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CRM pipeline
- Lead and opportunity stage
- Estimated or won value
- Sales owner and next action
- Customer conversations and history
CRM-native project and task management
Turn Won Deals Into Organized Delivery—Without Leaving Your CRM
Plan client work, assign accountable owners and keep delivery connected to the contacts and opportunities that started it. Lead Connector gives teams a structured path from sale to successful service.
Keep customer context with the work
Give every task an owner and due date
See progress in Kanban or List view
Client onboarding
Northstar project
To do2
Collect client data
High12 Oct
Prepare launch plan
High13 Oct
Doing2
Configure workspace
High12 Oct
Team review
High13 Oct
Done1
Confirm project scope
Normal12 Oct
One connected operating system
A sales pipeline and a project board solve different problems
Your CRM pipeline shows where a lead or deal is in the customer journey. Project management shows what your team must deliver, who owns it and what happens next. Connecting both views reduces handoff gaps after a deal is won.
Project board
- Delivery status and task owner
- Start dates, due dates and priorities
- Subtasks, comments and instructions
- Client or opportunity association
Structure work from portfolio to next action
Use a consistent hierarchy so leaders can see the portfolio while each contributor knows the next task.
Spaces
Create the top-level working area, define statuses and custom fields, and limit access when the work is private.
Folders
Optionally group related lists by team, department, service line or another operating structure.
Lists
Represent a client project, campaign, onboarding plan, recurring service or internal workstream.
Tasks
Record the owner, status, priority, date range, description, comments and linked CRM context.
Subtasks
Break a deliverable into smaller actions without losing its relationship to the main task.
Everything needed for accountable client delivery
Kanban and List views
Move work visually by status or scan structured rows when dates, owners and fields matter most.
Custom statuses
Organize statuses inside To Do, Doing and Done groups so every team can reflect its real delivery process.
Assignees and dates
Give each task a responsible team member, start date, due date or date range.
Priorities and fields
Use Low, Normal, High or Urgent priorities and add custom fields for business-specific context.
CRM associations
Connect tasks with the relevant contact or opportunity so delivery does not become separated from customer history.
Descriptions and comments
Keep instructions, decisions, updates and collaboration close to the work instead of scattered across tools.
Filters and grouping
Focus the board by owner, status or other available task data, then group work for a clearer operational view.
Private spaces
Restrict sensitive projects to selected members while keeping the rest of the organization appropriately separated.
Built for the work that begins after a customer says yes
Create a repeatable delivery framework, then adapt the lists, statuses, fields and tasks to each customer or workstream.
Customer onboarding
Coordinate account setup, data collection, training, launch approvals and the first success milestone.
Campaign delivery
Plan briefs, assets, approvals, publishing and performance reviews while retaining the related client context.
Service delivery
Turn a sold service into visible milestones, responsible owners, due dates and customer-linked work.
Internal operations
Organize cross-team initiatives, recurring operating work and process-improvement projects.
Sales follow-up
Manage complex pre-sale actions and handoffs that need more structure than a single reminder task.
A practical deal-to-delivery workflow
Qualify and close
Manage the lead, conversations and opportunity in the CRM pipeline.
Create delivery structure
Open the relevant list and define milestones, tasks, owners, dates and customer associations.
Execute visibly
Use Kanban or List view, comments and status updates to keep work moving.
Review the outcome
Confirm completed work, document decisions and keep the history connected to the customer.
Ready to configure your first project?
Follow the practical setup guide for spaces, lists, statuses, tasks, CRM associations and team access.
Choose the feature for connected delivery
Lead Connector is designed for CRM-connected project and task management. If your operation depends on specialized Gantt planning, dependency chains, resource capacity or time sheets, confirm those requirements before replacing a dedicated project-management application.
Project management FAQs
What is CRM project management?
CRM project management connects customer and opportunity context with the tasks, owners, dates, statuses and collaboration required to deliver work. It helps prevent the post-sale handoff from becoming disconnected from the customer record.
What is the project hierarchy in Lead Connector?
Work is organized from Spaces to optional Folders, then Lists, Tasks and Subtasks. A space can define statuses, custom fields, members and privacy, while lists usually represent projects, customers or workstreams.
Can a project task be linked to a customer or sale?
Yes. Project tasks can be associated with supported CRM contacts and opportunities so the team can preserve relevant customer and deal context.
Does project management replace the sales pipeline?
No. The pipeline tracks the commercial journey and opportunity stage; the project board tracks delivery work. Using both creates a clearer handoff from revenue to execution.
Which views are available?
Teams can work in Kanban and List views. Kanban organizes work visually by status, while List view supports a structured overview of task information.
Can project spaces be private?
Yes. A space can be private and shared with selected members, which helps separate sensitive client or internal work.
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Give sales and service teams a shared view of the customer, the commitment and the work required to deliver it.
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