Stop Switching Between CRM and Project Tools
Manage projects alongside your deals, contacts, and invoices. Task boards, milestones, time tracking, client portals, and Gantt-style views — all inside your CRM. No Asana. No Monday.com. No extra cost.
Context Switching Kills Productivity
Your sales team closes a deal in the CRM. Then they copy-paste details into Asana. Project managers rebuild timelines from scratch. Client information lives in three different tools. Nobody has the full picture.
Average time to refocus after switching tools
of project data lost in CRM-to-PM handoffs
per user/month for separate PM tools
Everything You Need to Deliver Projects
From task boards to client portals, every project management feature lives inside your CRM.
Kanban Task Boards
Drag-and-drop task boards with customizable columns, card labels, checklists, and assignees. See every project at a glance — just like Trello, but inside your CRM.
Milestones & Deadlines
Set project milestones with due dates and deliverables. Automated reminders when deadlines approach. Track milestone completion percentage in real time.
Time Tracking
Built-in time tracking on tasks and projects. Log hours manually or use the start/stop timer. Generate time reports for client billing or internal productivity analysis.
Client Portals
Give clients a self-service portal to view project progress, milestones, and deliverables. Clients can leave comments and approve work — reducing back-and-forth emails.
Deal-to-Project Conversion
When a deal is won, convert it to a project with one click. Contact info, requirements, notes, and files carry over automatically. No manual re-entry or lost context.
Task Dependencies
Set finish-to-start, start-to-start, and other dependency types. Gantt-style timeline view with critical path highlighting shows which tasks will delay the project.
Team Workload View
See who is overloaded and who has capacity. Workload view shows task assignments across team members with hours allocated vs. available — prevent burnout and missed deadlines.
Template Projects
Create reusable project templates with pre-set tasks, milestones, assignments, and timelines. Launch new projects in seconds instead of building from scratch every time.
From Deal Won to Project Launched
See how a closed deal automatically becomes a fully-loaded project — with zero manual data entry.
Deal Closes
Your sales rep marks the deal as "Won" in Skode CRM. All deal data — contacts, notes, files, requirements — is ready.
One-Click Convert
Click "Convert to Project." Choose a project template or start blank. Deal context carries over automatically.
Tasks Auto-Created
If using a template, tasks, milestones, assignees, and deadlines are created instantly. Team gets notified.
Client Portal Active
Client gets portal access to track progress, approve deliverables, and communicate — all in one place.
Built-In vs. Bolted On
Other CRMs require marketplace apps or third-party tools for project management. Skode includes everything natively.
| Feature | Skode CRM | HubSpot | Salesforce |
|---|---|---|---|
| Native Project Management | ✓Built-in (85+ features) | Tasks only (basic) | Requires AppExchange add-on |
| Kanban Boards | ✓Included | Basic task board | Third-party required |
| Time Tracking | ✓Included | Not available | Add-on required |
| Client Portals | ✓Included | Service Hub required | Experience Cloud add-on |
| Deal-to-Project Conversion | ✓One-click | Not available | Custom development |
| Task Dependencies & Gantt | ✓Included | Not available | Third-party required |
Comparison based on publicly available feature documentation as of March 2026.
Project Management — Frequently Asked Questions
Related Features
Explore more capabilities that work together.
Manage Projects Inside Your CRM — Free
Stop paying for Asana on top of your CRM. Project management is built in.