Sales Project Management
Keep your sales projects on track from kickoff to completion.
Complex B2B sales often involve project-like activities - proposals, demos, implementations, and onboarding. HeySales bridges the gap between sales and delivery, letting you track milestones, assign tasks, and keep everyone aligned. Never lose momentum after the deal closes.
Why Choose HeySales for Project Management Software
Smooth handoffs
Transition deals from sales to implementation seamlessly with all context preserved.
Keep clients informed
Share project status with clients through a branded portal, building trust and reducing check-in calls.
Deliver on time
Track milestones and deadlines to ensure every project is delivered as promised.
Key Features
Everything you need to succeed with project management software
Task management and assignments
Milestone tracking
Team collaboration
Document sharing
Timeline and Gantt views
Progress reporting
How Teams Use HeySales
Real-world applications for your business
Track implementation projects after deals close
Manage complex proposal processes with multiple stakeholders
Coordinate demo preparation and follow-up tasks
Onboard new customers with structured project plans
Frequently Asked Questions
Is this separate from the CRM?
No, project management is built into HeySales CRM. Projects link directly to deals and contacts, so you always have full context.
Can clients see project status?
Yes, you can share a client portal view that shows project progress, upcoming milestones, and completed deliverables.
Ready to get started?
Join thousands of teams using HeySales to close more deals. Start for free, no credit card required.