CRM with Project Management Software India
Manage client projects, track deliverables, and automate client communication from within your CRM. One platform for sales pipeline, project delivery, invoicing, and client follow-ups.
Challenges You Face
These problems are costing you leads and revenue every day. LeadNXT solves every one of them.
CRM Ends at Deal Close
Traditional CRM tracks leads to deal closure. After that, project delivery happens in a separate tool with no connection to client history.
Projects Tracked in Spreadsheets
Client deliverables, deadlines, and milestones managed in Excel or Trello. No link to CRM, invoicing, or client communication.
Sales and Delivery Disconnect
Sales team promises one thing, delivery team has no context. Client information lost in handoff between departments.
No Client Lifetime View
Cannot see complete client journey from first enquiry to ongoing projects, invoices, and communication in one place.
Complete CRM Project Management Solutions
Everything you need to capture, convert, and grow - all in one platform.
Unified CRM + Project View
Manage sales pipeline AND project delivery in one platform. When a deal closes, project auto-creates with all client context carried over.
Explore CRM→Task & Milestone Tracking
Create tasks, set deadlines, assign team members, and track milestones. Kanban boards, Gantt views, and checklist templates for consistent delivery.
Explore Automation→Client Communication Hub
All client emails, WhatsApp messages, calls, and notes in one timeline. Team collaborates with internal comments without switching tools.
Explore WhatsApp→Client IVR & Support Line
Dedicated support IVR for existing clients. Route calls to assigned project manager. Track support requests alongside project progress.
Explore IVR→Automated Workflows
Auto-create projects on deal close. Auto-assign tasks by project template. Deadline reminders, escalation alerts, and status update notifications.
Explore Automation→Reports & Client Analytics
Project profitability, team utilization, deadline adherence, and client satisfaction metrics. Revenue tracking from lead to project completion.
Explore Analytics→How It Works
From first enquiry to conversion - in 4 simple steps.
Lead Converts to Client in CRM
Project Auto-Created with Tasks
Team Delivers with Full Client Context
Client Updated via WhatsApp/Email
Industries We Serve
LeadNXT CRM Project Management powers businesses across every major industry.
When CRM Does Not Stop at Deal Close
Most CRMs track a prospect only until the deal is won, after which project delivery moves to a separate tool with no link to the client's history. CRM with project management closes that gap. In LeadNXT, the moment a deal closes in your sales pipeline, a project is auto-created carrying over all the client context from the sales process — so the delivery team never starts blind and nothing is lost in the hand-off.
Sales and delivery finally share one client record. Tasks, deadlines and milestones are managed with Kanban boards and checklists, while every client email, call and WhatsApp message stays on the same timeline. A dedicated client support IVR can route calls straight to the assigned project manager, keeping post-sale service as organised as the sale itself.
One View of the Entire Client Lifetime
Because enquiry, deal, project, communication and invoicing live together, you can finally see the complete client journey — and what it is worth.
- Auto-created projects: closing a deal spins up the project with tasks from a template.
- Task & milestone tracking: deadlines, owners and escalation alerts via automated workflows.
- Client portal: clients view progress and milestones without accessing your full CRM.
- Lead-to-delivery analytics: project profitability and team utilisation reporting, linked to the lead tracking system.
Ideal for Service & Project-Led Businesses
Agencies, IT and software firms, manufacturers and education providers all run on repeatable client projects. Managing them inside the same platform that won the deal removes duplicate data entry and keeps revenue visible from first enquiry to final invoice. For service businesses, that single thread from lead to delivery is transformative: account managers brief delivery teams without re-keying data, clients receive proactive updates, and leadership sees true project profitability rather than just sales numbers. Start a 7-day free trial* — no credit card required.
Explore Related Solutions
Discover more LeadNXT business solutions to grow your business.
Frequently Asked Questions
Quick answers about LeadNXT CRM Project Management.
Yes. LeadNXT provides unified sales pipeline + project management. When a deal closes, a project is auto-created with all client context from the sales process.
Yes. Create tasks, assign to team members, set deadlines, and track progress with Kanban boards. Automated reminders for upcoming and overdue tasks.
Yes. Client portal option where clients can view project progress, milestones, and communicate with your team without logging into the full CRM.
Project time tracking and milestone completion can trigger invoice generation. Track revenue from lead to project delivery in one place.
Yes! 7-day free trial* with full CRM + project management features.
Ready to Unify Sales & Project Delivery?
Start your 7-day free trial* today. No credit card required.