The sale was won. Now you have to execute and bill it.
Project Management connects your pipeline with real operations. Won sale → project created → tasks assigned → hours tracked → invoice issued. All in the same system, without friction.
| PROYECTO | DUE\u00d1O / EQUIPO | CRONOGRAMA | COSTOS | PROGRESO | ESTADO |
|---|---|---|---|---|---|
AcmeApp | S Sebastián | 2026-01-08 → 14 | Est: $315 Real: $630 | PROGRESO80% | En Curso |
SaaS Platform | S Sebastián | 2025-10-31 → 11-02 | Est: $80 Real: $80 | PROGRESO100% | Completado |
Imp: Agente IG | S Sebastián | 2026-01-29 | Est: $500 Real: $0 | PROGRESO0% | Planificado |
One Module. Three Ways to Use It.
Adapt Project Management to your workflow, not the other way around.
Automatic Post-Sales
When a deal moves to 'Won' in the pipeline, the project is automatically created linked to the client. Tasks, schedule, and team are configured from the same place where the sale was closed.
- Zero manual work when closing a deal
- Client, context, and agreements are already in the system
- Billing connected to project closure
Independent Projects
Do you have internal projects, developments, or implementations that don't come from a sale? Create them directly. Total control of team, costs, and deadlines without needing a prior deal.
- Internal projects, tech, operations
- Cost and hour control same as in post-sales
- Visible in the global portfolio dashboard
Implementation Projects
Sell an implementation and execute it in the same system. Track actual hours worked, compare them with what was quoted, and bill with real data — not estimates.
- Estimated vs. actual cost in real-time
- Hours per task and per team member
- Database to better quote the next project
From the First Hello to the Paid Invoice
The only system where sales and execution live in the same place.
Lead in the Pipeline
The prospect enters through any channel — Direct Messages, Business Search, or manually — and progresses in the CRM.
Won Deal
When the deal moves to 'Won', the system automatically creates the project with the client's name and deal data.
Tasks and Team Assigned
Create tasks, assign owners, define dates, and estimate hours and costs. The Gantt is self-generated.
Tracked Execution
The team logs actual hours. You see in real-time if the project is within budget or deviating.
Invoice and Profitability
At closure, you have actual vs. estimated cost, hours worked, and exact project profitability to feed your BI dashboard.
Total Visibility Inside Each Project
Everything you need to know about a project on one screen.
AcmeApp
In Progress| TASK NAME | SCHEDULE | ASSIGNEE | STATUS | ACTIONS |
|---|---|---|---|---|
| Const BD | 2026-01-08→09 · 4h | V vendedor1 | COMPLETED | |
| Infra | 2026-01-08→09 · 3h | V vendedor2 | COMPLETED | |
| tarea 3 | 2026-01-09→10 · 4h | ? Unassigned | COMPLETED | |
| tarea 4 | 2026-01-12→12 · 4h | ? Unassigned | COMPLETED | |
| Tarea 5 | 2026-01-15→20 · 0h | ? Unassigned | PENDING |
What Makes This Module Unique
Estimated vs. Actual Cost
Define the budget at the beginning. The system tracks actual spending hour by hour. You know if a project is profitable before it ends, not after.
Gantt Without Extra Apps
Visual schedule included. No Monday, no Asana, no Notion. The Gantt lives where your sales and billing live.
Team with Roles and Hours
Assign tasks to team members with hour estimates. Compare estimated vs. actual by person and task.
Global Project Portfolio
A single view with all active projects, their progress, costs, and status. The executive management every service business owner needs.
How You Used to Manage Projects. How It Is Now.
Without Project Management
- Deal closed in CRM, project opened in Notion/Trello
- How many hours did we spend on that client?
- You quoted $500, spent $1,200 and don't know why
- The team doesn't know in what order to prioritize tasks
- Billing requires calculating everything by hand
- You don't know if the project was profitable until months later
With Project Management
- The deal is won and the project appears automatically
- Actual hours tracked by task and person
- Estimated vs. actual cost visible in real-time
- Gantt with dependencies and dates always updated
- Project profitability available in the BI Dashboard
- Foundation to better quote the next similar project
Projects Feed Your Business Intelligence
Project Management data flows directly to the BI Dashboard. Profitability by client, service, period — without exporting anything.
The Module That Closes the Cycle
Project Management is where sales turn into delivery and delivery into profitability.
Do You Know Exactly How Much You Earned on Your Last Project?
Activate Project Management today. The next project you close will be born with its schedule, team, and cost control ready.