Align your company's assets and resources with fully integrated web-based project management that connects seamlessly to your CRM for maximum ROI and visibility.
Years Platform Innovation
Businesses Worldwide
Countries Served
Real-Time Collaboration
Most businesses struggle with fragmented project management systems that operate in isolation from their CRM and other business tools. Teams waste valuable time switching between multiple platforms, updating spreadsheets, and chasing down project status updates through endless email chains.
Without integration between project management and CRM, businesses miss the critical connection between customer relationships and project execution, leading to missed deadlines, frustrated clients, and diminished profitability.
Salesboom's web-based project management solution eliminates these challenges by fully integrating project tracking, resource management, and workflow automation directly into your CRM platform.
One unified platform for customer relationships and project delivery—no switching between systems or duplicate data entry required.
Complete visibility into all tasks, resources, and expenditures with dashboards that update instantly as projects progress.
Automatic workflow rules trigger tasks and alerts, eliminating manual coordination and ensuring projects stay on track.
Build comprehensive project plans that connect every task, milestone, and deliverable to the resources and budget required for success. The system provides complete project lifecycle management from initial planning through final delivery.
Monitor every aspect of project health through intuitive dashboards that provide instant visibility into progress, resource utilization, and budget consumption. Managers gain the insights needed to intervene early when issues arise.
Custom workflow rules eliminate manual coordination and ensure projects move forward smoothly. The system proactively manages dependencies, triggers notifications, and keeps everyone aligned without constant manual oversight.
Managers and team members receive automatic alerts when colleague tasks that their work depends on become overdue or at risk. This proactive communication ensures smooth project completion by addressing blockers before they cascade into larger delays. Dependencies are tracked automatically, creating accountability and transparency across the entire project team.
Create sophisticated automation rules tailored to your specific business processes. Trigger tasks automatically when milestones are reached, send email alerts based on project status changes, escalate overdue items to management, or launch approval workflows for budget increases. Workflow rules eliminate repetitive coordination tasks and ensure consistent project execution.
Share project data effortlessly with all project members via secure web access. Team members can update task status, log time, upload documents, and communicate progress from anywhere with internet access. Comments, attachments, and updates are centralized in one location, eliminating the chaos of email threads and ensuring everyone works from the same information.
Salesboom's project management ensures your company's assets and resources are aligned correctly with projects for maximum return on investment. Eliminate double-booking, optimize utilization, and make data-driven staffing decisions.
View availability across all resources and projects to prevent overallocation and burnout while identifying underutilized capacity.
Match tasks to team members based on skills, experience, and current workload to maximize efficiency and quality outcomes.
Track how resources are allocated across projects, identifying optimization opportunities and justifying hiring decisions with data.
Monitor labor costs, material expenses, and other project expenditures against budgets with real-time variance reporting.
Track equipment, facilities, and other physical assets allocated to projects, ensuring proper utilization and maintenance scheduling.
Distribute work evenly across teams to prevent burnout, maintain quality standards, and improve employee satisfaction.
Salesboom's web-based architecture ensures project teams can access critical information and update progress from anywhere with internet connectivity. No special software installation required—just a web browser.
Modern work requires flexibility. With web-based project management, your team can access the tools and information they need from anywhere, on any device, at any time—ensuring productivity never stops.
Experience the advantages of unified project management that connects seamlessly with your entire business operation.
Meet deadlines consistently with proactive dependency tracking, automated alerts, and real-time visibility into project progress and potential bottlenecks.
Stay within budget through continuous monitoring, variance alerts, and resource optimization that prevents overruns before they occur.
Deliver exceptional results by linking projects to customer accounts, ensuring alignment between promises made and projects delivered.
Eliminate wasted time through automation, clear task ownership, and seamless collaboration tools that keep everyone aligned.
Make informed choices with comprehensive analytics, resource utilization reports, and project performance metrics at your fingertips.
Scale from small teams to enterprise deployments without switching platforms, maintaining consistency as your business expands.
Get started quickly with industry-standard project templates and customizable workflows. Salesboom's implementation approach minimizes disruption and accelerates time-to-value.
Start with proven project structures for common use cases like product launches, implementations, campaigns, or construction projects.
Adapt templates to match your specific processes without custom development, ensuring the system works how your business works.
Expert guidance ensures teams adopt new processes successfully with comprehensive training resources and ongoing support.
Import existing project data from spreadsheets or legacy systems, preserving historical information and ensuring continuity.
Begin with pilot projects and expand systematically across the organization, minimizing risk and maximizing adoption.
System grows seamlessly from small teams to enterprise deployments without performance degradation or architectural changes.
With over 20 years of CRM and project management innovation, Salesboom delivers unique advantages that standalone project tools cannot match.
Built-in project management within the CRM platform, not a bolt-on integration or third-party connection. Data flows naturally without APIs, connectors, or sync delays.
Single system for sales, marketing, service, and projects eliminates duplicate data entry, reduces software costs, and provides complete business visibility.
22+ years serving 3,500+ businesses across 159 countries with continuous innovation and platform enhancements.
Predictable monthly pricing with no hidden fees, no per-project charges, and no vendor lock-in. Project management included in standard CRM licenses.
Real CRM and project management specialists available 24/7 to help your teams succeed, not just offshore call centers or chatbots.
Regular platform updates deliver new features, capabilities, and enhancements without additional cost or disruptive upgrades.
Transform your project delivery with fully integrated web-based project management. Start tracking tasks, optimizing resources, and collaborating seamlessly today.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamManage your projects efficiently using the built-in Project Management Tools .
Use ready-made templates to standardize your workflow through CRM Project-Management Templates .
Review the interface and features with example views in Project Management Screenshots .
Manage construction projects and customer data together — see how with Construction Management CRM .
Automate sales workflows and follow-ups — explore the Sales Automation Tools .
Make informed decisions with integrated analytics — check out the Sales Intelligence Features .
