Projects connected to the sale
Once a deal is won, you create the project straight from the opportunity. Tasks, resources, time and finances sit on the same customer, so everyone works from the same picture.
Gantt view
Tasks, dependencies, milestones and deadlines on a timeline.
Resources across projects
See who is working on what, and who has time, across projects.
Time on the task
Time is recorded on tasks and projects and becomes the basis for invoicing.
Finances per task
Budget, spend and contribution margin for every task.
From won deal to delivery
The project takes the customer, contacts and agreed lines from the opportunity. Tasks move through their stages on a board, and linked bookings move together if a date changes.
- Create the project straight from a won opportunity
- A board of tasks and their stages
- Linked bookings that move together
- Undo and redo in the planner
See overlaps before they become a problem
The resource plan shows staffing across tasks and periods, so it is clear when two projects draw on the same people in the same week. The finances per task show budget against spend while the project runs.
Plan your next project in AmpleoCRM
Start a trial with demo data, or book a walkthrough of projects and planning.