đź•– 1 min read | Maple CRM | www.maplecrm.com
Managing projects efficiently requires more than just planning – it needs visibility, collaboration, and seamless execution.
With Maple CRM’s Project Management module, businesses can take control of their projects end-to-end. From defining project structures to tracking progress and generating reports, Maple CRM ensures that every task is aligned with goals and timelines.
What is Project Management in Maple CRM?
Think of Project Management in a CRM as your team’s control center. It lets you track projects, assign responsibilities, and monitor progress- all in one platform, without juggling multiple tools.
In short, Project Management is the tracker for your project, it’s completion steps, any escalations, if needed and a complete 360 Deg view of the projects going on in an organization, augmented with hierarchical access to features, allocation of projects to concerned teams, dashboard charts and reports which enable a complete and impactful management of projects in a an organization.
1. Centralized Project Tracking
Manage all project tasks, timelines, and updates in one place—eliminating confusion and ensuring clear visibility across teams.
2. Improved Team Collaboration
Assign multiple executives to tasks, share responsibilities, and keep everyone aligned towards timely completion.
3. Real-Time Status Updates
Get time-wise progress updates, spot bottlenecks instantly, and take quick action to keep projects on track.
4. Notifications and Escalations
New projects, updates and escalations are duly and in real-time delivered to the concerned stakeholders. Escalations are usually redirected to managers, who can take it ahead either through CRM or with f2f with the executives.
5. Automated Reporting
Receive project status reports directly in your mailbox, keeping stakeholders informed without manual effort.
Project Management Features
1. Custom Project Types, Timelines, and Steps Towards Completion
Every business has its own way of handling projects. Maple CRM lets you define custom project types, set clear timelines, and create step-by-step workflows for successful execution. Whether it’s a short-term campaign or a long-term client project, the system adapts to your unique needs, ensuring clarity at every stage.
2. Assign Multiple Executives to a Task
Projects often require teamwork. Maple CRM makes collaboration simple by allowing you to assign multiple executives to a single task. This ensures that responsibilities are shared, deadlines are met, and every member is updated on their role within the project.
3. Time-Wise Status Updates and Management
Stay on top of your projects with real-time, time-based status updates. Each step of the project is tracked with progress markers, helping managers quickly identify bottlenecks and make informed decisions. This feature brings transparency, reduces delays, and ensures accountability across team
4. Create and Manage Support Requests within Projects
An ongoing project may demand some Support Requests/Service requests to be raised. This can be recorded and managed through the projects module itself, not needed to switch over to service module here. The raised SRs will be recorded under that particular projects, assigned to concerned executives and updated as per the progress.
This ensures that the project owner, task owner and the SR owner- all have a clarity in understanding of the situation.
5. Task Summary: Total tasks, completed and pending + owners and timelines
Clarity drives productivity. Maple CRM provides a comprehensive summary view of all tasks—completed, pending, and their respective owners. This gives managers a quick snapshot of the project’s current status, while executives know exactly what’s on their plate.
6. Project Status Reports Delivered to Mailbox
Reporting doesn’t have to be a manual task. Maple CRM automates project status reports, sending them directly to the concerned executives’ mailboxes. This ensures stakeholders are always updated without having to log into the system.
Maple CRM’s Project Management is not just about tracking, it’s about orchestrating success. By combining task management, collaboration, financial workflows, and reporting, Maple CRM empowers teams to deliver projects on time with improved efficiency and visibility.
If you’re looking to simplify your project execution while keeping your team aligned, Maple CRM’s Project Management module is the perfect fit.
Maple CRM provides a robust system for management of the entire workflow- right from lead management, client management, service management and support management.
Connect with Maple CRM team today and schedule a demo as per your convenient time!
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