
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.​
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.
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.

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.