Combining CRM and project management successfully in a single tool is rare. Most platforms out there excel in one and sort of throw another in there as an add-on to try and broaden their market appeal. Prime examples are apps like Sugar CRM and Hubspot. The fact is many CRM applications are built to nurture the sales cycle and help you close deals.
Seldom do you find CRMs that help you through what comes after you close the deal. This is where Super Easy CRM comes in clutch. Our platform was built from the ground up to not only help close deals but to handle all the things that come next. In this week's article, we'll explore what crm and project management can do for your organization and why it's without a doubt the best CRM and project management software on the market today.
360 Degree View of Your Customers
The so-called 360-degree view of your customers should not only encompass touchpoints, emails, and invoices but projects, complaints, support tickets and feedback. Super Easy CRM extends that view by connecting all the dots between sales, support, service delivery, and beyond. It's not just about seeing what's been sold it's about knowing where each customer stands in every aspect of their journey with you.
Imagine opening a client record and instantly knowing how many open tickets they have, which phase their onboarding project is in, and whether a milestone is at risk. No toggling between apps. No reconciling conflicting updates from two different systems. Just clear, actionable insight from one CRM and project management tool.
Here are all the important aspects of your customers' journey that you can see right from their profile.
- Tickets - View and manage all support tickets and issues your customers have submitted.
- Job Aids - Leave easy-to-follow client specific instructions for your team to meet your client's unique needs.
- Documents - Store contracts, invoices, flyers, and more all within your customer's record.
- Project - View both ongoing and completed projects for each customer.
- Events - Track calls and meetings with the possibility of integrating your phone system.
Built-in Project Management That Doesn't Feel Like an Afterthought
Most CRMs tack on project management features like an extra compartment in a suitcase—disconnected and easy to overlook. Super Easy CRM, on the other hand, was designed with project delivery as a core feature. Whether you're managing internal initiatives or client deliverables, projects in Super Easy CRM are tied directly to your accounts, tickets, and tasks.
You can build reusable project templates, assign cross-functional teams, and break down deliverables into tasks with deadlines, priorities, and owners. Everything updates in real time and syncs with the broader context of your client relationship. This is what sets Super Easy CRM apart as a powerful CRM and project management in one platform.
A super unique and useful feature of our project management module is the broadcast option. This handy tool allows you to add a task to any active project that was created using a template. It works as follows.
- Navigate to the list of taks within your project template
- Add a new task to the project template
- Before saving, toggle the 'Broadcast' button
- All projects currently using the template will gain the new task
This option is perfect for anyone running multiple projects with an everchanging list of tasks that need to be performed.
Collaboration Across Departments
When customer data lives in one app and project tracking lives in another, collaboration suffers. Marketing doesn't know what support is doing, and the sales team has no idea when the last client milestone was hit. That's where integration shines.
Super Easy CRM lets all stakeholders—sales, support, development, marketing—see and contribute to projects based on their roles. If a ticket comes in for a project-related issue, it's tied to the correct client and project automatically. Project managers can assign tasks to staff in other departments without needing to set up a dozen separate permissions or external tools.
This unified visibility transforms how teams interact. Imagine a sales rep tagging in a developer during a client call to provide technical clarity, or support looping in marketing when a customer praises a feature that could become a campaign headline. Because everything's housed in one platform, these cross-functional handoffs happen seamlessly, with full context intact.
Internal silos are one of the biggest killers of momentum in any growing business. By centralizing communication, tasks, and accountability inside Super Easy CRM, your teams gain the clarity they need to collaborate proactively—rather than reactively. The result? Faster resolutions, better ideas, and a more unified approach to serving customers.
Workload Management and Milestone Tracking
As projects pile up, it's easy to overburden some team members while others are left waiting for the next task. Super Easy CRM's workload views let you see what's on each user's plate. When assigning tasks, you'll instantly know who has bandwidth and who's swamped. That means smoother handoffs, more consistent progress, and happier teams.
Milestone tracking gives you a bird's eye view of progress. You can define what success looks like at each stage and monitor progress toward key deliverables. Whether it's "Site Setup Complete" or "Training Delivered," you'll always know what's done, what's in progress, and what's falling behind.
Events, Tickets, and Accountability
Events like kickoff calls, check-ins, or go-live meetings can be tied directly to projects and customer records. When you log a meeting, it's not just floating in your calendar—it becomes part of the documented journey. This is especially powerful when paired with support tickets. If an issue arises, it can be logged and resolved without losing track of its connection to a larger project.
Accountability improves when everything's visible. Team members know their tasks. Managers know the project status. And most importantly, clients get updates they can trust.
Final Thoughts
CRM and project management aren't just compatible, they're better together. Super Easy CRM takes that to heart by giving you the tools to manage both pipelines and projects, deals and deliverables, from one clean interface. Adopting a CRM solely focused on sales just means you're guaranteed to have to buy an additonal subscription to another platform at some point.
If you've been juggling multiple apps and dealing with constant disconnects between what was promised and what was delivered, it's time to bring everything under one roof. Super Easy CRM isn't just a tool, it's a better way to work. Try what I firmly believe is THE best CRM and project management software for your business today.
