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Deliver projects with precision - powered by SoCRM and Microsoft 365

More than just project tracking

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Seamlessly extend your CRM with integrated project tracking, resource planning, and milestone reporting - all within the tools your teams already use.
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SoCRM Projects is a powerful extension of the core SoCRM platform, designed to deliver seamless, integrated project tracking, time recording, and management within the familiar Microsoft 365 environment. It enables organisations to manage the full lifecycle of projects - from planning and resource allocation to timesheet entry, approvals, and reporting - with the added benefit of reusable project templates for faster, more consistent setup. All fully embedded within the SoCRM experience.​

Discover SoCRM Projects
GUIDED TOUR

Explore SoCRM Projects In Action

THE BENEFITS

Modern project control, built into your CRM

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Unified experience

Operates entirely within the SoCRM environment - no need for separate project management tools.

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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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INTEGRATION

Seamlessly connect with Microsoft 365 tools including Teams and Outlook, keeping all project activity in one familiar environment.

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TIME & COST

Track time and costs with integrated timesheets, role-based rates, and automated validation for project and admin work.

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APPROVALS

Manage deliverables and milestones with configurable approval workflows that streamline decision-making and accountability.

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TRACKING

Monitor budgets, timelines, and utilisation in real time with clear visual indicators and smart alerts.

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REPORTING

Generate flexible, client-ready reports with commentary, financials, and risk updates - tailored for internal or external audiences.

WHAT DOES IT DO

SoCRM Projects Key Features

Designed to simplify project delivery, these features help your teams stay aligned, on time, and in control.

Project Dashboard

& Lifecycle Management

View and manage active, completed, and archived projects. Projects can be filtered by ownership and status, with configurable archiving rules based on completion dates.

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.

Expense

Tracking

Log significant project-related expenses (e.g. travel) to monitor spend against budget. This complements, but does not replace, internal expense systems.

Milestone

Reporting

Create milestones to track progress, time, spend, and risks - then generate client-ready reports with commentary and updates.

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Future-proof your investment

SoCRM Projects is a fully integrated extension of SoCRM that delivers powerful project tracking and time recording capabilities right out of the box. It’s easy to configure and manage, and designed to grow with your organisation.

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If your needs go beyond the standard functionality, SoCRM Projects can be customised, extended, and enhanced. We can work with you to tailor the interface, data fields, workflows, and logic - adding new features to support your unique project processes.

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We can also use SoCRM Projects as the foundation for a bespoke solution, helping you build a project management experience that fits your business perfectly.

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Ready to transform your project tracking systems?

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