8 features of CRM Project Management and tasks Tools

Project Management includes properly executing of a project. Starting with planning, controlling, initiating and closing the project of a team. To achieve specific goals and meet specific success criteria. CRM has extensive organizational features. It helps to enhance efficiency at the personal and group levels.

Customer Relationship Management
Customer Relationship Management

Every project has a group with the specific number of members. Group members can store the files, discussions, and tasks of a project.

There are 5 basic phases of Project Management. They are:

  • Project conception and initiation
  • Project definition and planning
  • Project launch or execution
  • Project performance and control
  • Project close

Some of the features provided by CRM Project Management are:

1. Gantt chart:
It is a horizontal bar chart used as a production control tool. In Project Management it provides a graphical illustration of a schedule. It helps to plan, coordinate, and execute specific tasks in a project. It gives us the knowledge about the progression of the project at a single glance. It also allows making changes with automatic notifications. Such as, bumping up a deadline, adding subtasks, and any other changes.

2. Task dependencies:
Task dependencies in a project management are the relationships among tasks. They determine the order in which activities need to be performed. All of the task in a project are sequenced according to their dependencies for each other. And them resource are linked to the tasks and a project schedule constructed.

3. Workload management:
Workload management is the process of effective workload distribution. It is crafted for employee to achieve optimal performance and productivity levels. A well and balanced distribution of work and tasks help to enhance the productivity of a company.

4. Counters and roles:
It helps you to keep attention in mind on the task which requires immediate attention. It shows or states the problem in the project, which needs to be solved first.

5. Checklist:
It is the type of informational job used to reduce mistakes in a project. Participants in the task can add points to the checklist and mark their completion.

6. Task Reports:
It is a simple way to know about the number of employee and time spend on the particular project. This can also use to know about the number of the task completed and remain.

7. Report Builder:
It is the process of filtering, arranging aggregating, and sort reports data. It can display them to the management in the needed form.

8. Templates and Automation:
Automate regular chores and recurring task routines with repeating tasks and templates.

This is the important features of a project management tool. Which helps the participants to work fast.

Force Growth


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