Projects
Project management in Clockwork CRM lets you create & assign tasks, link contacts, track time, files and more - all in real time.
Manage your projects in a board view by creating task lists and tasks, drag and drop the tasks to re-order and move them between task lists.
View your project as a list, Clockwork CRM groups your tasks by task list and shows each task in it's respective list. Quickly see lots of tasks in one view, ticking off each task as you go along. You can also drag and drop the tasks to re-order them, as well as move them to different lists.
View your project in a timeline (Gantt), each task can have a due date and appears on the timeline in that order. Drag and drop each task to update it's due date if the project changes.
Collaborate with your colleagues in real-time, not only can you see who's currently viewing the project you are on, the project reacts to any changes other people make.
Log time on a task so you can see how much money has been spent on a project. You are able to assign a value for each team member, meaning no more guess work when calculating project profit.
Keep updated with the whole team by adding comments and files to tasks. Each version of very file is kept, so you don't have to worry about overwriting a file.
Get early warnings about any one part of the project taking longer than expected, and course correct. Keep track of deadlines and project profitability all within the project dashboard.
Make sure everyone in your team knows what they're doing, assign tasks to anyone and set deadlines for them, this also creates a corrosponding calendar event.