Can I manage client projects and CRM in the same account?
Yes. Projects, client records, deals, quotations and invoices share the Heffl workspace. You can create a project from a deal and manage delivery without moving the client relationship to another tool.
Move from the sale to delivery
Create a project from a deal when the work is ready to begin. Your team can manage client records, quotations, invoices and project delivery in the same Heffl workspace.
Set up the delivery work
- Choose the project lead and assignees.
- Set the project dates and organize the tasks.
- Keep supporting files and notes with the project.
Review the project setup after the handoff so the people delivering the work know what is expected. See the CRM overview for how Heffl manages the relationship before delivery starts.
