Top 4 Features to Check in CRM Project Management Software

Project managers have various responsibilities to take care of. Responsibilities include planning, scheduling, conducting meetings, managing resources and budgets, and analyzing reports. With so many things to manage, the workflow of a project manager becomes overwhelming. A simple solution to take care of the tedious process is to use project management software.

It helps the project manager to automate tasks and does tasks where a large team of professionals is required. Project management becomes easier with project management software, but it is important to choose the right software as there are many options in the market now.


In order to find the best project management software for your business, it is important to consider some features. These features will help you determine the right software with the right features for your business. 

Among The 4 Main Features That a Business Should Not Miss In a Project Management Software When Choosing a CRM Are:

Task management: Projects are integrated with tasks. Thus, task management is one of the important processes of project management. So it is important to look for a task management feature in your project management software. This feature helps the project manager to define the task and schedule it based on the priority of the task. It also helps in resource management by assigning the task to the right resource.  

A timeline can also be set for each task. This helps identify the critical path for the project. With task management, a manager can get an overview and status of tasks, which helps to meet deadlines. With the task management feature, managing multiple projects is easier.


Document sharing: Every project has many documents to deal with. Sharing documents between sources becomes a necessary task. That's why it's important to look for project management software that allows document sharing. Choose the one that allows you to upload, save and edit documents in real time. It helps the business to be hassle free without loss of documents and proper management. It also helps improve communication within the team involved.


Time Tracking: Time tracking may not seem like an important feature, but it is a very useful feature for project management. It helps to track the person involved and the time they spend on each task assigned to them. It also helps with planning.

Calendar Feature: Access to the calendar helps increase business productivity. Syncing CRM with Google Calendar helps to know resource schedule. This will help schedule meetings based on the availability of all resources involved in the project.


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