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.​
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.
TIME & COST
Track time and costs with integrated timesheets, role-based rates, and automated validation for project and admin work.
APPROVALS
Manage deliverables and milestones with configurable approval workflows that streamline decision-making and accountability.
TRACKING
Monitor budgets, timelines, and utilisation in real time with clear visual indicators and smart alerts.
REPORTING
Generate flexible, client-ready reports with commentary, financials, and risk updates - tailored for internal or external audiences.
POWERED BY SoCRM
Built on the SoCRM Platform
All SoCRM modules are powered by the same secure, Microsoft 365-native CRM foundation.
That means every module - including SoCRM Projects - includes the core capabilities of the SoCRM platform.
Account management
Contact management
Document management
Unified dashboards
Microsoft 365 integration
Activity tracking
Email tracking
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Notifications
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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.
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
Capture, qualify, and nurture leads from multiple sources. Assign owners, track engagement, and convert to opportunities when ready.
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.
ADAPTABLE BY DESIGN
Future-proof your investment
SoCRM Projects is a fully integrated module of the SoCRM platform, designed to grow with your business. It’s easy to configure and manage, and can be tailored to your project workflows.
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Need more? SoCRM Projects can be extended with custom fields, workflows, and reporting - or used as the foundation for a bespoke solution built around your delivery model.
Extend SoCRM with specialised modules
Choose the modules that match your business needs - all fully integrated with the core CRM.
