Project Management Software — Post-Sale Project Tracking in CRM
OptiKratos Project Management (coming soon) will extend your CRM into post-sale delivery — letting teams track project milestones, tasks, and client communication without leaving the customer record.
- 14-day free trial, no credit card required
- Unified with CRM and WhatsApp on one platform
- SOC 2 certified, GDPR ready
Rated 4.5+ by 100,000+ companies in 179 countries
What Project Management Software — Post-Sale Project Tracking in CRM includes
Every capability ships as part of your OptiKratos workspace — no add-ons.
Project milestones
Define and track project milestones linked to the CRM deal.
Task boards
Kanban or list view for project tasks, assigned to team members.
Client portal
Share project status with clients without giving full CRM access.
Time tracking
Log time against tasks and projects for billing or capacity planning.
File attachments
Attach contracts, specs, and deliverables to project records.
Deal-to-project handoff
Convert a closed deal to a project with one click — all context transfers.
Benefits of Project Management Software — Post-Sale Project Tracking in CRM
- Coming soon — join the waitlist
Project Management Software — Post-Sale Project Tracking in CRM — frequently asked questions
Everything you need to know about Project Management Software — Post-Sale Project Tracking in CRM on OptiKratos.
Start using Project Management Software — Post-Sale Project Tracking in CRM today
Full access on every plan. Upgrade as your team grows.
Part of Sales Software · SOC 2 · GDPR ready · Dedicated onboarding