CRM Project Management
Bridge sales and delivery with integrated project management.
When sales closes a deal, project managers need context. HeySales bridges the gap by connecting CRM deal data with project delivery, ensuring smooth handoffs and complete visibility. Track milestones, manage resources, and keep clients informed throughout the project lifecycle.
Why Choose HeySales for CRM Project Management
Seamless handoffs
All deal context transfers to project delivery automatically.
Client visibility
Keep clients informed with project portals and status updates.
Connected data
Link project outcomes back to sales for accurate reporting.
Key Features
Everything you need to succeed with crm project management
Deal-to-project handoff
Task management
Timeline tracking
Resource allocation
Client communication
Milestone tracking
How Teams Use HeySales
Real-world applications for your business
Convert won deals to projects with one click
Track project milestones and deadlines
Allocate team resources across projects
Share project status with clients
Frequently Asked Questions
Does project data sync back to CRM?
Yes, project status, milestones, and outcomes sync back to the deal record for complete visibility.
Can clients access project information?
Yes, you can share a client portal view with project status, documents, and communication.
Ready to get started?
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