A project module would be handy. Projects can be added manually or automatically when a deal is won. It can be used as a post-sales checklist of tasks. Completing these tasks could also trigger automation journeys. At the moment, when I win a client, I print out a PDF with a checklist of onboarding tasks. It would be great to go paperless. Zoho has Zoho ProjectsPipedrive has a Project moduleNoCRM has a post-sale task module. Hopefully, Salesmate can implement projects too.
Hi Sandy,
Thanks so much for sharing this detailed and insightful suggestion!
A dedicated Project module that kicks in post-sale, especially one that supports task checklists and automation. Would definitely bring a lot of value to teams managing onboarding and delivery processes. I love the idea of streamlining your workflow and going fully paperless!
Your input helps highlight how beneficial this would be for our users too. I’ve shared your feedback with our product team as we continue to explore ways to expand our post-sale capabilities.
Really appreciate you taking the time to outline the use case this kind of feedback helps us build a better product!