workflow.
Project tasksFiles that stay with the project
Drag in deliverables and contracts — auto-categorized, versioned, and downloaded over a signed link — so every file lives on the project, not in someone's inbox.
Project filesMembers with the right access
Add the team as owner, editor, viewer or client — each role sees exactly what it should. Members auto-follow the project, so the right people get the updates.
Roles & accessTemplates for repeatable delivery
Spin up onboarding, implementation or launch projects from a built-in template with the tasks already laid out and dated — so every engagement starts the same, right way.
Project templatesThe differentiator
A bolt-on project tool forgets where the deal came from.
Because the delivery project is born from the order — on the same record — the sales story, the budget, and the client's view are one thing, not three integrations you maintain.
No black hole after the win
The won order becomes the delivery project on the same customer record — so sales context, the contract, and the work all live in one place, not two disconnected tools.
Health the manager can trust
Because tasks, dates and budget all live on the project, health is computed from real signals — not a status someone remembered to update on a Friday.
One place the client looks
The same project drives the client's watch-portal — progress, files and milestones — so 'where are we?' is a link you send, not a meeting you schedule.
What's actually in the box
Everything Projects gives you.
Live today, unless marked Soon — capabilities we're building, shown honestly rather than hidden.
Deal → delivery
Convert a won deal into a project in one click (guarded against double-convert)
Spin a delivery project from a confirmed order
Auto-seed the project budget from the order total
Project links back to the deal & company automatically
Trigger the spin-up from a workflow on deal-won
Fully hands-off auto-creation for every new tenant Soon
Board, health & progress
Kanban board — planning / in-progress / review / done / blocked
Drag-and-drop status moves with live progress roll-up
Automatic health — good / at-risk / off-track
"Risk Radar" — overdue, blocked, stale, schedule-slip & budget reasons
Auto-rescan every 15 minutes + on-demand rescan
Per-project priority & custom fields
Budget & milestones
Budget vs invoiced — % invoiced, remaining & over-budget flag
Tasks with assignees, due dates & 1-level subtasks
Billing milestones — completing one can trigger a draft invoice
Edit budget & override health in the UI Soon
Budget vs cost / labor & timesheets Soon
Files & client portal
Drag-drop multi-file upload — auto-categorized & versioned
Signed, attachment-only downloads
Client watch-portal — password-protected, expiring link
Section gating — show tasks / files / timeline / billing independently
Never leaks budget or team emails; read-only for clients
Members, audit & automation
Members with roles — owner / editor / viewer / client; auto-follow
Status-transition audit timeline (joins, emails & comments merged)
3 built-in project templates (onboarding / implementation / launch)
Project health card on the contact, company & deal
Workflow events — created, status, health-degraded, milestone
Tenant-editable templates & task drag-reorder Soon
See it in the product
From won order to watched project.
Run delivery on a board
Every won order lands as a delivery project. Drag it across the stages, watch the progress bar roll up from its tasks, and keep the important work on top.
Project board — drag across delivery stages (preview)
See health before the deadline
The header scores the project good, at-risk or off-track automatically, and the Risk Radar lists exactly why — overdue tasks, blocked work, schedule slip, budget overrun.
Send the client a link, not a meeting
Share a password-protected, expiring portal so the client watches progress, files and milestones — only the sections you choose, and never your budget.
Client watch-portal — secure, section-gated (preview)
Go deeper
Related features
FAQ
CRM project management, answered
Deliver the work
Turn your next won deal into a delivery project in one click.
Start free. Bring your whole team. Cancel whenever (you won't).