CRM with project management, from first inquiry to delivery
Keep inquiries in sales pipelines, prepare quotes and create projects from agreed work. The client and budget carry over into the project form. When needed, you can also transfer the lead’s linked tasks and the time already spent preparing the deal.
How companies connect sales with project work
Give each service its own sales pipeline
Create separate pipelines for services with different sales processes. Choose the stages for each pipeline so the board reflects how that work is actually sold. Keep ownership, follow-up tasks and deal information with the lead.
Build a quote from your service catalog
Select services or products from the catalog, enter quantities and review prices, discounts and totals. The quote stays connected to the lead, so the agreed scope is available when the deal becomes a project.
Turn a won deal into a project without losing the preparation work
Create a project from the lead and review the prefilled name, client and budget. If the preparation work belongs in the project, select the option to transfer linked tasks and their recorded time. Add the project team and check the settings before creating it.
From inquiry to project
- 1
Record the request
Add the lead, contact, owner and next action.
- 2
Agree on the scope
Prepare a quote using services from your catalog.
- 3
Hand the work over
Review the project details and decide whether to include preparation tasks and their logged time.
Pricing
Choose the plan that fits your team. Prices are per company, and every plan starts with a 7-day free trial.
Start
For small teams
- 3 team members
- 5 GB disk space
- Up to 10 active projects
- Connect ChatGPT, Claude, Gemini via MCP
Basic
For growing teams
- 10 team members
- 10 GB disk space
- Connect ChatGPT, Claude, Gemini via MCP
Standard
For mid-size teams
- 25 team members
- 25 GB disk space
- Connect ChatGPT, Claude, Gemini via MCP
Pro
For large teams
- 50 team members
- 50 GB disk space
- Connect ChatGPT, Claude, Gemini via MCP
Business
For scaling companies
- 75 team members
- 75 GB disk space
- Connect ChatGPT, Claude, Gemini via MCP
Premium
For large companies
- 125 team members
- 125 GB disk space
- Connect ChatGPT, Claude, Gemini via MCP
Enterprise
Full white-glove service
- 126+ team members
- Custom features & integrations
- White label
- Dedicated Server
- Connect ChatGPT, Claude, Gemini via MCP
CRM and project management questions
It keeps the agreed work close to the team that delivers it. When a deal is ready, you can create a project from the lead and review the information carried into the form.
The project form is prefilled with the relevant lead details, including its name, client and budget. Check these values before creating the project.
Yes. Add catalog items to a quote, enter quantities and review prices, discounts and totals.
Yes. Enter the number in the lead search to find matching records.
Yes. Create separate pipelines and select stages to match different services or sales processes.
Yes. Select the option to transfer tasks linked to the lead. Their recorded time can move with them, so preparation work remains part of the project’s history.
Use linked tasks and ownership to record follow-up work. Pipeline automations can support configured actions; set up rules for the workflow you need.
That depends on your sales process and integrations. On a demo, we can review your pipeline, quote preparation and project handover to see which parts fit your workflow.
See how your deals can become projects in if.team
We’ll walk through your pipeline, quote preparation and the handover of agreed work to the project team.