Projects

Organizing specific projects for jobs has never been easier!

Some jobs require specific projects that need to be finished within tight schedules, and it is often difficult to outline and assign these projects to team members while they are out in the field. CRM Runner simplifies this necessity by allowing projects to be added to any active job at any time within its duration. Notify employees and contractors immediately once a new project has been created.

How can CRM Runner help with organizing new projects?
  • Create new projects with titles and start/end dates and attach them to specific jobs
  • Filter between different projects by name for simplified search parameters
  • View the status and completion of projects immediately from the “Projects” page
  • Choose different actions regarding each project for complete management control of projects on certain jobs