Seamless Project Delivery, Natively in Microsoft 365
Stay on top of your projects - right where your team already works. SoProjects brings planning, resource allocation, milestone tracking, and reporting into Microsoft 365, so everything is secure, accessible, and always up to date.
Seamlessly integrated with Outlook, Teams, and SharePoint, SoProjects empowers your delivery process with enterprise-grade security, single sign-on, and complete data ownership - helping your teams stay focused, aligned, and in control from start to finish.
Why Microsoft 365-Native Matters
SoCRM runs natively inside your Microsoft 365 tenant - giving you full control over your data, seamless integration with familiar tools, and enterprise-grade security without the need for external platforms.
Seamless Integration
Works directly within Outlook, Teams, SharePoint, and Power Platform - no need for external systems or separate logins.
Familiar User Experience
Users interact with tasks and data inside the apps they already use - boosting adoption and reducing training overhead.
Data Ownership and Residency
Your data stays within your own Microsoft 365 tenant, giving you full control over where it lives and how it's managed.
Flexible Configuration
Built on Microsoft’s low-code platform, allowing fast setup, easy customisation, and scalable workflows.
Enterprise-Grade Security
Benefit from Microsoft’s built-in compliance and security standards, including GDPR, ISO 27001, and SOC.
Cost-Effective Deployment
Leverages your existing Microsoft 365 licences - avoiding the cost and complexity of third-party platforms.
WHY SoPROJECTS?
Key Benefits
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Unified experience
Operates entirely within the So365 One platform - no need for separate project tools or integrations.
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Enhanced visibility
Gain a clear, real-time view of project status, resource usage, and budget performance.
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Accurate time tracking
Easily capture time on projects and tasks to improve utilisation, forecasting, and billing accuracy.
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Improved accountability
Track deliverables, approvals, and time spent with full auditability.
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Faster project setup
Launch new projects quickly using templates with pre-defined deliverables and tasks.
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Streamlined collaboration
Integrated communication and approval tools reduce delays and improve team coordination.
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Client confidence
Generate professional milestone reports with detailed commentary, financials, and risk updates.
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Scalable and configurable
Adaptable to different project types, team structures, and reporting needs.
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WHAT DOES IT DO
SoProjects Key Features
Project dashboard & lifecycle management
Monitor all projects at a glance, from planning through delivery and closure, with clear status indicators and visual timelines.
Flexible budget management
Track internal costs, associate allocations, markups, and expenses with clear budget breakdowns for full financial visibility.
Resource allocation
Assign individuals to deliverables with configurable roles, hourly rates, and time allocations. Track utilisation and cost in real time, with safeguards for over-allocation and date conflicts.
Integrated timesheet management
Record time quickly and accurately against project allocations and admin codes, with prefilled entries, utilisation tracking, and smart alerts - all in a mobile-friendly interface.
Associate management
Manage external contractors or associates, including daily rates, allocated days, and markups. Track costs and receive alerts when budgets are exceeded.
Invoice recording
Record and track client invoices, including dates, amounts, and statuses (e.g. raised, approved, issued).
Gantt view
Visualise project timelines, deliverables, and resource allocations in a Gantt-style chart for enhanced planning and oversight.
Detailed project setup
Capture key project details like name, status, client, dates, and roles. Projects can be created from scratch or from templates with pre-filled deliverables and structure for faster setup.
Deliverables management
Define and categorise project deliverables with start/end dates, time allocations, and status tracking. Deliverables can be approved via a built-in Microsoft Teams approval workflow.
Project templates
Create reusable project templates with pre-defined deliverables and task structures. Templates help standardise project setup, reduce admin time, and ensure consistency across repeatable project types.
Integrated activity logging
Log emails, calls, meetings, notes, and tasks directly against projects. Schedule Teams meetings and send Outlook emails from within the system.
Milestone reporting
Create milestones to track progress, time, spend, and risks - then generate client-ready reports with commentary and updates.
Expense tracking
Log significant project-related expenses (e.g. travel) to monitor spend against budget.
ONE PLATFORM
Powered by So365 One
All So365 One modules are powered by the same secure, Microsoft 365-native foundation. That means every module - including SoProjects - includes the core capabilities of the So365 One platform:
Account management
Contact management
Document management
Unified dashboards
Microsoft 365 integration
Activity tracking
Email tracking
Notifications
Mobile experience
These features ensure that no matter which module you use, your teams benefit from a consistent, connected experience across the entire customer lifecycle.
ADAPTABLE BY DESIGN
Future-proof your investment
SoProjects is a fully integrated module of the So365 One platform, designed to grow with your business. It’s easy to configure and manage, and can be tailored to your unique project workflows.
Need more? SoProjects can be extended with custom fields, workflows, and reporting - or used as the foundation for a bespoke sales solution built around your delivery model.
Extend So365 One
Choose the modules that match your business needs - all fully integrated with the core platform.
