CRM with Project Management
Manage leads and projects in one platform. Convert leads to projects, track progress, log time, and invoice - all connected. No need for separate tools.
Why separate CRM and project management doesn't work
Most businesses use separate tools for CRM and project management. This means manual data entry, data getting out of sync, and switching between apps constantly.
The Problem with Separate Tools
- •Manual entry when converting leads to projects
- •Data gets out of sync between tools
- •Switch between apps constantly
- •Pay for two separate subscriptions
Integrated CRM & Project Management
- ✓One-click lead to project conversion
- ✓Data always stays in sync
- ✓Everything in one place
- ✓One subscription, one price
How CRM and project management work together
Capture Leads
Add leads to your CRM. Track interactions, score leads with AI, and manage your pipeline.
Convert to Project
When a lead becomes a client, convert them to a project with one click. All lead data carries over automatically.
Manage Project
Track project progress with tasks, budgets, and timelines. Log time on project tasks, monitor health, and stay on schedule.
Invoice from Project
Generate invoices from project time entries. Everything is connected - no manual entry, no switching tools.
Built for your workflow
Features designed specifically for your industry
Convert Leads to Projects
When a lead becomes a client, convert them to a project with one click. All lead data carries over automatically - no manual entry, no data loss.
- One-click lead to project conversion
- Automatic data carryover
- No manual data entry
- Complete project history
Project Tracking & Management
Manage projects with tasks, budgets, timelines, and health scoring. Track progress, monitor profitability, and stay on top of deadlines.
- Task management and tracking
- Budget and timeline monitoring
- Project health scoring
- Progress visibility
Time Tracking on Projects
Log billable hours directly on project tasks. Time entries are automatically linked to projects, making it easy to see project progress and generate invoices.
- Log time on project tasks
- Track billable vs non-billable hours
- Set hourly rates per project
- See time breakdown by project
Invoice from Projects
Generate invoices directly from project time entries. No need to switch to a separate invoicing tool - everything is connected in one platform.
- Convert time entries to invoices
- Automatic calculation from rates
- Professional invoice templates
- Track what's been invoiced
Your data flows automatically
No copy-pasting. Everything connects automatically.
Lead
Project
Time
Invoice
Turn a lead into a project. Log time on that project. Invoice from that time. It all flows together.
One platform for CRM and project management
Start free with 25 leads, 25 contacts, and 5 projects. Upgrade to Service Pro for unlimited everything at £14.99/month - less than most separate tools cost.
View pricingQuestions?
In SoloCRM, leads become projects. When you convert a lead to a project, all the lead data carries over automatically. Then you can track that project with tasks, budgets, timelines, log time on it, and invoice from it. Everything is connected in one workflow.
No. SoloCRM includes full project management features: tasks, budgets, timelines, progress tracking, and health scoring. If you're using a separate tool like Monday or Asana, you can replace it with SoloCRM and have everything in one place.
Yes. SoloCRM lets you manage unlimited projects (on Service Pro) or 5 projects (on the free plan). Each project has its own tasks, budget, timeline, time tracking, and invoicing. You can see all your projects in one dashboard.
You log time directly on project tasks. Each time entry is automatically linked to the project, so you can see how much time you've spent on each project. When you're ready to invoice, you can generate invoices from your time entries with one click.
Yes. Each project can have a budget and timeline. SoloCRM tracks actual costs and progress against your budget and timeline, and gives you a project health score so you can see if projects are on track.
When you use separate tools, you have to manually transfer data between them. With SoloCRM, everything is connected - leads become projects, time is tracked on projects, and invoices are generated from time. No manual data entry, no switching between tools, no data getting out of sync.
SoloCRM's project management includes tasks, budgets, timelines, progress tracking, health scoring, and scope change management. If you need advanced features like Gantt charts, resource allocation, or complex workflows, you might need a more specialized tool. But for most service businesses, SoloCRM's project management covers the core needs.
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