Connect CRM and Project Management for Client Work
Move from a client conversation to organized delivery with a clear handoff. Review the client record, create a project and test access for the people involved.
Start with the client record
A SuiteDash CRM dashboard brings together information for a contact or company, including notes, deals and assigned projects. What a staff member can view depends on their role and settings, so test your intended access.
Create a project for delivery
A project organizes work around an objective and requires a client. It can contain tasks, people and dates. Choose a representative project and clarify who owns each next step.
Assign and follow up
Tasks can be created in a project or independently and assigned to eligible users. Check role restrictions, due dates and notifications rather than assuming every participant has the same permissions.
Check the client experience
The optional project dashboard can show a client an overview, with configurable elements. Review file access and project settings, then inspect the actual view with a test client before sharing sensitive work.
Walk through one handoff
- Create a test contact and record a sample request.
- Create a project for a test client and assign a task.
- Check what the assigned staff member and client can see.
- Review how updates, files and any billing handoff work for your team.
- Compare current plans and optional services for the workflows you need.
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