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Projects

Projects helps you follow through on what you sold. Break each project into phases and tasks, assign owners and dates, track time and share with your client the progress you choose to show.

  • Phases and tasks with owners and dates
  • Time tracked with a timer or by hand
  • A project view for your client
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app.agentticcrm.com/app/projects
Sample screen with fictitious data.

The whole project in one place

  • Phases with dates and an owner

    Arrange the work into phases such as Design, Build or Launch. Each phase has planned dates, actual dates and one person in charge.

  • Tasks and subtasks

    Every task has owners, a priority, a status and a due date. Split large pieces of work into subtasks and check them off as you go.

  • Time tracking

    Start the timer when you begin or log the hours afterwards. The time is saved on the task and adds up on the project.

  • A conversation inside every task

    Comment, mention teammates and attach files on the task itself, so every decision stays next to the work it belongs to.

  • Project access details and files

    Keep the project's links, files and credentials. Credentials are stored encrypted, and every time someone reveals one it is recorded.

  • Project health

    Mark whether the project is on track, at risk or off track, so the main dashboard shows early what is slipping.

From a requirements document to a work plan

Is the scope already in a document? Upload it when you create the project and AgentticCRM proposes a plan with phases, tasks and subtasks. Dates are taken from the document or worked out from each phase's dates.

You review the plan on screen, adjust whatever you need, and the project is only created when you click Create project. Nothing is saved before you approve it.

If you work from ChatGPT or Claude, once connected to your organization it can open the project, create its phases with dates and an owner, and put them in order. Every change is logged so it can be undone, and the money terms stay with a person.

What your team sees and what your client sees

Your team

  • Every phase, task and subtask
  • Internal comments and mentions
  • Tracked time, budget and hourly rate
  • The project's access details and credentials

Your client, in the client portal

  • Progress on the project and its phases
  • Only what you marked as visible
  • The tasks you assigned to them, ready to confirm
  • The files you share and the ones they upload

Task comments are internal by default and client notifications start switched off: sharing is always your decision.

Tasks that depend on your client

Many projects stall waiting for something from the client: copy, an approval or a login. Assign that task to a person at your client's company, or to the client as a whole, and stop chasing it by email.

They get a notice in their portal and an email with a link to confirm the task, even without an account. Once they reply, the task closes and the project moves on.

How a project moves forward

  1. Create the project

    Choose the client, the lead, the team and the dates. Add a budget and an hourly rate if you want.

  2. Set up phases and tasks

    Do it by hand or from a document, and assign each task to its owner.

  3. Work and track time

    The team updates statuses, comments and logs hours on each task.

  4. Share progress

    Your client checks what you marked as visible in their portal.

  5. Invoice the work

    Create the invoice from the project with the billable tasks, their time and their rate.

A phase with one blocked task shows as blocked, even if everything else is finished. That way nobody mistakes “almost done” for “done”.

Frequently asked questions

Can I bring in projects I already have in another tool?

Yes. You can import projects with their phases, tasks, statuses, dates and the people who did the work, even if they are no longer on your team.

Is tracked time invoiced automatically?

You decide when to invoice. When you create the invoice from the project, the tasks marked as billable come in with their tracked time and rate.

Does my client get a notice for every change?

Only if you want. Client notifications start switched off on every project, and you turn them on when you want your client to receive updates.

Can I print the project plan?

Yes. There are printable views of the timeline and the task list, handy for a meeting or for sending a summary.

How many projects can I have?

It depends on your plan. Only active and paused projects count; completed and archived projects keep their full history without counting toward the limit.

Projects works together with

See AgentticCRM working with your team's day-to-day

Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

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