Project Management Software: Connected to Customers and Sales

Projects start with a sale. In Integrion an accepted quote can become a project directly; tasks, teams and customer information stay in the same context.

Why Project Management Matters

Standalone project tools plan the work, but they do not know why it started, who it is for or what it is invoiced against. In Integrion, a project is linked to the customer and deal records.

You follow the same work in different views: managers look at the timeline, the team at Kanban, the resource planner at workload. The data is one.

Key Features

Project Management Capabilities

Table and Kanban

Manage tasks as a list or as a drag-and-drop Kanban board.

Timeline

Plan task start and end dates on a timeline.

Calendar

See deadlines and events on a calendar.

Workload and Resource Planning

Track each team member's workload and plan resources with scenario analysis.

Time Tracking

Measure billable hours instantly.

Mobile Field App

See and update tasks in the field; it also works offline.

From Project to Delivery

  • An accepted quote or order can be converted into a project, and the customer information carries over.
  • Tasks are assigned and the team collaborates with comments and @mentions.
  • Progress is followed in the Kanban, timeline or workload view.
  • Automations flag delays, and completed work becomes ready for invoicing.
FAQ

Frequently Asked Questions

Table, Kanban, Timeline, Calendar, Workload and Resource Planning views.

Yes. A project can be created from a quote, an order or a deal, and it carries the customer context.

No, but for teams that want everything in one place, Integrion offers the whole process together with the CRM.

Every record has comments and @mentions. You can set reminders and receive notifications on both web and mobile.

Yes. The mobile app works offline and syncs when a connection returns.

Request a Demo Tailored to Your Business

Let's look at how the Project Management module would work in your business.

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