Operations > Project Management

CRM Project Management Software

Maximize productivity with integrated project management

GreenRope’s project management tool is the hub where all departments within your organization stay connected and up-to-date on current projects.

Drag and Drop Kanban Board

Collaboration in the Project Manager starts with the Kanban board. The Kanban system helps you visualize your team’s tasks into a drag and drop board so you can get a bird’s-eye view of all tasks related to your projects. See exactly where your team stands by setting up custom columns that show the progress of each task. Filter by each project or show all tasks to make it as granular as you need. Inside each task on the board, you can make comments for other team members to review, set budgeted hours, and much more. Now, you can end those boring status update meetings and focus on what matters - your projects.

Encourage teamwork and transparency with cross-functional projects

If you have a cross-functional team, you can keep detailed notes and project updates in one spot so everyone has access to it and is always on the same page. The team leader is able to assign tasks to others on the team and even a client with login access to the project. This keeps everyone on top of their tasks and avoids work duplication. You can also set deadlines, relative due dates, and milestones, so that everyone on your team will be informed of all future and past deadlines. Having all deadlines in one place keeps everyone aware and accountable of their tasks.

Track important information about your tasks and projects

All messages, posts and notes are stored in one spot so that no one is missing important information. Your team and clients are able to contribute to the conversation and update projects quickly and easily. All updates to projects can have hours associated with them, so you can also keep track of everyone's hours spent on particular tasks and projects.

Never miss a deadline and stay on top of your tasks

You can assign tasks and deadlines so that everyone on your team will be informed of all future and past deadlines. Having all deadlines in one place keeps everyone aware and accountable of their tasks.

Set up automatic email reminders alerting you of your tasks

Track important information about your tasks and projects 

All messages, posts and notes are stored in one spot so that no one is missing important information. Your team and clients are able to contribute to the conversation and update projects quickly and easily. All updates to projects can have hours associated with them, so you can also keep track of everyone's hours spent on particular tasks and projects.

Upload files, log your hours, and explain certain tasks or updates you have for a project

Keep your progress reports consistent when you utilize predefined project templates

Setting up new projects and tasks is simple if you want to work from a predefined template. Do you already have a set process for managing clients, projects, or complex events? It's simple - projects and tasks can be relative to each other (e.g., a progress report due 3 weeks after a project start) and can be copied.

Copy tasks over from an existing project to a new project you are working on

Integrating CRM into your project management helps keep all parties involved on a project up-to-date on deadlines, tasks and information.

Tracking hours worked

The project manager also enables you to see the time your team is allotting for each project at a quick glance. By viewing each team member's breakdown by hours per day, you can get a better scope on how they have spent their time, and how their time can potentially be put to better use in the future. This feature is also useful for keeping track of hours worked for payroll purposes.

Project Timer

Tracking how much time you spend on your projects is a simple endeavor with the project timer. The project timer gives you a fresh browser tab where you can keep track of not only the amount of time you spend, but also any notes you may need to take as they relate to your project and submit your update straight from that tab. You can also start and stop the timer as you take breaks and have sound notifications play every ten minutes of activation. The project timer adds another layer of organization and will help you stay on top of your day!