Delivery Hub
Client Project Management Software Built Into Your CRM
Turn the win into delivered work. Spin up projects, assign and track tasks, automate recurring work, balance your team's load, and give clients a portal to follow along — all connected to the deal you just closed.
The Delivery Hub is client project management software that lives inside your CRM, so the moment a deal is won it becomes real, tracked delivery work. Instead of handing the account off to a disconnected tool, you spin up a project against the same customer record, break the work into tasks, and keep every update tied to the relationship your sales team already built.
Five live features make up the hub: Projects to organize the work, Tasks to break it into owned, dated action, Recurring Tasks to put repeatable delivery on autopilot, Workload Management to see who's overloaded before deadlines slip, and a Customer Portal that lets clients follow progress without a status meeting.
Because delivery sits next to your pipeline and contacts, there's no re-keying and no context lost in a handoff. The same team that closed the deal manages the project, the client sees a branded view of their work, and everything stays in one system from first touch to final deliverable.
What you can do
Built to move work forward.
Run projects off closed deals
Turn a won deal into a Project tied to the same client record. Organize scope, owners, and milestones in one place instead of a separate tool that never sees your CRM.
Break work into owned tasks
Split every project into Tasks with assignees, due dates, and status. Everyone knows what they own and what's next, and nothing falls between the cracks after the sale.
Automate repeatable delivery
Use Recurring Tasks to schedule the work that happens every week, month, or cycle. Set it once and the task regenerates on its own — no manual re-creating for retainer and ongoing work.
Balance your team's workload
Workload Management shows how tasks are distributed across your team so you can spot who's overloaded and reassign before a deadline slips, not after.
Give clients a portal
The Customer Portal lets clients log in to follow project progress and updates on their own — fewer status emails and meetings, more transparency, all from your CRM.
In this hub
The features inside Delivery Hub.
FAQ
Frequently asked
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